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Taikang Insurance: Standing Out in China's Crowded Insurance Market SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Taikang Insurance: Standing Out in China's Crowded Insurance Market


As a joint-stock insurance company in China, with both state-owned enterprises and foreign firms as investors, Taikang Insurance was becoming a force in the industry. It not only competed with well-entrenched state-owned rivals but it was also seen as an entrepreneurial upstart. With the insurance landscape in China growing increasingly competitive, Taikang has had to be innovative and strategic in its ability to maintain its place as the fourth largest insurer in China. Chairman Chen Dongsheng laid a strong foundation when he launched Taikang in 2006, what will he do going forward to enable Taikang to continue to stand out in a crowded field?

Authors :: William C. Kirby, Tracy Yuen Manty

Topics :: Leadership & Managing People

Tags :: Entrepreneurial management, Government, Growth strategy, Supply chain, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Taikang Insurance: Standing Out in China's Crowded Insurance Market" written by William C. Kirby, Tracy Yuen Manty includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Taikang Insurance facing as an external strategic factors. Some of the topics covered in Taikang Insurance: Standing Out in China's Crowded Insurance Market case study are - Strategic Management Strategies, Entrepreneurial management, Government, Growth strategy, Supply chain and Leadership & Managing People.


Some of the macro environment factors that can be used to understand the Taikang Insurance: Standing Out in China's Crowded Insurance Market casestudy better are - – there is increasing trade war between United States & China, increasing household debt because of falling income levels, increasing energy prices, increasing inequality as vast percentage of new income is going to the top 1%, talent flight as more people leaving formal jobs, challanges to central banks by blockchain based private currencies, wage bills are increasing, technology disruption, banking and financial system is disrupted by Bitcoin and other crypto currencies, etc



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Introduction to SWOT Analysis of Taikang Insurance: Standing Out in China's Crowded Insurance Market


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Taikang Insurance: Standing Out in China's Crowded Insurance Market case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Taikang Insurance, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Taikang Insurance 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market can be done for the following purposes –
1. Strategic planning using facts provided in Taikang Insurance: Standing Out in China's Crowded Insurance Market case study
2. Improving business portfolio management of Taikang Insurance
3. Assessing feasibility of the new initiative in Leadership & Managing People field.
4. Making a Leadership & Managing People topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Taikang Insurance




Strengths Taikang Insurance: Standing Out in China's Crowded Insurance Market | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Taikang Insurance in Taikang Insurance: Standing Out in China's Crowded Insurance Market Harvard Business Review case study are -

Ability to lead change in Leadership & Managing People field

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

Sustainable margins compare to other players in Leadership & Managing People industry

– Taikang Insurance: Standing Out in China's Crowded Insurance Market firm has clearly differentiated products in the market place. This has enabled Taikang Insurance to fetch slight price premium compare to the competitors in the Leadership & Managing People industry. The sustainable margins have also helped Taikang Insurance to invest into research and development (R&D) and innovation.

High switching costs

– The high switching costs that Taikang Insurance 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.

Digital Transformation in Leadership & Managing People segment

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

Innovation driven organization

– Taikang Insurance is one of the most innovative firm in sector. Manager in Taikang Insurance: Standing Out in China's Crowded Insurance Market Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Ability to recruit top talent

– Taikang Insurance is one of the leading recruiters in the industry. Managers in the Taikang Insurance: Standing Out in China's Crowded Insurance Market are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Superior customer experience

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

Strong track record of project management

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

Highly skilled collaborators

– Taikang Insurance 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

High brand equity

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

Successful track record of launching new products

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

Training and development

– Taikang Insurance has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Taikang Insurance: Standing Out in China's Crowded Insurance Market 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.






Weaknesses Taikang Insurance: Standing Out in China's Crowded Insurance Market | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Taikang Insurance: Standing Out in China's Crowded Insurance Market are -

Lack of clear differentiation of Taikang Insurance products

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

Capital Spending Reduction

– Even during the low interest decade, Taikang Insurance 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 Taikang Insurance 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 - Taikang Insurance: Standing Out in China's Crowded Insurance Market should strive to include more intangible value offerings along with its core products and services.

Employees’ incomplete understanding of strategy

– From the instances in the HBR case study Taikang Insurance: Standing Out in China's Crowded Insurance Market, it seems that the employees of Taikang Insurance don’t have comprehensive understanding of the firm’s strategy. This is reflected in number of promotional campaigns over the last few years that had mixed messaging and competing priorities. Some of the strategic activities and services promoted in the promotional campaigns were not consistent with the organization’s strategy.

