Case Frameworks

Example frameworks for vets starting out in casing

Main Frameworks
Base level / primary focus
 Macroeconomic
challenges
Market
characteristics
Industry trends Region
Points of
Mixes Customers difference
Products
Current products Price

Quantity
Parallel
Operations
Linear
New products

Goal: Increase Revenue

profits
New markets SG&A

Fixed costs PP&E

Others • Benchmark vs competitors

• Assess supplier power
Disposables
Variable costs Ops
Cost Labor
Write-offs
Unusual expenses Lawsuits
 Price ($)
Current revenue
Quality
Organic

New products

New market
New customers
New demographics

Joint ventures
Growth Inorganic

Acquisitions

Industry trends
Additional
considerations
Geopolitical /
economic
 Revenue
Profit Growth
Cost
Segment
Competition
Economics Market Power
Consumers
$ Upfront
Investment
Payback period

New market Does it match goals?

entry /
Strategic Logic
innovation / Brand
new tech Company competencies
Expertise

Channel access
Execution /
entry barriers Regulations

Investment required / capital access

Macro-economics
Risk / Others Implementation
Risks Political
Currency
 Market growth
Demand

Market share (firm)

Segment
Sources of demand
Trends

Customer Segmentation
Industry supply
Regions
Capacity
change Supply Effect of supply on prices

Competitor supply
response

Inventory
Real cost Continued operations
Financial

Opportunity Payback
Cost of cost Breakeven
expansion
Outsource
Alternatives
Lease
 Cost of
acquisition
Price
Financial
Revenue Quantity
Products
Product mix
Customers
Future
profits
Fixed costs
Costs
Variable costs

Debt
Financing Equity
Cash

Acquisitions
Overhead
Strategy
Sales
Logistics
Synergies
Products
R&D
Regulation

Culture
Non-financial Demographic trends

Market Industry trends

Product trends
 Inventory Storage
Inbound
Logistics
Direct sales
Inventory transfer
Logistics to buyers

Product mix

Process
Manufacturing Sequential
Manufacturing Design
Operations Process Parallel
(productivity Planned
turnaround) Maintenance
Unplanned
% pass inspection
Quality check
Where it happens

Industry trends
Outbound
Logistics
Geopolitical /
economic
 Economic
trends
Market Price sensitivity
Products
characteristics Substitutes

Brand
Consumer
loyalty Luxury
preferences
Value mix Value

Financing Elements of
norms & value (other)
laws

Competitor Client
competitive Same as below
entering client advantages
market

Brand awareness
Marketing
Market segmentation
In market production
Supply chain
Competitor Tariffs
competitive Org design
System structures
advantages Process
Finances
Backup Frameworks
Additional frameworks used
 Reputation (Brand)

Expertise
Quality
Fit & attention to detail

“Feel”

Cost compared to expectation

Cost

Cost compared to competition

Customer
Satisfaction
(ex. tailor) Wait time in store / shop

Speed
Delivery time
Hours
Access
Locations

Flexibility Selection

Customization
 Fuel

New
Range
technology

Comfort

Safety

Plane lifecycle

Environmental regulation
Drivers of industry
New regulation
demand
Subsidies
(ex. Airplane sales)
Tax law

Population growth

Increased air travel

Organic demand

Macroeconomic factors
 Tickets

Sales Memberships Gift shop

Auxiliary purchases Food

Tours

Donor base
Giving Frequency

Average size
Public /
non-profit
(ex. Museum) Annual distribution

Endowment
Return on investment

Grants