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  • Innovation at Volkswagen: The Story of Digital:Lab

    The case follows the design and creation of a software innovation lab at Volkswagen. Particular issues explored include the role and structure of internal innovation groups, establishing culture and defining business models for innovation, and developing strategy for innovation in an established enterprise environment.
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  • Uber: Competing Globally

    This case describes Uber's global market entry strategy and responses by regulators and local competitors. It details Uber's entry into New York City (New York), Bogotá (Colombia), Delhi (India), Shanghai (China), Accra (Ghana), and London (United Kingdom). In each instance, the case includes information about Uber's strategy in that market, existing regulations on taxis and transportation in each market, the reactions of competitors and regulators, and regional information. The case allows for instruction related to competitive strategy, global expansion, nonmarket strategy, regulation, market economics, supply restrictions, and related topics.
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  • Sports Equipment, Inc.: Instant Insights for a Two-Factor Variance Analysis

    Sara Hughes, the CFO at Sports Equipment, Inc. (SEI), is striving to make financial analysis more easily and uniformly done by the company's investment center managers. As such, she has presented her boss COO George Noland with a pair of tabular tools for deconstructing profit variances into three component parts. Those three parts pertain to the variance amounts due to: (1) utilizing more net assets (NA), (2) achieving higher margins on those NAs, and (3) the interaction effect of these first two factors. Hughes has walked Noland through an example of using the tools, and he is now taking some time to verify his own understanding of the tools by working through four additional examples. Hughes is hopeful that Noland will find the tools conveniently useful, and thus will give Hughes permission to distribute and explain the tools to the operations investment center managers. In addition, Noland has envisioned some additional, typical two-factor variance analysis situations where the tools might also be applicable-he wants to think a bit more about those possibilities.
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  • Four Seasons Minghu: Organizational Resilience and the Path to Recovery

    Before 2013, Shandong Four Seasons Minghu Hotel Co. Ltd. was a high-end restaurant and food service company. In December 2012, the Chinese government implemented the Eight-Point Regulation that prohibited government officials from indulging in luxury banquets and high-end meals. The new government policy had a negative effect on many companies across the high-end food service industry, whose customer base consisted mainly of government officials. In response to the new government policy, Shandong Four Seasons Minghu Hotel Co. Ltd. made some strategic changes that eventually led the company to recover and survive. However, fierce competition created many challenges. The company had to determine whether to explore other markets and how to better satisfy the needs of consumers.
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  • CaiHong: Combining Legal Services and the Internet

    Shanghai Jiujia Information Technology Co., Ltd. (CaiHong) was founded in April 2015 by entrepreneur Junyuan Huang. The company has transitioned from an e-commerce platform to a software-as-a-service (SaaS) platform to better compete in China's Legal Service Plus Internet (LSPI) industry. While exploring some key concepts about CaiHong, such as market positioning, business model innovation, SaaS, and growth strategies, several questions are raised about the company's growth in the LSPI industry and the company's application of SaaS. First, what factors facilitated CaiHong's transition from the business-to-consumer (B2C) market to the business-to-business (B2B) market? Second, what is CaiHong's approach to business model innovation based on the SaaS platform? Third, how can it build on the success of the SaaS model through continuous innovation and further disruption of the LSPI industry?
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  • upLIFT: The Use of Gender Pronouns in Email Signatures

    The director of diversity and inclusion at a community agency is trying to decide whether to update her business email signature to express her gender identity by providing preferred pronouns. The director must decide whether the benefits of adding the information exceed the potential costs. Subsequently, in a second and third situation-each situation presented as a separate addition to the main case-the director must decide the extent to which she will formally influence her workers to update their email signatures with gender pronoun, and then whether to update her LinkedIn profile. Much of her decision rests on the cultural operating norms of the organization and the director's role in the organization.
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  • Sexual Harassment in the Workplace?

    On June 21, 2019, the human resources director at Renaissance Packaging and Manufacturing Ltd., in Nagpur, India, was feeling a considerable amount of stress. As the presiding officer of the company's internal complaints committee, she was tasked with handling a sexual harassment complaint filed by the company's chief engineer at the plant. In her complaint, the chief engineer accused the production manager, her superior, of sexual harassment. The internal complaints committee had to make an unbiased decision based on the specific details provided in the complaint. However, the human resources director worried that the situation raised underlying cultural issues at the plant, including a lack of awareness and sensitivity regarding interactions among male and female employees. How could the internal complaints committee resolve the complaint without creating hostility between the two co-workers and other employees? What kinds of organizational changes could help the company address sexual harassment in the workplace? What could the human resources director do to promote a positive and welcoming attitude toward female employees at the plant, especially women in leadership positions?
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  • Praxis: Redefining the Toothpaste Industry

