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  • Southwire and 12 For Life: Scaling Up? (A)

    Southwire, a leading maker of cable based in rural Georgia, has partnered with the local school system to staff a factory with at-risk high school students. The positive impact on student outcomes has been remarkable, and the factory makes a profit for the company. Now leaders of the effort wonder how they can encourage other businesses to launch similar win-win partnerships with educators.
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  • Bridges Ventures

    Bridges Ventures, a UK-based impact investor with double-digit returns on its investments, is reflecting on its social impact and pondering its future course.
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  • Steward Health Care System

    Steward Health has raised private equity and has converted from not-for-profit to for-profit. The case describes its Accountable Care Organization (ACO) and asks whether it should continue this experiment.
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  • Taj Hotels: Building Sustainable Livelihoods

    This case explores issues faced by the corporate sustainability manager at the corporate headquarters of a large hotel group in a developing nation as she implements her company's corporate sustainability strategy through supplier partnerships with bottom-of-the-pyramid (BoP) social organizations. Under the rubric of responsible purchasing, the hotelier's "Creating Sustainable Livelihoods" initiative engaged cause-based nongovernmental organizations (NGOs) by exploring opportunities where the products or services of such organizations could substitute for similar products or services sourced from for-profit suppliers. The case illustrates the challenges inherent in a BoP responsible purchasing strategy, including the delicate balance between meeting business objectives while supporting social causes.
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  • Cyberpreneur's Wake-up Call: Cyber Security and Millennial Talent Crises

    It was summer of 2013, and the news of cyber-attacks and information security breaches was on the rise in India, as it was worldwide. Incidents such as the Axis bank's cyber-crime incident and the news of the American National Security Agency's global e-surveillance were creating consternation and dilemmas in the minds of information security consultants. One such consultant owned and operated an information security company, Percept Softech, a Lakshyaa Technology Lab's Jaipur franchise. The consultant was bogged down by a number of problems and dilemmas. The first was his marketing and business growth strategy, which was not helping him in promotion of his business. Information security solutions, spying, vulnerability checks, key logging and allied propositions were difficult to promote. Managing young millennial talent was another major problem for him. Apart from the woes of business growth, inefficiency in promotion and talent issues, the consultant was now facing another dilemma. Should he start a new business away from the umbrella of the Lakshyaa Technology Lab? Should he partner with a detective agency? Or should he relocate from Jaipur to a more central location (such as New Delhi) where perhaps people would be more aware of the importance of cyber security and students would be more interested in pursuing cyber security training?
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  • Lenovo: Disruption of the PC Industry

    In 2004 Lenovo announced the decision to buy IBM's personal computer ("PC") business. Most people thought the Chinese company would burn its cash and fail. Lenovo proved them wrong, and by 2010 showed clear growth momentum and steadily increased its market share in the PC industry. In early 2013, Lenovo's successful "protect-and-attack" strategy has forced Dell to trail behind and enables the company to compete head-to-head with Hewlett-Packard to become the world's largest PC vendor. But IBM's leaving the PC industry proves the foresight of the world's oldest technology company. The PC industry is in the midst of a sweeping transformation, which started with the introduction of the iPhone in 2007 and culminated in 2010 with the launch of the iPad. By the end of 2012, over 212 million iPads and other modern tablets had been shipped, while PC shipments had shown continuing decline for four consecutive quarters by the first quarter of 2013. Will the company's "protect-and-attack" strategy still work in an industry in the midst of a structural change? Will it be able to sustain its competitive advantage in the new battlefield? Will the company be able to establish a global brand in the "smart connected devices" market?
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  • Cyprus (A)

    Cyprus is a small Mediterranean island located at the cross-roads of Europe, Africa, and the Middle East. Since its 1974 split, Cyprus has grown real GDP more than fivefold-in large part because of its development as an "international business" center. The country developed a large network of double-taxation-treaties (including some of the most robust agreements with Russia and other ex-Soviet Republics) that allowed it to serve as a tax-efficient conduit for international capital flows. In 2002 it acceded to the European Union and in 2008 to the Eurozone. However in 2012, facing fiscal deficits and an insolvent banking sector, the island became the fourth EU country to formally request assistance from the EC-ECB-IMF Troika. The final assistance package required a "bail-in" from uninsured depositors in order to return the nation's largest banks to solvency. How had Cyprus's development model contributed to both the island's financial crisis as well as the structure of its ultimate assistance package?
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  • Demarketing Soda in New York City

