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OMV Petrom: Investment as Partnership-When It Takes Three to Tango SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of OMV Petrom: Investment as Partnership-When It Takes Three to Tango


Petrom was privatized by the Romanian state in 2004 and acquired by Austrian oil company OMV, with the state retaining a 20.6% stake in the company. The situation was particularly challenging for the foreign investor since the sector in which the company operated was strategic, was regulated by the Romanian state and the company was a key employer and tax payer in a country that was undergoing major structural change. Under OMV and CEO Mariana Gheorghe's leadership, OMV Petrom saw its net profit and sales almost double since 2005, while headcount was reduced by 50%. Gheorghe had negotiated challenges stemming from Petrom's legacy as a state owned company, such as lack of investment, aged assets, operational inefficiency, and bureaucracy while successfully managing the triangular partnership between the acquirer OMV, acquiree OMV Petrom and the Romanian government.

Authors :: Dante Roscini, Emer Moloney, Daniela Beyersdorfer

Topics :: Finance & Accounting

Tags :: Economy, Government, Joint ventures, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "OMV Petrom: Investment as Partnership-When It Takes Three to Tango" written by Dante Roscini, Emer Moloney, Daniela Beyersdorfer includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Omv Petrom facing as an external strategic factors. Some of the topics covered in OMV Petrom: Investment as Partnership-When It Takes Three to Tango case study are - Strategic Management Strategies, Economy, Government, Joint ventures and Finance & Accounting.


Some of the macro environment factors that can be used to understand the OMV Petrom: Investment as Partnership-When It Takes Three to Tango casestudy better are - – digital marketing is dominated by two big players Facebook and Google, geopolitical disruptions, increasing inequality as vast percentage of new income is going to the top 1%, talent flight as more people leaving formal jobs, competitive advantages are harder to sustain because of technology dispersion, increasing transportation and logistics costs, central banks are concerned over increasing inflation, increasing commodity prices, increasing household debt because of falling income levels, etc



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Introduction to SWOT Analysis of OMV Petrom: Investment as Partnership-When It Takes Three to Tango


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in OMV Petrom: Investment as Partnership-When It Takes Three to Tango case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Omv Petrom, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Omv Petrom 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango can be done for the following purposes –
1. Strategic planning using facts provided in OMV Petrom: Investment as Partnership-When It Takes Three to Tango case study
2. Improving business portfolio management of Omv Petrom
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 Omv Petrom




Strengths OMV Petrom: Investment as Partnership-When It Takes Three to Tango | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Omv Petrom in OMV Petrom: Investment as Partnership-When It Takes Three to Tango Harvard Business Review case study are -

Analytics focus

– Omv Petrom 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 Dante Roscini, Emer Moloney, Daniela Beyersdorfer 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.

Digital Transformation in Finance & Accounting segment

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

Ability to lead change in Finance & Accounting field

– Omv Petrom 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 Omv Petrom in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Superior customer experience

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

Diverse revenue streams

– Omv Petrom is present in almost all the verticals within the industry. This has provided firm in OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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

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

Sustainable margins compare to other players in Finance & Accounting industry

– OMV Petrom: Investment as Partnership-When It Takes Three to Tango firm has clearly differentiated products in the market place. This has enabled Omv Petrom to fetch slight price premium compare to the competitors in the Finance & Accounting industry. The sustainable margins have also helped Omv Petrom to invest into research and development (R&D) and innovation.

Cross disciplinary teams

– Horizontal connected teams at the Omv Petrom 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.

Effective Research and Development (R&D)

– Omv Petrom 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Low bargaining power of suppliers

– Suppliers of Omv Petrom in the sector have low bargaining power. OMV Petrom: Investment as Partnership-When It Takes Three to Tango has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Omv Petrom to manage not only supply disruptions but also source products at highly competitive prices.

