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Crawford Development Co. and Southeast Bank of Texas SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Crawford Development Co. and Southeast Bank of Texas


In the early months of the 2007-08 financial crisis, a loan manager faces a real estate financing decision. Should he approve a bullet structure three-year loan to a longstanding client, a legendary Texan developer? The developer, who near retirement downsized his business, is seeking financing for his only project: residential or commercial development on an attractive piece of land in suburban Houston. The loan manager considers the decision in light of the mortgage market turmoil, seeing commercial projects as safer, but also factoring that the residential market could bring higher returns if the market stabilizes soon. The manager collects the data and asks an analyst to assess the risks; that ultimately requires assessing the economics of both projects from both the bank's and the developer's perspectives. The bank could still change the interest rate on the loan to receive adequate compensation for the risk it carries, but the loan manager knows that doing so will change their long-term client willingness to take on the loan.

Authors :: Anton Ovchinnikov

Topics :: Finance & Accounting

Tags :: Business models, Crisis management, Decision making, Financial analysis, Financial management, Recession, Risk management, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Crawford Development Co. and Southeast Bank of Texas" written by Anton Ovchinnikov includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Loan Manager facing as an external strategic factors. Some of the topics covered in Crawford Development Co. and Southeast Bank of Texas case study are - Strategic Management Strategies, Business models, Crisis management, Decision making, Financial analysis, Financial management, Recession, Risk management and Finance & Accounting.


Some of the macro environment factors that can be used to understand the Crawford Development Co. and Southeast Bank of Texas casestudy better are - – increasing government debt because of Covid-19 spendings, supply chains are disrupted by pandemic , there is increasing trade war between United States & China, central banks are concerned over increasing inflation, increasing inequality as vast percentage of new income is going to the top 1%, technology disruption, digital marketing is dominated by two big players Facebook and Google, increasing household debt because of falling income levels, increasing transportation and logistics costs, etc



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Introduction to SWOT Analysis of Crawford Development Co. and Southeast Bank of Texas


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




Strengths Crawford Development Co. and Southeast Bank of Texas | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Loan Manager in Crawford Development Co. and Southeast Bank of Texas Harvard Business Review case study are -

Sustainable margins compare to other players in Finance & Accounting industry

– Crawford Development Co. and Southeast Bank of Texas firm has clearly differentiated products in the market place. This has enabled Loan Manager to fetch slight price premium compare to the competitors in the Finance & Accounting industry. The sustainable margins have also helped Loan Manager to invest into research and development (R&D) and innovation.

Ability to recruit top talent

– Loan Manager is one of the leading recruiters in the industry. Managers in the Crawford Development Co. and Southeast Bank of Texas are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Analytics focus

– Loan Manager 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 Anton Ovchinnikov 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.

Operational resilience

– The operational resilience strategy in the Crawford Development Co. and Southeast Bank of Texas 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.

Effective Research and Development (R&D)

– Loan Manager 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 Crawford Development Co. and Southeast Bank of Texas - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Cross disciplinary teams

– Horizontal connected teams at the Loan Manager 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.

Diverse revenue streams

– Loan Manager is present in almost all the verticals within the industry. This has provided firm in Crawford Development Co. and Southeast Bank of Texas 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.

Successful track record of launching new products

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

High brand equity

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

Organizational Resilience of Loan Manager

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

Strong track record of project management

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

Learning organization

- Loan Manager 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 Loan Manager is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Crawford Development Co. and Southeast Bank of Texas Harvard Business Review case study emphasize – knowledge, initiative, and innovation.






Weaknesses Crawford Development Co. and Southeast Bank of Texas | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Crawford Development Co. and Southeast Bank of Texas are -

Low market penetration in new markets

– Outside its home market of Loan Manager, firm in the HBR case study Crawford Development Co. and Southeast Bank of Texas needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Need for greater diversity

– Loan Manager 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.

