You have successfully added all of the items to your order. Either click here to review your order or continue to add content from another title.
|
Making change last: How to get beyond change fatigue
|
|
|
|
| 8 pp.
| Article
Author(s): Eric Beaudan Ivey ID: 9B06TA05 Publication Date: 01/01/2006 Product Type: Article Subjects: Change management Major Disciplines: General Management Product Description: When it looks like the latest organizational change initiative is going to stall, managers must take quick action and make mid-course corrections. Here's what managers can do.
|
Babeeze in Arms Doula Centre
|
|
|
|
| 12 pp.
| Case
Author(s): Matthew Thomson; Aimee Dinnin Ivey ID: 9B09A024 Publication Date: 10/30/2009 Product Type: Case (Field) Teaching Note: 8B09A24 Geographic Setting: Canada Industry Setting: Health Services Size: Small Year of Event: 2008 Level of Difficulty: 2 - Intro/Undergraduate Subjects: Service Industry; Entrepreneurial Business Growth; Marketing Communication; Women in Management Major Disciplines: Entrepreneurship; Marketing Product Description: Babeeze in Arms Doula Centre, a small London, Ontario-based business, offers services to women during pregnancy, labour and after childbirth. As a certified doula, the sole proprietor provides emotional and physical support to mother and complements the medical care provided by doctors and midwives. Along with two other doulas and an instructor, the proprietor offers labour services, postpartum services and childbirth education classes. She has a sold reputation in the community for providing excellent care. The proprietor is heavily involved as an active doula, but she would like to step back from practice to focus on improving community awareness of doulas and advocating for more options and better care for mothers and babies. She is interested in opening a private birth centre, which would be an alternative venue for women to give birth and a new facility from which to offer Babeeze's services and classes.
|
Headquarters Overhead Cost Allocation at Korea Auto Insurance Co. Inc.
|
|
|
|
| 8 pp.
| Case
Author(s): Sangil Kim; Ho-Young Lee; Won-Wook Choi Ivey ID: 9B09B014 Publication Date: 11/20/2009 Product Type: Case (Gen Exp) Teaching Note: 8B09B14 Geographic Setting: South Korea Industry Setting: Insurance and Pension Funds Size: Large Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Cost Accounting; Management Accounting; Management Decisions; Cost Allocations Major Disciplines: Accounting; International Product Description: Korea Auto Insurance Co. Inc. (Korea Auto Insurance) incurred both direct and indirect costs. Direct costs were incurred at branches as they performed sales and operating activities, while indirect costs were incurred at headquarters as it supported branches through the activities of the information technology, operating support, investment, marketing and general administrative teams. Indirect costs accounted for a significant part (41 per cent) of the total costs incurred. However, they could be neither directly traceable nor logically related to specific sales activities. Korea Auto Insurance currently allocated indirect costs incurred by headquarters to branches based on sales revenue. Using the amount of sales revenue as an allocation base for overhead was not regarded as a reasonable method by the Taejon City branch manager. Branch managers had complained that the current allocation base was not related to the level of actual benefits they received from the headquarters. They argued that the allocation process distorted the operating performances of branches as reflected in the books. The manager of the Taejon branch suggested that the ABC (activity-based cost) method be applied to solve the problems related to the current overhead allocation process.
|
Toronto Rehab
|
|
|
|
| 4 pp.
| Case
Author(s): Peter C. Bell; Fredrik Odegaard Ivey ID: 9B09E016 Publication Date: 10/30/2009 Product Type: Case (Field) Related Material: 7B09E016 Geographic Setting: Canada Industry Setting: Health Services Size: Medium Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Staff Schedule; Health Care; Cost Minimization; Optimization Major Disciplines: Management Science and Information Systems Product Description: Due to continued budget shortfalls the project manager for the Spinal Cord Rehabilitation Program at the Toronto Rehabilitation Institute needed to provide proposals for immediate cost-saving measures. One of these measures included how to schedule the nursing staff. The problem involved meeting certain occupancy target levels while ensuring a minimum number and correct mix of available nurses.
|
The Toronto Ultimate Club
|
|
|
|
| 16 pp.
