個案總覽

Until 2015, the city of Indore, India was considered “dirty,” with various sites serving as open dumping grounds for solid waste and open dustbins overflowing with mixed wet and dry waste. However, the strategic orientation of urban local body Indore Municipal Corporation led to a remarkable transformation in the city. In 2017, a series of change initiatives resulted in Indore being named the cleanest city in India—a jump from its 2016 low ranking of 25th, when the cleanliness drive was conducted for the first time. To reach this high point, Indore Municipal Corporation transformed its system and processes. The organization shifted to a revenue-generating sustainable waste management model that helped change the mindset and behaviour of Indore’s citizens. Cleanliness was becoming a new way of life. However, Indore Municipal Corporation still faced key challenges including momentum, innovation, and sustaining the city’s waste management model.

一般企業的資訊部門，其服務範圍是以服務自家企業為限；是屬於支援性質的單位，並以滿足該企業在資訊相關作業上的需求為主。本個案公司(匯亨資訊科技公司)是惠虹光電公司之資訊部門所獨立出來而成立的，為追求進一步成長而進行人工智慧轉型的故事。在轉型的過程中，歷經AI技術的學習與新市場機會的尋找，且需要在兼顧既有業務與開創新業務之間求取平衡，而對外則要妥善處理策略聯盟之間的合作關係。雖然逐步確立了AI轉型方向，但仍面對極大不確定性的未來。

Bowtie Life Insurance Company Limited (Bowtie) was the first virtual insurance company licensed by the Hong Kong Insurance Authority. Since obtaining the licence in 2018 and raising two successful rounds of venture capital, Bowtie had developed into a reasonable size, of about a hundred employees, by early 2022. Bowtie was focused on developing and selling medical insurance products under the Voluntary Health Insurance Scheme (VHIS), while also selling term life insurance. The founders’ intention is to bring cheaper, more user-friendly insurance products directly to the mass market through online channels, while disrupting the traditional insurance industry by eliminating agents and brokers. The COVID-19 pandemic in 2020–2022 brought both opportunities and risks to the virtual insurance sector. While online purchases increased significantly during this period, the overall gloomy macroeconomic outlook put downward pressure on insurtech, fintech industries, and the venture capital that funded them. With Hong Kong’s mortality rates soaring, Bowtie had to consider the effects of the pandemic on its profitability and determine its future strategy. While continuing to focus on the VHIS segment, how should Bowtie expand into other product segments? When and how should the company expand to Mainland China and/or other neighbouring markets outside of Hong Kong?

It was the afternoon of December 17, 2020, and Debojit Sen was concerned about the future of his educational technology (EdTech) start-up, Crack-ED, which was founded in March 2020 in Gurugram, Haryana, India. Crack-ED provided training to recent business school graduates in order to help them secure jobs in the competitive, post-COVID-19 marketplace. Several other EdTech start-ups such as such as Scalar Academy and upGrad Education Pvt. Ltd. had also emerged to address the gaps in the Indian education system. Crack-ED faced two challenges: it needed to differentiate its service from that of its competitors and promote its relatively new brand of EdTech service platform in a highly competitive market with stronger players. Most EdTech companies were aggressively promoting their brand digitally. Search engine optimization, video marketing, and social media promotion were among the options available for Sen to promote Crack-ED, and each option had its own pros and cons. Sen wondered which digital promotion strategy would be the best fit for Crack-ED as the company’s promotional budget did not allow him to choose all options available.

Annapurna Seva Sangh was a non-governmental organization (NGO) located in the civil hospital compound in the Lalitpur district of Uttar Pradesh, India. The organization’s primary objective was to assist the patients and their families at the district civil hospital. Most patients were living below the poverty line and lacked sufficient funds to cover their daily expenses while receiving treatment. Since the patients were accompanied by their family members, they were all under considerable financial pressure. To cater to the patients’ needs, Annapurna Seva Sangh managed a clothing bank, an oxygen bank (to supply oxygen concentrators and cylinders), and a dining hall that provided free lunch and dinner. The NGO also offered ambulance services and frequently organized blood donation clinics. The organization, which had grown tenfold since 2016, efficiently used its resources under limited funding opportunities. However, it was also operating with very thin cash reserves and was therefore exploring other sources of revenue so that it could provide uninterrupted services to people in need.

