Jeri Caldwell at MOEX, Inc.: CEO Dilemma SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis
Leadership & Managing People
Strategy / MBA Resources
Case Study SWOT Analysis Solution
Case Study Description of Jeri Caldwell at MOEX, Inc.: CEO Dilemma
The COE at MOEX learns from the vice president of Strategic Human Resources exactly how people of color feel they are being treated under his leadership. Employee Jeri Caldwell has informed this vice president that she is considering filing discrimination charges against MOEX, based upon her not being promoted again. This case targets how systems and cultures can exclude people from participating and thriving in an organization. The material also bridges the experience of African American employees in U.S. corporations. This case is one in a series, where different employees reveal individual experiences with discrimination and how each functions within a large technology company. While this version of Jeri Caldwell focuses on the CEO as the decision maker, Jeri Caldwell at MOEX, Inc., (A) (UVA-OB-0691) and (B) (UVA-OB-0693) focus on the vice president in the primary decision-making role. Jeri Caldwell at MOEX, Inc.: CEO's Dilemma (Condensed) is the abridged version of this case and shortens student preparation time.
Swot Analysis of "Jeri Caldwell at MOEX, Inc.: CEO Dilemma" written by Martin N. Davidson, Gerry Yemen includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Caldwell Moex facing as an external strategic factors. Some of the topics covered in Jeri Caldwell at MOEX, Inc.: CEO Dilemma case study are - Strategic Management Strategies, Technology and Leadership & Managing People.
Some of the macro environment factors that can be used to understand the Jeri Caldwell at MOEX, Inc.: CEO Dilemma casestudy better are - – banking and financial system is disrupted by Bitcoin and other crypto currencies, increasing government debt because of Covid-19 spendings, central banks are concerned over increasing inflation, technology disruption, there is increasing trade war between United States & China, increasing inequality as vast percentage of new income is going to the top 1%, increasing transportation and logistics costs,
increasing commodity prices, increasing household debt because of falling income levels, etc
Introduction to SWOT Analysis of Jeri Caldwell at MOEX, Inc.: CEO Dilemma
SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Jeri Caldwell at MOEX, Inc.: CEO Dilemma case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Caldwell Moex, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Caldwell Moex 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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma can be done for the following purposes –
1. Strategic planning using facts provided in Jeri Caldwell at MOEX, Inc.: CEO Dilemma case study
2. Improving business portfolio management of Caldwell Moex
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 Caldwell Moex
Strengths Jeri Caldwell at MOEX, Inc.: CEO Dilemma | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis
The strengths of Caldwell Moex in Jeri Caldwell at MOEX, Inc.: CEO Dilemma Harvard Business Review case study are -
Diverse revenue streams
– Caldwell Moex is present in almost all the verticals within the industry. This has provided firm in Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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.
Operational resilience
– The operational resilience strategy in the Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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.
Superior customer experience
– The customer experience strategy of Caldwell Moex in the segment is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.
Training and development
– Caldwell Moex has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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.
High switching costs
– The high switching costs that Caldwell Moex 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 Caldwell Moex digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Caldwell Moex 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.
Learning organization
- Caldwell Moex is a learning organization. It has inculcated three key characters of learning organization in its processes and operations – exploration, creativity, and expansiveness. The work place at Caldwell Moex is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Jeri Caldwell at MOEX, Inc.: CEO Dilemma Harvard Business Review case study emphasize – knowledge, initiative, and innovation.
Strong track record of project management
– Caldwell Moex is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.
Innovation driven organization
– Caldwell Moex is one of the most innovative firm in sector. Manager in Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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
– Caldwell Moex is one of the leading recruiters in the industry. Managers in the Jeri Caldwell at MOEX, Inc.: CEO Dilemma are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.
Ability to lead change in Leadership & Managing People field
– Caldwell Moex 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 Caldwell Moex in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.
Effective Research and Development (R&D)
– Caldwell Moex 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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.
Weaknesses Jeri Caldwell at MOEX, Inc.: CEO Dilemma | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis
The weaknesses of Jeri Caldwell at MOEX, Inc.: CEO Dilemma are -
Workers concerns about automation
– As automation is fast increasing in the segment, Caldwell Moex 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.
Products dominated business model
– Even though Caldwell Moex 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 - Jeri Caldwell at MOEX, Inc.: CEO Dilemma should strive to include more intangible value offerings along with its core products and services.
