RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis
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Case Study SWOT Analysis Solution
Case Study Description of RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge
RogersCasey Alternative Investments faces the challenge of managing distributions of stock by the private equity investors in which their clients have invested. These distributed shares appear to behave in complex ways, apparently at odds with market efficiency. A variety of strategies to capitalize on this behavior are considered.
Swot Analysis of "RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge" written by Josh Lerner includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Rogerscasey Alternative facing as an external strategic factors. Some of the topics covered in RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge case study are - Strategic Management Strategies, Customers, Financial management, Financial markets, Innovation, Venture capital and Finance & Accounting.
Some of the macro environment factors that can be used to understand the RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge casestudy better are - – geopolitical disruptions, cloud computing is disrupting traditional business models, talent flight as more people leaving formal jobs, technology disruption, increasing household debt because of falling income levels, challanges to central banks by blockchain based private currencies, supply chains are disrupted by pandemic ,
competitive advantages are harder to sustain because of technology dispersion, banking and financial system is disrupted by Bitcoin and other crypto currencies, etc
Introduction to SWOT Analysis of RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge
SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Rogerscasey Alternative, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Rogerscasey Alternative 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge can be done for the following purposes –
1. Strategic planning using facts provided in RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge case study
2. Improving business portfolio management of Rogerscasey Alternative
3. Assessing feasibility of the new initiative in Finance & Accounting field.
4. Making a Finance & Accounting topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Rogerscasey Alternative
Strengths RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis
The strengths of Rogerscasey Alternative in RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge Harvard Business Review case study are -
Analytics focus
– Rogerscasey Alternative 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 Josh Lerner 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
- Rogerscasey Alternative 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 Rogerscasey Alternative is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge Harvard Business Review case study emphasize – knowledge, initiative, and innovation.
Highly skilled collaborators
– Rogerscasey Alternative 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.
Successful track record of launching new products
– Rogerscasey Alternative has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Rogerscasey Alternative 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.
Training and development
– Rogerscasey Alternative has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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.
Superior customer experience
– The customer experience strategy of Rogerscasey Alternative in the segment is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.
Sustainable margins compare to other players in Finance & Accounting industry
– RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge firm has clearly differentiated products in the market place. This has enabled Rogerscasey Alternative to fetch slight price premium compare to the competitors in the Finance & Accounting industry. The sustainable margins have also helped Rogerscasey Alternative to invest into research and development (R&D) and innovation.
Organizational Resilience of Rogerscasey Alternative
– The covid-19 pandemic has put organizational resilience at the centre of everthing that Rogerscasey Alternative does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.
Digital Transformation in Finance & Accounting segment
- digital transformation varies from industry to industry. For Rogerscasey Alternative digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Rogerscasey Alternative 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.
Strong track record of project management
– Rogerscasey Alternative is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.
Operational resilience
– The operational resilience strategy in the RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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.
Ability to lead change in Finance & Accounting field
– Rogerscasey Alternative 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 Rogerscasey Alternative in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.
Weaknesses RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis
The weaknesses of RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge are -
High cash cycle compare to competitors
Rogerscasey Alternative 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.
Products dominated business model
– Even though Rogerscasey Alternative 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 - RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge should strive to include more intangible value offerings along with its core products and services.
Workers concerns about automation
– As automation is fast increasing in the segment, Rogerscasey Alternative 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 harness new channels of communication
– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Rogerscasey Alternative is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.
High bargaining power of channel partners
– Because of the regulatory requirements, Josh Lerner suggests that, Rogerscasey Alternative 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.
High dependence on star products
– The top 2 products and services of the firm as mentioned in the RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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 Rogerscasey Alternative has relatively successful track record of launching new products.
Slow to strategic competitive environment developments
– As RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge HBR case study mentions - Rogerscasey Alternative 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.
Employees’ incomplete understanding of strategy
– From the instances in the HBR case study RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge, it seems that the employees of Rogerscasey Alternative 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.
No frontier risks strategy
– After analyzing the HBR case study RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge, it seems that company is thinking about the frontier risks that can impact Finance & Accounting 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.
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 Rogerscasey Alternative supply chain. Even after few cautionary changes mentioned in the HBR case study - RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Rogerscasey Alternative vulnerable to further global disruptions in South East Asia.
Skills based hiring
– The stress on hiring functional specialists at Rogerscasey Alternative 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.
Opportunities RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge | 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge are -
Better consumer reach
– The expansion of the 5G network will help Rogerscasey Alternative to increase its market reach. Rogerscasey Alternative will be able to reach out to new customers. Secondly 5G will also provide technology framework to build new tools and products that can help more immersive consumer experience and faster consumer journey.
Creating value in data economy
– The success of analytics program of Rogerscasey Alternative has opened avenues for new revenue streams for the organization in the industry. This can help Rogerscasey Alternative to build a more holistic ecosystem as suggested in the RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge case study. Rogerscasey Alternative can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.
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. Rogerscasey Alternative can explore opportunities that can attract volunteers and are consistent with its mission and vision.
Manufacturing automation
– Rogerscasey Alternative can use the latest technology developments to improve its manufacturing and designing process in Finance & Accounting 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.
Using analytics as competitive advantage
– Rogerscasey Alternative 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Rogerscasey Alternative to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.
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 Rogerscasey Alternative 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.
Increase in government spending
– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Rogerscasey Alternative can use these opportunities to build new business models that can help the communities that Rogerscasey Alternative operates in. Secondly it can use opportunities from government spending in Finance & Accounting 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 Rogerscasey Alternative in the consumer business. Now Rogerscasey Alternative can target international markets with far fewer capital restrictions requirements than the existing system.
Remote work and new talent hiring opportunities
– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Rogerscasey Alternative 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 Rogerscasey Alternative to hire the very best people irrespective of their geographical location.
Finding new ways to collaborate
– Covid-19 has not only transformed business models of companies in Finance & Accounting industry, but it has also influenced the consumer preferences. Rogerscasey Alternative can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.
Lowering marketing communication costs
– 5G expansion will open new opportunities for Rogerscasey Alternative in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Finance & Accounting segment, and it will provide faster access to the consumers.
Developing new processes and practices
– Rogerscasey Alternative can develop new processes and procedures in Finance & Accounting 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.
Reforming the budgeting process
- By establishing new metrics that will be used to evaluate both existing and potential projects Rogerscasey Alternative can not only reduce the costs of the project but also help it in integrating the projects with other processes within the organization.
Threats RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis
The threats mentioned in the HBR case study RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge are -
Regulatory challenges
– Rogerscasey Alternative 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 Finance & Accounting 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. Rogerscasey Alternative 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.
Increasing international competition and downward pressure on margins
– Apart from technology driven competitive advantage dilution, Rogerscasey Alternative 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge .
Learning curve for new practices
– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge, Rogerscasey Alternative may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Finance & Accounting .
Easy access to finance
– Easy access to finance in Finance & Accounting field will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Rogerscasey Alternative can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.
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.
High dependence on third party suppliers
– Rogerscasey Alternative 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.
Increasing wage structure of Rogerscasey Alternative
– 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 Rogerscasey Alternative.
Environmental challenges
– Rogerscasey Alternative 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. Rogerscasey Alternative can take advantage of this fund but it will also bring new competitors in the Finance & Accounting industry.
Shortening product life cycle
– it is one of the major threat that Rogerscasey Alternative is facing in Finance & Accounting sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.
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. Rogerscasey Alternative needs to understand the core reasons impacting the Finance & Accounting industry. This will help it in building a better workplace.
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 Rogerscasey Alternative.
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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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 Rogerscasey Alternative needs to make to build a sustainable competitive advantage.
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