| Case
Author(s): Elizabeth M.A. Grasby; Jamie Hyodo Ivey ID: 9B09A029 Publication Date: 10/30/2009 Product Type: Case (Field) Teaching Note: 8B09A29 Geographic Setting: Canada Industry Setting: Non-Profit Organizations Size: Small Year of Event: 2008 Level of Difficulty: 1 - Introductory Subjects: Marketing Planning; Market Analysis; Advertising Strategy; Marketing Communication Major Disciplines: Marketing Product Description: The general manager of a not-for-profit Ultimate Frisbee club seeks a marketing strategy to increase membership. For-profit clubs had claimed an ever-growing portion of the market, and the general manager has been asked to review current offerings in the marketplace and to develop a formal marketing plan that would ensure the club's viability in the coming years.
|
Schulich School of Medicine: Enhancing and Developing a High-Performance Culture
|
|
|
|
| 3 pp.
| Case
Author(s): Murray J. Bryant; Ken Mark Ivey ID: 9B09M014 Publication Date: 10/30/2009 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Health Services Size: Small Year of Event: 2004 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Performance Evaluation; Human Resources Management; Team Building; Health Administration Major Disciplines: General Management Product Description: The newly appointed chair of the Department of Physiology and Pharmacology (department) at the Schulich School of Medicine & Dentistry was thinking about how she would approach the next five year in her new role. The chair thought about two of the important issues she would face: building a cohesive department and nurturing a high performance culture. She became chair at a time when direction was needed. The department had formed in June 2002 as a result of the merger between the Department of Physiology and the small Department of Pharmacology & Toxicology. While the merger had gone well, the chair still sensed that some faculty members in Pharmacology felt as if their department had been taker over by Physiology. At present, it was sometimes difficulty to assess performance between faculty members due to differences in workload composition and a lack of documentation. The current thinking was that the department had to move towards adopting best practices in their processes. The chair wanted to look at the issue from a broader perspective. She wondered how the issue could be best framed and what a potential solution might look like.
|
HyundaiCards Marketing Strategy
|
|
|
|
| 20 pp.
| Case
Author(s): Chansoo Park; Ronald D. Camp Ivey ID: 9B09A028 Publication Date: 12/23/2009 Product Type: Case (Field) Teaching Note: 8B09A28 Geographic Setting: South Korea Industry Setting: Credit Agencies other than Banks Size: Large Year of Event: 1999-2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Marketing Management; Market Analysis; Consumer Marketing; Credit Card Business; Promotion Policy; Market Segmentation Major Disciplines: General Management; Marketing Product Description: In the competitive South Korean credit card market, a review of the past decade of HyundaiCard's marketing strategies and evaluation of anticipated possible difficulties of being a market follower revealed several challenges for senior management. Despite a tremendously successful creative business model based on customer needs, innovative products and integration of online and offline customers, the company's performance had not progressed in the past seven years. HyundaiCard had difficulty relating its creative business model to the strong personas of the leading players in the credit card industry. How could HyundaiCard, a market follower, successfully position itself as a market leader? Could HyundaiCard's marketing strategy keep enhancing its competitive edge in the market? What future strategy would be best for HyundaiCard?
|
LG Electronics Canada, Inc. - The Watch Phone
|
|
|
|
| 10 pp.
| Case
Author(s): Elizabeth M.A. Grasby; Ian Dunn Ivey ID: 9B09A031 Publication Date: 12/11/2009 Product Type: Case (Library) Teaching Note: 8B09A31 Geographic Setting: Canada Industry Setting: Electric & Electronic Equipment Supplies Size: Large Year of Event: 2009 Level of Difficulty: 1 - Introductory Subjects: Marketing Mix; New Products; Interviewing Technique; Electronics Major Disciplines: Marketing Product Description: A fourth year business student prepares for an interview as an assistant marketing manager with one of the world's largest electronic conglomerates. To help secure the position, he develops a marketing plan for the Canadian launch of a new product. This case serves as an introduction to marketing management at the undergraduate level. Students can properly analyze this case after having been introduced to the 4 Ps (product, placement, price, promotion) and or a marketing framework. Students are required to complete the following: 1) an industry analysis, 2) a corporate size-up, 3) a consumer analysis, 4) a competitive analysis, and 5) a marketing plan design.
|
Selling Green Dots in Second Life
|
|
|
|
| 10 pp.