No frontier risks strategy

– After analyzing the HBR case study Crawford Development Co. and Southeast Bank of Texas, 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.

Aligning sales with marketing

– It come across in the case study Crawford Development Co. and Southeast Bank of Texas 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 Crawford Development Co. and Southeast Bank of Texas can leverage the sales team experience to cultivate customer relationships as Loan Manager is planning to shift buying processes online.

High bargaining power of channel partners

– Because of the regulatory requirements, Anton Ovchinnikov suggests that, Loan Manager 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.

Lack of clear differentiation of Loan Manager products

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

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 Loan Manager supply chain. Even after few cautionary changes mentioned in the HBR case study - Crawford Development Co. and Southeast Bank of Texas, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Loan Manager vulnerable to further global disruptions in South East Asia.

Interest costs

– Compare to the competition, Loan Manager 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.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Crawford Development Co. and Southeast Bank of Texas, is just above the industry average. Loan Manager 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 cash cycle compare to competitors

Loan Manager 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.

Employees’ incomplete understanding of strategy

– From the instances in the HBR case study Crawford Development Co. and Southeast Bank of Texas, it seems that the employees of Loan Manager 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.




Opportunities Crawford Development Co. and Southeast Bank of Texas | 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 Crawford Development Co. and Southeast Bank of Texas are -

Using analytics as competitive advantage

– Loan Manager 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 Crawford Development Co. and Southeast Bank of Texas - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Loan Manager to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Buying journey improvements

– Loan Manager can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Crawford Development Co. and Southeast Bank of Texas suggest that firm can provide automated chats to help consumers solve their own problems, provide online suggestions to get maximum out of the products and services, and help consumers to build a community where they can interact with each other to develop new features and uses.

Use of Bitcoin and other crypto currencies for transactions

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Loan Manager in the consumer business. Now Loan Manager can target international markets with far fewer capital restrictions requirements than the existing system.

Better consumer reach

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

Increase in government spending

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

Lowering marketing communication costs

– 5G expansion will open new opportunities for Loan Manager 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.

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 Loan Manager 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, Loan Manager is facing challenges because of the dominance of functional experts in the organization. Crawford Development Co. and Southeast Bank of Texas case study suggests that firm can utilize new technology to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Building a culture of innovation

– managers at Loan Manager 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 Finance & Accounting segment.

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. Loan Manager can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Reforming the budgeting process

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

Developing new processes and practices

– Loan Manager 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.

Creating value in data economy

– The success of analytics program of Loan Manager has opened avenues for new revenue streams for the organization in the industry. This can help Loan Manager to build a more holistic ecosystem as suggested in the Crawford Development Co. and Southeast Bank of Texas case study. Loan Manager can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.




Threats Crawford Development Co. and Southeast Bank of Texas External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Crawford Development Co. and Southeast Bank of Texas 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 Loan Manager in the Finance & Accounting sector and impact the bottomline of the organization.

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. Loan Manager 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 Loan Manager business can come under increasing regulations regarding data privacy, data security, etc.

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.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Crawford Development Co. and Southeast Bank of Texas, Loan Manager 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 .

Stagnating economy with rate increase

– Loan Manager 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.

Trade war between China and United States

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

Consumer confidence and its impact on Loan Manager 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.

Barriers of entry lowering

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

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Loan Manager 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 Crawford Development Co. and Southeast Bank of Texas .

Increasing wage structure of Loan Manager

– 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 Loan Manager.

High dependence on third party suppliers

– Loan Manager 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.

Regulatory challenges

– Loan Manager 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.




Weighted SWOT Analysis of Crawford Development Co. and Southeast Bank of Texas 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 Crawford Development Co. and Southeast Bank of Texas 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 Crawford Development Co. and Southeast Bank of Texas 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 Crawford Development Co. and Southeast Bank of Texas 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 Crawford Development Co. and Southeast Bank of Texas 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 Loan Manager needs to make to build a sustainable competitive advantage.



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