    In 2019, the co-founders of Praxis-a toothpaste that aimed to improve the health and wellness of its users by incorporating vitamins, minerals, and supplements into the toothpaste-were contemplating whether to launch their business. The mission of Praxis was to facilitate a health-conscious lifestyle and empower individuals to improve their productivity and well-being. The duo wanted to assess the business environment, evaluate their product and marketing strategy, project the venture's financial performance for the first three years of operations, and ultimately determine whether they should pursue the idea. They had specific goals in mind since they had won a case competition at their university, been approached by many investors, and been shortlisted to star on Dragons' Den. Could they successfully launch Praxis, differentiate Praxis from other industry players, and continue managing their existing workload in their studies at Western University?
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  • Tequila Ambhar: Designing a Growth Strategy for the US Market

    The chief executive officer of Ambhar Global Spirits LLC joined the company in 2003, when its Tequila Ambhar brand was immersed in financial and image problems. He dedicated himself to reconfiguring the positioning of Tequila Ambhar, establishing it as a product of high quality and sophistication for knowledgeable consumers. With this conviction, he worked closely with a tequila industry consultant to modify product and marketing components and perfect the production process, to create a fully Mexican, 100 per cent agave, handmade tequila with a high-end premium positioning. By 2017, the chief executive officer believed the time was right to raise the bar on Ambhar's positioning and distribution in the US market. With great expectations for the product, and with the support of the board of directors, he intended to develop a commercial plan to increase market share by 30 per cent. However, he and the expert consultant were at odds on the next logical step for the brand: strengthen strategic alliances to reinforce the distribution network and increase points-of-sale in the United States, or improve branding to make the tequila more authentic and bring it closer to the consumer?
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  • CLS: Digging in For the Long Haul

    CLS Landscape Supply was an established firm facing flat sales growth and declining profitability. Founded as a student-run business by a young couple in 2009 in Cochrane, Alberta, the company had grown to 33 seasonal employees, with sales exceeding $4 million annually. It operated two locations that supplied landscape products and materials to both retail and commercial customers, as well as a landscape construction division that provided both landscape design and installation services. The local economy was highly reliant on the oil and gas sector and had been struggling for several years. Price cutting was also common in the company's highly competitive industry. How could the co-founders address the issues of flat sales growth, declining profit margins, and the competing time commitments of running the business while starting a family? They wanted to best position the company for long-term success. How could they focus on developing a more formal human resource plan for staffing and scheduling work in addition to developing budgets and policies for managing expenses?
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  • Redefining Mogul

    Tiffany Pham taught herself to code and created a technology platform, Mogul, with the goal of providing girls and women around the world with information and opportunities. After several years Mogul had reached more than 146 million women around the world and had measurable outcomes in increasing the diversity of talent pipelines for major Fortune 500 companies that served as its clients. The case explores Pham's journey in building Mogul and the idea of moving into other business lines, such as media or venture capital, making Mogul not just a place for people to connect but also a global brand.
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  • TransDigm in 2017: The Beginning of the End or the End of the Beginning?

    TransDigm was a highly acquisitive company that manufactured a wide range of highly engineered aerospace parts for both military and commercial customers. Over the ten years ending in 2016, its stock price had increase ten times, and both EBITDA and revenues had grown at compound annual rates in excess of 20%. But in early 2017, investors, customers, and government officials began to question the implementation, sustainability, and ethics of the firm's unique value creation strategy. That strategy consisted of three parts: value-based pricing, cost reductions, and new product development. In the short term, CEO Nick Howley had to decide whether to respond to the barrage of criticism; in the longer term, he had to decide whether to change the firm's highly successful strategy.
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  • Race and Mass Incarceration in the United States

    The late 20th century saw a dramatic shift in the criminal justice system of the United States. While incarceration rates had remained stable through the 1960s, they quintupled by the 2000s to 707 per 100,000, far exceeding that of all other nations in the world. By 2020, nearly 2.3 million individuals were locked up in U.S. prisons, jails, and detention centers. Of these, 60% were Black or Latinx. Why the mass incarceration, and why such disparities by race? Were they responses to recent political and economic shifts, or part of a deeper social and cultural history? And what could be done to address what was now widely recognized by policymakers as a crisis of the criminal justice system in the United States?
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  • SpaceX, Economies of Scale, and a Revolution in Space Access

    From the time he transformed the world of online banking, Elon Musk had established himself as a bold innovator eager to challenge the status quo in hopes of, as he put it, advancing human society. After selling X.com to PayPal in 2002, he founded a series of start-ups in pursuit of that dream, starting with Space Exploration Technologies (SpaceX). Hoping to "make human life multiplanetary", Musk aimed to establish the first Mars civilization, but was unable to procure rockets that would be cheap or reliable enough to make the journey. Over the course of the next decade, SpaceX would develop a line of revolutionary rockets that transformed the commercial space launch industry. Using reusable rockets to exploit the benefits of economies of scale, SpaceX cut costs to orbit by a factor of 18 and captured a large percentage of the global launch market, once thought to be inaccessible to newcomers in the industry. But after a remarkable decade, Musk's original goal to reach Mars seemed both within reach and impossibly optimistic. SpaceX had proven technologies that would be critical in supporting a crewed mission to Mars, but the cost to get there was estimated to be well above $200 billion dollars in 2014. While revenues from the launch services market were impressive, they were nowhere near the $200 billion needed to develop a Mars civilization. Would there be enough demand for launch services to make Elon Musk's vision a possibility, or would SpaceX have to find other ways to get there?
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  • Ginkgo Bioworks: The Cell as a Factory

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  • McDonald's: Can A Behemoth Lead in the Era of Artificial Intelligence?

