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  • Oilcorp's Marketing Campaign: Mixed Reactions to a CSR Initiative

    In January 2010, the head of the Colombian Red Cross approached Oilcorp, owner of the largest regional chain of service stations in the country, requesting its participation in its 100th anniversary celebration with a brand awareness campaign for its social programs. Given that the annual budget had already been approved without this campaign in mind, Oilcorp's CEO assigned the task of raising money to the marketing department. Nevertheless, the campaign backfired when Oilcorp tried to link the social message with selling more gasoline and asking customers to provide their details through its corporate website, to be added to Oilcorp's database. Carlos Cardona-a member of the marketing team at Oilcorp-was worried about the mixed reactions he was receiving. The team merely wanted to be practical, and this seemed the easiest way. However, people close to Carlos thought otherwise. For many, it seemed that the company was taking advantage of a social cause for marketing purposes. They disliked the way in which it was hiding selfish intentions behind helping those most in need. Nor did they understand why Oilcorp asked for personal information on a website in exchange for a donation that the company should give on its own initiative. In addition, Oilcorp's CEO told media the company expected to raise US$50,000 from the campaign, but Carlos was worried about achieving the target when he noticed that just 1,200 users had provided their data via the campaign's website. Because of the regular pattern of gas consumption, it was improbable that customers would buy more gasoline from Oilcorp's service stations through the influence of a social initiative. Consequently, the results of the campaign could be as much as 30% below the Colombian Red Cross's expectations and the promises made by Oilcorp's CEO in the media. Carlos and the marketing team needed to decide what actions to take given that the campaign was not on track to meet expectations.
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  • The Uakari Lodge & Community-Based Tourism

    The Uakari Lodge is an internationally recognized pioneering example of community-based ecotourism. It was developed in the late 1990's to provide visitors to Brazil's Mamirauá Sustainable Development Reserve with an ecotourism experience demonstrating the value of the local population's involvement in rainforest conservation. The Institute for Sustainable Development Mamirauá (ISDM), supported by Brazil's Ministry of Science, Technology and Innovation, owns the Uakari Lodge. The Institute, in collaboration with eleven local communities, jointly operated the lodge. In the face of serious external challenges, while delivering social and environmental benefits in the region, the management of the Lodge has struggled to achieve profitability. After 15 years of operation, the management of the ISDM is planning the transferal of ownership and responsibility for operation of the Uakari Lodge to the local communities involved in the program. The management of the Institute sought to increase the role of the communities in the co-management efforts, both in terms of benefits received and responsibilities. In order to set the stage for smoothly turning over complete ownership and operations of the Lodge, management is seeking to achieve steady, predictable profitability for the Lodge. Achieving that goal will require increasing visitation to the lodge or increasing the profit margin generated per visitor or some combination of both.
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  • Kaviari: Pure Caviar

    In September 2015, with the peak of the holiday season only three months away, Karin Nebot, CEO and part owner of the House of Kaviari, is questioning how to sustain the growth of the company. Kaviari, with €26m in annual sales, is a French family business trading and retailing farmed caviars, which means that they import and brand the product, and sell it to fine food stores, chefs, and wholesalers. The caviar market in France is changing in a new way due to the introduction of inexpensive brands and new retail channels for the precious grains. In recent past, major hypermarkets and supermarkets have introduced caviar with a 'downmarket' product. With the high sales season fast approaching, Nebot needs to decide whether Kaviari should maintain its current position, go mainstream and broaden its consumer base, or increase the brand visibility in its traditional luxury segment.
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  • When It's Time to Expand Beyond the Base (HBR Case Study and Commentary)

    The new CMO of an extreme-race company is on the hook to come up with a way to further monetize the underexploited brand while also fixing customer pain points related to the registration process. She and the COO propose a premium membership that allows die-hard fans to buy early access to race registration, but tests on social media reveal strong animosity toward the program among some racers. Should the company pull the plug or move forward, potentially upsetting the company's most loyal customers? This fictional case study features expert commentary by Michael Bolingbroke and Huib van Bockel.
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  • Eight Inc. and Apple Retail Stores