High dependence on star products

– The top 2 products and services of the firm as mentioned in the Taikang Insurance: Standing Out in China's Crowded Insurance Market 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 Taikang Insurance has relatively successful track record of launching new products.

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 Taikang Insurance supply chain. Even after few cautionary changes mentioned in the HBR case study - Taikang Insurance: Standing Out in China's Crowded Insurance Market, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Taikang Insurance vulnerable to further global disruptions in South East Asia.

Low market penetration in new markets

– Outside its home market of Taikang Insurance, firm in the HBR case study Taikang Insurance: Standing Out in China's Crowded Insurance Market needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Slow to strategic competitive environment developments

– As Taikang Insurance: Standing Out in China's Crowded Insurance Market HBR case study mentions - Taikang Insurance 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.

High operating costs

– Compare to the competitors, firm in the HBR case study Taikang Insurance: Standing Out in China's Crowded Insurance Market has high operating costs in the. This can be harder to sustain given the new emerging competition from nimble players who are using technology to attract Taikang Insurance 's lucrative customers.

Workers concerns about automation

– As automation is fast increasing in the segment, Taikang Insurance 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.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Taikang Insurance: Standing Out in China's Crowded Insurance Market, in the dynamic environment Taikang Insurance has struggled to respond to the nimble upstart competition. Taikang Insurance has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.




Opportunities Taikang Insurance: Standing Out in China's Crowded Insurance Market | 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market are -

Reconfiguring business model

– The expansion of digital payment system, the bringing down of international transactions costs using Bitcoin and other blockchain based currencies, etc can help Taikang Insurance to reconfigure its entire business model. For example it can used blockchain based technologies to reduce piracy of its products in the big markets such as China. Secondly it can use the popularity of e-commerce in various developing markets to build a Direct to Customer business model rather than the current Channel Heavy distribution network.

Lowering marketing communication costs

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

Using analytics as competitive advantage

– Taikang Insurance 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Taikang Insurance to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Leveraging digital technologies

– Taikang Insurance 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.

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

Reforming the budgeting process

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

Learning at scale

– Online learning technologies has now opened space for Taikang Insurance 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.

Remote work and new talent hiring opportunities

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

Better consumer reach

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

– Taikang Insurance can use the latest technology developments to improve its manufacturing and designing process in Leadership & Managing People 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.

Changes in consumer behavior post Covid-19

– Consumer behavior has changed in the Leadership & Managing People industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Taikang Insurance can take advantage of these changes in consumer behavior to build a far more efficient business model. For example consumer regular ordering of products can reduce both last mile delivery costs and market penetration costs. Taikang Insurance can further use this consumer data to build better customer loyalty, provide better products and service collection, and improve the value proposition in inflationary times.

Developing new processes and practices

– Taikang Insurance can develop new processes and procedures in Leadership & Managing People 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.

Finding new ways to collaborate

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




Threats Taikang Insurance: Standing Out in China's Crowded Insurance Market External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Taikang Insurance: Standing Out in China's Crowded Insurance Market are -

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 Taikang Insurance.

Easy access to finance

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

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Taikang Insurance 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market .

Consumer confidence and its impact on Taikang Insurance 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.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Taikang Insurance: Standing Out in China's Crowded Insurance Market, Taikang Insurance may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Leadership & Managing People .

Technology acceleration in Forth Industrial Revolution

– Taikang Insurance has witnessed rapid integration of technology during Covid-19 in the Leadership & Managing People industry. As one of the leading players in the industry, Taikang Insurance needs to keep up with the evolution of technology in the Leadership & Managing People 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.

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.

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 Taikang Insurance business can come under increasing regulations regarding data privacy, data security, etc.

Barriers of entry lowering

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

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. Taikang Insurance needs to understand the core reasons impacting the Leadership & Managing People 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 Taikang Insurance in the Leadership & Managing People industry. The Leadership & Managing People 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.

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 Taikang Insurance in the Leadership & Managing People sector and impact the bottomline of the organization.

Environmental challenges

– Taikang Insurance 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. Taikang Insurance can take advantage of this fund but it will also bring new competitors in the Leadership & Managing People industry.




Weighted SWOT Analysis of Taikang Insurance: Standing Out in China's Crowded Insurance Market 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market 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 Taikang Insurance: Standing Out in China's Crowded Insurance Market 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 Taikang Insurance needs to make to build a sustainable competitive advantage.



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