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Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version


This case is accompanied by a Video Short that can be shown in class or included in a digital coursepack. Instructors should consider the timing of making the video available to students, as it may reveal key case details.Updates CEO Beers' progress two years after her initiation of a massive organizational change effort. Designed as an in-class handout.

Authors :: Herminia Ibarra, Nicole Sackley

Topics :: Leadership & Managing People

Tags :: Leadership, Marketing, Public relations, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version" written by Herminia Ibarra, Nicole Sackley includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Beers Details.updates facing as an external strategic factors. Some of the topics covered in Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version case study are - Strategic Management Strategies, Leadership, Marketing, Public relations and Leadership & Managing People.


Some of the macro environment factors that can be used to understand the Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version casestudy better are - – increasing commodity prices, increasing government debt because of Covid-19 spendings, central banks are concerned over increasing inflation, increasing inequality as vast percentage of new income is going to the top 1%, geopolitical disruptions, digital marketing is dominated by two big players Facebook and Google, supply chains are disrupted by pandemic , competitive advantages are harder to sustain because of technology dispersion, increasing household debt because of falling income levels, etc



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Introduction to SWOT Analysis of Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Beers Details.updates, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Beers Details.updates 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 Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version can be done for the following purposes –
1. Strategic planning using facts provided in Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version case study
2. Improving business portfolio management of Beers Details.updates
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 Beers Details.updates




Strengths Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Beers Details.updates in Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version Harvard Business Review case study are -

Analytics focus

– Beers Details.updates 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 Herminia Ibarra, Nicole Sackley 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.

Ability to lead change in Leadership & Managing People field

– Beers Details.updates 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 Beers Details.updates in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

High brand equity

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

Digital Transformation in Leadership & Managing People segment

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

Diverse revenue streams

– Beers Details.updates is present in almost all the verticals within the industry. This has provided firm in Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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.

Superior customer experience

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

Training and development

– Beers Details.updates has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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.

Learning organization

- Beers Details.updates 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 Beers Details.updates is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

High switching costs

– The high switching costs that Beers Details.updates 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.

Highly skilled collaborators

– Beers Details.updates 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 Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Cross disciplinary teams

– Horizontal connected teams at the Beers Details.updates 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.

Successful track record of launching new products

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






Weaknesses Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version are -

Need for greater diversity

– Beers Details.updates 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.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version, in the dynamic environment Beers Details.updates has struggled to respond to the nimble upstart competition. Beers Details.updates has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version, is just above the industry average. Beers Details.updates 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, Beers Details.updates 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.

Workers concerns about automation

– As automation is fast increasing in the segment, Beers Details.updates 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 operating costs

– Compare to the competitors, firm in the HBR case study Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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 Beers Details.updates 's lucrative customers.

Skills based hiring

– The stress on hiring functional specialists at Beers Details.updates 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.

Aligning sales with marketing

– It come across in the case study Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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 Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version can leverage the sales team experience to cultivate customer relationships as Beers Details.updates is planning to shift buying processes online.

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 Beers Details.updates supply chain. Even after few cautionary changes mentioned in the HBR case study - Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Beers Details.updates vulnerable to further global disruptions in South East Asia.

Products dominated business model

– Even though Beers Details.updates 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 - Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version should strive to include more intangible value offerings along with its core products and services.

Slow decision making process

– As mentioned earlier in the report, Beers Details.updates 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. Beers Details.updates 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.




Opportunities Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version | 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 Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version are -

Remote work and new talent hiring opportunities

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

Increase in government spending

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

Redefining models of collaboration and team work

– As explained in the weaknesses section, Beers Details.updates is facing challenges because of the dominance of functional experts in the organization. Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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.

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

Manufacturing automation

– Beers Details.updates 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.

Developing new processes and practices

– Beers Details.updates 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.

Buying journey improvements

– Beers Details.updates can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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.

Building a culture of innovation

– managers at Beers Details.updates 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.

Loyalty marketing

– Beers Details.updates 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.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Beers Details.updates 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, Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version, 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 Beers Details.updates has opened avenues for new revenue streams for the organization in the industry. This can help Beers Details.updates to build a more holistic ecosystem as suggested in the Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version case study. Beers Details.updates can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Use of Bitcoin and other crypto currencies for transactions

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Beers Details.updates in the consumer business. Now Beers Details.updates can target international markets with far fewer capital restrictions requirements than the existing system.

Better consumer reach

– The expansion of the 5G network will help Beers Details.updates to increase its market reach. Beers Details.updates 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.




Threats Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version are -

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. Beers Details.updates 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.

High dependence on third party suppliers

– Beers Details.updates 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.

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. Beers Details.updates needs to understand the core reasons impacting the Leadership & Managing People industry. This will help it in building a better workplace.

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 Beers Details.updates business can come under increasing regulations regarding data privacy, data security, etc.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version, Beers Details.updates 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 .

Stagnating economy with rate increase

– Beers Details.updates 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.

Barriers of entry lowering

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

Environmental challenges

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

Increasing wage structure of Beers Details.updates

– 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 Beers Details.updates.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Beers Details.updates 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.

Technology acceleration in Forth Industrial Revolution

– Beers Details.updates has witnessed rapid integration of technology during Covid-19 in the Leadership & Managing People industry. As one of the leading players in the industry, Beers Details.updates 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.

Shortening product life cycle

– it is one of the major threat that Beers Details.updates is facing in Leadership & Managing People sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.




Weighted SWOT Analysis of Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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 Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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 Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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 Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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 Charlotte Beers at Ogilvy & Mather Worldwide (B), Spanish Version 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 Beers Details.updates needs to make to build a sustainable competitive advantage.



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