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Refresh Organics Board of Directors: Three Vignettes SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Refresh Organics Board of Directors: Three Vignettes


George Hausman, co-founder and CEO of Pleasanton, California-based Refresh Organics (fictional), was proud of the business he had built over the past 15 years. Along with a minority partner, Hausman had started Refresh as a distributor of organic produce sourced throughout California. The business had grown steadily, if not explosively, and was now a distributor for organic farms throughout the United States. Refresh's distribution revenues were on track to hit $40 million this year. Refresh Organics also has a lucrative juice business. As the business grows, Hausman wonders if and how he ought to expand his ad hoc board of family and friends into a "real" board (vignette 1). He also wonders whom to add and whether the group of ten he has assembled is 'right' (vignette 2). Finally, Hausman has an opportunity to learn some best practices around how to deliver bad news to the board (vignette 3).

Authors :: Arar Han, Mike Child, Jeff Chambers

Topics :: Innovation & Entrepreneurship

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

Swot Analysis of "Refresh Organics Board of Directors: Three Vignettes" written by Arar Han, Mike Child, Jeff Chambers includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Hausman Refresh facing as an external strategic factors. Some of the topics covered in Refresh Organics Board of Directors: Three Vignettes case study are - Strategic Management Strategies, Entrepreneurial management and Innovation & Entrepreneurship.


Some of the macro environment factors that can be used to understand the Refresh Organics Board of Directors: Three Vignettes casestudy better are - – increasing government debt because of Covid-19 spendings, cloud computing is disrupting traditional business models, challanges to central banks by blockchain based private currencies, technology disruption, increasing energy prices, talent flight as more people leaving formal jobs, digital marketing is dominated by two big players Facebook and Google, supply chains are disrupted by pandemic , increasing commodity prices, etc



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Introduction to SWOT Analysis of Refresh Organics Board of Directors: Three Vignettes


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




Strengths Refresh Organics Board of Directors: Three Vignettes | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Hausman Refresh in Refresh Organics Board of Directors: Three Vignettes Harvard Business Review case study are -

Low bargaining power of suppliers

– Suppliers of Hausman Refresh in the sector have low bargaining power. Refresh Organics Board of Directors: Three Vignettes has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Hausman Refresh to manage not only supply disruptions but also source products at highly competitive prices.

Training and development

– Hausman Refresh has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Refresh Organics Board of Directors: Three Vignettes Harvard Business Review case study by analyzing – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Analytics focus

– Hausman Refresh 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 Arar Han, Mike Child, Jeff Chambers 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.

Sustainable margins compare to other players in Innovation & Entrepreneurship industry

– Refresh Organics Board of Directors: Three Vignettes firm has clearly differentiated products in the market place. This has enabled Hausman Refresh to fetch slight price premium compare to the competitors in the Innovation & Entrepreneurship industry. The sustainable margins have also helped Hausman Refresh to invest into research and development (R&D) and innovation.

Ability to lead change in Innovation & Entrepreneurship field

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

Highly skilled collaborators

– Hausman Refresh 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 Refresh Organics Board of Directors: Three Vignettes HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

High switching costs

– The high switching costs that Hausman Refresh has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.

Operational resilience

– The operational resilience strategy in the Refresh Organics Board of Directors: Three Vignettes Harvard Business Review case study comprises – understanding the underlying the factors in the industry, building diversified operations across different geographies so that disruption in one part of the world doesn’t impact the overall performance of the firm, and integrating the various business operations and processes through its digital transformation drive.

Ability to recruit top talent

– Hausman Refresh is one of the leading recruiters in the industry. Managers in the Refresh Organics Board of Directors: Three Vignettes are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Diverse revenue streams

– Hausman Refresh is present in almost all the verticals within the industry. This has provided firm in Refresh Organics Board of Directors: Three Vignettes 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.

High brand equity

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

Superior customer experience

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






Weaknesses Refresh Organics Board of Directors: Three Vignettes | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Refresh Organics Board of Directors: Three Vignettes are -

Capital Spending Reduction

– Even during the low interest decade, Hausman Refresh 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.

