Strategic Analysis Methodology Research Articles

Formation of a Methodology for Strategic Assessment of the Factors of the Internal Environment of the Restaurant Business Organization

The successful functioning of restaurant business organizations largely depends on the state of internal environmental factors. In this regard, it is very important to use a relevant methodology for assessing the internal environment, which ultimately allows us to formulate a successful development strategy. Thus, there is a need to improve the methodology for strategic assessment of factors in the internal environment of a restaurant business organization. The purpose of the study is to develop and test a methodology for strategic assessment of factors in the internal environment of a restaurant business organization. The following methods were used in the study: benchmarking, expert assessments, correlation analysis, SNW analysis, and GAP analysis. The novelty of the conducted research lies in the development of the theory and methodology of strategic analysis of the internal environment, which consist in developing a methodology for analyzing the internal environment adapted for restaurant business organizations. The result of the study is a methodology for strategic assessment of factors in the internal environment of a restaurant business organization, justified from a socio-economic point of view. The authors conclude that the introduction of a new methodology for assessing internal factors improves the quality of the analysis, and, ultimately, the effectiveness of the development strategy of the restaurant business organization.

Blockchain applicability in the management of urban water supply and sanitation systems in Spain

Blockchain constitutes a disruptive technology that is currently changing business models and the way organizations operate. This paper explores the applicability of blockchain technology, and of distributed ledger technologies in general, to urban water supply and sanitation services in Spain. The potential of this technology for improving processes in this sector is assessed through a specific methodology of strategic analysis developed for this purpose. First, the technical, legal and managerial factors that condition the potential use of this technology to address the global, operational and governance challenges faced by urban water management are explored. Second, strategic analysis tools (e.g. value chain, factors of competition, and benchmarking) are used to model a water utility organization as a set of processes and characterize blockchain as an enabling technology with both benefits (traceability, immutability, and disintermediation) and limitations. Based on cost-benefit analysis, use cases in which the implementation of a blockchain could improve the organization's performance can be discerned. The results identify the processes and sub-processes of urban water utility management for which the use of a blockchain could improve performance: comprehensive maintenance, the management of serious incidents, and supplier management. Essentially, the methodology developed identifies management processes whose requirements are efficiently met through automation derived from blockchain solutions. Regardless of the management models currently in place in Spain, the traceability and disintermediation benefits of blockchain solutions can help to overcome governance and efficiency challenges associated with the management of urban water supply and sanitation services.

Transport reform in St. Petersburg in the context of a smart city development strategy

The paper evaluates the results of the transport reform in St. Petersburg. It has been established that the current trends in the development of the urban economy in the modern world are being implemented in line with a smart city development strategy, and St. Petersburg is no exception in this regard. It was revealed that the main emphasis in planning the transport reform in St. Petersburg was placed on the systemic nature of its implementation. With this in mind, the authors developed and tested a comprehensive model for evaluating the results of the reform, appealing to the methodology of strategic analysis, taking into account information from open sources. The proposed model was tested on the basis of expert assessments and visualized using heat map tools. As a result, the most significant difficulties faced by the city administration during the implementation of the transport reform were identified, and the need for continuous monitoring (including using sociological survey data) of the model parameters to assess the dynamics of public transport reform was argued. The materials of the paper were tested during a series of round tables held by the St. Petersburg State University in 2022, which were devoted to the strategy of smart city development.

Using the Methodology of Strategic Analysis in Assessing the Economic Security of the Region

The economic security of the country is impossible without ensuring the security of its regions. The concept of economic security is closely related to the concept of risk, threat. It is proposed to conduct a strategic analysis of the risks of economic security of the Kirov region using SWOT analysis. Where the indicators of the production and technological projection of economic security are considered as internal factors. And external factors are indicators of other projections of the economic security of the region. The use of expert scores in SWOT analysis makes it possible to determine the level of safety in the production and technological projection of the region. The purpose of this article is to analyze approaches to assessing the level of social and personnel security of the region and to assess the level of social and personnel security of the region.

