CASE STUDY

ANALYSIS
 What is a Case?
►A case represents a real business
situation
► – which is problem posed by the
manager – for which he has to find the
answers and take a decision.
 Case Study - Analysis
The Manager has to study every
aspect of the case, familiarise himself
with the situation faced by him, find
out what the heart of the problem, and
find ways and means to solve it.
Having found the ways and the means
to carry out his remedial action, he
takes a decision, or if the decision is to
be taken by higher authorities, he
makes a list of recommendations, by
means of a report.
 Case Analysis
Case analysis is a comprehensive
process involving
logical reasoning
induction and deduction
and judgement.

It involves the logical skill of the

manager.
 Steps involved in Case
Analysis
► 1. Familiarisation
► 2. Situation Study
► 3. Arriving at core problem
► 4. Analysis and inferences
► 5. List of recommendations
► 6. Presentation of case report.
 Familiarisation
Manager has to familiarise himself with
the situation.
It implies – Data collection
History of the organisation
Management
Financial position of the firm
Industrial situation at large.
 Familiarisation

► Inthe process of studying the firm,

► He has to study its organisational chart.
► SWOT analysis of the firm.
Who are the firm’s customers?
What are the basic products?
What is the speciality of the firm or
product?
Market share
Who are its competitors?
What is the reputatioin of the firm?
What are its future goals?
 Situation Study
In anlysing the business situation the manager
has to study its various dimensions:-
 The size and growth trends in the industry.
 The market structure
 The competitive position of the firm.
 Prevailing economic condition, especially
cyclical behaviour.
 The nature of socio-economic dynamism.
 Case Study Analysis -
Situation Study (contd.)
 Demographic feature of the country.
 Technological advancements.
 Impact of Global economic and
political events.
 Government policies.
 Demand determinants of the firm’s
product.
 Customer’s patronisation.
 Product life cycle.
 Market territories.
 Case Study Analysis -
Situation Study (contd.)
 Market territories.
 Impact of advertising on demand
manipulation.
 Identification of market segments.
 Possibility and feasibility of different
marketing strategies.
 Firm’s resource capacity, its
flexibility in business policies.
 Nature and availability of business
finance.
 Comparison of firm’s key financial
 Core Problem
► Situationanalysis helps in arriving at
the core or fundamental problem
which created the situation.

► Symptoms underlying the problem are

detected.

► These require thorough study in the

case analysis and arrive at the correct
cause.
 Analysis and Inferences
► Oncethe problem is identified, it is
thoroughly anaysed for its causes.

► Alternativesare chosen which can

eliminate the problem causes.

► Thesealternative solutions are studies

based on quantiative and qualitative
norms and their financial impact.
 Recommendations
► Based on such a study of the
alternative solutions,
recommendations are made making
use of those areas where the firm is
strong and avoiding those where it is
weak. The suggestion also should
take into account the capacity of the
firm’s finances.
► Recommendations are also made for
taking such actions which can
prevent a similar situation from
 Presentation of the Case
Report
Normally if it is within the powers of
the Manager, he takes immediate
remedial steps.

But if the problem involves major

decisions, the matter is referred to
the Board of Directors or other higher
authority, by means of the detailed
case study report, containing all that
the manager has done in trying to
solve the problem.