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  • Embrace (A): Opportunity Identification

    <p style="color: rgb(197, 183, 131);"><strong> AWARD WINNER - Indian Management Issues and Opportunities Award, European Foundation for Management Development (EFMD) Case Writing Competition</strong></p><br>The Embrace case series provides an engaging context to understand social innovation, by taking students through a sequence of critical decisions from opportunity analysis and market feasibility study to formulating a competitive strategy and developing business models for growth. The focus of the case is on an innovative idea to solve the problem of a high number of fatalities in premature births in rural India, and the potential for an affordable product. <br><br><br><br>The case is structured as a four-part series:<ul><li><br>Part A: Opportunity Identification. The setting is an MBA classroom where five teams have been given five ideas and the students are asked to match each idea to each team. The focus is on how to identify and evaluate an appropriate opportunity given a unique entrepreneurial team, its composition, and its prior experience. Often, entrepreneurs discount the critical role that team-task fit plays in subsequent success.</li><li><br>Part B: Market Feasibility Analysis (9B13M005). The social problem associated with neonatal care in rural India is presented and the economics of providing reasonable care for premature babies is discussed. Is it possible to find an affordable and profitable price point, and make the project sustainable?</li><li><br>Part C: Competitive Strategy (9B13M006). The students are taken through an external analysis of the potential competition. This calls for a close analysis of what the competitive advantage of the venture is and whether it is sustainable. It forces the students to consider other available neonatal care options in the market, as well as to think about the IP issues they could face.</li><li><br>Part D: Building the Business Model (9B13M007). The team must decide between manufacturing the product in-house or outsourcing to vendors. Also, issues of distribution and sales require consideration.</li></ul>
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  • Cool Pastures Dairy: Kenya's Changing Milk Market

    This three-part case highlights the strategic decision-making and growth management challenges in the suddenly liberalized Kenyan dairy industry. Following the 1999 collapse of the nation-wide distribution system on which small-scale dairy farmers in Kenya relied to reach the market, the resulting gap in the value chain between supply and demand created an opportunity for one entrepreneur. Cool Pastures Dairy was later founded in 1999 and rapidly expanded in an atmosphere of not only little competition but also corruption and lack of infrastructure, especially poor roads, limited banking, and almost non-existent cell phone accessibility. Although the company considered various alternatives to expanding, the business was overcome by problems with inefficient or corrupt retailers and accountants, as well as the owner’s lack of business experience, and went bankrupt. When conditions improved as the government invested in infrastructure, the entrepreneur considered restarting his business. Is this a viable enterprise in light of improved conditions? Which expansion alternative should the resuscitated company pursue? The B case 9B13M045 discusses managing corruption and the C case 9B13M046 re-considers the business model.
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  • Milango Financial Services

    The co-founder of a Kenyan microfinance institution was troubled. Although his company had experienced great success in the past three years, it faced cash flow problems in June 2012. The co-founder had exhausted his personal resources and seeks an investor, local or international banks, or a process improvement program to ensure the company’s long-term success. The co-founder needed to evaluate his options and propose a solution to the other board members.
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  • Crowdfunding at the Brooklyn Warehouse

    The Brooklyn Warehouse, a popular restaurant in Halifax, Nova Scotia, is cramped for space because of its popularity within its neighbourhood and as a tourist destination in the city. The restaurant is a private company with two shareholders, one of whom is not involved in operations. Because of the economic downturn, the risky nature of the business and the fact that it has been open only four years, the owners are having trouble securing financing for their expansion plans from their bank and other conventional lenders. However, while negotiating a renewal of their lease in late 2011, their landlord offered to pay for half the cost of building a patio to increase the size of the restaurant. To raise the other half, the owners turn to crowdfunding as a method of raising capital through social media by tapping into their community of friends, family and loyal customers. In return for their donation, which may vary from $100 to $2,500, sponsors are offered various packages, including free meals, a company T-shirt and their name listed on a wall of honour. However, little is known about the appropriate accounting or tax treatment for money raised in this manner. The owners had heard horror stories about businesses that used innovative ideas to raise funds only to have fines and penalties levied by government agencies for income tax and sales tax or even by the Securities Commission for improper accounting. The owners turn to their accountant for advice.
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  • Barclays' Metals and Mining

    An investment banking associate from the metals and mining group of a multinational financial services company was preparing to accompany his managing director on a client trip to provide a market update and discuss various debt structures the client might use in the future to finance potential development projects. As part of the meeting, the associate wanted to include an analysis of recent trends in prices for platinum, palladium gold and copper. A spreadsheet supplement is available as product 7B13E009.
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  • Lenovo: A Chinese Dragon in a Global Village

