Quantitative Method of Case Analysis
Case analysis guideline description
This document was prepared by Frances Tuer and edited by Jacqueline Glenney and Michael Robertson. It was designed to help students in MGMT 1P96 understand the case analysis process.
STEP # 1 - SITUATION ANALYSIS
The situation analysis is where you have to clearly demonstrate that you understand the company and its current situation. The two parts to this analysis are the Overview, which is a tightly focused summary or size-up of the company; and a SWOT Analysis, which is an analysis of the company’s ability to handle the current problem.
In most case studies there is more information than you will need. The key skill is being selective in terms of which information best supports your explanation. This doesn’t mean that the rest of the information is useless, only that based on that assignment you don’t need it. For later assignments you may have a different issue to focus on, so other information would then become relevant to you.
The overview should contain information about the following five questions: 1. Who is the company? Provide information about the age, location and type of business.
2. What product or services does the company offer and who are the primary customers?
3. What is the competitive advantage? State and explain what makes the company unique or better than the competition?
4. What is the current financial situation like and how do you know that? Provide financial proof.
5. What is the current decision that the company is facing?
What counts in this section is being as specific as possible and supporting your statements with relevant facts from the case. The overview is a summary of their current situation NOT a history of the company. Put in past facts only if they help answer one of the five key questions.
In this section you are going to assess the