• Pirates Inside

    Corporations that talk tough about cracking down on intellectual property theft need to look closely at their own organizations.
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  • The CIM Project

    The objective of the CIM (Credit Insurance Management) project was the complete restructuring of the IT systems that supported the management and marketing of the Credit Insurance products offered by CanLife, a major Canadian life insurance company. The project was scheduled to run over a period of two years. During the development phase, two new sub-projects were added without apparent difficulty. The system was finally delivered in October 1998, on time and on budget. It was not long, however, before flaws began to surface: system overloading, innumerable defects, inadequate architecture, and an inaccurate estimation of processing and storage capacities. Added to all these problems was the complete absence of a global system overview due to an ill-conceived decentralization policy that resulted in a system that was managed by an assortment of independent modules. Confronted with an imminent catastrophe, the company was forced to rapidly diagnose the situation and come up with appropriate solutions.
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  • An ERP Story: Background (A)

    The objective of this case is to allow students to: determine the main characteristics (from a project management point of view) of a large-scale ERP implementation project; identify the criteria that should inform the selection of a project leader (in relation to the nature and characteristics of the project); better understand the role and potential contribution of consultants in this context, and; define solutions to overcome difficulties that arise with respect to project management. This case will help students better understand the challenges associated with choosing a project leader. It will also allow them to explore the roles of the various actors in this process, particularly that of external consultants in relation to the management approach chosen for the project. An analysis of this case makes it possible to introduce students to theoretical concepts related to the choice of a project leader.
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  • An ERP Story: Choosing a Project Leader (B)

    The objective of this case is to allow students to: determine the main characteristics (from a project management point of view) of a large-scale ERP implementation project; identify the criteria that should inform the selection of a project leader (in relation to the nature and characteristics of the project); better understand the role and potential contribution of consultants in this context, and; define solutions to overcome difficulties that arise with respect to project management. This case will help students better understand the challenges associated with choosing a project leader. It will also allow them to explore the roles of the various actors in this process, particularly that of external consultants in relation to the management approach chosen for the project. An analysis of this case makes it possible to introduce students to theoretical concepts related to the choice of a project leader.
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  • An ERP Story: Troubles Ahead (C)

    The objective of this case is to allow students to: determine the main characteristics (from a project management point of view) of a large-scale ERP implementation project; identify the criteria that should inform the selection of a project leader (in relation to the nature and characteristics of the project); better understand the role and potential contribution of consultants in this context, and; define solutions to overcome difficulties that arise with respect to project management. This case will help students better understand the challenges associated with choosing a project leader. It will also allow them to explore the roles of the various actors in this process, particularly that of external consultants in relation to the management approach chosen for the project. An analysis of this case makes it possible to introduce students to theoretical concepts related to the choice of a project leader.
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  • An ERP Story: Epilogue (D)

    The objective of this case is to allow students to: determine the main characteristics (from a project management point of view) of a large-scale ERP implementation project; identify the criteria that should inform the selection of a project leader (in relation to the nature and characteristics of the project); better understand the role and potential contribution of consultants in this context, and; define solutions to overcome difficulties that arise with respect to project management. This case will help students better understand the challenges associated with choosing a project leader. It will also allow them to explore the roles of the various actors in this process, particularly that of external consultants in relation to the management approach chosen for the project. An analysis of this case makes it possible to introduce students to theoretical concepts related to the choice of a project leader.
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  • The RECS Project (A)

    TransInsurance Inc. is an individual insurance company, covering all of Canada. In the midst of an industry amalgamation, the RECS project came to be in fall 2002, following the merger of two group insurance companies - one from Quebec City and another from Montreal. The reality of operations, particularly at the level of customer service, was proving to be difficult, however. Senior management thus envisaged a bold project based on a fundamental transformation of the company's methods of operation. Specifically, the project was aimed at completely restructuring its customer service department as well as the marketing of its insurance products. The project was launched on April 1, 2003, but many obstacles were encountered along the way: the firing of the first two consulting firms to which the project had been outsourced, followed by the resumption of project leadership by TransInsurance to achieve, in the end, moderate success.
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  • The RECS Project (B)

    TransInsurance Inc. is an individual insurance company, covering all of Canada. In the midst of an industry amalgamation, the RECS project came to be in fall 2002, following the merger of two group insurance companies - one from Quebec City and another from Montreal. The reality of operations, particularly at the level of customer service, was proving to be difficult, however. Senior management thus envisaged a bold project based on a fundamental transformation of the company's methods of operation. Specifically, the project was aimed at completely restructuring its customer service department as well as the marketing of its insurance products. The project was launched on April 1, 2003, but many obstacles were encountered along the way: the firing of the first two consulting firms to which the project had been outsourced, followed by the resumption of project leadership by TransInsurance to achieve, in the end, moderate success.
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  • The RECS Project (C)