    In 2013, New York City Mayor Michael Bloomberg tried and failed to institute a ban on serving sizes of large sugary beverages. Obesity posed a large public health risk to the city. Mayor Bloomberg's proposed ban was one of many attempts to combat the rising threat of obesity. The case discusses the efficacy of the proposed ban on large soda serving sizes in the context of the other anti-obesity initiatives crafted by Bloomberg's administration.
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  • Kiehl's Since 1851: Pathway to Profitable Growth

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  • Intuit QuickBooks: From Product to Platform

    This case focuses on the challenges and opportunities faced by a successful incumbent organization attempting to transform a large portion of its business from a traditionally product-centric operating mode to a platform-based one that leverages network effects to create durable competitive advantage. Strategic questions include the extent to which the organization should invest in platform initiatives, the appropriate resource allocation among various product and platform offerings, and the most beneficial business model for each of a few candidate multi-sided platform initiatives.
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  • Richard Lund: Personal Wealth and Philanthropy

    Richard Lund had reached an important crossroads in his life. At age 65, Lund had had a great deal of success-and amassed much wealth-but he needed to devise a plan for the future. Namely, he needed to figure out what to do with the wealth of which he was so proud and that he had accumulated as a result of his own hard work and perseverance. This case describes a hypothetical investor faced with the challenges of philanthropy and its role in wealth management and personal objectives. Includes discussions of how much, when, why, and how to give.
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  • Chow Tai Fook: Fulfilling the Chinese Dream

    Chow Tai Fook (CTF) is China's largest jewelry retailer by market capitalization, with reported sales of USD7.4 billion in fiscal year 2013 and is less known to Westerners. Within mainland China, the Hong Kong-based brand was better known than other international jewelry brands such as Bulgari and Tiffany. CTF's aggressive expansion strategy in China aimed to have 2,000 point-of-sales outlets by the end of 2014. Faced with rapidly changing demographic, social, economic, and digital landscapes within Mainland China, Kent Wong, the Managing Director of CTF, is challenged to fine-tune CTF's operation and marketing strategies in order to sustain its leading competitive position. The company is also facing some severe headwinds that could slow down its growth path. One of the biggest hurdles is the anti-graft drive initiated by the Chinese President to stamp out corruption among government officials. Many analysts fear that this campaign would have negative or even devastating consequences for many luxury goods companies like CTF, especially for goods associated with conspicuous consumption.
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  • Hidden Protectionism or Legitimate Concern? The U.S.-EU Beef Hormone Dispute

    The U.S. made a deal with the EU to drop its trade dispute in the WTO over the EU's ban on hormone-treated beef. In return for the U.S. ending the WTO case and dropping its retaliatory tariffs on selected EU products, the EU would increase its imports of non-hormone-treated beef from the U.S. While the 14 beef producers who participated in the U.S. Department of Agriculture's non-hormone-treated cattle (NHTC) program were pleased, the bulk of the U.S. beef industry, almost all of which uses growth hormones in its production processes, would not benefit from this deal.
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  • Rina Castillo: Implementing Asset Allocation Principles

    Rina Castillo lived the American Dream. A recent graduate of the Stanford School of Engineering, she was the first in her family not only to leave her native Mexico but also to attend and graduate from a university. While at Stanford, Castillo received a cash and stock offer for the advertising network she founded, which left her in a unique and newfound situation of wealth. This case describes a hypothetical investor faced with the challenges of investment strategy and asset allocation implementation, service provider selection, fee structure effects, and passive versus active investing, and rebalancing.
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  • Yobella