    In March 2017, the American fast food giant McDonald's Corporation (McDonald's) launched an ambitious strategic plan, named the Velocity Growth Plan, with the intention of maintaining its dominance over competitors. As part of this strategy, McDonald's wanted to retain its current customers, regain lost customers, and convert casual customers into more committed customers. To help accomplish these objectives, McDonald's introduced delivery and mobile ordering services. The company also announced that it would remodel its stores, as part the Velocity Growth Plan. Two years later, in March 2019, McDonald's acquired Dynamic Yield, a digital personalization platform that could be integrated into McDonald's drive-through service, in-store kiosks, and mobile application. By early 2019, McDonald's was the largest fast food company in the world, with approximately 37,855 restaurants across 120 countries, largely seen as the premiere fast food company in the industry. However, Dynamic Yield's software provided McDonald's with the ability to offer customers immediate recommendations, one-to-one messaging, and customer data management. How could McDonald's best use Dynamic Yield to meet its ambitious growth objectives?
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  • L. V. Prasad Eye Institute: Innovating the Business of Eye Care

    The case delineates the journey of L.V. Prasad Eye Institute (LVPEI), which evolved to become the biggest rural eyecare network, and it is amongst the most well-known eyecare providers in the world. Established in the year 1987 in the city of Hyderabad, India, LVPEI had been known internationally for its quality of eye care. As part of its vision, it treats half of its patients free of cost by adopting the cross-subsidization model. It developed the unique 'Pyramid Model' to serve the last mile population. The subject of Strategy and Innovation is riddled with paradoxes. A paradox is typically a pair of opposites, that have to be creatively reconciled, ensuring that both the opposites are simultaneously true. The case is set in the year 2018, and the key highlight of the case is to showcase how LVPEI has reconciled the hierarchy of paradoxes, i.e., strategy paradoxes, and innovation paradoxes during its 30 years journey and achieved excellence in eye care. The vital question of how LVPEI can sustain continued innovative excellence has emerged now. The senior management of LVPEI has to chart their way forward for the coming 30 years, reconciling the hierarchy of paradoxes. These paradoxes are elusively described in the case. Students would need to identify the paradoxes and think through LVPEI's journey ahead by reconciling them.
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  • Middlebury College: Energy2028

    In 2018, Middlebury College's board of trustees is considering a proposal called Energy2028 that would push the small, liberal arts and sciences college in Vermont to become a net zero carbon emitter, decrease energy usage by 25%, divest fossil fuels from its endowment, and build new educational programming focused on energy and climate change. Building the Energy2028 proposal was a multistakeholder process that was guided by the college's president, Laurie Patton. Patton and her team brought together student activists, faculty experts, board members, and financial experts to craft a proposal that was bold, yet achievable. Perhaps the most surprising element was the divestment pledge. Just five years earlier, the board had faced a similar decision on divestment and chose not to act. Had Patton done enough to convince the board to change their minds and support the complete package of Energy2028?
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  • Shorefast: A Strange and Familiar Way to Reimagine Capitalism

    In 2006, Zita Cobb and two of her brothers, Alan Cobb and Tony Cobb, native Newfoundlanders, launched Shorefast to help grow another leg of Fogo Island's economy. Like so many rural communities, Fogo Island's fate was tied directly to one primary resource-in this case cod. For centuries, Fogo Islanders made their living by fishing and trading cod, but by 1992, the Canadian government put a moratorium on the limited stocks left, forcing many rural Newfoundlanders and Labradorians to move to larger centers in search of new employment. Shorefast is a non-profit organization that has explored ways to catalyze economic development on Fogo Island through intentional place-making. Through Shorefast's experience of launching the Fogo Island Inn, in 2019 the co-founders of Shorefast are wondering how they can use their experience to inform a global conversations about sustainability and place-based economies that can help reimagine capitalism.
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  • NTT DOCOMO's Race to 5G

    The case, based on extensive interviews with NTT DOCOMO's technology leaders, focuses on the opportunities and challenges that NTT DOCOMO faces with the launch of infrastructure and services for 5G wireless telecommunication technology. With higher data rates and capacity, lower latency, and massive device connectivity, 5G could support new opportunities for growing NTT DOCOMO's business, which has been on a non-growth path since the early 2000s. The case details NTT DOCOMO's actions during previous transitions across wireless generations, illustrating the tradeoffs between being a first technological mover versus learning from the experience from other players in the market. It also highlights the intricacies of making a transition within a technological ecosystem, where coordination across different players is key for a successful strategy. Specifically, the case provides a platform to discuss the strategic options NTT DOCOMO is pursuing prior to launching 5G: What new services could they offer? Should they target corporate customers? Can NTT DOCOMO return to a sustainable growth path through 5G? How can they capture a larger share of the value created through 5G enabled internet ecosystems?
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