Экономическая безопасность субъектов малого и среднего предпринимательства: содержательная сущность, подходы к управлению

Small and medium business in Russia is a significant element in the system of the national economy of Russia, the functional role of which, in the process of its evolution at the present stage of development, has been transformed into a factor in the formation of a competitive environment. The presence of a developed competitive environment is considered as one of the basic conditions for ensuring sustainable socio-economic development of the country and improving the quality of life of its population. A competitive environment is possible to be formed in conditions of a high level of competitiveness of the «Small and Medium Business» system and its economic security. The problems of economic security are insufficiently studied and the relevance of such research is growing when it comes to small and medium-sized businesses, for the safe and sustainable development of which a scientific and methodological justification of management is necessary. This article presents the main results of a study on the development and justification of such provision: an interpretation of the definition of «economic security» and its local components by system levels is given, the need for institutional changes is proved, and a model of institutional changes of the innovation-integration type is proposed. The purpose of the study is the theoretical and methodological substantiation of the content essence of the category «economic security of small and medium-sized businesses», the establishment of links and relationships (elements of local security) of the state of security, considered as a result of the integration of local states of security, as well as the development of one of the alternative models of strategic management of economic business security in small organizational and economic forms of management. As part of the researching, the authors used an information-methodological approach, the methodology of strategic analysis and planning. The results of the study presented in the article should be considered as intermediate.

Strategic analysis of the competitiveness of the enterprise

The purpose of the article is to develop a methodology of strategic analysis of enterprise competitiveness. The methodological basis of the research is the use of general scientific methods: the method of analysis and synthesis, theoretical generalization and comparison, and the means of modern computer technology for data visualization. The scientific novelty of the received results consists of developing a logical and linguistic methodology of competitiveness analysis in the long term. The article is devoted to the development of strategic analysis of the competitiveness of the enterprise. Relevance of research is caused by enterprises management in the modern markets that use innovations of products or technologies, constantly face competition, and according to its condition, should make decisions on strategic development in conformity with the country’s development market inquiries the society. Thus, the problem is not only for new companies but also for those that already function in the market and carry out planning of economic activity to become the market leader, not to lose leadership, to keep the positions. The given methodology can be used by any enterprise irrespective of the type of activity, form of ownership, or strategic goals. Conclusions. According to the study results, the methodology of strategic analysis, which is based on the study of potential internal development of the enterprise, taking into account the influence of external factors, which include macroeconomic factors of influence and market conditions. The basic approaches to the analysis of the competitiveness of the enterprise of foreign and domestic researchers are investigated in the article. The essential components of competitive advantages, which include price and non-price factors, are considered. Peculiarities of carrying out the analysis of the competitiveness of the enterprise after Porter are defined. The methodology of competitiveness analysis in the long term is developed. The main components of the strategic analysis are the estimation of activity scale in a long-term prospect, determination of strategic aims of the company, determination of aims of market coverage, selection of strategy type, selection of basic subjects of influence on competitive advantages, assessment of future relations with suppliers and buyers, assessment of cost price level, assessment of the quality of products and services and unique properties of products, formation of internal price policy. Key words: strategy, strategic analysis, competitiveness, competitive advantages.

A Methodology of Strategic Analysis for Servitization of the Manufacturing Company

Servitization in manufacturing companies often involves reformulating or building new strategies. Itis a complex and challenging process that is very prone to failure if carried out without careful strategic planning.The scientific literature strictly regarding strategic analysis methodology in the context of servitization is ratherlimited. Only a few studies were identified which indicate strategic analysis methods that are useful for buildingservitization strategies. Whereas the catalog of methods for strategic analysis is wide and varied. Therefore, thisstudy aims to fill this gap and give an answer to the following research question: How to conduct a strategicanalysis (with which methods and tools) so that the obtained information would improve the decision-makingprocess in the context of servitization in manufacturing? A survey conducted in the Polish machinerymanufacturing sector shows that there is a relationship between conducting strategy analysis in the context ofproduct-service activity and the level of service income in manufacturing companies. Likewise, if the companyanalyzed service-related business areas along with the product-related, it has reported an increase in serviceincome in recent years. Based on these findings and the outcomes of the review of servitization strategies and theconditions of successful implementation of these strategies, the author developed an 8-stage methodology ofstrategic analysis. It enables to gather the most relevant and needed information about the company resourcesand its environment to facilitate making decisions in the context of product and service integration. An originaltool for assessing the orientation of organizational culture is proposed. The developed methodology was verifiedby application in two manufacturing companies, and that allowed to formulate a list of recommendations forfuture application of the methodology