    The case profiles the protagonist, Luke Tashie, CEO of Yobella - a self-serve frozen yogurt retail chain that Tashie acquired via a search fund - as the company struggles post-acquisition. The case provides an overview of Luke Tashie's background, his motivation and subsequent capitalization of a search fund, the identification of the Yobella acquisition, and post-acquisition business challenges. As Tashie struggles to maintain financial viability, he debates how to best work with the current investor group and the companies creditors to avoid a financial bankruptcy. The case has historically been taught in tandem with "Jeff Stevens: United Presort Services and Jetsort" (Case E-485) in a joint session on the topic of "managing and surviving from failure."
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  • First Solar, Inc. in 2013

    An update to First Solar (A), this case highlights changes to the solar energy market between 2010 and 2013 and the resulting challenges that First Solar had to overcome. In addition to increased competition from highly subsidized Chinese manufacturers, First Solar lost its pricing advantage due to a steep decline in material costs for the competing solar cell technology, c-Sci. The 2008 global financial crisis spurred a dramatic decline in demand from subsidy markets, further intensifying competition. Within First Solar, the management team went through substantial turnover and was sharply divided over what the company's core strategy should be. Good financial discipline and several key business model decisions kept First Solar solvent. Through acquisitions, the company developed a competitive advantage in the systems business and pivoted away from subsidy markets, pursuing more sustainable markets elsewhere. Finally, First Solar hedged its bet on technology, adding c-Sci, the competing solar cell technology, to its portfolio through an acquisition. These shifts helped to restore optimism and position First Solar to resume a leadership role.
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  • Sapient Consulting: Enriching Experience Using Hybrid Agile Approach

    In December 2005, Sapient Consulting signed a fixed-price contract with U.S.-based Global HR Outsourcing Inc. to design a human resources portal for its international customers. Sapient's senior manager of project management, who was based in India, had been handed the project with full faith that it would not only be delivered on time but within the fixed price and using the new agile hybrid methodology. The client wanted the portal built for them and insisted that the project be delivered in a phased manner and with functionality approved by them. Thus, the challenge was to meet the needs of the client while maintaining the margins for the organization.
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  • Ningbo FOTILE Kitchen Ware Co., Ltd.

    Since 2008, FOTILE has actively introduced philosophies of the traditional Chinese culture - such as benevolence, justice, courtesy, wisdom and faith - into its management, which it believes to compensate for deficiencies in western management concepts and creates a new Chinese enterprise management model. FOTILE's attempts are controversial and evoke intense discussions and reflections. The core question for class discussion is whether its philosophy is sustainable and applicable to modern enterprises generally in China? How can one integrate the western management philosophy with traditional Oriental culture? Is it really possible? This case can be used in MBA, EDP, EMBA Organizational Behavior and Corporate Culture courses. It supports a 60-90-minute class discussion. The case describes how FOTILE developed its Confucian culture-based management model in a world of market competition. It first introduces the company's background, including its startup and development processes. It next describes the transformation of FOTILE's management model from western philosophy to one based on traditional Oriental concepts. It then shows how Confucianism is applied in FOTILE's management. In particular, it describes the applications of Confucianism in FOTILE's HR management and performance evaluation.
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  • Walmart around the World

    After reaching the limits of its successful expansion in the United States in the early 1990s, Walmart sought growth opportunities in markets abroad. This case describes Walmart's attempts to replicate its successful U.S. business model in Mexico, Canada, Brazil, Argentina, Central America, China, South Korea, Japan, Germany, the U.K., and Africa. Students reflect on the mixed results of these ventures and identify elements in the company's location choices, times of entry, and modes of entry that may explain the outcomes observed. They then formulate a set of recommendations for Walmart to maximize its chances of success when the company expands into India in 2013.
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  • Outotec (A): Project Capture

    Outotec was a market leader in providing mining solutions to large mining companies. The company's specialization and proprietary technology created value for its customers and helped the firm differentiate from its competitors. Yet, Outotec was not pricing or marketing its solutions in a way that took advantage of its distinct capabilities and value-add. Outotec used a cost-based (inside/out) pricing policy, which was the industry norm. As a result, operating profit was only 8% of sales and the CEO had promised the investment community improvements above 10%. Outotec wanted to move from a cost-based (inside/out) to a value-based (outside/in) pricing and selling model to capture more profitable revenues and meet profitability targets the CEO announced to investors. But there were several challenges to this, which the case highlights for students to discuss and debate.
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