High dependence on star products
– The top 2 products and services of the firm as mentioned in the Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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 Caldwell Moex has relatively successful track record of launching new products.
Employees’ incomplete understanding of strategy
– From the instances in the HBR case study Jeri Caldwell at MOEX, Inc.: CEO Dilemma, it seems that the employees of Caldwell Moex 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 operating costs
– Compare to the competitors, firm in the HBR case study Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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 Caldwell Moex 's lucrative customers.
Need for greater diversity
– Caldwell Moex 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.
Compensation and incentives
– The revenue per employee as mentioned in the HBR case study Jeri Caldwell at MOEX, Inc.: CEO Dilemma, is just above the industry average. Caldwell Moex 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.
Capital Spending Reduction
– Even during the low interest decade, Caldwell Moex 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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma, it seems that company is thinking about the frontier risks that can impact Leadership & Managing People 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.
High bargaining power of channel partners
– Because of the regulatory requirements, Martin N. Davidson, Gerry Yemen suggests that, Caldwell Moex 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 harness new channels of communication
– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Caldwell Moex is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Jeri Caldwell at MOEX, Inc.: CEO Dilemma can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.
Opportunities Jeri Caldwell at MOEX, Inc.: CEO Dilemma | 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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma are -
Redefining models of collaboration and team work
– As explained in the weaknesses section, Caldwell Moex is facing challenges because of the dominance of functional experts in the organization. Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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.
Leveraging digital technologies
– Caldwell Moex 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.
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. Caldwell Moex can explore opportunities that can attract volunteers and are consistent with its mission and vision.
Learning at scale
– Online learning technologies has now opened space for Caldwell Moex 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.
Increase in government spending
– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Caldwell Moex can use these opportunities to build new business models that can help the communities that Caldwell Moex operates in. Secondly it can use opportunities from government spending in Leadership & Managing People sector.
Buying journey improvements
– Caldwell Moex can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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.
Better consumer reach
– The expansion of the 5G network will help Caldwell Moex to increase its market reach. Caldwell Moex 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.
Harnessing reconfiguration of the global supply chains
– As the trade war between US and China heats up in the coming years, Caldwell Moex 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, Jeri Caldwell at MOEX, Inc.: CEO Dilemma, 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 Caldwell Moex has opened avenues for new revenue streams for the organization in the industry. This can help Caldwell Moex to build a more holistic ecosystem as suggested in the Jeri Caldwell at MOEX, Inc.: CEO Dilemma case study. Caldwell Moex can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.
Building a culture of innovation
– managers at Caldwell Moex 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 Leadership & Managing People segment.
Remote work and new talent hiring opportunities
– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Caldwell Moex 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 Caldwell Moex to hire the very best people irrespective of their geographical location.
Loyalty marketing
– Caldwell Moex 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.
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 Caldwell Moex 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.
Threats Jeri Caldwell at MOEX, Inc.: CEO Dilemma External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis
The threats mentioned in the HBR case study Jeri Caldwell at MOEX, Inc.: CEO Dilemma are -
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 Caldwell Moex in the Leadership & Managing People sector and impact the bottomline of the organization.
Technology acceleration in Forth Industrial Revolution
– Caldwell Moex has witnessed rapid integration of technology during Covid-19 in the Leadership & Managing People industry. As one of the leading players in the industry, Caldwell Moex 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.
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. Caldwell Moex 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. Caldwell Moex needs to understand the core reasons impacting the Leadership & Managing People industry. This will help it in building a better workplace.
Shortening product life cycle
– it is one of the major threat that Caldwell Moex is facing in Leadership & Managing People sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.
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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma, Caldwell Moex 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 .
Barriers of entry lowering
– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Caldwell Moex with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.
High dependence on third party suppliers
– Caldwell Moex 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.
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.
Environmental challenges
– Caldwell Moex 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. Caldwell Moex can take advantage of this fund but it will also bring new competitors in the Leadership & Managing People industry.
Stagnating economy with rate increase
– Caldwell Moex 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.
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 Caldwell Moex business can come under increasing regulations regarding data privacy, data security, etc.
Weighted SWOT Analysis of Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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 Jeri Caldwell at MOEX, Inc.: CEO Dilemma 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 Caldwell Moex needs to make to build a sustainable competitive advantage.