Features of the SPACE method using for the optimal choice making of strategy development of foreign economic activity

Introduction. Activation of international business requires the formation of a strategy for the development of foreign economic activity, because its implementation allows to increase competitiveness and flexibility under conditions of the business environment changes. Nowadays, the problems of developing the foreign economic strategy of the enterprise become especially relevant, because the modern conditions of commercial activity require fundamentally new standards, management methods and stages of international business organizing. The purpose of the paper is to study the peculiarities of the application of the method of strategic analysis SPACE for the implementation of the optimal choice of development strategy of domestic enterprises on the example of Electroprylad SPE LLC. Results. The SPACE method is to develop an assessment of the strategic position and strategic actions of the enterprise. This is a comprehensive method of strategic analysis, which allows you to identify and characterize the competitive position in the market in order to select the best strategy for the enterprise to act at the market. The introduction of the SPACE method for the implementation of the optimal choice of development strategy of Electroprylad SPE LLC provides for the implementation of successive stages: analysis of financial strength; determination of competitive positions in foreign markets; assessing the attractiveness of potential foreign markets; assessment of prospects for potential stability in foreign markets; selection of the optimal strategy for the development of foreign economic activity of the enterprise based on the results of the SPACE method. The SPACE method allowed to form a group of priority characteristics and parameters of Electroprylad SPE LLC activity, which were previously identified from all existing variety, allowed to organize them and determine the complex impact on the management decision-making process by validity, as well as to choose the best foreign economic development strategy. Conclusion. Implementation of the SPACE method for selecting the strategy of foreign economic activity development of Electroprylad SPE LLC is connected with the mandatory involvement leading specialists in the strategic analysis in order to perform the necessary tasks related to the methodology of strategic analysis. The set of criteria is determined taking into account the internal priorities of work and external strategic goals of foreign economic activity. The parameters of the production and financial strength of Electroprylad SPE LLC must be fully taken into account.

Exploring the Determinants of Industry 4.0 Development Using an Extended SWOT Analysis: A Regional Study

Researchers and practitioners argue that in the global context of the Fourth Industrial Revolution, also labelled Industry 4.0, the regional dimension of industrial development remains equally essential. A region that effectively implements the concept of Industry 4.0 can accelerate by enhancing the manufacturing energy efficiency, thus contributing to the goals of the “Green Deal” policy. Therefore, to support the policy-making process, it is necessary to develop analytical tools exploring the determinants of the Industry 4.0 development. This paper presents a methodology of strategic analysis of a region in terms of the Industry 4.0 development potential. The core of the methodology is an extended Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis. The study identifies regional strengths and weaknesses, external incentives and disincentives, internal opportunities and threats, and external opportunities and threats with regard to the development of Industry 4.0, related technologies and the potential of increasing manufacturing energy efficiency. The research procedure is exemplified by the case of Podlaskie Voivodeship in Poland. The results of this study demonstrate the robustness of the proposed approach. The elaborated methodology can be used by decision-makers in designing strategies for the development of fourth-generation industry at a regional level.