Fibroheal Woundcare Pvt. Ltd. (Fibroheal) was the first company in India in the medical device sector to utilize the biomedical properties of silk. Launched in 2017, it focused on providing effective wound care to patients in a cost-effective manner. Fibroheal’s unique value proposition lay in its sustainable approach, ensuring balance across social, economic, and environmental dimensions. Results showed that Fibrocare's products could reduce wound-healing time by almost half. By the end of 2021, Fibroheal had about 15 products in its kit covering acute, chronic, and post-operative wounds. It had also engaged more than 1,000 farmers, as well as over 150 hospitals in more than 20 states across the country, and was affecting over 50,000 patients. However, there were challenges around building trust among stakeholders in the medical device market, where big multinational firms were already operating. Considering the challenges, how could Fibroheal expand in the medical device market under its founder’s strategic leadership? How could the company build on the existing positive customer responses? What should be the firm’s expansion strategy?

Teresa Ward, founder of Grandma Treesaw’s Bannock (GTB), had recently received positive media coverage from the Canadian Broadcasting Corporation and was hoping to leverage it to grow her Yukon-based bannock-mix business. She was considering two options: expand her direct to consumer offer by working with Shopify Inc. to improve GTB’s e-commerce sales or grow her product portfolio by introducing two new flavours of bannock mix. A few questions loomed in Teresa’s mind: Could she do both? Did GTB have the organizational resources to pursue this expansion plan successfully? What should her implementation timeline look like? What financial analysis would need to be done to support the decision-making process? She wanted to decide which option to pursue in the next three to four weeks.

In January 2022, Stephanie Owens, the administrative leader at StateU, an LGBTQ+-welcoming university in the United States, participated in a kick-off meeting for the pronoun project as the project lead. The goal of the project was to develop a centralized system for collecting and disseminating the personal pronouns of StateU’s students, staff, and faculty. The university embarked on the pronoun project to foster a community that recognized and celebrated the self-authorship of individual identities. It also saw personal pronoun data as useful to directing funding to initiatives that fostered justice, equity, diversity, and inclusion. These goals were important for Owens, who had always been a champion of student success and an advocate for historically marginalized student communities.<br><br>At a pivotal moment after the kick-off meeting, tensions emerged around possible technical solutions: while members of the technical team supported a more efficient, secure, and reliable solution that would include a drop-down list of pronouns, the stakeholders on the team—many of whom worked directly with LGBTQ+ students, staff, and faculty and had lived experiences that had exposed them to the potentially harmful effects of predefining pronouns in a drop-down list—were strongly in favour of using a free-form text field for pronouns. Faced with escalating conflict, Owens asked both teams to prepare outlines of the advantages and disadvantages of their solutions and any other potential solutions. Owens was reviewing these materials as the next meeting approached. She had to weigh all arguments and decide for herself first: should StateU implement the drop-down list, the free-form text field, or the validation table solution?

Mr. Dharamdas Desai was running a distribution agency in Madhopura, a town in the state of Madhya Pradesh, India. He asked his son, Paresh, to analyze the business’s financial situation. Paresh found that the business’s post COVID compound annual growth rate was around 4 per cent and the operating profits had also declined. Paresh looked at the business situation and wanted to revamp the business strategically. Paresh came out with three alternatives to revive their business, Manik Distribution Agency: diversify into new product categories distribution; adopt a hybrid model (distribution and retailing of the products); and enter into the digital/e-commerce market. Paresh wanted to keep the business, so he needed further clarification.

