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In July 2013, the chief information officer of the Financial Industry Regulatory Authority (FINRA) was preparing for an upcoming meeting with FINRA’s board of directors. He was building an argument for why the organization should reverse the decision he had advocated just a few months earlier and shift from a model that used on-premises data centres to one that focused on public cloud resources. Some board members were already familiar with the cloud and were using it in their own organizations, whereas others were concerned about taking their most critical data and putting it into the hands of a cloud service provider. This decision would have a profound impact on the technical direction of the regulator moving forward. Choosing to abandon their on-premises resources and shift to the cloud was a fundamental architectural decision that would significantly affect job roles and be difficult to reverse. The chief information officer had to make the case that a cloud-focused approach would meet FINRA’s current needs and serve the organization better in the long term.

Supplement for product W28614.

Located in the Shenzhen-Hong Kong Cooperation Zone in Shenzhen, China, Vanke Port Apartment (Vanke Port) was the leader among China's centralized long-term apartment rental enterprises. Recently, the company had improved its cost and operational efficiency and recorded stellar performance. A key partner in Vanke Group recalled the struggles Vanke Port had encountered on its way to achieving this performance. In 2019, Vanke Port had been battling to survive, and shortly after, the business was hit by the COVID-19 pandemic. In response, Vanke Port capitalized on digital technologies and carried out major organizational changes. As the company made it through the crisis and even started to thrive, the partner needed to present the lessons learned and recommend next steps to the board of directors.

Huanglongxi, a historic town in Sichuan Province, topped the list of “China’s Iconic Cultural Tourism Towns 2020.” In October 2017, Zhang Dafan, the executive director of the Huanglongxi Overseas Chinese Town Group (OCT), had led his team in initiating a smart cultural tourism project in Huanglongxi against the backdrop red-hot rivalry between China’s ancient towns. In just three years, the project had led to the remarkable transformation of Huanglongxi into a smart, award-winning ancient town. Unfortunately, the COVID-19 pandemic had left the tourism industry in limbo. To emerge from these difficult times caused by the pandemic, Huanglongxi the OCT had to assess how to strengthen the depth and breadth of its Huanglongxi’s smart cultural tourism construction offer in order to bring draw travellers back. How had Huanglongxi overcome the homogeneous competition it faced to develop into a unique, smart ancient town in 2017? Given the new challenges it faced, how could it do so once again?

In 2017, Total Credit Recovery Limited (TCR), an accounts receivables management and debt collection firm, hired a data scientist to analyze the firm’s current data analytics practices and create a plan to extend the use of its data. TCR collected more than 1 million points of data per day, and the company’s new data scientist knew that with a proper team in place, he could use this data to offer his firm a competitive advantage that was currently non-existent in the industry. TCR's leadership supported the data scientist with substantial resources and the team made notable contributions to the firm’s operations. However, one year later, as the firm was preparing to launch a new venture that relied on the contributions of the new data analytics team, the young leader was struggling to build a positive dynamic within his cross-functional team. How could he improve his team's dynamics and thus its ability to add value to TCR?

The Royal Belgian Football Association (RBFA), the governing body of Belgian football, had experienced tremendous success on the pitch and wanted to capitalize on its success with business growth. However, the football industry was challenged by increasing internationalization, commercialization, and digitalization. Engaging diverse stakeholders, including a changing demographic of fans, through digital channels became pivotal.<br><br>Against this backdrop, the RBFA initiated a strategy revision, rolling out a new app in March 2021 for an integrated and expanded digital experience for stakeholders. With the postponed 2020 European Championship scheduled to commence in June 2021 and Belgium among the favourites to win, the RBFA needed to prioritize its offerings to the fans and other stakeholders and determine what resources would be needed to fully operationalize the new digital strategy.

Designed as a coffee chain enabled by a digital platform, Luckin Coffee Inc. leveraged extensive customer behavior data gathered from its application (app), information systems, and technologies to offer innovative customer experience and high operational efficiency. Merging online with offline channels, this digital start-up quickly grew into a formidable competitor for Starbucks Corporation in China and became a star in the technology industry. Luckin was listed on the Nasdaq Stock Market in 2019, bringing additional capital to fuel its ambitious growth. However, in 2020, a report revealed a deep scandal, showing falsified financial and operational figures. The scandal could have a profound and far-reaching impact and offers lessons for the business world and beyond.

In February 2019, the associate product owner of the Branch Rapid Labs at the Bank of Nova Scotia (Scotiabank) was asked to provide his knowledge and expertise to develop the final iteration of a new customer onboarding process. The new model developed for Scotiabank, one of Canada’s Big Six banks, was named Project Fusion. Working closely with cross-functional teams, the associate product manager was advising his product team on how to best proceed after the completion of the final round of user testing trials. With all user trials on the latest prototype completed, he had a significant amount of feedback to analyze and results to implement in the project.

In March 2020, the chief innovation and strategy officer (CISO) of Amsterdam-based Koninklijke Philips NV (Philips), a global leader in health technology, was surveying the distance that Philips had traversed in its transition from products to platforms. The CISO faced three managerial dilemmas: How could he transform the long-standing functional orientation at Philips into a multidisciplinary alignment? How could he ensure that Philips’s customer-facing teams moved from a transactional mode to a relational mode? And how could he motivate employees to deal with a burning platform when they did not see one?