La construcción estratégica del discurso en comunicación

El proceso de comunicación se ha descrito con atención a sus componentes: actores, expresiones, representaciones e instrumentos. Esta perspectiva teórica supone una visión estratégica del proceso de la comunicación social, en tanto los discursos resultantes deben ser observados en la interrelación de los indicadores textuales y de los aspectos relativos al co(n) texto del discurso. A la par, sería oportuno asumirlo en la instancia de emisión, en la que se aprecie lo estratégico desde la propia construcción discursiva: construcción estratégica del discurso. Mediante la metodología de análisis estratégico de la construcción del discurso, el artículo analiza un discurso de la Oficina Nacional Tributaria (ONAT) acerca del pago de impuestos en Cuba. Este discurso fundamenta sus estrategias discursivas en la finalidad de convertir a los contribuyentes en parte activa del desarrollo social cubano; así como afianzar su imagen pública como entidad para el bien social.

Formation of the methodological matrix of the strategic analysis of the enterprise

The article is devoted to the study of the methodological matrix of the strategic analysis of the enterprise. The aim of this article is to analyze the influence of methodological changes in the 20th century on the methodology of strategic analysis; critical assessment and generalization of scientific approaches to its methods. Evaluation of scientific works on analysis made it possible to identify such problems in the methodology of strategic analysis as the lack of consideration of the features of strategic analysis in the formation of its methods, which often leads to confusion of methods of financial (economic, thrifty) analysis; failure to use the fact that the strategic analysis contains, besides the methods of analyzing the internal and external environment, the methods of forecast analysis aimed at forming the strategy for the development of the enterprise; identification of the concepts «image», «reception», «method» of analysis; multidirectionality and indistinctness of signs of classification of methods of strategic analysis; blind copying of foreign methods of application of techniques and methods of strategic analysis without taking into account the specifics of domestic economic conditions. The expediency of using the system approach in forming the methodological design of strategic analysis is proved, which will allow to combine the methodology as a science of methods (a broad approach to the methods of strategic analysis) with methodology as a set of applied methods and methods of analysis (narrow approach to methodology). The use of the system approach allowed to distinguish three levels of the methodology of strategic analysis. The first and second levels of methodology correspond to the level of science, the third level – the practice. When developing the third level of special methods of strategic analysis, an approach is applied that differentiates them depending on the stages of strategic analysis (methods of the stage of analysis of the environment, both external and internal, methods of forecast analysis, methods of variant analysis).

Strategic synergies and perspectives of their evaluation in theprocess of strategic analysis

Although the subject of synergy has been explored for a long time, there are many indications that it is still gaining in importance, in the field of economics. The phenomenon of synergy seems particularly important in the field of M&A’s, alliances and the development of new organizational forms of enterprises. Synergy effects are most often evaluated from the operational and very rarely in the strategic, structural perspectives. The aim of the article is to identify and systematize the most important perspectives for synergy effect evaluation in the process of strategic analysis. The identified perspectives will be the starting point of the further research on criteria selection for synergy effects evaluation and will be one of the components of a more complex framework of the process of resource analysis. The research was conceptual, based on a literature review in the fields of methodology of strategic analysis, strategic management and Resource-Based View (RBV) approach. The identification of the structural conditions for synergy effect evaluation, requires focusing on: the subjective scope of the synergy effect analysis, key areas of strategy content and context, with the important role of strategic resources.

Strategic analysis methodology for energy systems with remote island case study

A strategic analysis methodology is presented for adaptive energy systems engineering to realize an optimal level of service in the context of a community's social, economic, and environmental position. The groundwork stage involves characterizing the social context, assessing available energy resources, identifying environmental issues, setting eco-resource limits, and quantifying socio-economic constraints for a given region. A spectrum of development options is then constructed according to the range of energy service levels identified for the sector under study. A spectrum of conceptual energy systems is generated and infrastructure investments and resource use are modeled. The outcome is a matrix of energy system investment possibilities for the range of energy demand levels reflecting the values, ideas, and expectations expressed by the community. These models are then used to assess technical feasibility and economic, environmental and social risk. The result is an easily understood graphical depiction of local aspirations, investment options, and risks which clearly differentiates development opportunities from non-viable concepts. The approach was applied to a case study on Rotuma, an isolated Pacific Island. The case study results show a clear development opportunity space for Rotuma where desired energy services are in balance with investment sources, resource availability, and environmental constraints.