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Soulpepper Theatre Company (Soulpepper) underwent a significant transformation under the leadership of its new co-leaders. The co-leaders not only navigated the aftermath of a crisis in 2018 that saw the immediate resignation of a well-known artistic director accused of sexual harassment but also steered the company towards a bright future aligned with an ambitious five-year strategic plan. The plan, endorsed by the board of directors, was a crucial step towards recovering from the tarnished reputation and elevating Soulpepper to global recognition, rooted in the excellence of its productions and celebration of Canadian creativity. However, as the theatre was laying down the building blocks for renewal, the COVID-19 pandemic hit, causing significant disruptions in the Canadian theatre scene and necessitating a re-evaluation of the co-leaders' strategic approach.

This experiential exercise is designed to teach students how joint ventures can entail inherent tensions that resemble a real-world prisoner's dilemma. In the context of a (hypothetical) international collaboration in the global bicycle industry, students are put in the position of the parent firms' decision-makers and must decide between accessing the other's knowledge versus wanting to acquire (i.e., own) it. Students are thereby incentivized to act in self-interest, which ultimately leads to worse outcomes than if they had acted in the interest of the group. The exercise provides a lively, visceral learning experience and is complemented with an in-depth discussion of assumptions and implications as described in this teaching note.

The role of marketing in any organization is to improve performance by establishing and nurturing worthwhile relationships (for companies, “worthwhile” usually means profitable) with customers, clients, sponsors, or other stakeholders. The professional practice of marketing, however, is more complicated than the unfortunate media-created stereotypes of fast-talking salespeople and manipulative advertisers. Indeed, marketers have many ways to win. This note explains the major choices that all marketers face and the ways in which marketing decisions can be made to obtain winning relationships with stakeholders.

In August 2022, Pinduoduo Inc., one of the fastest growing and largest e-commerce companies in China, faced several challenges. Alongside intensified competition from Alibaba Group Holding Ltd. and JD.com Inc., as well as weakened consumer spending due to the COVID-19 pandemic, Pinduoduo had reached a potential growth ceiling within the domestic market. To explore new growth avenues, Lei Chen, the company’s chairman and chief executive officer, would need to evaluate the potential opportunities and challenges Pinduoduo might encounter in its overseas e-commerce business expansion.

One afternoon on January 10, 2020, Zhengting Chen, the chief executive officer of Sichuan Zhiyuan Digital Finance Information Technology Co., Ltd. (Zhiyuan), was reading an internal report on the company’s performance. Founded in 2013 in Chengdu, Zhiyuan was one of the first platform companies to provide traditional supply chain financial services in southwest China. Zhiyuan had experienced a decrease in both annual revenue in 2019 and year-over-year growth rate of membership. So, Chen wondered how the Zhiyuan’s digital transformation could help attract customers and sustain the company's long-term growth by ensuring the authenticity and transparency of transactions.

The case describes the nature of the challenges facing Osman Arbee, CEO of Motus Holdings Limited (Motus) and his executive committee (exco) as they led the business through the challenges inherent in the onset of the COVID-19 pandemic and the South African government’s initially stringent response to it. Arbee and other exco members explain the competing interests of different stakeholders and highlight the urgency with which they needed to act to ensure the long-term viability of the business. Motus is an integrated automotive holding company based in Ekurhuleni, near Johannesburg, South Africa. Its four divisions include Import and Distribution, Retail and Rental, Motor-Related Financial Services, and Aftermarket Parts.

Big Brothers Big Sisters of Niagara (BBBSN) was a not-for-profit (NFP) organization that offered mentoring and other programs for children and youth. The organization recruited and deployed volunteers in a variety of positions, including those available through its mentoring program, thrift store, bingo halls, and periodic fundraising events. However, while demand for BBBSN’s services was increasing, the number of people willing to volunteer their time was declining. Since BBBSN was a newly amalgamated organization that had combined three Niagara-region Big Brothers Big Sisters (BBBS) agencies over the past two years, the fundraising and events coordinator of BBBSN also had to develop an integrated volunteer recruitment and fundraising program that would create a stronger voice for BBBS in the whole Niagara region.

