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  • Nipissing Bank

    The case was written for an introductory business course, particularly the section on operations. It deals with managing capacity and demand. In early 2008, McKenzie Scott, manager of administrative services at Nipissing Bank (Nipissing) in Ottawa, Ontario, was trying to decide how to carry out a management initiative to add additional marketing materials to client mail-out packages. In particular, Scott was considering upgrading the bank's current envelope stuffing equipment, replacing it or outsourcing the activity entirely.
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  • A User-Centred Approach to Public Services (A)

    This case describes a user-centred approach to public services and is a result after a pioneering collaboration between Hongkong Post and Hong Kong Design Centre. Since operating as a Trading Fund in 1995, Hongkong Post has managed to reinvent itself as a dynamic, customer-focused and market-oriented service organisation. Leveraging its extensive retail and distribution networks and a strong brand, Hongkong Post has grown beyond the traditional postal service to providing a wide and comprehensive range of services in the logistics supply chain, at the same time diversifying into new markets. Hongkong Post recognizes that the current design of the post offices at the retail level may not be able to meet the growing needs and changing patterns of its users. The collaboration between Hongkong Post and Hong Kong Design Centre is an attempt to adopt the user-centered design research approach to public services and to apply the concept at the Mongkok Post Office with a view to understanding users' needs, providing a better user experience and improving operationally efficiency of the Mongkok Post Office. Users in this context, include both customers and post office staff. Case (A) focuses on the internal design, while Case (B) focuses on the external design.
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  • Keda's SAP Implementation

    Although demand for enterprise resource planning (ERP) systems in China has been steadily increasing, many such implementation projects have ended in failure. Keda Industrial Co. Ltd. (Keda), a manufacturer of large-scale machinery in China, had successfully deployed its ERP solution. This case study documents Keda's ERP initiative from conception to its deployment and offers insights into the factors and practices that contributed to its success in the Chinese cultural context.
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  • Wildcat Capital Investors: Real Estate Private Equity

    Wildcat Capital Investors is a small real estate private equity company. Its MBA intern, Jessica Zaski, is asked to develop a financial model for the purchase of Financial Commons, a 90,000 square foot office building in suburban Chicago. By simple metrics, the property seems to be a good value, but with credit conditions tight, Jessica must consider whether outside investors would be comfortable with the risks of investing in the midst of a severe commercial real estate downturn. Wildcat is designed to give students exposure to both the quantitative and qualitative aspects of investing in commercial real estate through a private equity structure. Beyond the numbers, the case allows for a discussion of the process of finding suitable real estate investments. The importance of the simultaneous negotiations that Wildcat must have with the seller, the lender, and the outside investor can be emphasized.
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  • Ethnic Consumers Consulting

    Emerging markets are being pursued by large multinational companies. With radical changes in the lifestyles of consumers and proliferation of categories and brands, the Indian context offers unique marketing challenges to marketers. The case deals with the perspective of how cultural values can provide the differentiation platform for brands in the categories of hair oil and fairness creams, the ritualistic categories used in the grooming habits of consumers in the country.
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  • Houghton Mifflin Harcourt

    One of the leading publishers of textbooks and other educational materials for the U.S. K-12 educational instruction market has suffered a dramatic decline in sales and profits in the wake of the 2008-2009 financial market crisis and economic recession and is now overburdened with debt. To regain its competitiveness, the company has to significantly reduce its debt by billions of dollars. Company management is trying to decide which of several options is best for achieving this goal, including filing for Chapter 11 bankruptcy, restructuring its debt out-of-court, or filing a "pre-packaged" Chapter 11 bankruptcy.
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  • Executive Compensation at Talent Partners

    Talent Partners' CEO was very successful at growing the business and establishing its leadership position. He was compensated with a mix of salary and options and he did not own any equity in the company. The options were set so that if Talent Partners achieved its financial plan over the next five years, about half of his total compensation would come from the options.
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  • Caterpillar, Inc. (A)

    2010 Healthcare Reform Act eliminates Medicare Part D subsidy and Caterpillar recognizes a $100 million change.
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  • Clean Edge Razor: Splitting Hairs in Product Positioning

    After three years of development, Paramount Health and Beauty Company is preparing to launch a new technologically advanced vibrating razor called Clean Edge. The innovative new design of Clean Edge provides superior performance by stimulating the hair follicles to lift the hair from the skin, allowing for a closer shave. The company has already decided to introduce Clean Edge into the men's market where it has a strong presence. Jackson Randall, the product manager for Clean Edge, struggles with how best to position the product for the launch. One strategy is to release Clean Edge as a "niche" product, targeting the high-end market of fastidious groomers looking for superior skin care products. Another strategy is to release the product into the highly competitive mainstream razor market where the product can be positioned as the most effective razor available. Randall meets internal resistance to the mainstream strategy from the product manager for the company's current, but aging, mainstream razor products and he must consider the effects of cannibalization in his plan. Randall must recommend an optimal strategy and provide supporting economic analysis of his decision--not just for Clean Edge, but for its effect on the entire company.
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  • William Jeffrey Departs from Bay Colony Mutual

    A board's decision-making and process in investigating and terminating a company's CEO are explored and the company's policies and contractual obligations considered.
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  • Dropbox: 'It Just Works'

