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Case Study Tips & Frameworks - YLS
Case Study Tips & Frameworks - YLS
Effectively
1
Agenda
Introduction
General Frameworks
2
What is a case?
• A case is a factual account of the events & organizational circumstances
relating to a managerial situation
3
Case Method Process
• Step 1: Reading and analyzing the case independently
4
General Tips
• Make assumptions if necessary
• The sequence of your thought process must be very clear and understandable
through your deliverable
5
Frequently Used Frameworks
6
Industry: Porter’s Five Forces Model
Threat of New
Entrants
Rivalry among
Bargaining Power Bargaining Power
Existing
of Suppliers of Buyers
Competitors
Threat of Substitute
Products or
Services
7
Source: Investopedia.com
Company: Value Chain Analysis
Firm Infrastructure
Support Activities
Human Resource Management
Technology
Procurement
Service
Operations
Outbound
Marketing
Inbound
Logistics
Logistics
& Sales
Primary Activities
8
Source: cgma.org
Prioritise: Pareto Principle
20% 80%
ACTIVITIES IMPACT
9
Source: pareto-chart.org
The 7-S Framework
Style
Strategy Skills
Shared
Values
Staff Systems
Structure
10
Source: mckinsey.com
More Frameworks: Illustrative List
• STP Analysis
• SWOT Analysis
• Situation Analysis: 5Cs
• 4Ps of Marketing
• RBV – Resource Based View
• BCG Matrix
• Ansoff Matrix
• Cost-Benefit Analysis
11
Basic Marketing Concepts
Value Proposition
Product Price
Promotion Place
Brand Equity
12
Segmentation, Targeting & Positioning (STP)
Basis of Segmentation:
• Geographic
• Demographic
• Psychographic
13
Consumer’s Decision Making Process
Evaluation Post-
Problem Information Purchase
of Purchase
Recognition Search Decision
Alternatives Behavior
Motivation Theories
• Maslow’s Theory
15
Frameworks to Evaluate Consumer Attitudes
• Identify Issues
Product
• Advertisement Analysis
B
Product
A
• Recommendations
17
Frameworks for Firm Analysis
• VRIN Analysis
Cost
Differentiation
Leadership
Competitive Scope
Broad vs Narrow
• Value Chain Analysis
STUCK-IN-
THE-
• Primary Activities MIDDLE
• Secondary Activities
Focused Cost Focused
• Competitive Strategies Leadership Differentiation
Cost vs Features 18
Basic Operations Concepts
Batch
Product Variety
Production
Mass
Production
Continuous
Production
LOW
LOW HIGH
Process Flexibility 20
Sample Case
21
Caselet
There is a Telecom company in the Philippines, in South East Asia. It
was growing at a rate of 10%. However, the growth has stagnated. Find
out the reasons why?
22
Rule 1: Clarify the problem statement
Telecom Infrastructure
company
Telecom Industry
Telecom Service Provider
Only Philippines?
Geography
Other SE Asian countries
23
Time Frame Stagnation since?
Rule 2: MECE
Variety
Revenue Value(Price)
Volume
24
Profitability: Revenue Side
Variety Value(Price) Volume
• Fixed line service Competitors have
• Value Added Services (VAS) dropped prices by 20%
in the industry
26
Rule 5: Always give recommendations
27
What will you do?
Understand the reason why the company is seeking new avenues of growth? Current market
Why? declining , attractive opportunity in other markets, eroding market share, etc.
Old Market
• Variety – NPD
Introduce new products which are • Value – Increase RPU
adjacent to existing products or • Place – Increase POS
complementary to existing products • Product – Bundling of products
New Market
Vertical and Horizontal integration Enter new geographies – try and enter
geographies which are similar to the ‘old
market’
29
An effective presentation is high on content and
communication quality
Content
L H
Communication 30
Focus on 5 key levers to make an impact
Structure
Content Message
Aesthetics
Impactful
Presentation
Oral
Language
Communication
Body
Language
31
Structure the presentation by making a story-
board
➢Plan the time Cover M1 M2
➢Number of slides
➢One message per slide M3 M4 M5
➢Draft headings
Summary
➢Template selection M6 M7
/Closure
32
Prepare content slide(s) with a clear message
33
Select the degree of visual appeal
Basic Advanced
34
Use the 7Cs in your oral communication
Courtesy
35
Use body language for total impact
Pan the eye
contact
Avoid Correct
excessive positioning of
movement hands
Facial
Erect stance
expressions
36
Thank you
37
APPENDIX
38
Market: STP Analysis
39
SWOT Analysis
Strengths Weaknesses
Opportunities Threats
40
Situation Analysis – 5 Cs
• Context / Climate
• Company
• Collaborators
• Customers
• Competitors
41
4Ps of Marketing
Contingency
Planning
Problem
Definition
Action/ Marketing
Implementation
Plan
Statement of
Product Price Place Objectives Promotion
Recommendation/
Decision Making
Criteria/
Yardsticks
Evaluation of
Options
Generation of
Options
42
VRIO Analysis
43
Source: strategicmanagementinsight.com
BCG Matrix
44
Source: valuebasedmanagement.net
Ansoff Matrix
45
Source: mindtools.com
Cost Benefit Analysis
Contingency
Planning
Problem
Definition
Action/
Implementation
Plan
Statement of
Objectives
Costs
Recommendation/
Decision Making
Benefits
Criteria/
Yardsticks
Evaluation of
Options
Generation of
Options
46
Porters’ Five Forces Model
Threat of
New
Entrants
Used to perform
Suppliers’ Intra- Buyers’
Industry Analysis Bargaining Industry Bargaining
and evaluate Power Rivalry Power
attractiveness of a
particular industry
Threat of
Substitutes
47