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Saurer: The China Challenge (B) SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Saurer: The China Challenge (B)


In November 2004 Saurer Twisting Systems launched a new twisting machine called Focus in China under the Volkmann brand. The (B) case describes the launch strategy for the new product in China and India, the competitive response, and the early results Saurer achieved. By June 2005 it was clear that Saurer Twisting Systems would easily achieve its objectives in India and Pakistan, but China was proving to be more challenging. The CEO of Saurer Twisting Systems was trying to decide what additional steps he might take to accelerate Volkmann's progress in China and to deal with the competitive threat posed by a major Chinese competitor.

Authors :: Adrian Ryans

Topics :: Strategy & Execution

Tags :: Strategy, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Saurer: The China Challenge (B)" written by Adrian Ryans includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Saurer Twisting facing as an external strategic factors. Some of the topics covered in Saurer: The China Challenge (B) case study are - Strategic Management Strategies, Strategy and Strategy & Execution.


Some of the macro environment factors that can be used to understand the Saurer: The China Challenge (B) casestudy better are - – increasing government debt because of Covid-19 spendings, geopolitical disruptions, increasing household debt because of falling income levels, cloud computing is disrupting traditional business models, central banks are concerned over increasing inflation, digital marketing is dominated by two big players Facebook and Google, there is increasing trade war between United States & China, increasing energy prices, challanges to central banks by blockchain based private currencies, etc



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Introduction to SWOT Analysis of Saurer: The China Challenge (B)


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Saurer: The China Challenge (B) case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Saurer Twisting, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Saurer Twisting 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 Saurer: The China Challenge (B) can be done for the following purposes –
1. Strategic planning using facts provided in Saurer: The China Challenge (B) case study
2. Improving business portfolio management of Saurer Twisting
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 Saurer Twisting




Strengths Saurer: The China Challenge (B) | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Saurer Twisting in Saurer: The China Challenge (B) Harvard Business Review case study are -

High brand equity

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

Innovation driven organization

– Saurer Twisting is one of the most innovative firm in sector. Manager in Saurer: The China Challenge (B) Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Sustainable margins compare to other players in Strategy & Execution industry

– Saurer: The China Challenge (B) firm has clearly differentiated products in the market place. This has enabled Saurer Twisting to fetch slight price premium compare to the competitors in the Strategy & Execution industry. The sustainable margins have also helped Saurer Twisting to invest into research and development (R&D) and innovation.

Superior customer experience

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

Strong track record of project management

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

Training and development

– Saurer Twisting has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Saurer: The China Challenge (B) 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.

Learning organization

- Saurer Twisting 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 Saurer Twisting is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Saurer: The China Challenge (B) Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

Cross disciplinary teams

– Horizontal connected teams at the Saurer Twisting 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.

Digital Transformation in Strategy & Execution segment

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

Diverse revenue streams

– Saurer Twisting is present in almost all the verticals within the industry. This has provided firm in Saurer: The China Challenge (B) 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.

Operational resilience

– The operational resilience strategy in the Saurer: The China Challenge (B) 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.

Highly skilled collaborators

– Saurer Twisting 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 Saurer: The China Challenge (B) HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.






Weaknesses Saurer: The China Challenge (B) | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Saurer: The China Challenge (B) are -

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Saurer Twisting is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Saurer: The China Challenge (B) can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Employees’ incomplete understanding of strategy

– From the instances in the HBR case study Saurer: The China Challenge (B), it seems that the employees of Saurer Twisting don’t have comprehensive understanding of the firm’s strategy. This is reflected in number of promotional campaigns over the last few years that had mixed messaging and competing priorities. Some of the strategic activities and services promoted in the promotional campaigns were not consistent with the organization’s strategy.

High cash cycle compare to competitors

Saurer Twisting 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.

Low market penetration in new markets

– Outside its home market of Saurer Twisting, firm in the HBR case study Saurer: The China Challenge (B) needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Interest costs

– Compare to the competition, Saurer Twisting 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.

Increasing silos among functional specialists

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

Skills based hiring

– The stress on hiring functional specialists at Saurer Twisting 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.

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 Saurer Twisting supply chain. Even after few cautionary changes mentioned in the HBR case study - Saurer: The China Challenge (B), it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Saurer Twisting vulnerable to further global disruptions in South East Asia.

Lack of clear differentiation of Saurer Twisting products

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

No frontier risks strategy

– After analyzing the HBR case study Saurer: The China Challenge (B), it seems that company is thinking about the frontier risks that can impact Strategy & Execution strategy. But it has very little resources allocation to manage the risks emerging from events such as natural disasters, climate change, melting of permafrost, tacking the rise of artificial intelligence, opportunities and threats emerging from commercialization of space etc.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Saurer: The China Challenge (B), in the dynamic environment Saurer Twisting has struggled to respond to the nimble upstart competition. Saurer Twisting has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.




Opportunities Saurer: The China Challenge (B) | 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 Saurer: The China Challenge (B) are -

Creating value in data economy

– The success of analytics program of Saurer Twisting has opened avenues for new revenue streams for the organization in the industry. This can help Saurer Twisting to build a more holistic ecosystem as suggested in the Saurer: The China Challenge (B) case study. Saurer Twisting can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Buying journey improvements

– Saurer Twisting can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Saurer: The China Challenge (B) 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.

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 Saurer Twisting in the consumer business. Now Saurer Twisting can target international markets with far fewer capital restrictions requirements than the existing system.

Developing new processes and practices

– Saurer Twisting 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.

Better consumer reach

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

Redefining models of collaboration and team work

– As explained in the weaknesses section, Saurer Twisting is facing challenges because of the dominance of functional experts in the organization. Saurer: The China Challenge (B) 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.

Building a culture of innovation

– managers at Saurer Twisting 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.

Low interest rates

– Even though inflation is raising its head in most developed economies, Saurer Twisting can still utilize the low interest rates to borrow money for capital investment. Secondly it can also use the increase of government spending in infrastructure projects to get new business.

Loyalty marketing

– Saurer Twisting 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.

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. Saurer Twisting can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

Increase in government spending

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

Reforming the budgeting process

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

Leveraging digital technologies

– Saurer Twisting 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.




Threats Saurer: The China Challenge (B) External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Saurer: The China Challenge (B) are -

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.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Saurer Twisting can face downward pressure on margins from increasing competition from international players. The international players have stable revenue in their home market and can use those resources to penetrate prominent markets illustrated in HBR case study Saurer: The China Challenge (B) .

Consumer confidence and its impact on Saurer Twisting 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.

Environmental challenges

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

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Saurer: The China Challenge (B), Saurer Twisting 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 .

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 Saurer Twisting.

Increasing wage structure of Saurer Twisting

– Post Covid-19 there is a sharp increase in the wages especially in the jobs that require interaction with people. The increasing wages can put downward pressure on the margins of Saurer Twisting.

Barriers of entry lowering

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

Regulatory challenges

– Saurer Twisting 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.

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. Saurer Twisting 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.

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.

Trade war between China and United States

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

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




Weighted SWOT Analysis of Saurer: The China Challenge (B) 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 Saurer: The China Challenge (B) 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 Saurer: The China Challenge (B) 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 Saurer: The China Challenge (B) 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 Saurer: The China Challenge (B) 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 Saurer Twisting needs to make to build a sustainable competitive advantage.



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