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Bali Hai Cruises: Creating Business Success in Indonesia SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Bali Hai Cruises: Creating Business Success in Indonesia


Bali Hai Cruises had grown from a start-up company in 1990 to become a thriving multimillion-dollar business in 2017 that employed 460 people on the Indonesian islands of Bali and Lembongan. This solid and consistent business development took place despite a business environment and government that had not always been friendly and positive toward foreign investors. What critical factors brought success to this tourism-based company in such a challenging market? What behaviours and strategies had Bali Hai Cruises followed to build trust, deliver on performance, and resolve challenges in developing this vertically integrated company? The company now faced new challenges in terms of an aging leadership and workforce, the continuing need to manage and maintain its working relationships with the Indonesian government and the harbour authorities, the rapidly developing information technology capacity of the marine tourism industry, and the potential of growing competition. What strategies could Bali Hai Cruises implement to continue its success and growth in 2018 and beyond? Stephen Grainger is affiliated with Yunnan University of Finance and Economics.

Authors :: Stephen Grainger

Topics :: Innovation & Entrepreneurship

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

Swot Analysis of "Bali Hai Cruises: Creating Business Success in Indonesia" written by Stephen Grainger includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Bali Hai facing as an external strategic factors. Some of the topics covered in Bali Hai Cruises: Creating Business Success in Indonesia case study are - Strategic Management Strategies, and Innovation & Entrepreneurship.


Some of the macro environment factors that can be used to understand the Bali Hai Cruises: Creating Business Success in Indonesia casestudy better are - – wage bills are increasing, central banks are concerned over increasing inflation, supply chains are disrupted by pandemic , banking and financial system is disrupted by Bitcoin and other crypto currencies, competitive advantages are harder to sustain because of technology dispersion, increasing inequality as vast percentage of new income is going to the top 1%, geopolitical disruptions, customer relationship management is fast transforming because of increasing concerns over data privacy, talent flight as more people leaving formal jobs, etc



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Introduction to SWOT Analysis of Bali Hai Cruises: Creating Business Success in Indonesia


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Bali Hai Cruises: Creating Business Success in Indonesia case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Bali Hai, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Bali Hai 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 Bali Hai Cruises: Creating Business Success in Indonesia can be done for the following purposes –
1. Strategic planning using facts provided in Bali Hai Cruises: Creating Business Success in Indonesia case study
2. Improving business portfolio management of Bali Hai
3. Assessing feasibility of the new initiative in Innovation & Entrepreneurship field.
4. Making a Innovation & Entrepreneurship topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Bali Hai




Strengths Bali Hai Cruises: Creating Business Success in Indonesia | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Bali Hai in Bali Hai Cruises: Creating Business Success in Indonesia Harvard Business Review case study are -

Operational resilience

– The operational resilience strategy in the Bali Hai Cruises: Creating Business Success in Indonesia 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.

Strong track record of project management

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

Organizational Resilience of Bali Hai

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

Cross disciplinary teams

– Horizontal connected teams at the Bali Hai 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

– Bali Hai is one of the leading recruiters in the industry. Managers in the Bali Hai Cruises: Creating Business Success in Indonesia are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Low bargaining power of suppliers

– Suppliers of Bali Hai in the sector have low bargaining power. Bali Hai Cruises: Creating Business Success in Indonesia has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Bali Hai to manage not only supply disruptions but also source products at highly competitive prices.

Sustainable margins compare to other players in Innovation & Entrepreneurship industry

– Bali Hai Cruises: Creating Business Success in Indonesia firm has clearly differentiated products in the market place. This has enabled Bali Hai to fetch slight price premium compare to the competitors in the Innovation & Entrepreneurship industry. The sustainable margins have also helped Bali Hai to invest into research and development (R&D) and innovation.

Superior customer experience

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

Highly skilled collaborators

– Bali Hai 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 Bali Hai Cruises: Creating Business Success in Indonesia HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Learning organization

- Bali Hai 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 Bali Hai is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Bali Hai Cruises: Creating Business Success in Indonesia Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

Successful track record of launching new products

– Bali Hai has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Bali Hai 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.

Effective Research and Development (R&D)

– Bali Hai 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 Bali Hai Cruises: Creating Business Success in Indonesia - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.






Weaknesses Bali Hai Cruises: Creating Business Success in Indonesia | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Bali Hai Cruises: Creating Business Success in Indonesia are -

Skills based hiring

– The stress on hiring functional specialists at Bali Hai 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.

