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 - – increasing commodity prices, talent flight as more people leaving formal jobs, increasing transportation and logistics costs, there is backlash against globalization, wage bills are increasing, supply chains are disrupted by pandemic , increasing household debt because of falling income levels,
increasing government debt because of Covid-19 spendings, 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 -
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.
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.
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.
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.
Cross disciplinary teams
– Horizontal connected teams at the Rogerscasey Alternative are driving operational speed, building greater agility, and keeping the organization nimble to compete with new competitors. It helps are organization to ideate new ideas, and execute them swiftly in the marketplace.
Ability to recruit top talent
– Rogerscasey Alternative is one of the leading recruiters in the industry. Managers in the RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.
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.
Effective Research and Development (R&D)
– Rogerscasey Alternative 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.
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.
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.
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.
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.
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 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.
Lack of clear differentiation of Rogerscasey Alternative products
– To increase the profitability and margins on the products, Rogerscasey Alternative needs to provide more differentiated products than what it is currently offering in the marketplace.
High operating costs
– Compare to the competitors, firm in the HBR case study RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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 Rogerscasey Alternative 's lucrative customers.
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.
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.
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.
Ability to respond to the competition
– As the decision making is very deliberative, highlighted in the case study RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge, in the dynamic environment Rogerscasey Alternative has struggled to respond to the nimble upstart competition. Rogerscasey Alternative has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.
Interest costs
– Compare to the competition, Rogerscasey Alternative 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.
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.
Aligning sales with marketing
– It come across in the case study RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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 RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge can leverage the sales team experience to cultivate customer relationships as Rogerscasey Alternative is planning to shift buying processes online.
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.
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 -
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.
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.
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.
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.
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.
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.
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.
Leveraging digital technologies
– Rogerscasey Alternative 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.
Harnessing reconfiguration of the global supply chains
– As the trade war between US and China heats up in the coming years, Rogerscasey Alternative can build a diversified supply chain model across various countries in - South East Asia, India, and other parts of the world. This reconfiguration of global supply chain can help, as suggested in case study, RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.
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.
Changes in consumer behavior post Covid-19
– Consumer behavior has changed in the Finance & Accounting industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Rogerscasey Alternative 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. Rogerscasey Alternative 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.
Low interest rates
– Even though inflation is raising its head in most developed economies, Rogerscasey Alternative 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.
Redefining models of collaboration and team work
– As explained in the weaknesses section, Rogerscasey Alternative is facing challenges because of the dominance of functional experts in the organization. RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge 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.
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 -
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 Rogerscasey Alternative in the Finance & Accounting sector and impact the bottomline of the organization.
Barriers of entry lowering
– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Rogerscasey Alternative with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.
Trade war between China and United States
– The trade war between two of the biggest economies can hugely impact the opportunities for Rogerscasey Alternative in the Finance & Accounting industry. The Finance & Accounting 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.
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 .
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.
Technology acceleration in Forth Industrial Revolution
– Rogerscasey Alternative has witnessed rapid integration of technology during Covid-19 in the Finance & Accounting industry. As one of the leading players in the industry, Rogerscasey Alternative needs to keep up with the evolution of technology in the Finance & Accounting 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 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.
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 Rogerscasey Alternative business can come under increasing regulations regarding data privacy, data security, etc.
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.
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.
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 .
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.
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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