| Case
Author(s): Wade Halvorson; Michael Parent; Leyland Pitt Ivey ID: 9B09A033 Publication Date: 12/8/2009 Product Type: Case (Field) Teaching Note: 8B09A33 Geographic Setting: Ireland Industry Setting: Amusement and Recreation Services Size: Small Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Advertising Effectiveness; Internet Culture; Internet; Sales Strategy Major Disciplines: Entrepreneurship; International; Marketing Product Description: An Irish Air Lines pilot has re-created his home city of Dublin on Second Life. His Second Life alter ego, Ham Rambler, is busy running the site, and selling office space and advertisement on the property. The property includes a popular bar, a venue for live music performances, as well as a realistic rendering of Dublin's core. Second Life "residents" flock to the site for its entertainment and to experience Dublin. Mahon/Rambler needs to decide if the innovative business model he has developed is sustainable, or whether he should sell the business to other developers. The case is useful to introduce the concept of immersive Internet-based environments, and Internet advertising and selling.
|
Freedoms Hedge
|
|
|
|
| 8 pp.
| Case
Author(s): Chuck Grace Ivey ID: 9B09N019 Publication Date: 10/30/2009 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Insurance and Pension Funds Size: Large Year of Event: 2007 Level of Difficulty: 2 - Intro/Undergraduate Subjects: Valuation; Management Accounting; Investment Analysis; Hedging; Financial Strategy Major Disciplines: Finance Product Description: In September 2007, the marketing manager for London Life Insurance Company?s (London Life) Freedom Funds was preoccupied by thoughts of his upcoming meeting with London Life?s vice-president of Marketing, Individual Retirement and Investment Services. The vice-president was concerned with the past summer?s appreciation of the Canadian dollar versus the U.S. dollar. Since March of 2007, the Canadian dollar had appreciated over 10 per cent against its U.S. counterpart with the result of eroding returns on London Life?s U.S. funds. The marketing manager had been asked to research the drivers behind the sudden change in currency and whether it was a sustainable trend; if so, he was to advise the steps London Life should take to protect its investment returns on its U.S. funds. Complicating the analysis was the knowledge that his advice needed to incorporate and respect London Life?s investment philosophies, be easily understood by its almost 3,000 financial advisors and their clients, and acknowledge the complexities surrounding the implementation of currency-hedging strategies.
|
Havells India: The Sylvania Acquisition Decision (A)
|
|
|
|
| 13 pp.
| Case
Author(s): Charles Dhanaraj; K. Ramachandran; Swetha Dasari Ivey ID: 9B09M089 Publication Date: 11/11/2009 Product Type: Case (Field) Geographic Setting: India Industry Setting: Electric & Electronic Equipment Supplies Size: Medium Year of Event: 2007 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Growth Strategy; Diversification; International Acquisition; Mergers & Acquisitions Major Disciplines: Entrepreneurship; General Management; International Product Description: This case presents the management challenge of a high-growth manufacturing company based in India that is contemplating a major international acquisition. It is a decision that will invoke both geographic and product diversification. Students have to grapple with the trade-offs of an exciting growth opportunity that can stretch the company to new heights against significant risks and challenges that such an acquisition would entail. The case also provides an excellent context for studying the evolution of international strategy in a firm, as it presents Havells from an entrepreneurial startup trading company to a successful manufacturing firm and going on to become a global company. The case will fit well in a strategic manufacturing class, either on the topic of diversification strategy or international strategy. The decision is reasonably complex and allows the instructor to take the class through an in-depth analysis. Given the short length of the case, it can be used effectively in executive education class. The case can serve very well as a final examination case in a strategic management course.
|
YvesCreations LLC: Alex Goes to Hollywood
|
|
|
|
| 17 pp.
| Case
Author(s): David T.A. Wesley; Chris Robertson Ivey ID: 9B09M087 Publication Date: 10/30/2009 Revision Date: 2/26/2010 Product Type: Case Teaching Note: 8B09M87 Geographic Setting: United States; Switzerland Industry Setting: Motion Pictures - TV, Radio & Video Size: Small Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Personnel management; Leadership; Distribution Major Disciplines: Entrepreneurship; General Management; International Product Description: A young entrepreneur with a passion for filmmaking moved to Los Angeles and set up his own film production. The film, entitled "Movin 'In," had many of the ingredients of a successful motion picture. It had an international cast, talented and well-known stars, top rate production value, and a likeable story. However, he soon learned that these were not the only factors required for a successful movie. After years of hard work and an investment of nearly $1 million, the entrepreneur could not find anyone to distribute his film. At the time of the case, it was difficult to get distribution because there were more films on the market than ever before. Historically, it took more effort to make an independent film, and distribution was easier to secure. When the digital revolution began, the market was flooded with more independent films than distributors could handle. By 2001, independent films were a commodity and DVD distribution deals were plentiful, but theatrical distribution was almost impossible to get because there were more independent films than screens to put them on. The case considers the many challenges faced by all entrepreneurs, such as leadership, management and personality conflicts, as well as those unique to the film industry.
