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  • Kulicke and Soffa Industries, Inc., in China: Transferring Knowledge (A) and (B) (Abridged)

    This version condenses the two parts of "K&S Industries Inc. in China: Transferring Knowledge (A) and (B)" into a single-use case. Suitable for the MBA, EMBA, GEMBA, and executive education programs, the case presents a manufacturer of semiconductor assembly equipment looking to achieve growth in its wire bonding tools segment-in particular, capillaries and dicing saw blades-through geographic expansion. At the time, it manufactured capillaries in Yokneam, Israel, and blades in Santa Clara, California. While much of the work on outsourcing to China focuses on the low cost and its tradeoffs, this case examines in depth the interaction between human capital and a firm's cost and capabilities. The expansion committee team is charged with designing and opening a new facility in Suzhou, China. Expanding operations to China meant cost savings, and it was where K&S's market had expanded. But it wasn't clear whether it made sense to move the capillary process, the dicing blade manufacturing, or both. And if K&S did move to China, it would keep the Israeli-based factory open but close the American-based. If both were moved, what order would make sense given that one existing factory would be closed down and the other kept open? And once those decisions were made, what exactly would the knowledge transfer look like?
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  • So Long to SingleStop? (A)

    This case pairing was designed for use in the Darden School's Global MBA for Executives program in the core Leadership and Organizations course and is also suitable for MBA, EMBA, and Executive Education courses in a module covering transformational leadership or human resources strategy. The field-based case uses the experiences of three managers at a big-box retail distribution center to set the stage for an analysis of transformational leadership in a large company. Kevin Henson has worked at big-box retailer SingleStop's distribution center for only four months when he was offered a job at another firm. He had joined the firm in the spring of 2012 while it was undergoing a difficult transformation. His disastrous hiring process and difficult first months are described from Henson's viewpoint and two other management members of the firm. Henson must decide whether to give SingleStop another chance.
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  • So Long to SingleStop? (B): Epilogue

    This case pairing was designed for use in the Darden School's Global MBA for Executives program in the core Leadership and Organizations course and is also suitable for MBA, EMBA, and Executive Education courses in a module covering transformational leadership or human resources strategy. In this case, Henson's decision whether to stick with SingleStop is revealed.
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  • The Global Software Team: Jugaad Needed

    The Global Networks Company (GNC), headquartered in Boston, Massachusetts, made its global footprint in India in 1994 by establishing a presence in Bangalore. Although mainly a sales support office, GNC grew name recognition from its contracts with India's government to help build nationwide networks. Not quite 20 years later, GNC decided to further invest in India and tapped a manager from the Boston office, Jim Notrika, to establish and then manage GNC's first global software center in Mumbai. Split between Mumbai and Boston, the project team successfully completed several minor projects, but only months into its first major project, the team was struggling to meet deadlines. Blame was being passed in both directions, and when three talented engineers in Mumbai quit, Notrika makes an emergency trip to Mumbai to better understand the problem. This case describes three common cross-cultural communication obstacles in teams: a preference for direct versus indirect confrontation of problems; a clash of collectivist versus individualistic cultural values related to reporting bad news or giving negative feedback; and different expectations of team leaders based on power-distance values.
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  • Deutsche Bank and the Road to Basel III

    This public-sourced case was named the best finance case of 2013 in the 24th annual awards and competition sponsored by The Case Centre. It was designed for and works well in the latter portion of a GEMBA Financial Management and Policies course and in the early stage of a second-year MBA elective Financial Institutions and Markets course. The case is set in mid-2012 as the new co-CEOs of Deutsche Bank are about to speak in an analyst call. Students are the decision makers and have the opportunity to evaluate the various factors affecting a bank's situation in a changing global industry, such as leverage and credit quality, as well as to discuss the implications on Deutsche Bank and the banking sector more broadly of Basel III, the global regulatory reform. The students also have the opportunity to conduct a valuation of the bank. Investors were anxious to know whether the new co-CEOs would discuss the strategy of how Deutsche Bank planned to meet the new regulatory requirements, what effect Basel III would have on the company's profitability, and what lines of business it would focus on going forward in a new banking environment. They also wanted to know more about the benefits of the 2010 majority stake investment in Postbank, a German commercial bank. In class, this discussion also allows for a broader examination of the universal bank model and the role of banks within society.
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  • Team Conflict: The "Chatty" Accusation at the Customer Support Call Center

    This case is used in Darden's core Leading Organizations course and is appropriate for MBA, Executive MBA, GEMBA, and executive education programs. The manager of a baby product company's global customer support center observes friction among her staff about the only non-American on the team, whom the others accuse of increasing their call response rate time-thus effectively lowering their pay. When conflict arises on a multicultural team, to what extent can it be attributed to cultural differences and when should a manager become involved?
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  • Leica Camera: A "Boutique" Firm Faces a World of Change