    The fast rise of Lenovo among its competitors in the computer industry raised a series of questions regarding the sustainability of its competitive position, as well as the choices it had made in its efforts toward globalization. First, how could Lenovo establish and sustain a leadership role in an industry where competitive positions were increasingly unstable? Next, how could the Chinese firm build a solid competitive position in an industry characterized by smaller and smaller margins? Finally, after the acquisition of IBM’s PC business and the subsequent accelerated international expansion, could Lenovo still be considered an entirely Chinese entity or was it a truly global enterprise of Chinese origin?<br><br>A video interview with Lenovo's strategy and corporate development vice-president, Lenovo: A Chinese Dragon in the Global Village - DVD, is also available.
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  • FROGBOX

    The co-founder and president of an environmentally friendly moving supply company faces the challenge of expanding his company’s brand. The company, which provides plastic, reusable moving bins and other moving supplies, has branded itself as providing a convenient, affordable and eco-friendly alternative to cardboard moving boxes. The company can expand by setting up additional corporate stores or by selling individual franchises. The co-founder and president also contemplates focusing his efforts on dominating and revolutionizing the Canadian moving industry. He also remains open to the possibility of eventually selling the company to a larger organization. In considering all options, he wants to sustain the integrity and success of the brand he has built and to ensure that any future expansion maintains his commitment to providing consumers with value, high quality and superior customer service.
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  • KayTek: Manufacturing Housing and Livelihoods in Haiti

    After a massive earthquake destroyed many buildings in Haiti in 2011, reconstruction has become a source of opportunity and competition for non-governmental organizations, international business and local companies. The Haitian chairman and CEO of a very successful, multi-million dollar information technology company wants to provide affordable quality housing, especially for the disadvantaged poor, using steel frame technology from his start-up, KayTek. What he has not yet determined is how to get his product to market. He has three options: to keep sales and construction in-house, to outsource, or to franchise in order to create opportunities for young Haitian engineers to become entrepreneurs. Each option has costs, in terms not only of finances and time but also of control of brand quality and accessibility.
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  • Chariot Comics: Faster Release

    Chariot Comics, a comic-book production house, is refining its processes for the production of comics. Currently, launching a comic requires 52 to 54 days, which the company wants to reduce to 45 days. Working toward this objective requires analysis of the current process and a review of the various alternatives to achieving the desired time reduction.
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  • Bluewater Football Association

    The finance director of a football association is considering adding a fourth team to the organization. Parents and players in the community want the football association to field a football team in the varsity division for players aged 17 and 18. The finance director needs to identify the amount of financing that would be required to operate a varsity team. She must project a cash budget for the upcoming operating period and also evaluate other scenarios that could help reduce the needed amount of financing.
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  • Cafe Xaragua: The Calgary Opportunity

    After one year of operations, a young entrepreneur and his two partners must evaluate a decision that will change the scope and direction of their business, an online retail store that sells fair-trade coffee beans imported from a developing country. An opportunity exists to market the product at a farmers’ market in a large city. Most of the details have been worked out, but before a final decision can be made, the partners must evaluate the product’s financial feasibility for the company’s second year of operations. If the financials look favourable, the partners will proceed with the opportunity.
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  • Taking André Rieu Productions to Brazil?

    An entrepreneurial entertainment business is considering its possible entry into a new foreign market. The case does not, however, focus on the sales potential and financial considerations of entering Brazil. The company assesses these considerations by using fairly straightforward guidelines — its intuitive indications of interest based on DVD sales and attendance at performances elsewhere in the world and the availability of enough large venues to seat a certain total combined audience size. <br><br>In assessing whether to enter Brazil, the case considers the management demands likely to be encountered in that new context and the management capabilities of the organization and the staff members to effectively deal with these demands. This analysis requires the company to consider many of the same issues that are typically discussed in international management courses: the nature of Brazil’s national environment and whether Brazil’s social infrastructure includes such elements as a dependable legal system, a pool of experienced local managers and a societal culture that will support dependable and trusting relationships with venue managers and local work crews.
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  • EU Holidays

    The profit margin for the travel agency industry in Singapore, which mostly offered travel packages to Asia and Europe, was very thin. An up-and-coming travel agency faced the dilemma of offering maximum customer satisfaction while keeping its operating cost (e.g., fees for its tour guides) low. Rather than simply assigning travel guides to tours by trial and error, a director of the travel agency decided to use an optimization template. This case requires the development of an optimization template to advise management on the optimal assignment of tour leaders (within constraints of their availability and required rest periods) and generate maximum satisfaction among the customers. Considerations for tour-guide assignment include tour guides’ customer satisfaction levels, expertise on particular tours, visas for specific countries, and employment plans.
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  • Primacy: Global Design from India