|
Lyonbiopôle: The Challenge of Becoming a World-class Biotechnology Cluster
|
|
|
|
| 13 pp.
| Case
Author(s): Anthony Goerzen; Ana Colovic Ivey ID: 9B09M075 Publication Date: 11/20/2009 Product Type: Case (Field) Teaching Note: 8B09M75 Geographic Setting: France Industry Setting: Chemicals and Allied Products Size: Not Applicable Year of Event: 2007 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Internationalization; Pharmaceuticals; Alliances; Industry Clusters; Industry Globalization Major Disciplines: General Management; International Product Description: In December 2007, the Economics & International Affairs director of the competitiveness cluster, Lyonbiopole, was responsible for the international development of the cluster. Lyonbiopole was one of seven biotechnology clusters in France. Although Lyonbiopole performed very well at the national level, its visibility as an international cluster in the biotechnology field was uncertain. Yet, for its member firms to thrive in the globalized world of biotechnology clusters, establishing international connections for the cluster was crucial. That is why the management team of Lyonbiopole developed an internationalization program through alliances with foreign clusters (i.e. interclusteral alliances). By improving its international visibility and reputation through alliances with world-class biotechnology clusters, Lyonbiopole hoped to create new technological partnerships, increase investment, and create other kinds of opportunities for member firms. After having successfully established alliance partnerships in Europe, Lyonbiopole was preparing for the second stage in its internationalization process. The case highlights the questions - in the context of industrial clusters - whether or not a smaller organization can approach an industry leader to create a mutually beneficial alliance, and how it might accomplish this.
|
Bon Star Hotel
|
|
|
|
| 17 pp.
| Case
Author(s): Jim Kayalar Ivey ID: 9B09M072 Publication Date: 11/16/2009 Product Type: Case (Gen Exp) Teaching Note: 8B09M72 Geographic Setting: Central Asia Industry Setting: Hotels, Rooming Houses, Camps Size: Medium Year of Event: 2006 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Stakeholder Analysis; Strategic Balance; Operations Analysis; Consulting Major Disciplines: Entrepreneurship; General Management; International Product Description: A management consultant is dispatched to a Central Asian Republic to conduct an operational analysis of an underperforming hotel. Initially the objective of the assignment is to turn around the business. The scope of the intervention, however, changes dramatically as the consultant finds himself in the midst of a high stakes stakeholder standoff with numerous parties vying for ownership of the business. Based on an actual consulting assignment, the case will present insight into the management consulting profession, relay a realistic account of the onsite operational analysis and business audit process, and impart the challenges managers and entrepreneurs confront in international business settings.
|
Retail Execution: Linens N Things
|
|
|
|
| 13 pp.
| Case
Author(s): Adenekan (Nick) Dedeke Ivey ID: 9B09M067 Publication Date: 10/30/2009 Revision Date: 2/26/2010 Product Type: Case Teaching Note: 8B09M67 Geographic Setting: United States Industry Setting: Furniture, Home and Equipment Stores Size: Large Year of Event: 2003 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Leadership issues; Organizational culture; Strategic management; Retailing; Organizational change; Operations management Major Disciplines: General Management; Human Resource Management; Management Science and Information Systems; Production and Operations Management Product Description: In the decade that the chairman, president and chief operating officer of Linens 'N Things (LNT) had been leading the firm, there had been significant changes to the industry. Specifically, its main competitor was experiencing higher sales and profits with the result of increased market share. External advice was sought to identify strategies available to LNT to catch up to its competitor and a successful Guest Oriented, Locally-Driven (GOLD) pilot was launched. Due to dwindling interests and internal resistance to the initiative, however, the chairman was left to decide what to do with the roll-out. He had several options to consider: Should he maintain the current pilot, or simply shut it down? Could it be changed or altered to encourage participation? Should it be district-specific? Or perhaps issuing an executive mandate would generate involvement. The chairman knew any decision would have to consider these and other cultural and strategic issues.
|
Groupworks Financial Corporation
|
|
|
|
| 15 pp.