    This note is used in the course elective, Strategic Post-Merger Integration. This case is taught in Darden's Global EMBA Strategy course. Well suited for MBA, Executive MBA, GEMBA, and executive education programs, this case describes the circumstances at Leica Camera, the famed German manufacturer of high-end cameras, and allows for an analysis of the firm's competitive position. Although the company decides to stop production of its R-system camera and lenses, a backlash from users surfaces. That leaves the case open to exploring the uncertainty over achievable sales volume for the R-series lenses as well as where the company fits in the market as new and less-expensive competitor products gain popularity. The case provides an overview of the competitive style of major camera and lens manufacturers and allows a discussion of core capabilities of these competitors. What products would secure Leica's future? Was there development potential for a new universal system? The case describes an issue that many organizations face today-how to decide whether components are strategically critical.
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  • Sustainable Procurement at SNCF: An Impressionist's Approach to Transformation

    "With a global leadership and sustainability perspective, this case uses SNCF, a state-owned railway and public service company based in France, to set the stage for an analysis of change management in a large company. It also allows for an exploration of sustainable development within the context of a large company. Written from the field, it depicts the firm's overall strategy to adopt sustainable practices and provides an opportunity to introduce basic leadership, strategy, sustainability, and operational terms that can be explored in subsequent classes. The case opens with a summary of urgent issues that include an influential employee who resists new policies, a public scandal around a supplier that employed undocumented workers, and pressure to present the accounting department with financial metrics to evaluate the sustainable procurement efforts. In a big-picture view, Olivier Menuet, directeur délégué achats durable et solidaires, and his boss, Pierre Pelouzet, directeur des achats, want more visibility around sustainable development not only within the procurement function but throughout the organization. How might changes already made at SNCF be driven deeper into the company? "
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  • Vigeo and CSR-The Daughter of Globalization

    The Vigeo case is used in Darden's Global EMBA ""Business Ethics"" course. The case raises the issue of how we determine what constitutes a socially responsible business, and how to apply that idea in a global context. It therefore could also be used effectively in courses in Marketing, Finance, or Global Economies and Markets. With a global leadership and sustainability perspective, this field-based case uses Vigeo, a European leader among environmental, social, and governance (ESG) rating agencies headquartered in Paris, to set the stage for an analysis of what it means to be a socially responsible business. It allows for an exploration of decision making and moral overtones that are often difficult to resolve. The material also lets students explore the idea of global values-is there such a thing, and if so, what are they? The case opens with a summary of issues that include how CEO Nicole Notat plans to grow the company in 2012. She had to take a strategic view of where the SRI market was going and be prepared. The board had asked Notat to think more strategically about China. Would Vigeo adapt existing services and products to the Chinese market? Would entering an emerging market such as China mean rethinking the business model from the ground up? How would either strategy fit with the company's overall mission?
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  • AstraZeneca: Transforming How New Medicines Flow to Patients

    David Brennan, CEO of AstraZeneca UK Limited (AZN), was passionate about bringing new medicines to patients. But the industry was transforming to one that featured less patent protection, more competition from generic drugs, stiffer government regulations, and decreased productivity in R&D. The strategy? Build a pipeline with new prescription drugs that were unique enough to provide a differentiated benefit to patients, grow the business globally, streamline the organization and increase efficiency, and build a culture of courage, creativity, and collaboration. Would the firm be able to provide a sustainable and consistent pipeline of new products-at lower cost, likely with fewer people? How might the firm average two new products to market each year? What areas of R&D should the company invest in, and what would the R&D transformation look like?
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  • Knowlton Roberts II (B): Epilogue

    This second part of the two-part case updated from the Knowlton Roberts case series (UVA-OB-0737 and 0738) provides an epilogue to the manager's ultimate decision of whether or not to take a new job. His decision and how it is communicated to his boss and his boss's reaction are the meat of the B case.
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  • Factory 539: China Star Technology Electronics Ltd (A)

    With a cross-disciplinary perspective, this field-based case series uses the purchase of a manufacturing company based in China to set the stage for an analysis of cost accounting, operational effectiveness, and cross-cultural communication. It offers a discussion about the strategy to purchase a Chinese firm to enter a promising business line for the Chinese market and provides an opportunity to introduce basic accounting, management communication, and operational terms that can be explored in following classes. The material includes an overview of a partnership between a Westerner and two Chinese executives, the issues they discovered through due diligence, plans to break into a new market, and their efforts to communicate lean manufacturing principles in another language and culture. If possible, inviting colleagues from accounting, communications, or operations to jointly teach the class enriches the discussion and provides an integrated learning experience. The A case opens with an overview of the capacitor factory in the province of Henan, China that Peer Nielsen, Baocheng Yang, and Zhihong Li are thinking about purchasing. They discovered several issues: workers' wages had gone unpaid for months, payroll taxes were years in arrears, one of the company's most profitable production lines had been "rented out." Not only were local competitors using its technology, some were producing the same capacitors under the China Star brand. Then there were the production lines that lacked raw materials and the huge unexplained power bill. But the political brass in the region was eager to see new owners purchase the factory with intent to manufacture and would provide the necessary permits and support to get started. Should the group buy it?
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  • Factory 539: China Star Technology Electronics Ltd. (B)

