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Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C)


In the preceding case, Copeland had to choose between two alternative plant layouts for organizing its Sidney plant. Now it must get work force approval for a change in "bumping" rules before proceeding with the change. Management must decide how to proceed--to continue with the reorganization, delay the moving of equipment and personnel, or drop the project completely.

Authors :: David A. Garvin, Artemis March

Topics :: Technology & Operations

Tags :: Labor, Manufacturing, Reorganization, Strategy execution, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C)" written by David A. Garvin, Artemis March includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Copeland Bumping facing as an external strategic factors. Some of the topics covered in Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) case study are - Strategic Management Strategies, Labor, Manufacturing, Reorganization, Strategy execution and Technology & Operations.


Some of the macro environment factors that can be used to understand the Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) casestudy better are - – challanges to central banks by blockchain based private currencies, banking and financial system is disrupted by Bitcoin and other crypto currencies, talent flight as more people leaving formal jobs, increasing transportation and logistics costs, there is backlash against globalization, there is increasing trade war between United States & China, wage bills are increasing, supply chains are disrupted by pandemic , competitive advantages are harder to sustain because of technology dispersion, etc



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Introduction to SWOT Analysis of Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C)


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Copeland Bumping, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Copeland Bumping 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 Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) can be done for the following purposes –
1. Strategic planning using facts provided in Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) case study
2. Improving business portfolio management of Copeland Bumping
3. Assessing feasibility of the new initiative in Technology & Operations field.
4. Making a Technology & Operations topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Copeland Bumping




Strengths Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Copeland Bumping in Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) Harvard Business Review case study are -

Superior customer experience

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

Analytics focus

– Copeland Bumping 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 David A. Garvin, Artemis March 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.

Effective Research and Development (R&D)

– Copeland Bumping 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 Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Learning organization

- Copeland Bumping 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 Copeland Bumping is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

Ability to recruit top talent

– Copeland Bumping is one of the leading recruiters in the industry. Managers in the Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Diverse revenue streams

– Copeland Bumping is present in almost all the verticals within the industry. This has provided firm in Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) 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.

Ability to lead change in Technology & Operations field

– Copeland Bumping is one of the leading players in its industry. Over the years it has not only transformed the business landscape in its segment but also across the whole industry. The ability to lead change has enabled Copeland Bumping in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Low bargaining power of suppliers

– Suppliers of Copeland Bumping in the sector have low bargaining power. Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Copeland Bumping to manage not only supply disruptions but also source products at highly competitive prices.

Cross disciplinary teams

– Horizontal connected teams at the Copeland Bumping 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.

Innovation driven organization

– Copeland Bumping is one of the most innovative firm in sector. Manager in Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Digital Transformation in Technology & Operations segment

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

High switching costs

– The high switching costs that Copeland Bumping 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.






Weaknesses Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) are -

Slow decision making process

– As mentioned earlier in the report, Copeland Bumping 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. Copeland Bumping 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.

Increasing silos among functional specialists

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

High bargaining power of channel partners

– Because of the regulatory requirements, David A. Garvin, Artemis March suggests that, Copeland Bumping 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.

Products dominated business model

– Even though Copeland Bumping 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 - Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) should strive to include more intangible value offerings along with its core products and services.

High operating costs

– Compare to the competitors, firm in the HBR case study Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) 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 Copeland Bumping 's lucrative customers.

Workers concerns about automation

– As automation is fast increasing in the segment, Copeland Bumping 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.

High cash cycle compare to competitors

Copeland Bumping 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 Copeland Bumping 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.

Low market penetration in new markets

– Outside its home market of Copeland Bumping, firm in the HBR case study Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Capital Spending Reduction

– Even during the low interest decade, Copeland Bumping 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.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C), is just above the industry average. Copeland Bumping 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.




Opportunities Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) | 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 Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) are -

Changes in consumer behavior post Covid-19

– Consumer behavior has changed in the Technology & Operations industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Copeland Bumping 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. Copeland Bumping 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.

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. Copeland Bumping can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Building a culture of innovation

– managers at Copeland Bumping 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 Technology & Operations segment.

Increase in government spending

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

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

Manufacturing automation

– Copeland Bumping can use the latest technology developments to improve its manufacturing and designing process in Technology & Operations 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.

Developing new processes and practices

– Copeland Bumping can develop new processes and procedures in Technology & Operations 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.

Learning at scale

– Online learning technologies has now opened space for Copeland Bumping 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.

Leveraging digital technologies

– Copeland Bumping 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.

Finding new ways to collaborate

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

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 Copeland Bumping 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.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Copeland Bumping is facing challenges because of the dominance of functional experts in the organization. Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) 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.

Low interest rates

– Even though inflation is raising its head in most developed economies, Copeland Bumping 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.




Threats Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) are -

Easy access to finance

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

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 Copeland Bumping.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Copeland Bumping 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 Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) .

Shortening product life cycle

– it is one of the major threat that Copeland Bumping is facing in Technology & Operations sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Copeland Bumping in the Technology & Operations industry. The Technology & Operations 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.

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 Copeland Bumping in the Technology & Operations sector and impact the bottomline of the organization.

Environmental challenges

– Copeland Bumping 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. Copeland Bumping can take advantage of this fund but it will also bring new competitors in the Technology & Operations industry.

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. Copeland Bumping needs to understand the core reasons impacting the Technology & Operations industry. This will help it in building a better workplace.

Barriers of entry lowering

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

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C), Copeland Bumping may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Technology & Operations .

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.

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. Copeland Bumping 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.

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 Copeland Bumping business can come under increasing regulations regarding data privacy, data security, etc.




Weighted SWOT Analysis of Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) 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 Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) 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 Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) 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 Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) 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 Copeland Corp.: Evolution of a Manufacturing Strategy--1975-82 (C) 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 Copeland Bumping needs to make to build a sustainable competitive advantage.



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