| Case
Author(s): James E. Hatch Ivey ID: 9B09N030 Publication Date: 11/20/2009 Product Type: Case (Field) Teaching Note: 8B09N30 Geographic Setting: Canada Size: Small Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Acquisitions; Consolidation; Accounting Practices Major Disciplines: Accounting; Entrepreneurship; Finance Product Description: The chairman of the board of Groupworks, a company created to consolidate independent brokers in the benefits industry, is faced with three issues. First, he must manage a liquidity problem related to debt that is coming due. Second, he must assess the merits of acquiring another company and, if the company is acquired, he must design the offering package. Third, he must review the firm's consolidation strategy. The case also lends itself to a detailed discussion of the various accounting practices employed by the company.
|
BCE Inc.: Bondholders Versus Shareholders Supreme Court Showdown?
|
|
|
|
| 5 pp.
| Case
Author(s): Stephen R. Foerster; David Kunsch Ivey ID: 9B09N027 Publication Date: 10/30/2009 Product Type: Case (Library) Teaching Note: 8B09N27 Geographic Setting: Canada Size: Large Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Stakeholder Analysis; Legal System; Leveraged Buyout; Valuation; Corporate Strategy; Bonds Major Disciplines: Finance; General Management Product Description: In May 2008, the board of directors of BCE. Inc. (BCE), one of Canada?s leading integrated communications companies, was dealing with the fallout of a previous day?s Quebec Court of Appeal decision. The court had ruled to disallow a $50 billion privatization deal as, according to the court, the process was flawed and did not take into consideration the debenture (bond) holders of Bell Canada (a wholly-owned subsidiary of BCE). The court had ruled that the board allowed a deal in which benefits had accrued only to the shareholders (a 40 per cent increase in value since the firm was "in play") at the expense of the bondholders, who were dealt an 18 per cent decrease in value over the same time period. In deciding whether or not to launch a last-ditch appeal to the Supreme Court of Canada, management and the board needed to determine who were the key stakeholders involved in the decision to take the firm private, what their interests were, and how those interests should guide the board.
|
Prairie Ventures Limited
|
|
|
|
| 18 pp.
| Case
Author(s): James E. Hatch; Zhou Zhang Ivey ID: 9B09N025 Publication Date: 10/30/2009 Product Type: Case (Field) Teaching Note: 8B09N25 Related Material: 7B09N025 Geographic Setting: Canada Industry Setting: Transportation Equipment Size: Medium Year of Event: 2004 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Management Buyout; Valuation; Venture Capital Major Disciplines: Entrepreneurship; Finance Product Description: The investment manager at Prairie Ventures Limited, a Saskatchewan based venture capital firm, is examining the merits of financing a management buyout of Crestline Coach, a manufacturer of ambulances and distributor of buses. Students must design a term sheet and create an appropriate financing package. Students are provided with an Excel model to assist in their analysis.
|
Holey Soles
|
|
|
|
| 19 pp.
| Case
Author(s): Jean-Louis Schaan; Huanglin Wang Ivey ID: 9B09M057 Publication Date: 12/11/2009 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Apparel and other Finished Products Size: Small Year of Event: 2007 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Planning; Corporate Strategy; Strategy; Market Strategy; Growth Major Disciplines: Entrepreneurship; General Management; International Product Description: The president and chief executive officer (CEO) of Holey Soles - a developer, manufacturer and distributor of injected-molded footwear - was optimistic and upbeat. Sales had grown at 300 per cent in each of the past two years, it ranked number four in a leading publication's 2006 Canada's Emerging Growth Companies, and the CEO herself was a finalist for the 2007 Ernst & Young Entrepreneur of the Year Award. Sustaining the momentum that had been building since the company had been bought in 2004 was proving to be a challenge. Fast growth was stretching the capabilities of Holey Soles in all areas: securing financing, sourcing, developing new markets, maintaining high quality, expanding the product portfolio and management talent. The CEO wondered what the available options, priorities and next steps would be to continue to build a strong foundation for growth, and to reach her aggressive target of $40 million in sales by 2009.
|
Note on Quantity Based Revenue Management: The Single Resource Case
|
|
|
|
| 7 pp.