In January 2019, Mohit Sehgal, assistant manager in the marketing team of Legrand India (Legrand), part of a global conglomerate in the electrical and digital infrastructure sector, had been asked to propose initiatives to enhance the brand’s visibility and deepen stakeholder engagement based on the chosen brand platform: Advantage Legrand. The Legrand brand, present in India since 1996, represented a vast product portfolio and was connected to multiple stakeholders with diverse needs. It had successfully grown its business in India with a focus on customer-centricity, a heavy investment in research and development, and a focus on innovation and design. While Legrand was well-respected and strongly associated with premium, ethical products, brand awareness was limited, especially among end-consumers, and the brand was perceived as distant. The Advantage Legrand brand promise was initiated as a first step in increasing the brand’s charisma. Legrand had also worked to enhance customer and stakeholder experiences, expanding brand touchpoints to include experience centres and virtual showrooms and working to deepen its engagement with end-users through social media campaigns. One year after the launch of Advantage Legrand, Sehgal needed to propose a brand-building strategy for the coming year and work out the implementation details. He was excited as he prepared for his upcoming presentation.

In February 2022, Café Niloufer, based in Hyderabad, India, was contemplating transforming its product lines of Irani tea, onion samosas, and Osmania biscuits, to grow its customer base over several other competitive brands. Anumula Shashank, Café Niloufer’s managing director, wanted to update the brand by strengthening their product portfolio to meet the needs of new-age consumers. Cafes/lounges that provided a variety of beverages were projected to propel the competition in the coming years. Shashank wanted to grow the café business. He had three alternatives: add the products to the existing product line, add a new product line, or open new retail outlets. Shashank also wondered what analysis process and decision criteria he should use to make his decision.

The case highlights the courage, tenacity, and drive of a young woman pursuing her law degree part-time while working full-time in a financial role in Maryland. She applied to a posting for a government relations role in her parent company’s head office in Washington, D.C. The job involved advocacy work with members of the US Congress, which aligned with her interests even though it was intended for candidates several levels above her current role. However, given her interest in the opportunity, she reached out directly to the hiring executive, bypassing her manager and circumventing her organization’s standard human resources processes and protocols. She left the call with a request for an interview, although she thought that it could result in either a rapid climb or a painful fall from grace with reputational risk, which could impact her future career. Time would soon tell.

In 2016, Reliance Jio Infocomm Limited (RJio), a subsidiary of Reliance Industries Limited, disrupted the Indian telecom sector by offering consumers access to the latest cutting-edge fourth-generation (4G) data and voice services at affordable prices. Competitors alleged that RJio had indulged in predatory pricing to acquire customers, but they lost the litigation as the anti-trust regulator held that the company should enjoy the benefits of a start-up and no predatory pricing rules were applicable. Within five years of its launch, RJio had become the top Indian telecom company. In 2023, competitors had caught up by offering better services at equitable rates. Had RJio indulged in predatory behavior to establish itself in a price sensitive market? Could the company continue at the same pace in the future? Had RJio transitioned into a new role as a technology company? What role should retailers play in ensuring customer acquisition to support RJio’s future growth strategy?

Amid the global shift towards remote working, Brad Merchant of Triovest uses a systems thinking approach to examine the evolving dynamics of office spaces. As corporations debate remote work, the demand for physical offices is in question. Triovest, a Canadian commercial real estate firm, is strategizing with a working investment thesis, "The Future of the Office." This approach involves buying undervalued office properties, modernizing them, and reselling them. Merchant and his team need to predict the interplay between remote and communal workspaces in their investment decisions. Would Triovest’s investment thesis affect these trends—or vice versa?

St. Gianna Healthcare (SGH) was a community health centre located in Kochi, in the southern state of Kerala, India, offering government-approved medical checkups and health certifications, specialist consulting services in obstetrics and gynecology, and dental care. SGH’s medical administrator was concerned about service management issues at the clinic in recent months. While there had been a recent increase in patient numbers, she was concerned about customer experience. In particular, she was trying to assess whether patient waiting times and service turnaround were satisfactory, given the dependencies SGH had on capacity, scheduling, and overall service management at the clinic, and was considering her options for improvements.