Increasing silos among functional specialists

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

Need for greater diversity

– Bali Hai has taken concrete steps on diversity, equity, and inclusion. But the efforts so far has resulted in limited success. It needs to expand the recruitment and selection process to hire more people from the minorities and underprivileged background.

Workers concerns about automation

– As automation is fast increasing in the segment, Bali Hai 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 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 Bali Hai supply chain. Even after few cautionary changes mentioned in the HBR case study - Bali Hai Cruises: Creating Business Success in Indonesia, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Bali Hai vulnerable to further global disruptions in South East Asia.

Slow decision making process

– As mentioned earlier in the report, Bali Hai 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. Bali Hai 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.

Products dominated business model

– Even though Bali Hai 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 - Bali Hai Cruises: Creating Business Success in Indonesia should strive to include more intangible value offerings along with its core products and services.

High cash cycle compare to competitors

Bali Hai 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.

Aligning sales with marketing

– It come across in the case study Bali Hai Cruises: Creating Business Success in Indonesia 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 Bali Hai Cruises: Creating Business Success in Indonesia can leverage the sales team experience to cultivate customer relationships as Bali Hai is planning to shift buying processes online.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Bali Hai Cruises: Creating Business Success in Indonesia, is just above the industry average. Bali Hai needs to redesign the compensation structure and incentives to increase the revenue per employees. Some of the steps that it can take are – hiring more specialists on project basis, etc.

High dependence on star products

– The top 2 products and services of the firm as mentioned in the Bali Hai Cruises: Creating Business Success in Indonesia 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 Bali Hai has relatively successful track record of launching new products.




Opportunities Bali Hai Cruises: Creating Business Success in Indonesia | 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 Bali Hai Cruises: Creating Business Success in Indonesia are -

Manufacturing automation

– Bali Hai can use the latest technology developments to improve its manufacturing and designing process in Innovation & Entrepreneurship 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

– Bali Hai 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 Bali Hai Cruises: Creating Business Success in Indonesia - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Bali Hai 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 Bali Hai 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.

Building a culture of innovation

– managers at Bali Hai 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 Innovation & Entrepreneurship segment.

Leveraging digital technologies

– Bali Hai 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.

Loyalty marketing

– Bali Hai 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.

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. Bali Hai can explore opportunities that can attract volunteers and are consistent with its mission and vision.

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

Redefining models of collaboration and team work

– As explained in the weaknesses section, Bali Hai is facing challenges because of the dominance of functional experts in the organization. Bali Hai Cruises: Creating Business Success in Indonesia 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.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Bali Hai 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, Bali Hai Cruises: Creating Business Success in Indonesia, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Learning at scale

– Online learning technologies has now opened space for Bali Hai 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.

Low interest rates

– Even though inflation is raising its head in most developed economies, Bali Hai 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.

Reforming the budgeting process

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




Threats Bali Hai Cruises: Creating Business Success in Indonesia External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Bali Hai Cruises: Creating Business Success in Indonesia are -

Environmental challenges

– Bali Hai 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. Bali Hai can take advantage of this fund but it will also bring new competitors in the Innovation & Entrepreneurship industry.

Barriers of entry lowering

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

Consumer confidence and its impact on Bali Hai 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.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Bali Hai in the Innovation & Entrepreneurship industry. The Innovation & Entrepreneurship 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.

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.

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 Bali Hai in the Innovation & Entrepreneurship sector and impact the bottomline of the organization.

High dependence on third party suppliers

– Bali Hai 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 international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Bali Hai 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 Bali Hai Cruises: Creating Business Success in Indonesia .

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.

Shortening product life cycle

– it is one of the major threat that Bali Hai is facing in Innovation & Entrepreneurship sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Stagnating economy with rate increase

– Bali Hai can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Bali Hai Cruises: Creating Business Success in Indonesia, Bali Hai may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Innovation & Entrepreneurship .

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 Bali Hai business can come under increasing regulations regarding data privacy, data security, etc.




Weighted SWOT Analysis of Bali Hai Cruises: Creating Business Success in Indonesia 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 Bali Hai Cruises: Creating Business Success in Indonesia 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 Bali Hai Cruises: Creating Business Success in Indonesia 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 Bali Hai Cruises: Creating Business Success in Indonesia 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 Bali Hai Cruises: Creating Business Success in Indonesia 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 Bali Hai needs to make to build a sustainable competitive advantage.



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