| Note
Author(s): Fredrik Odegaard Ivey ID: 9B09E026 Publication Date: 12/11/2009 Revision Date: 2/17/2010 Product Type: Note Level of Difficulty: 4 - Undergraduate/MBA Subjects: EMSR; Revenue management; Quantity based rM; Littlewood's two-Class model Major Disciplines: Management Science and Information Systems Product Description: One of the most basic revenue management problems is how to allocate a fixed capacity to various types of classes of customers so that the total profit is maximized. Using the example of a flight traveling from Toronto to Vancouver, the revenue management problem is to decide, in each period, how much of the realized demand to accept and how much to reserve for the latter classes in order maximize the revenue. The crux of the problem revolves around the trade-off between spoilage and dilution. The author uses various mathematical formulae (including the static model, Littlewood's Two-Class model and n-Class model of expected marginal seat revenue) to model optimal seat-allocation outcomes.
|
Replacing El Poderoso
|
|
|
|
| 2 pp.
| Case
Author(s): Fredrik Odegaard Ivey ID: 9B09E025 Publication Date: 12/11/2009 Product Type: Case (Gen Exp) Teaching Note: 8B09E25 Geographic Setting: Canada Industry Setting: Automotive Dealers & Gas Service Size: Not Applicable Year of Event: 2007 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Discount Rate; Optimization; Net Present Value Method Major Disciplines: Finance; Management Science and Information Systems Product Description: A professor is considering buying a new car and is evaluating two models, one with air conditioning and a comfort package, the other with no extras. The two cars are relatively close in price but still above his initial budget, and he is wondering how much he might be able to negotiate the price. A factor that complicates the matter is that the car with the comfort package has a lower interest rate. The professor therefore needs to understand what the net present value of the difference in the two payment plans is.
|
Engro Chemicals Pakistan Limited - Business Disaster Overcome
|
|
|
|
| 18 pp.
| Case
Author(s): Muntazar Bashir Ahmed Ivey ID: 9B09E024 Publication Date: 12/23/2009 Product Type: Case (Field) Teaching Note: 8B09E24 Geographic Setting: Pakistan Industry Setting: Chemicals and Allied Products Size: Large Year of Event: 2007 Level of Difficulty: 5 - MBA/Postgraduate Subjects: Business Risk Management; Information Technology (IT) Governance; Disaster Recovery Planning Major Disciplines: General Management; International; Management Science and Information Systems Product Description: Engro Chemicals Pakistan Limited (Engro) was a very large manufacturer and marketer of fertilizer in Pakistan. It had a number of subsidiaries and joint ventures in a variety of businesses. The company was listed on the Karachi Stock Exchange (KSE) and was among the top companies as ranked by the KSE. In August 2007, the company's head office was completely destroyed by a fire. The office was located in Karachi and the fire destroyed all the equipment as well as the hardcopies of the accounting records. The company was suddenly faced with a catastrophic loss as the records were critical to Engro's day to day operations. The information technology (IT) department had developed a disaster recovery plan (DRP) in 2005 that was exclusively related to reestablishing the IT facilities after any event that could make the business systems inoperable. The company invoked the DRP as soon as the news of the complete destruction of the office facilities was received. The IT and finance staff had to use the backup equipment and data files to restart the transaction processing.The case includes a description of various business systems used by Engro and the data security processes that had enabled the company to restore the accounting and other systems needed at its head office. The main teaching objective is to focus on minimizing the business risks arising due to the destr
|
Partners Healthcare System (PHS): Transforming Health Care Services Delivery Through Information Management
|
|
|
|
| 15 pp.
| Case
Author(s): Richard M. Kesner Ivey ID: 9B09E023 Publication Date: 12/11/2009 Revision Date: 2/26/2010 Product Type: Case Teaching Note: 8B09E23 Geographic Setting: United States Industry Setting: Health Services Size: Large Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Change management; Health administration; Decision support systems; Information systems Major Disciplines: Management Science and Information Systems Product Description: This case considers the process of organizational transformation undertaken by Partners Healthcare System (PHS) since the 1990s as their hospital and affiliated ambulatory medical practices have adopted both EMR and CPOE systems. Encompassing a strategic investment in information technologies, wide-spread process change, and the pervasive use of institutional clinical decision support and knowledge management systems, this story has been 15 years in the making, culminating in 2009 with the network-wide use of EMR and CPOE by all PHS doctors. These developments in turn opened the door to the redefinition of services delivery and to the replacement of established therapies through the leveraging of the knowledge residing in 4.6 million now-digitized PHS patient records. As such, the PHS experience serves as a window into how one organization strove to address the daunting challenges of 21st century health care services information management, as a template for success in the implementation of large-scale information systems among research-based hospitals across the United States, and more broadly as a learning platform for industry executives in their efforts to transform health care delivery through data and knowledge management.