Cynet Systems Private Limited (Cynet) was a subsidiary of Cynet Corporation, a technology services firm providing staffing support for US clients. The Cynet team in India was based in smaller Indian cities such as Karnal and Dehradun. When a lockdown was announced in early March 2020 to curb the spread of COVID-19 in the country, the recruiters working for Cynet had to shift to remote work. This was a dramatic shift for the young recruiters, most of whom were recent college graduates. The onus of ensuring the client deliverable was met was on Shyam Sharma, the team leader at Cynet. At that time, the company created a centralized data reporting team, and in December 2021 the organization was still looking to enhance an analytics dashboard to better predict employee performance; further analytical insights would allow Cynet's top management to make better predictive outcomes versus what was currently being measured to evaluate performance.

此個案公司在蛻變、轉型的道路上，面臨轉型的歷程與瓶頸，初期採取「大募集、大淘汰」之人才發展機制，大幅引進半導體業界優秀人才，過程間因組織文化磨合、深固之業界習慣差異導致組織變革之衝突，導致組織成員紛紛離去。後期家登精密便透過該試煉歷程發展出家登專屬之（一）人才培訓計畫，由創辦人親自授課、（二）儲備幹部計畫，自行培養具家登管理思維人才、（三）產學計畫，滿足快速擴張之製造缺口、（四）個人績效管理發展制度，結合公司發展目標及願景、（五）晉升機制，鼓勵部屬持續精進、（六）核心價值之落實，健全人才發展機制系統。此外，也將核心價值落實推廣在內部三大重大活動、最感恩最讚美部屬評選以及優良部屬選拔，傳遞至組織內部每位成員，引導組織成員對公司核心理念之認同，進而更加適應組織文化與工作模式，降低部屬離職率。藉由個案研究分析探討當「企業轉型」之下，內部「人才發展機制」應如何因應調整，以提升企業組織績效。當一組織進行企業轉型策略，如何透過人才發展機制的配置與調適，使組織轉型能順利推行，成功克服內、外在環境的競爭達成轉型績效。

Fundrr was a South Africa-based alternative funding business that launched in 2018. The business’s goal had been to disrupt the South African business lending landscape, specifically at the small- to medium-sized enterprise (SME) level where the majority (about 71 per cent) of SMEs generated annual revenues of less than R200,000 and employed between two and five people. Reflecting on the company’s journey in October 2021, the company’s founders realized that Fundrr had weathered the COVID-19 storm and had grown 630 per cent between September 2020 and September 30, 2021. However, there was a discrepancy between their current client base and the founders’ vision for the company as a disruptive, innovative, entrepreneurship-friendly alternative funder seeking to offer financial backing options independent of those granted by traditional banking institutions. The typical Fundrr client was usually in their fifties and male. Operating on a continent with the youngest population in the world, what did this say about their marketing and brand positioning? How could they apply the same resourcefulness and relevance to position the business into the future?

In July 2020, the chief executive officer and board chair of Essential Coffee Group based on the Gold Coast, Australia, was perusing the company’s financials. After continuous company growth and a distressed coffee consumption industry due to the COVID-19 pandemic, it was the perfect time to explore inorganic growth opportunities. To continue to compete at a high level in the Australian coffee industry, Essential Coffee Group had to move fast by exploring opportunities to expand horizontally, such as acquiring the analogous coffee bean roasting company Coffee Time Pty Ltd. To determine the feasibility of the transaction, the Essential Coffee Group financial team would need to undertake comprehensive external, internal, and financial analyses. They would also have to complete a discounted cash flow valuation and a precedent transactions analysis to determine an appropriate offer price for the targeted firm.

In 2022, Runhua Group was a well-known automobile dealer in China with a large market share in the traditional fuel vehicle market. The recent surge of new energy (i.e., plug-in electric) vehicles was having a strong impact on the company’s main business. The high number of new automobile companies entering this promising market was threatening the dealership model, the traditional sales and distribution channel that dominated the market. Runhua Group had always held a long-term vision and a cautious attitude. However, it had to make a decision on how to respond to the subversive changes in the automotive industry in a timely manner. What should be the company’s strategy for the new energy vehicle business? How should it select which new energy brands to partner with?