No frontier risks strategy

– After analyzing the HBR case study Refresh Organics Board of Directors: Three Vignettes, it seems that company is thinking about the frontier risks that can impact Innovation & Entrepreneurship 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.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Refresh Organics Board of Directors: Three Vignettes, is just above the industry average. Hausman Refresh 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

Hausman Refresh 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.

Interest costs

– Compare to the competition, Hausman Refresh 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.

Workers concerns about automation

– As automation is fast increasing in the segment, Hausman Refresh 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.

Skills based hiring

– The stress on hiring functional specialists at Hausman Refresh 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.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Refresh Organics Board of Directors: Three Vignettes, in the dynamic environment Hausman Refresh has struggled to respond to the nimble upstart competition. Hausman Refresh has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Lack of clear differentiation of Hausman Refresh products

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

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Hausman Refresh is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Refresh Organics Board of Directors: Three Vignettes can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Products dominated business model

– Even though Hausman Refresh 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 - Refresh Organics Board of Directors: Three Vignettes should strive to include more intangible value offerings along with its core products and services.




Opportunities Refresh Organics Board of Directors: Three Vignettes | 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 Refresh Organics Board of Directors: Three Vignettes are -

Remote work and new talent hiring opportunities

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

Using analytics as competitive advantage

– Hausman Refresh 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 Refresh Organics Board of Directors: Three Vignettes - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Hausman Refresh 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 Hausman Refresh 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.

Loyalty marketing

– Hausman Refresh 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.

Buying journey improvements

– Hausman Refresh can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Refresh Organics Board of Directors: Three Vignettes 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.

Increase in government spending

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

Leveraging digital technologies

– Hausman Refresh 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.

Reforming the budgeting process

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

Manufacturing automation

– Hausman Refresh 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.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Hausman Refresh 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, Refresh Organics Board of Directors: Three Vignettes, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Creating value in data economy

– The success of analytics program of Hausman Refresh has opened avenues for new revenue streams for the organization in the industry. This can help Hausman Refresh to build a more holistic ecosystem as suggested in the Refresh Organics Board of Directors: Three Vignettes case study. Hausman Refresh can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

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

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. Hausman Refresh can explore opportunities that can attract volunteers and are consistent with its mission and vision.




Threats Refresh Organics Board of Directors: Three Vignettes External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Refresh Organics Board of Directors: Three Vignettes are -

Stagnating economy with rate increase

– Hausman Refresh 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.

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.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Refresh Organics Board of Directors: Three Vignettes, Hausman Refresh 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 .

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.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Hausman Refresh 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 acceleration in Forth Industrial Revolution

– Hausman Refresh has witnessed rapid integration of technology during Covid-19 in the Innovation & Entrepreneurship industry. As one of the leading players in the industry, Hausman Refresh needs to keep up with the evolution of technology in the Innovation & Entrepreneurship 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.

Capital market disruption

– During the Covid-19, Dow Jones has touched record high. The valuations of a number of companies are way beyond their existing business model potential. This can lead to capital market correction which can put a number of suppliers, collaborators, value chain partners in great financial difficulty. It will directly impact the business of Hausman Refresh.

Shortening product life cycle

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

Increasing wage structure of Hausman Refresh

– 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 Hausman Refresh.

Easy access to finance

– Easy access to finance in Innovation & Entrepreneurship field will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Hausman Refresh can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

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. Hausman Refresh needs to understand the core reasons impacting the Innovation & Entrepreneurship industry. This will help it in building a better workplace.

High dependence on third party suppliers

– Hausman Refresh 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.

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 Hausman Refresh in the Innovation & Entrepreneurship sector and impact the bottomline of the organization.




Weighted SWOT Analysis of Refresh Organics Board of Directors: Three Vignettes 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 Refresh Organics Board of Directors: Three Vignettes 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 Refresh Organics Board of Directors: Three Vignettes 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 Refresh Organics Board of Directors: Three Vignettes 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 Refresh Organics Board of Directors: Three Vignettes 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 Hausman Refresh needs to make to build a sustainable competitive advantage.



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