|
Challenge of Access to Oncology Drugs in Canada
|
|
|
|
| 17 pp.
| Note
Author(s): Gregory S. Zaric; Chander Sehgal Ivey ID: 9B09E020 Publication Date: 12/11/2009 Product Type: Note Teaching Note: 8B09E20 Geographic Setting: Canada Industry Setting: Health Services Size: Not Applicable Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Cost/Benefit Analysis; Insurance; Health Administration; Pharmaceuticals; Formulary Major Disciplines: Management Science and Information Systems Product Description: In recent years, many countries with publicly funded healthcare have started using cost-effectiveness analysis (CEA) along with review of clinical data as a tool to assess the overall benefit of a new drug to the society and set priorities with regards to health care budget. Cost effectiveness was formally incorporated into the Ontario drug review system in 1993 and the Canadian drug-review system in 2003. The issue of using cost effectiveness has become increasingly contentious in recent years: some newly approved cancer drugs cost $3,000 to $6,000 or more for one treatment cycle, but their high prices means that they were often classified as being not cost effective. This note reviews many of the competing interests in debates over drug funding and dilemmas about healthcare financing decisions in the presence of limited budgets.
|
Gold Claim at Sturgeon Lake
|
|
|
|
| 7 pp.
| Case
Author(s): Peter C. Bell; Gregory S. Zaric Ivey ID: 9B09E018 Publication Date: 12/11/2009 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Metal Mining Size: Small Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Cash Flow; Uncertainty; Simulation; Decision Analysis Major Disciplines: Management Science and Information Systems Product Description: A freelance geologist was asked for advice regarding two mining claims to property on Sturgeon Lake, near Thunder Bay, Ontario. Specifically, he was asked if there was enough gold on the property to pursue an economically feasible mining opportunity. The geologist determined that an analytical approach would best aid the analysis of the multiple factors he would need to consider in arriving at a decision about whether or not to proceed with the mining operation. The first stage in ore extraction involved building an access road, and the second stage was to implement a drilling program. There was considerable uncertainty surrounding the costs and actual feasibility of completion of these stages; yet only when these stages were completed could actual mining of the property begin. If mining proceeded, it was assumed it would take 10 years to extract all the gold from the site, and the total amount of gold in the mine would be extracted at an even rate over the 10-year period. Mining costs were assumed to be $30 an ounce, and the geologist used a discount rate of 20 per cent before taxes when evaluating projects.
|
OLGC Finds Its Match (B)
|
|
|
|
| 2 pp.
| Supplement
Author(s): Chris K. Anderson; John G. Wilson Ivey ID: 9B09E015 Publication Date: 12/11/2009 Product Type: Supplement Teaching Note: 8B09E14 Geographic Setting: Canada Industry Setting: Amusement and Recreation Services Size: Large Year of Event: 2006 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Expected Value; Simulation; Probability Major Disciplines: Management Science and Information Systems; Production and Operations Management Product Description: This supplement to OLGC Finds Its Match (A), product # 9B09E014, summarizes the results from a series of bets and provides the email response from the game provider following the discontinuation of this particular game.
|
OLGC Finds Its Match (A)
|
|
|
|
| 3 pp.
| Case
Author(s): Chris K. Anderson; John G. Wilson Ivey ID: 9B09E014 Publication Date: 12/11/2009 Product Type: Case (Library) Teaching Note: 8B09E14 Geographic Setting: Canada Industry Setting: Amusement and Recreation Services Size: Large Year of Event: 2006 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Expected Value; Probability; Simulation Major Disciplines: Management Science and Information Systems; Production and Operations Management Product Description: The case illustrates a sports betting product offered by the Ontario Lottery and Gaming Commission. The particular game involved has odds that favour the bettor over the game provider under certain settings. The supplement B case, product 9B09E015, summarizes the results from a series of bets made and provides an email response from the game provider following the discontinuation of this particular game. The case provides an interesting introduction into probability or simulation and expected value calculations.
|
Oncidium Business Consulting (A2)
|
|
|
|
| 7 pp.