    On 15 May 2001, the first Apple retail store was opened to the public at Tysons Corner, Virginia, and the same day a second store was opened in Glendale, California. With retail branded experiences virtually unknown in the industry at the time, the decision to launch the Apple retail programme was greeted with scepticism. However, within the first week they welcomed 7,700 visitors, with sales of almost $600,000 - testimony to its undoubtable success - and went on to roll out another 24 stores. Fifteen years on, there are over 450 Apple stores globally, with higher sales per square foot - $5009 - than any other retail location in the United States. Even today, people still wonder what made them so successful and how it can be replicated. Having successfully designed a brand-defining experience for Apple retail that created immense value, Eight Inc. had to decide how this level of success could be replicated for other potential clients. The case describes the relationship between Apple and Eight Inc., who were initially hired by Apple co-founder Steve Jobs to work on first the MacWorld tradeshows. It traces the steps in the process, from establishing the case to each minute detail in the design process. The case describes how the team built not just a store but a breakthrough branded customer experience.
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  • Precia Pharma: Promoting Ethical Sales Practices

    Precia Pharma Private Limited was considered one of the fastest growing companies in the highly competitive Indian pharmaceutical industry. An email from the company's star performing executive in March 2017, highlighting sales pressures and unethical practices in the industry, forced the managing director to face the reality of how the ills plaguing the pharmaceutical sector might affect his company. He wondered what he must do to maintain the company's ethical code of conduct while striving for a healthy balance between ambitious targets and good selling practices. The case explores the strategies of the company for managing the different ethical issues in a pharmaceutical setting.
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  • Yves Saint Laurent: Strategic Leadership of Creative Directors

    On April 1, 2016, fashion house Yves Saint Laurent (YSL) announced the departure of its creative director who had been responsible for successfully reviving the struggling YSL brand since 2012. Three days after this surprising departure, the company announced that its next creative director would be a relatively inexperienced, 36-year-old designer. After decades of leadership turmoil and financial instability at YSL, the incoming creative director was facing increasing pressure from stakeholders to build off the success that his predecessor had achieved. The global luxury fashion industry had become increasingly competitive, with multiple brands competing for the industry's estimated value of €265 billion in 2017. Had YSL made the right decision in selecting this young director? To help YSL remain one of the top brands in the fashion industry, should the new director implement a strategy that builds upon the successful foundation created by his predecessor, or should he develop new strategies?
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  • Maha Research Labs: The Turkish Opportunity

    Maha Research Labs Private Limited was a growing pharmaceutical company. It ended 2016 with sales worth ₹508.4 million at 31.2 per cent growth over the previous year. The company's ambitious goal was to achieve 38 per cent growth and a net revenue of ₹700 million in 2017. In May 2017, on receiving a call from a friend in Turkey suggesting he explore the Turkish pharmaceutical market, the managing director of the company was considering doing so. However, he had some doubts, and wondered what the best way to enter the market in Turkey would be. Was his product range suitable for the Turkish market? What were the possible risks?
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  • Curana: Managing Open Innovation for Growth in SMEs (A)

    Curana BVBA was a small family-owned company in Belgium. In the 1990s, it was producing mudguards and fenders as an original equipment manufacturer for the European bicycle industry. As Curana BVBA faced increasing competition in 2009, it needed to make a strategic turnaround. The company focused on the top segments of the market and introduced innovative and design-based bicycle accessories. The company didn't have the competency to develop these new products itself, so it built and relied on an open innovation strategy that included several partners who could develop and manufacture the original products. As the network matured, Curana derived new competencies from the partners, which ultimately allowed Curana to embark on a proactive innovation process, spawning entirely new product designs more rapidly than anyone else in the industry.
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  • Yalla Momos: Expansion Dilemmas of a Small Business

    In 2015, the owner and the founder of a restaurant business in Dubai was concerned about the company's future expansion and growth. Although it was doing well in terms of profitability, a financial forecast was required for the following year, particularly in light of tough competition in the restaurant business in Dubai.
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  • Bali Hai Cruises: Creating Business Success in Indonesia

    Bali Hai Cruises had grown from a start-up company in 1990 to become a thriving multimillion-dollar business in 2017 that employed 460 people on the Indonesian islands of Bali and Lembongan. This solid and consistent business development took place despite a business environment and government that had not always been friendly and positive toward foreign investors. What critical factors brought success to this tourism-based company in such a challenging market? What behaviours and strategies had Bali Hai Cruises followed to build trust, deliver on performance, and resolve challenges in developing this vertically integrated company? The company now faced new challenges in terms of an aging leadership and workforce, the continuing need to manage and maintain its working relationships with the Indonesian government and the harbour authorities, the rapidly developing information technology capacity of the marine tourism industry, and the potential of growing competition. What strategies could Bali Hai Cruises implement to continue its success and growth in 2018 and beyond?
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  • Ocean Park Corporation: Transitioning from Park to Resort