Founded in 1874, Chr. Hansen (pronounced Christian Hansen) is a global biotech corporation specialized in the development and manufacturing of food cultures, enzymes, probiotics and natural colors for business customers in the food, pharmaceutical, agricultural and nutritional industries. Chr. Hansen has a long history as a traditional manufacturer selling to rather conservative customers, especially dairies and farms. At the time of the teaching case, the corporation just took note of the importance of digital transformation to meet its strategic goals. Installing a high-level digital transformation team, the corporation started to experiment with digital business models. A central part of the transformation was to learn how to use data as a strategic asset, which began with implementing so-called Master Data Management (MDM) as a corporate-wide capability. This would allow for a unified view on all aspects of the business based on reliable, high-quality data, which could then be used to innovate more data-driven business models. While initial experimentation in that direction delivered promising results, an audit by Ernst & Young showed that Chr. Hansen still had a long way to go in its efforts to establish MDM. As a first but decisive step, the Global Master Data unit was charged to develop master data about the customers. And it was then up to the head of the unit, Nina Bækbo Andersen, to take this challenge on and help Chr. Hansen to digitally transform from a traditional manufacturer to a data-driven business ready for the 21st century.

The case focuses on the corporate-governance challenges facing a high-growth, small to medium-sized firm (SME) active in the gig economy. It addresses board roles and responsibilities as well as issues related to board recruitment. The case is set in the Nordic context, where many small tech firms have been able to attract funding from private investors and private equity funds, and eventually become "unicorns" undertaking successful IPOs. Although the case is fictitious, it builds on the author's personal board experiences with several Nordic firms.

In April 2023, Maxwell Cutler, director of marketing and sweet potato sales at Race-West Company (Race-West), faced a daunting challenge of high demand for produce in the week leading up to Easter, Passover, and Ramadan. With a responsibility to ship 35–40 truckloads per day, Cutler was under pressure to ensure timely deliveries to satisfy and retain customers. Despite his best efforts and collaboration with his cousin Rachel Pisarz, who managed onion sales, multiple incidents disrupted the transportation process. Cutler received phone calls and emails reporting missing drivers, misloaded shipments, late deliveries, truck breakdowns, and extreme weather conditions. These disruptions resulted in significant financial losses for Race-West as well the loss of some customers. Determined to resolve the situation, he wondered what steps he could take to address these challenges and implement measures to avoid encountering similar issues in the future.

Rodolphe Saadé was the chief executive of the CMA CGM Shipping Co., Ltd. a giant in the maritime industry that was long criticized by customers for its lag in digitalization. Realizing the importance of digitalization, Saadé defined digitization as a key strategic priority for CMA CGM’s development. This case traces CMA CGM’s digital transformation process and discusses how Saadé and CMA CGM successfully addressed different challenges to gradually launch a series of digital innovations to the company’s processes, products, services, and business model. However, as new waves of technology, from autonomous vehicles to smart data continued to emerge, how could CMA CGM leverage the rapid development of artificial intelligence (AI) in the shipping industry? How could CMA CGM make full use of big data to optimize business operation decisions?

Nicole Rotumah, chair of the Tweed Aboriginal Co-operative Society Limited, which ran the Minjungbal Museum and Cultural Centre (MMCC) in Tweed Heads, Australia, and the museum manager, Tina Pidcock, were standing in the middle of their beloved museum looking at the worn flooring, dusty artifacts, general state of disrepair, and stark absence of visitors. It was August 2020 and the COVID-19 pandemic had brought tourism to a standstill. However, both Rotumah and Pidcock knew that the museum’s problems ran far deeper than the absence of visitors during the pandemic, and that something had to be done to revitalize this Australian cultural treasure. The question was what. Was MMCC functioning in the museum, tourism, or cultural experience industry? Who were its main stakeholders and competitors? Was it correct to measure success according to revenue or the number of visitors, or was protecting cultural heritage a sufficient goal?

This case traces the life of Robert McNamara from Harvard Business School to Ford Motor Company to the U.S. Department of Defense. McNamara excelled in every job along the way: becoming the youngest-ever professor at Harvard Business School, the first non-family president of Ford, and Secretary of Defense under President John F. Kennedy. He achieved these successes by using quantitative techniques he learned at Harvard to drive goal-oriented efficiency. Unfortunately, his tendency to manage by the numbers had dire consequences when he ran the Vietnam War. Many blame McNamara, who relied on incomplete and inaccurate performance measures, for 58,000 American deaths in a war that the United States ultimately lost. Studying the life choices of Robert McNamara will be a cautionary tale for all leaders and students of business.

