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Slicing Pie with a Razor: Ockham Technologies' Founding Agreement SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Slicing Pie with a Razor: Ockham Technologies' Founding Agreement


Ockham Technologies' three founders are about to craft their founding agreement and split the equity among themselves. Uncertainty lingers over each member's future contributions, though - how is the team to devise a durable and effective split? Jim Triandiflou and Ken Burows worked resolutely to plan for the launch of their sales management software company. Soon they recruited a third member, Mike Meisenheimer, to lead product development. Each founder had contributed significantly to bringing the Ockham concept to life. The trio had provided the seed capital of $150,000, contracted a development team to build their product, garnered serious interest from a potential investor, and readily agreed on their roles within the company (Jim was CEO, Ken was COO, and Mike was Head of Product Management). But as Ockham entered its initial phase of product development, pressure began mounting for the team to discuss and finalize a founding agreement. What should they include in the agreement, and how should they structure their equity split?

Authors :: Noam Wasserman, Yael Braid

Topics :: Innovation & Entrepreneurship

Tags :: Collaboration, Conflict, Disruptive innovation, Diversity, Labor, Leading teams, Operations management, Product development, Technology, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Slicing Pie with a Razor: Ockham Technologies' Founding Agreement" written by Noam Wasserman, Yael Braid includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Ockham Split facing as an external strategic factors. Some of the topics covered in Slicing Pie with a Razor: Ockham Technologies' Founding Agreement case study are - Strategic Management Strategies, Collaboration, Conflict, Disruptive innovation, Diversity, Labor, Leading teams, Operations management, Product development, Technology and Innovation & Entrepreneurship.


Some of the macro environment factors that can be used to understand the Slicing Pie with a Razor: Ockham Technologies' Founding Agreement casestudy better are - – digital marketing is dominated by two big players Facebook and Google, increasing energy prices, wage bills are increasing, increasing household debt because of falling income levels, there is increasing trade war between United States & China, customer relationship management is fast transforming because of increasing concerns over data privacy, increasing government debt because of Covid-19 spendings, geopolitical disruptions, increasing transportation and logistics costs, etc



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Introduction to SWOT Analysis of Slicing Pie with a Razor: Ockham Technologies' Founding Agreement


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




Strengths Slicing Pie with a Razor: Ockham Technologies' Founding Agreement | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Ockham Split in Slicing Pie with a Razor: Ockham Technologies' Founding Agreement Harvard Business Review case study are -

Innovation driven organization

– Ockham Split is one of the most innovative firm in sector. Manager in Slicing Pie with a Razor: Ockham Technologies' Founding Agreement Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Highly skilled collaborators

– Ockham Split 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 Slicing Pie with a Razor: Ockham Technologies' Founding Agreement HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Low bargaining power of suppliers

– Suppliers of Ockham Split in the sector have low bargaining power. Slicing Pie with a Razor: Ockham Technologies' Founding Agreement has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Ockham Split to manage not only supply disruptions but also source products at highly competitive prices.

Analytics focus

– Ockham Split 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 Noam Wasserman, Yael Braid 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.

Strong track record of project management

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

Organizational Resilience of Ockham Split

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

Successful track record of launching new products

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

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

High switching costs

– The high switching costs that Ockham Split 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.

Effective Research and Development (R&D)

– Ockham Split 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 Slicing Pie with a Razor: Ockham Technologies' Founding Agreement - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Diverse revenue streams

– Ockham Split is present in almost all the verticals within the industry. This has provided firm in Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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.

Digital Transformation in Innovation & Entrepreneurship segment

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






Weaknesses Slicing Pie with a Razor: Ockham Technologies' Founding Agreement | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Slicing Pie with a Razor: Ockham Technologies' Founding Agreement are -

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Ockham Split is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Slicing Pie with a Razor: Ockham Technologies' Founding Agreement can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Workers concerns about automation

– As automation is fast increasing in the segment, Ockham Split 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 cash cycle compare to competitors

Ockham Split 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.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Slicing Pie with a Razor: Ockham Technologies' Founding Agreement, in the dynamic environment Ockham Split has struggled to respond to the nimble upstart competition. Ockham Split has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Skills based hiring

– The stress on hiring functional specialists at Ockham Split has created an environment where the organization is dominated by functional specialists rather than management generalist. This has resulted into product oriented approach rather than marketing oriented approach or consumers oriented approach.

Increasing silos among functional specialists

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

High bargaining power of channel partners

– Because of the regulatory requirements, Noam Wasserman, Yael Braid suggests that, Ockham Split 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.

Slow to strategic competitive environment developments

– As Slicing Pie with a Razor: Ockham Technologies' Founding Agreement HBR case study mentions - Ockham Split 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.

Slow decision making process

– As mentioned earlier in the report, Ockham Split 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. Ockham Split 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.

Low market penetration in new markets

– Outside its home market of Ockham Split, firm in the HBR case study Slicing Pie with a Razor: Ockham Technologies' Founding Agreement needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

High dependence on star products

– The top 2 products and services of the firm as mentioned in the Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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 Ockham Split has relatively successful track record of launching new products.




Opportunities Slicing Pie with a Razor: Ockham Technologies' Founding Agreement | 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 Slicing Pie with a Razor: Ockham Technologies' Founding Agreement are -

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

Increase in government spending

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

Buying journey improvements

– Ockham Split can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Ockham Split 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, Slicing Pie with a Razor: Ockham Technologies' Founding Agreement, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Manufacturing automation

– Ockham Split 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.

Learning at scale

– Online learning technologies has now opened space for Ockham Split 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.

Loyalty marketing

– Ockham Split 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.

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. Ockham Split can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

Creating value in data economy

– The success of analytics program of Ockham Split has opened avenues for new revenue streams for the organization in the industry. This can help Ockham Split to build a more holistic ecosystem as suggested in the Slicing Pie with a Razor: Ockham Technologies' Founding Agreement case study. Ockham Split can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Ockham Split is facing challenges because of the dominance of functional experts in the organization. Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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.

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. Ockham Split can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Ockham Split 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 Ockham Split 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.




Threats Slicing Pie with a Razor: Ockham Technologies' Founding Agreement External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Slicing Pie with a Razor: Ockham Technologies' Founding Agreement are -

Consumer confidence and its impact on Ockham Split 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 Ockham Split business can come under increasing regulations regarding data privacy, data security, etc.

Environmental challenges

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

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

Trade war between China and United States

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

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

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 Slicing Pie with a Razor: Ockham Technologies' Founding Agreement, Ockham Split 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 .

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.

Technology acceleration in Forth Industrial Revolution

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

Stagnating economy with rate increase

– Ockham Split 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.

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. Ockham Split 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.

Shortening product life cycle

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




Weighted SWOT Analysis of Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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 Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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 Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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 Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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 Slicing Pie with a Razor: Ockham Technologies' Founding Agreement 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 Ockham Split needs to make to build a sustainable competitive advantage.



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