    TransInsurance Inc. is an individual insurance company, covering all of Canada. In the midst of an industry amalgamation, the RECS project came to be in fall 2002, following the merger of two group insurance companies - one from Quebec City and another from Montreal. The reality of operations, particularly at the level of customer service, was proving to be difficult, however. Senior management thus envisaged a bold project based on a fundamental transformation of the company's methods of operation. Specifically, the project was aimed at completely restructuring its customer service department as well as the marketing of its insurance products. The project was launched on April 1, 2003, but many obstacles were encountered along the way: the firing of the first two consulting firms to which the project had been outsourced, followed by the resumption of project leadership by TransInsurance to achieve, in the end, moderate success.
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  • North American Financial Corporation (NAF): The MLM Project (A)

    Following its acquisition of a competitor, North American Financial finds itself in possession of two incompatible IS applications for the management of its mortgage portfolios. In addition, neither application is capable of handling the combined volume of transactions of the new firm. Faced with these constraints, NAF calls on the manager of its NAF-BP division to head the overhaul of its mortgage management systems. Realizing that he doesn't have the necessary in-house technical resources to carry out this project, the manager decides to outsource the development of a consolidated system to a third-party vendor that agrees to deliver a solution for a fixed price. Once underway, the project is plagued by a series of unexpected incidents that result in catastrophic cost and schedule overruns and lead the firm to review its approach to IT project management.
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  • North American Financial Corporation (NAF): The MLM Project (B)

    Following its acquisition of a competitor, North American Financial finds itself in possession of two incompatible IS applications for the management of its mortgage portfolios. In addition, neither application is capable of handling the combined volume of transactions of the new firm. Faced with these constraints, NAF calls on the manager of its NAF-BP division to head the overhaul of its mortgage management systems. Realizing that he doesn't have the necessary in-house technical resources to carry out this project, the manager decides to outsource the development of a consolidated system to a third-party vendor that agrees to deliver a solution for a fixed price. Once underway, the project is plagued by a series of unexpected incidents that result in catastrophic cost and schedule overruns and lead the firm to review its approach to IT project management.
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  • Measuring Price Promotion Effects - An Econometric Exercise in Measuring the Impact of Marketing Decision Making

    One of the key problems in marketing decision making is how to measure the effectiveness of marketing actions, for example, the effect of temporary price promotions on sales. Many outcomes of marketing decisions are multiply determined and involve both short- and long-term effects that are hard to pin down. So marketing managers are often unable to specify the precise effects of what they are doing, and instead rely on intuitive estimates of the effects of their decision making or, worse, on commonsensical arguments to complement ill-conceived cost-plus pricing approaches. Scanner data-based records of customer purchase decisions provide a wealth of data that managers could use, but how can they get useful input for their decision making out of thousands and thousands of purchase transactions?
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  • Measuring Price Promotion Effects - An Econometric Exercise in Measuring the Impact of Marketing Decision Making (for Participants)

    Student spreadsheet supplement for INS413.
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  • From LBO to IPO: How to Take Neopost Public on the First French Market (A)

    The case presents the IPO of Neopost SA, manufacturer of document handling and postage meter equipment on the Paris Stock Exchange. This IPO constitutes the exit for the buyout specialist, BCPartners, who invested in the company during its spin-off from Alcatel, and subsequently took over the majority of the equity in a secondary buyout.
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  • Epilogue: The IPO of Neopost

    The case presents the IPO of Neopost SA, manufacturer of document handling and postage meter equipment on the Paris Stock Exchange. This IPO constitutes the exit for the buyout specialist, BCPartners, who invested in the company during its spin-off from Alcatel, and subsequently took over the majority of the equity in a secondary buyout.
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  • Internet Enabled Collaborative Store Ordering: Veropoulos Spar Retailer (B)

    In 2001 Veropoulos Spar, a 770 million Euro retailer in Greece and the Balkan region, intiated the implementation of a new Internet enabled collaborative ordering IT system with 3 suppliers: P&G, Unilever, and Elgeka. Two years later the project failed and had to stop. The CEO is now evaluating a new proposal for re-starting the initiative.
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  • Katelyn Neilson, MBA (A)

    The Katelyn Neilson, MBA case follows the personal and professional development of a young "high-potential" within an intensive one-year, full-time MBA programme. Katelyn's background and resume, significant excerpts from her diary, and an evocative picture drawn to visualize her major dilemmas, provide vivid illustrations of the unfolding of a major life transition.
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  • MAS Holdings: Strategic Corporate Social Responsibility in the Apparel Industry

    MAS Holdings is a family-owned manufacturer of women's apparel, founded by three brothers who have built the firm into a US$570 million business. Clients include the biggest brands in lingerie and sportswear. The textile industry makes up 50% of Sri Lankan exports, especially from China. The case is about using corporate social responsibility as a strategic tool in global competition.
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  • Infinity Bank (A): Retail Branches and Customer Profitability

    A retail bank is considering a strategy to improve branch performance. Central to the strategy is a recent study of profitability of three retail products: current accounts, credit cards, and mortgages. The strategy involves giving branch managers incentives to sell profitable products. A senior bank manager evaluates the product-profitability-based strategy in the light of recent statistics on major variations in profitability of customers (these statistics are included in the database provided with the case).
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  • Infinity Bank (A): Retail Branches and Customer Profitability, Spreadsheet Supplement

    Spreadsheet supplement for INS453.
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