Innovation driven organization

– Omv Petrom is one of the most innovative firm in sector. Manager in OMV Petrom: Investment as Partnership-When It Takes Three to Tango Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Organizational Resilience of Omv Petrom

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






Weaknesses OMV Petrom: Investment as Partnership-When It Takes Three to Tango | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of OMV Petrom: Investment as Partnership-When It Takes Three to Tango are -

No frontier risks strategy

– After analyzing the HBR case study OMV Petrom: Investment as Partnership-When It Takes Three to Tango, 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.

Slow decision making process

– As mentioned earlier in the report, Omv Petrom 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. Omv Petrom 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.

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Omv Petrom is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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 dependence on star products

– The top 2 products and services of the firm as mentioned in the OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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 Omv Petrom has relatively successful track record of launching new products.

Capital Spending Reduction

– Even during the low interest decade, Omv Petrom has not been able to do capital spending to the tune of the competition. This has resulted into fewer innovations and company facing stiff competition from both existing competitors and new entrants who are disrupting the industry using digital technology.

Products dominated business model

– Even though Omv Petrom 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 - OMV Petrom: Investment as Partnership-When It Takes Three to Tango should strive to include more intangible value offerings along with its core products and services.

Interest costs

– Compare to the competition, Omv Petrom 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango HBR case study mentions - Omv Petrom 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango can leverage the sales team experience to cultivate customer relationships as Omv Petrom is planning to shift buying processes online.

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 Omv Petrom supply chain. Even after few cautionary changes mentioned in the HBR case study - OMV Petrom: Investment as Partnership-When It Takes Three to Tango, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Omv Petrom vulnerable to further global disruptions in South East Asia.

Low market penetration in new markets

– Outside its home market of Omv Petrom, firm in the HBR case study OMV Petrom: Investment as Partnership-When It Takes Three to Tango needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.




Opportunities OMV Petrom: Investment as Partnership-When It Takes Three to Tango | 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango are -

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Omv Petrom 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, OMV Petrom: Investment as Partnership-When It Takes Three to Tango, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Developing new processes and practices

– Omv Petrom 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.

Low interest rates

– Even though inflation is raising its head in most developed economies, Omv Petrom 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, Omv Petrom is facing challenges because of the dominance of functional experts in the organization. OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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.

Creating value in data economy

– The success of analytics program of Omv Petrom has opened avenues for new revenue streams for the organization in the industry. This can help Omv Petrom to build a more holistic ecosystem as suggested in the OMV Petrom: Investment as Partnership-When It Takes Three to Tango case study. Omv Petrom can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Omv Petrom 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 Omv Petrom to hire the very best people irrespective of their geographical location.

Better consumer reach

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

Manufacturing automation

– Omv Petrom 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

– Omv Petrom 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Omv Petrom to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Building a culture of innovation

– managers at Omv Petrom 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.

Buying journey improvements

– Omv Petrom can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Omv Petrom 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.

Increase in government spending

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




Threats OMV Petrom: Investment as Partnership-When It Takes Three to Tango External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study OMV Petrom: Investment as Partnership-When It Takes Three to Tango are -

Stagnating economy with rate increase

– Omv Petrom 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.

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.

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.

Regulatory challenges

– Omv Petrom 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.

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 Omv Petrom in the Finance & Accounting sector and impact the bottomline of the organization.

Trade war between China and United States

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

Barriers of entry lowering

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

Increasing wage structure of Omv Petrom

– 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 Omv Petrom.

Environmental challenges

– Omv Petrom 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. Omv Petrom can take advantage of this fund but it will also bring new competitors in the Finance & Accounting industry.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Omv Petrom 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango .

Consumer confidence and its impact on Omv Petrom 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.

High dependence on third party suppliers

– Omv Petrom 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.

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 Omv Petrom business can come under increasing regulations regarding data privacy, data security, etc.




Weighted SWOT Analysis of OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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 OMV Petrom: Investment as Partnership-When It Takes Three to Tango 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 Omv Petrom needs to make to build a sustainable competitive advantage.



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