In February 2020, the director of Global Creative Intelligence at McCormick & Company, Inc. (McCormick), was grappling with some challenges at his desk at the company’s headquarters in the United States. Having been mandated to deploy Artificial Intelligence (AI) in developing new products—in partnership with IBM—he had been interfacing with over 500 product developers at the company’s various locations worldwide. The director faced three managerial dilemmas: How should he get the company’s product developers to trust the findings of AI? How could he teach and train AI to become smarter? And how should he deal with the global-local dynamics at McCormick in launching AI-engineered products?

In June 2020, the head of Customer Centre at DBS Bank Ltd. (DBS), the largest commercial bank in Singapore, was wondering how to leverage the bank’s current success in digitalization to create a competitive advantage. As a business leader, she was facing major decision points. How could she increase awareness of the bank’s digital assets among existing customers? How could she further digitalize the customer centre? In addition, the COVID-19 global pandemic, which had disrupted businesses worldwide, had been both a challenge and an opportunity for DBS. What should be the bank’s next steps? The head of the Customer Centre needed to find a way forward for DBS in the context of an industry that itself was not only in the middle of internal disruption but was also undergoing rapid transformation.

The chief executive officer (CEO) of the soon-to-be completed CUHK Medical Centre Ltd. (CUMC) in Hong Kong must make a decision regarding health care logistics services. The hospital’s tender board is scheduled to meet in June 2019, and the CEO must recommend whether the logistics services needed by the hospital should be provided internally or by a third-party logistics (3PL) provider, and, if a 3PL provider, which provider should be awarded the business.

In April 2018, Amit Darekar, director of operations at Hydropack India Pvt. Ltd. (Hydropack), was focused on revamping the company’s information technology (IT) infrastructure. This had become crucial in the face of a product design leak resulting from an employee who had left Hydropack to join a rival company and taken valuable data with him in the process. The design that Hydropack had made was for a tender floated by a public sector company. The rival company had submitted the stolen design with a lower bid, putting Hydropack’s own bid in jeopardy. Darekar now had to rise to the challenge and ensure that Hydropack implemented secure IT infrastructure and policy to avoid further data leaks in the future. His objective was to ensure that all of Hydropack’s data in the form of designs and other confidential documents was suitably protected and accessible only to those who had authorized access.

At the beginning of 2021, TikTok was facing multiple market threats and had to decide what strategies to implement to manage them. TikTok was the world’s largest short-video platform, with users in 155 countries. But along with great success in entering numerous geographic markets, TikTok faced various geopolitical pressures, mainly concerning the company’s origins in China. The company had to consider how it could survive emerging geopolitical pressures, manage competitive threats from global technology giants as well as platform envelopment threats, and capitalize on its creative and somewhat addictive platform to expand its reach into new promising markets such as the African continent.

Instructor Spreadsheet to accompany product 8B21E013.

Student Spreadsheet to accompany product 9B21E013.

Student Spreadsheet to accompany product 9B21D012.

Concentrix Corporation (CNX), a technology enabled global business services organization, supported a transport solutions company with its customer management services. In June 2019, CNX’s global customer services operation manager carried out an assessment and found irregularities in the credit claim process for CNX’s client. The manager needed to reduce the number of irregularities so that CNX’s agents did not create a negative experience for the client. Random samples for audit revealed that existing guidelines and control procedures were ineffective in capturing irregularities. What strategy did the manager need to select a sample for audit that could capture the maximum number of irregularities within the allowable audit cost?

<p style="color: white; background-color: rgb(3, 70, 56); font-size: 16px; display: inline-block; border: 0px rgb(197, 183, 131); padding: 4px 4px;"><a href="https://www.iveypublishing.ca/s/product/vcayr-managing-sexual-harassment-digital-learning-experience/01t5c00000Cd0NUAAZ" style="color: inherit; text-decoration: inherit;">AVAILABLE AS A DIGITAL LEARNING EXPERIENCE</a></p><br> VCayr was a not-for-profit social service organization that connected individuals through its social media platforms and community events. In January 2019, an organizational member and an active project manager at VCayr reported to a friend and board director that she was sexually harassed by another board director at VCayr. The friend and director had to decide how to manage the situation. He was aware of the severity of sexual harassment and the significant harm that it could have on all VCayr members and on the overall organization. Another sexual harassment incident was reported to him one year later by another member of VCayr. The board director had a second chance to rethink his strategies and to weigh in other options in light of the emerging information.

JPMorgan Chase & Co. (JPMC), one of the world’s largest banks, was confronting the advent of open banking in its retail banking business. In late 2020, policy makers and regulators were advocating movement toward open banking with growing enthusiasm as a way to stimulate competition in the financial services sector and thus, encourage greater value creation for consumers. JPMC, however, seemed to embrace open banking while also resisting it, aggressively building out the technical infrastructure required for open banking while also blocking some third-party financial services companies from accessing customers’ Chase bank accounts, citing data security and privacy concerns. Open banking seemed fraught with risk, but might it represent new and significant opportunities for banks? In either case, what should the approach to open banking be for an established bank like JPMC?