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Fortis Venturing (B2): Jack Heij and Fortis Escrow Services SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Fortis Venturing (B2): Jack Heij and Fortis Escrow Services


Supplements the (A) case.

Authors :: Benoit Leleux, Bruno Tindemans

Topics :: Innovation & Entrepreneurship

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

Swot Analysis of "Fortis Venturing (B2): Jack Heij and Fortis Escrow Services" written by Benoit Leleux, Bruno Tindemans includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Fortis Heij facing as an external strategic factors. Some of the topics covered in Fortis Venturing (B2): Jack Heij and Fortis Escrow Services case study are - Strategic Management Strategies, Innovation and Innovation & Entrepreneurship.


Some of the macro environment factors that can be used to understand the Fortis Venturing (B2): Jack Heij and Fortis Escrow Services casestudy better are - – banking and financial system is disrupted by Bitcoin and other crypto currencies, competitive advantages are harder to sustain because of technology dispersion, digital marketing is dominated by two big players Facebook and Google, central banks are concerned over increasing inflation, technology disruption, increasing household debt because of falling income levels, supply chains are disrupted by pandemic , increasing inequality as vast percentage of new income is going to the top 1%, talent flight as more people leaving formal jobs, etc



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Introduction to SWOT Analysis of Fortis Venturing (B2): Jack Heij and Fortis Escrow Services


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Fortis Venturing (B2): Jack Heij and Fortis Escrow Services case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Fortis Heij, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Fortis Heij 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 Fortis Venturing (B2): Jack Heij and Fortis Escrow Services can be done for the following purposes –
1. Strategic planning using facts provided in Fortis Venturing (B2): Jack Heij and Fortis Escrow Services case study
2. Improving business portfolio management of Fortis Heij
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 Fortis Heij




Strengths Fortis Venturing (B2): Jack Heij and Fortis Escrow Services | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Fortis Heij in Fortis Venturing (B2): Jack Heij and Fortis Escrow Services Harvard Business Review case study are -

Ability to recruit top talent

– Fortis Heij is one of the leading recruiters in the industry. Managers in the Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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 Fortis Heij in the sector have low bargaining power. Fortis Venturing (B2): Jack Heij and Fortis Escrow Services has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Fortis Heij to manage not only supply disruptions but also source products at highly competitive prices.

Organizational Resilience of Fortis Heij

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

Strong track record of project management

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

Sustainable margins compare to other players in Innovation & Entrepreneurship industry

– Fortis Venturing (B2): Jack Heij and Fortis Escrow Services firm has clearly differentiated products in the market place. This has enabled Fortis Heij to fetch slight price premium compare to the competitors in the Innovation & Entrepreneurship industry. The sustainable margins have also helped Fortis Heij to invest into research and development (R&D) and innovation.

Analytics focus

– Fortis Heij 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 Benoit Leleux, Bruno Tindemans 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.

Cross disciplinary teams

– Horizontal connected teams at the Fortis Heij 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.

Operational resilience

– The operational resilience strategy in the Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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.

Diverse revenue streams

– Fortis Heij is present in almost all the verticals within the industry. This has provided firm in Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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

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

Training and development

– Fortis Heij has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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.

Ability to lead change in Innovation & Entrepreneurship field

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






Weaknesses Fortis Venturing (B2): Jack Heij and Fortis Escrow Services | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Fortis Venturing (B2): Jack Heij and Fortis Escrow Services are -

Skills based hiring

– The stress on hiring functional specialists at Fortis Heij 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.

Need for greater diversity

– Fortis Heij 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.

Interest costs

– Compare to the competition, Fortis Heij 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.

Aligning sales with marketing

– It come across in the case study Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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 Fortis Venturing (B2): Jack Heij and Fortis Escrow Services can leverage the sales team experience to cultivate customer relationships as Fortis Heij is planning to shift buying processes online.

High bargaining power of channel partners

– Because of the regulatory requirements, Benoit Leleux, Bruno Tindemans suggests that, Fortis Heij 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.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Fortis Venturing (B2): Jack Heij and Fortis Escrow Services, is just above the industry average. Fortis Heij 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.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Fortis Venturing (B2): Jack Heij and Fortis Escrow Services, in the dynamic environment Fortis Heij has struggled to respond to the nimble upstart competition. Fortis Heij has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Slow decision making process

– As mentioned earlier in the report, Fortis Heij 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. Fortis Heij 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 strategic competitive environment developments

– As Fortis Venturing (B2): Jack Heij and Fortis Escrow Services HBR case study mentions - Fortis Heij 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.

Workers concerns about automation

– As automation is fast increasing in the segment, Fortis Heij needs to come up with a strategy to reduce the workers concern regarding automation. Without a clear strategy, it could lead to disruption and uncertainty within the organization.

High dependence on star products

– The top 2 products and services of the firm as mentioned in the Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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 Fortis Heij has relatively successful track record of launching new products.




Opportunities Fortis Venturing (B2): Jack Heij and Fortis Escrow Services | 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 Fortis Venturing (B2): Jack Heij and Fortis Escrow Services are -

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. Fortis Heij can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Manufacturing automation

– Fortis Heij 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.

Reforming the budgeting process

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

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Fortis Heij 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, Fortis Venturing (B2): Jack Heij and Fortis Escrow Services, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Using analytics as competitive advantage

– Fortis Heij 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 Fortis Venturing (B2): Jack Heij and Fortis Escrow Services - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Fortis Heij to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Developing new processes and practices

– Fortis Heij can develop new processes and procedures in Innovation & Entrepreneurship 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.

Leveraging digital technologies

– Fortis Heij 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.

Learning at scale

– Online learning technologies has now opened space for Fortis Heij 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.

Finding new ways to collaborate

– Covid-19 has not only transformed business models of companies in Innovation & Entrepreneurship industry, but it has also influenced the consumer preferences. Fortis Heij can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Fortis Heij in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Innovation & Entrepreneurship segment, and it will provide faster access to the consumers.

Building a culture of innovation

– managers at Fortis Heij 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

– Fortis Heij 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.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Fortis Heij is facing challenges because of the dominance of functional experts in the organization. Fortis Venturing (B2): Jack Heij and Fortis Escrow Services case study suggests that firm can utilize new technology to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.




Threats Fortis Venturing (B2): Jack Heij and Fortis Escrow Services External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Fortis Venturing (B2): Jack Heij and Fortis Escrow Services are -

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. Fortis Heij can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Stagnating economy with rate increase

– Fortis Heij 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.

Increasing wage structure of Fortis Heij

– 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 Fortis Heij.

Technology acceleration in Forth Industrial Revolution

– Fortis Heij has witnessed rapid integration of technology during Covid-19 in the Innovation & Entrepreneurship industry. As one of the leading players in the industry, Fortis Heij 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.

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

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Fortis Venturing (B2): Jack Heij and Fortis Escrow Services, Fortis Heij 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 .

Trade war between China and United States

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

Regulatory challenges

– Fortis Heij 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 Innovation & Entrepreneurship industry regulations.

Consumer confidence and its impact on Fortis Heij 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.

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 Fortis Heij business can come under increasing regulations regarding data privacy, data security, etc.

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 Fortis Heij in the Innovation & Entrepreneurship sector and impact the bottomline of the organization.

High dependence on third party suppliers

– Fortis Heij 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.

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. Fortis Heij 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.




Weighted SWOT Analysis of Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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 Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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 Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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 Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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 Fortis Venturing (B2): Jack Heij and Fortis Escrow Services 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 Fortis Heij needs to make to build a sustainable competitive advantage.



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