    The case is based on Ocean Park Corporation (OPC), which manages Ocean Park Hong Kong (OP), the 12th most popular theme park in the world in 2013. Known as "Hong Kong people's park", OPC successfully completed a HKD5.5bn Master Redevelopment Plan in 2012. By mid-2014, it had achieved impressive results: growing attendance by over 10% annually and reaching a surplus of nearly HKD130mn. Its customer profile has become more international, with visitors from Mainland China, in particular, representing an increasing share. The focus on growth led OPC to decide that OP should become an international resort destination, aligned with global industry trends, by developing additional attractions such as an all-year water park, and three hotels. To become a resort destination, the key question was how the management team could ensure that its brand identity was aligned with its entertainment, education, and conservation missions.
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  • Ryan Greene at Rainier Wearables

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  • Boston Public Schools' Long Term Financial Plan

    In the fall of 2016, the senior leadership team of Boston Public Schools prepared a report indicating that costs were expected to grow faster than revenues for many years to come. They faced questions about whether the projections would be believed and about how to present, prioritize, and implement potential reforms that would help balance the budget.
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  • Ardian: Portfolio Company Governance

    Leaders of the mid cap buyout group at Ardian, the Paris-based private equity firm led by Dominique Senequier, have been asked to review and assess the governance model the firm uses for majority-owned companies in its portfolio. The case describes the governance model and then shows how it has worked in practice at two companies: Italy's orthopedic implant maker Lima Corporate and French chemical company Novacap. For each company, the case describes how Ardian decided on the investment and established a board of directors, and details the deliberations around some of the critical decisions made by each board during Ardian's tenure as majority shareholder. Through the two examples of Lima and Novacap, the case invites students to evaluate Ardian's approach to corporate governance in its portfolio companies and to recommend possible changes or improvements.
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  • Infection Control at Massachusetts General Hospital (Abridged)

    The case explores the challenges facing Massachusetts General Hospital concerning the adoption of a new infection control policy, which promises to improve operational performance, patient safety, and profitability. The new policy requires coordination between different departments within the hospital, namely the Emergency Department, the Infection Control Unit, and Admission Services. Students are initially asked to assess the operational, financial and clinical implications of the new policy. They are then asked to examine different approaches to its implementation. Objective: The case allows readers to examine a setting where internal coordination across different departments provides significant aggregate benefits for an organization. Coordination in this case, however, also leads to inequitable allocation of costs and benefits across the different departments, which then provides students with an opportunity to explore various implementation challenges and strategies.
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  • Do the Fundamental Rights Apply to Non-profit Societies?: The Ajay Hasia Case

    Ajay Hasia and few others failed to secure admission to Regional Engineering College, Srinagar. They challenged before the Supreme Court that the admission process was arbitrary and violative of the Fundamental Right of equality in Article 14 of the Constitution. The right, however, is available only against the 'state' as defined in Article 12. The definition of 'state' includes 'other authorities. The term 'other authorities' has been subject to judicial interpretation and come to include instrumentality or agency of the government. The Ajay Hasia Case consolidated the developing law and formulated that not only the bodies created by an Act but also bodies created under a law, like societies under the Societies Registration Act can be 'other authorities'.
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  • "Not so fast..." Litigation Strategy in EMC Corporation v. Donatelli (A)

    The sudden departure to Hewlett- Packard of a top level EMC Corporation executive who had full knowledge of EMC's operations, business plans, and key personnel ignited a bi-coastal battle between two fierce rivals that was played out in courts competing for jurisdiction and states with diametrically opposed laws and public policies concerning non-competition agreements. The enforceability of the employment contract at the core of the case is explored in the context of motion pleading and preliminary relief and litigation strategy is presented as part of a company's overall business strategy.
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  • Investing in Commodities at Global Endowment Management

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  • Accounting for Political Risk at AES

    As a global energy generating company, AES frequently faces challenges from political changes and instability. This is exacerbated by the fact that in many instances AES' primary customer is the government, which is also in charge of law-making. For example, AES' management team has encountered expropriation risks in Venezuela, collection problems in the Dominican Republic, and regulatory changes in the United States that have led to asset impairments. More recently, the Bulgarian energy regulator announced its intentions to seek a 30% price reduction on a power purchase agreement signed over 10 years ago with AES. Accordingly, AES' management is evaluating whether the renegotiation will lead to any asset impairments and the overall effects on its financial statements.
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