    Dropbox is a venture-backed Silicon Valley startup, founded in 2006, that provides online storage and backup services to millions of customers using a "freemium" (free + premium offers) business model. The case recounts Dropbox's history from conception through mid-2010, when founder/CEO Drew Houston must make strategic decisions about new product features, how to target enterprise customers, and whether to pursue distribution deals with smartphone manufacturers.
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  • WineInStyle

    Robert Eberhart is an American electronics executive living abroad in Japan as market president. He's ready to move on to something new and discovers that the changing distribution laws in Japan may provide him a chance to upend the supply chain for California wines. Legal, marketing, operational, and executive management challenges ensue.
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  • Bloomex.ca Logistics Optimization

    A Canadian online floral delivery company considers whether to source more flowers from its existing growing locations and which of those would be optimal given its current market. What would be the advantages of opening a logistics facility in Miami?
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  • The Canadian Telecommunications: Industry Regulation and Policy

    This case study is based on a high profile issue facing the Canadian Federal Government - still ongoing as of December 2010 - that had begun in 2008. Industry Canada, working from a set of policy objectives crafted over the period of three years, decided that, in the auction sale of wireless spectrum set for 2008, it would set aside 40 per cent of the spectrum for new entrants. This decision had come about because research indicated that Canadian usage of wireless services had lagged behind that of other developed countries and that this was primarily due to the high relative cost of wireless services. This was in contrast to only a decade earlier when Canada was seen as a global leader in the implementation of wireless technology. It is well understood that telecommunication adoption rates have a direct implication to the productivity of the Canadian economy. One of the new entrants was Globalive Communications Corporation (Globalive), a startup which was funded by Orascom Telecom Holding S.A.E. (Orascom), an Egyptian company. Despite the fact that Canada has well defined foreign ownership restrictions for the telecommunications sector, Globalive was allowed to bid. It won, and paid $442 million for its spectrum, began to hire hundreds of staff, and committed another $300 million to investing in wireless infrastructure.<br><br>From the time Globalive applied to participate in the spectrum auction to the period prior to its official launch, the firm met several times with Industry Canada, the Canadian Radio-television and Telecommunications Commission (CRTC), and the Prime Minister's Office (PMO) to ensure that its ownership was structured so as to fit within the foreign ownership restrictions.
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  • Fixed Income Arbitrage in a Financial Crisis (A): US Treasuries in November 2008

    Investment manager James Franey confronts an apparent arbitrage opportunity during the global financial crisis of 2008 when he notices a wide yield spread between two U.S. Treasury bonds that mature on the same date. Franey must decide if there is an opportunity, how to structure a trade to exploit it, and how much of his fund's capital to allocate. Case exposition includes considerable detail on financing arrangements, particularly short-selling, margin lending, and repurchase agreements, that support relative-value strategies. Careful attention is paid to the bond math calculations that support the protagonist's analysis and decision. All quoted prices in the case are real and historical, and corresponding Bloomberg commands are provided for each as footnotes.
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  • Serious Materials

    Serious Materials is a start up who is moving into clean tech markets. The company's first product, QuietRock, originated the sound proofing drywall category and created a steady stream of revenue. It was now considering how to expand its product line to compete in the rapidly developing green building markets. How should Serious Materials go to market when they launch their highly anticipated Serious Windows and EcoRock product lines? What do they need to do to develop their brand?
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  • MacAfee Building Supply: Improving Performance Across Retail Stores (A)

    MacAfee Building Supply, a distributor of building supplies and heating and plumbing products, had grown to become the largest company of its kind in the world by incentivizing profit-maximizing behavior at the local level. John Smith, a senior manager at the company's Build subdivision, had nevertheless grown concerned that MacAfee's incentive scheme, which incentivized profits at the branch level, was actually hindering long-term global profitability by creating a lack of cooperation among branches and discouraging branch manager's investment in long-term endeavors. In this three-part case students first recommend strategies for better aligning employees to a long-term focus, and then evaluate the results of the program the company selected.
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  • Uptake of Malaria Rapid Diagnostic Tests

    This case describes barriers to adoption of malaria rapid diagnostic tests in Zambia and highlights the importance of understanding end users in promoting product adoption. Rapid diagnostic tests (RDTs) are simple, easy-to-use tools that provide a relatively reliable, inexpensive way to confirm diagnoses of malaria. In addition to ensuring that patients' febrile illnesses are properly diagnosed and treated, confirming malaria diagnoses has broader public health benefits, including promoting the efficient use of limited malaria medications and preventing increased resistance to first-line malaria treatment. However, despite the evident potential benefits of RDTs, many clinicians in Zambia do not use them or simply ignore their results. Why don't they trust these tools, and what can be done to improve adoption? Various barriers to uptake and methods to overcome these challenges are explored, with broad implications for technology adoption and health policy. A particular emphasis is placed on the role of behavioral preferences.
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  • Accounting for Catastrophes: BP PLC and Union Carbide Corporation (A)

    The IASB and FASB propose new contingency loss recognition, measurement, and disclosure rules (A case). The B and C cases apply these proposals to British Petroleum's Mexican Gulf oil spill and Union Carbide's Bhophal gas discharge.
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  • Intellectual Property Intermediaries

    During the past five to 10 years, several different intermediation business models have emerged for the intellectual property (IP) market. This note describes the most prominent ones: nonpracticing entities (or patent trolls), defensive patent aggregators, online IP platforms, live IP auctions, and IP exchanges.
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