    <p style="color: rgb(197, 183, 131);"><strong> AWARD WINNER - Innovation Management category, ISB-Ivey Global Case Competition</strong></p><br>An Indian company was planning to set up a Global Design Competence Centre (GDCC) in India. The company offered scented candles and holiday and gift products primarily for the U.S. market. Through its two American subsidiaries, it made and sold its products to large American mass-merchandisers and independent retailers. In-house design capabilities also existed in the form of six teams across India and the United States. Through the GDCC, the company intended to use Indian designers in collaboration with U.S. designers to create products for the U.S. market. The case draws students into exploring possible strategies to set up the GDCC.
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  • Infibeam Internet Retailing

    This case focuses on Infibeam, a small, new e-commerce company in India, as an illustration of innovative B2B contractual agreements that enabled it to acquire a significant customer base at a very low cost. However, it must now develop innovative strategies for marketing communication, customer value proposition and a new IT e-commerce rural platform in order to achieve its required growth estimates and raise capital for a new project in cooperation with a state government. Internet retailing is rapidly growing in India, but it does contain challenges: the cost of acquiring customers is high; per person spending amount is smaller; and customers are spread all over the country, often 2,000 kilometres away from supply centres.
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  • Skelta and the Microsoft Partner Ecosystem

    An Indian-based software product start-up has succeeded in forging a valuable relationship with Microsoft, which has been vital to its international success. When the Microsoft relationship manager assigned to the company leaves Microsoft unexpectedly, the company’s chief executive officer needs to make some critical decisions regarding how to manage its relationship with Microsoft.
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  • Franklin Templeton India: The Cash Holding Dilemma

    Franklin Resources Inc. is one of the largest and most respected global fund houses with a presence in India. The case highlights the structure, investment process and philosophy of its fund management team in India.<br><br>The case presents the specific issue of fund managers holding large amounts of cash during market downturns. There is one school of thought that attributes lower volatility and better risk-adjusted returns with high cash holdings. The other school of thought believes this approach goes against the philosophy of investment management. It believes people give money to fund managers to invest, not to hold in the form of cash. A fund should always be fully invested or nearly fully invested.<br><br>The chief investment officer at Franklin Templeton India is of the second school of thought and is faced with the challenge of convincing a team of young analysts and managers of its soundness. He presents a set of data to this team and asks them to analyze performance during periods of market downturns in order to arrive at a conclusion.
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  • A Couple of Squares: Pricing for the Future (A)

    In 2012, small upscale bakery produces artisan-quality, hand-decorated cookies, generating $1 million in annual revenue. In the (A) case, the two co-owners investigate the role of pricing in driving growth for their business and allowing them to achieve several fundamental financial goals. In the (B) case 9B13A005, the partners explore the possibility of a website to drive direct-to-consumer sales on an e-commerce platform. <br><br>The multimedia elements of the case 7B13A004 will add to the richness of the conversation. (A higher price applies to this case due to color exhibits.)
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  • New General Manager at St. Thomas Golf and Country Club

    The newly appointed general manager (GM) of a private golf club in a small community must step in to clean house after the club chooses not to renew the previous GM’s contract. The club has suffered a sizable revenue loss during its most recent year, and membership has declined well below the targeted level. Additionally, three senior managers have departed in the last few months and have been replaced with individuals who have very limited experience in the golf industry. The new GM must identify the issues he needs to address, prioritize them and develop an action plan. The golf season is set to begin in less than three months’ time, and the club cannot experience another disastrous financial year.
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  • The Canadian Boreal Forest Agreement: A Revolutionary Partnership for Sustainable Development

    The Canadian Boreal Forest Agreement (CBFA) had two primary purposes: (1) to protect Canada’s boreal forest from harmful logging practices; and (2) to improve and protect the reputation of Canada’s forest industry and companies. But the CBFA’s ambitious plans overlooked the fundamental challenges associated with the agreement’s implementation. Two years after its signing, the agreement suffers from a severe lack of funding, the withdrawal of one signatory and major hurdles at the regional working group level. The CBFA’s secretariat needs to develop a plan of action to realize the full potential of the agreement but faces numerous issues in terms of implementation: (1) the CBFA’s exclusion of First Nations communities; (2) funding issues; (3) disagreement at the local regional levels and among some signatories; (4) slow pace of implementation and (5) limited concrete signs of success thus far.
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