    With a cross-disciplinary perspective, this field-based case series uses the purchase of a manufacturing company based in China to set the stage for an analysis of cost accounting, operational effectiveness, and cross-cultural communication. It offers a discussion about the strategy to purchase a Chinese firm to enter a promising business line for the Chinese market and provides an opportunity to introduce basic accounting, management communication, and operational terms that can be explored in following classes. The material includes an overview of a partnership between a Westerner and two Chinese executives, the issues they discovered through due diligence, plans to break into a new market, and their efforts to communicate lean manufacturing principles in another language and culture. If possible, inviting colleagues from accounting, communications, or operations to jointly teach the class enriches the discussion and provides an integrated learning experience. The B case adds a twist. After the purchase, following a 90-day stabilization period, an optimization plan, a strategic review, and a purchase of land to build a larger operation, the leadership team was finalizing plans to drop two production lines and invest in supercapacitor production. At that point, a key air conditioner customer asked to meet with the team, seeking to double its capacity to meet market demand-which would entail ordering at least triple the number of capacitors China Star was then producing. There was only one problem: the requested product would be a line slated for elimination. Did it make sense to ramp up a line China Star had planned to de-emphasize?
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  • Overview of the Business Case Writing Process

    Why would busy executives participate in business case studies? The relationship that develops between executives and faculty through the case writing process is a powerful example of sharing and trust. And because a number of executives are unaware of what exactly the process entails, they ask for a description of it. This note describing the process may be customized to suit the needs of all case writers.
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  • Brand Positioning Statements

    The process of branding a product involves building awareness of and preference for the specific name of the product that is being branded. Central to the branding process is the brand positioning statement, often simply called the positioning statement. The positioning statement is a short written document that lays out how the marketer believes others should think, feel, and relate to the brand. This note discusses the process of brand positioning and how to construct positioning statements.
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  • Taking a Mexican Company Global-The CEMEX Way

    Suitable for MBA, Executive MBA, GEMBA, and executive education programs, this case uses CEMEX, a global cement producer based in Mexico, to set the stage for unfolding an analysis of a growth through acquisition strategy. It offers a discussion about the firm's overall strategy to acquire on a global scale instead of growing organically and provides an opportunity to introduce basic financial, marketing, and operational terms that can be explored in following classes. The material includes a PMI process that further allows discussion on that technique. The case opens with a conference call and another barrage of questions for CEO Lorenzo Zambrano about his bid to buy Australia-based Rinker Group in October 2006. Until this point, CEMEX has had a long-standing habit of buying businesses in emerging markets; this acquisition would be a departure from that strategy. If the deal goes through, it would be the single largest acquisition in CEMEX's history, and it would be among its few forays into a developed market other than in the neighboring United States. The company has grown exponentially and successfully. Why would this effort be any different? Was the acquisition a good idea or not? And if it was, how would Zambrano and his leadership team convince Wall Street and others of that?
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  • Knowlton Roberts II (A)

    This case is an updated version of the Knowlton Roberts case series (UVA-OB-0737 and 0738). The case is best used as a vehicle to understand another person's point of view and to see what happens when points of view are misunderstood or misinterpreted. The A case presents a series of situations and interactions that require consideration of why each person acted as they did. The role of untested assumptions and leaps to conclusions also feature prominently in the case.
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  • Ben & Jerry's Homemade: The Unilever Scoop

    A follow up for Ben & Jerry's Homemade (UVA-F-1364), this case is suitable for MBA, EMBA, and GEMBA programs, and could work as a stand-alone undergraduate introduction to corporate finance and M&A or an introductory strategy class on M&A or post-merger integration. Did the Unilever/Ben & Jerry's merger yield both firms' fundamental objectives? What did the market think? What did each get from the deal? What can students tell about where future value will lay? The case allows students to discuss post-merger integration issues and what makes for a successful merger. The case requires little or no calculations.
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  • The World is Flat...The World is Lumpy?

    Suitable for MBA, EMBA, GEMBA, and executive education programs, this note sets the stage to unfold an analysis of popular notions about how the world works. On one hand, some believe that global competition has created a flattened world and that globalization has leveled the playing field. Yet a zest to view the world as flat, others have said, results in an underestimation of the differences between countries-standardization, exact replication, and scale expansion on a global basis could be problematic. In this note, we acknowledge that the flat world has some lumps, but regardless of whether the world is considered to be flat or round, there are certain implications on both sides that business leaders need to be aware of in order to create global efficiency. The note offers three practical examples that students can work through and apply their learning.
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  • Managing Strategic Growth at Sjoland & Thyselius AB

    Suitable for MBA, EMBA, and GEMBA courses, this case describes the organization and structure of a small European firm providing technical solutions to the defense industry. It combines crucial issues from strategic management and organization and management. The firm was founded by Magnus Sjöland and Rune Thyselius in Stockholm, Sweden, mainly working in the Swedish defense industry but also serving civilian customers. Having received the first large international order, the firm now stood to market itself on a broader international market. An open question is what resources the firm requires to compete in a global arena that differs in many ways from its well-known Swedish defense industry. At the same time, the firm structure demands too much of the owner managers leaving them unable to offer sufficient support for each division to prosper. The case offers unique possibilities to discuss the complex interaction of market forces, the control and management of valuable resources, and organization, in particular its structure and culture.
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