In August 2022, a student pursuing his master of business administration degree in Mumbai at one of India's top business schools found himself in a despondent situation as he prepared his curriculum vitae (CV) to apply for an internship position at Golden Tobacco Company. He had written an email to his former project supervisor (a senior fellow of the MIT Media Lab at the Indian Institute of Technology Bombay), requesting him to approve the project the student had worked on under his supervision as relevant experience for the internship position. In response, the student received an email from his supervisor with one terse line: "Is this an order?" With a deadline that very evening to submit the CV, the student was in a tizzy. Where had he gone wrong in his email to prompt the terse reply from his former supervisor? How could he fix the situation? And how could he prevent such a situation when writing emails in the future?

One afternoon on January 10, 2020, Zhengting Chen, the chief executive officer of Sichuan Zhiyuan Digital Finance Information Technology Co., Ltd. (Zhiyuan), was reading an internal report on the company's performance. Founded in 2013 in Chengdu, Zhiyuan was one of the first platform companies to provide traditional supply chain financial services in southwest China. Zhiyuan had experienced a decrease in both annual revenue in 2019 and year-over-year growth rate of membership. So, Chen wondered how the Zhiyuan's digital transformation could help attract customers and sustain the company's long-term growth by ensuring the authenticity and transparency of transactions.

The case describes the nature of the challenges facing Osman Arbee, CEO of Motus Holdings Limited (Motus) and his executive committee (exco) as they led the business through the challenges inherent in the onset of the COVID-19 pandemic and the South African government's initially stringent response to it. Arbee and other exco members explain the competing interests of different stakeholders and highlight the urgency with which they needed to act to ensure the long-term viability of the business. Motus is an integrated automotive holding company based in Ekurhuleni, near Johannesburg, South Africa. Its four divisions include Import and Distribution, Retail and Rental, Motor-Related Financial Services, and Aftermarket Parts.

Big Brothers Big Sisters of Niagara (BBBSN) was a not-for-profit (NFP) organization that offered mentoring and other programs for children and youth. The organization recruited and deployed volunteers in a variety of positions, including those available through its mentoring program, thrift store, bingo halls, and periodic fundraising events. However, while demand for BBBSN's services was increasing, the number of people willing to volunteer their time was declining. Since BBBSN was a newly amalgamated organization that had combined three Niagara-region Big Brothers Big Sisters (BBBS) agencies over the past two years, the fundraising and events coordinator of BBBSN also had to develop an integrated volunteer recruitment and fundraising program that would create a stronger voice for BBBS in the whole Niagara region.

The role of marketing in any organization is to improve performance by establishing and nurturing worthwhile relationships (for companies, "worthwhile" usually means profitable) with customers, clients, sponsors, or other stakeholders. The professional practice of marketing, however, is more complicated than the unfortunate media-created stereotypes of fast-talking salespeople and manipulative advertisers. Indeed, marketers have many ways to win. This note explains the major choices that all marketers face and the ways in which marketing decisions can be made to obtain winning relationships with stakeholders. Please note that this product replaces the previous version "Note on Marketing Management" product no. 9A99A032.

In August 2022, Pinduoduo Inc., one of the fastest growing and largest e-commerce companies in China, faced several challenges. Alongside intensified competition from Alibaba Group Holding Ltd. and JD.com Inc., as well as weakened consumer spending due to the COVID-19 pandemic, Pinduoduo had reached a potential growth ceiling within the domestic market. To explore new growth avenues, Lei Chen, the company's chairman and chief executive officer, would need to evaluate the potential opportunities and challenges Pinduoduo might encounter in its overseas e-commerce business expansion.

Embedded with artificial empathy, artificial intelligence (AI) companions (ACs) can create, communicate, and deliver value to customers. This article analyzes current and emerging ACs in order to explore AI's role in transforming customer journeys and establishing long-lasting customer relationships. It also identifies existing business challenges in developing user-AI companionship and offers a remedial strategy matrix. Purely functional or emotional capabilities lead to interest in the companion plummeting with time. The findings reveal the need to design holistic ACs with a hybrid of functional, emotional, and conversational capabilities to mitigate the uncanny valley problem.