| Case
Author(s): John S. Haywood-Farmer; Ramasastry Chandrasekhar Ivey ID: 9B09D016 Publication Date: 12/11/2009 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Business Services Size: Small Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Professional Firms; Valuation; Partnership; Corporate Culture Major Disciplines: Entrepreneurship; Production and Operations Management Product Description: In late 2006, the four partners of Oncidium Business Consulting disagree on a number of questions, such as the firm's future direction, the responsibilities of each partner and how profits are to be divided. The A1 case, 9B09D015, takes the viewpoint of the founding partner and majority holder of the firm's shares. The A2 case, 9B09D016, looks at the situation from the position of one of the minority partners.
|
Henderson bas: The Primus.ca Campaign
|
|
|
|
| 13 pp.
| Case
Author(s): John S. Haywood-Farmer; Ari Shomair; Arina Rosu Ivey ID: 9B09D013 Publication Date: 12/11/2009 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Business Services Size: Small Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Website Design; Internet Metrics; Internet Marketing; Process Analysis Major Disciplines: Production and Operations Management Product Description: In April, 2009, the director of media strategy at henderson bas, a Toronto-based online advertising agency, was evaluating the current campaign for Primus Telecommunications (Primus). It had been two months since the Primus home phone bundle banner advertisement campaign had been launched, and initial results were not as expected. While there were a lot of visitors attracted to the Primus website, those visitors were not "converted" into paying customers at a high enough rate. This poor conversion rate had pushed the cost per acquisition of new Primus customers to uncomfortably high levels, threatening the campaign's future. By gathering form usage data from the website and subsequently implementing visitor-tracking software, the director focused her attention to analyze the results to determine why visitors to Primus' website were not converting into paying customers.
|
Note on Quality Function Deployment
|
|
|
|
| 10 pp.
| Note
Author(s): Jitendra R. Sharma Ivey ID: 9B09D010 Publication Date: 12/8/2009 Product Type: Note Geographic Setting: India Industry Setting: Miscellaneous Services; Miscellaneous Manufacturing Industries Size: Not Applicable Level of Difficulty: 4 - Undergraduate/MBA Subjects: Quality Management; Product Design/Development; Operations Management Major Disciplines: General Management; International; Production and Operations Management Product Description: This note explains the need and importance of quality function deployment (QFD), a customer-driven quality-planning tool that translates customers' needs into appropriate technical requirements of the product or service. The note addresses methodology and implementation as applied to a certain product or service, the product in this situation being credit cards.
|
Swine Flu Tour
|
|
|
|
| 8 pp.
| Case
Author(s): Stephen Grainger Ivey ID: 9B09C021 Publication Date: 12/8/2009 Product Type: Case (Gen Exp) Teaching Note: 8B09C21 Geographic Setting: China Industry Setting: Health Services Size: Not Applicable Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Health Care; Contingency Management; Crisis Management; Swine Flu Major Disciplines: Entrepreneurship; Human Resource Management; International Product Description: A business professor has just arrived in China with a group of students on a study tour, when one of the members of the group comes down with the H1N1 virus. The entire group is either hospitalized or quarantined. The professor, who is also the tour director, must determine how to deal with the crisis, and quickly. This case is designed for use in a crises management course, or in an early class in an international management course to illustrate the sort of differences one may confront in the international environment.
|
Marble Slab Creamery: A Grand Occasion
|
|
|
|
| 16 pp.
| Case
Author(s): Elizabeth M.A. Grasby; Renee Zatzman Ivey ID: 9B09A034 Publication Date: 12/11/2009 Product Type: Case (Field) Teaching Note: 8B09A34 Geographic Setting: Canada Industry Setting: Food Stores Size: Small Year of Event: 2008 Level of Difficulty: 1 - Introductory Subjects: Marketing Communication; Market Strategy; Market Analysis; Market Segmentation Major Disciplines: Marketing Product Description: The franchise owner of a Marble Slab Creamery (Marble Slab) in Ontario must submit a grand opening proposal to franchise headquarters in Calgary, Alberta, in two weeks' time. This proposal is to include her chosen target market, the franchise location and decisions made regarding product variety and pricing. The franchise owner also has to decide how best to allocate her $10,000 promotional budget to gain exposure and bring customers into her store.
|
IA Clarington: Target Click Funds
|
|
|
|
| 13 pp.
| Case
Author(s): Chuck Grace; James A. Erskine; Michiel R. Leenders Ivey ID: 9B09N022 Publication Date: 10/30/2009 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Insurance and Pension Funds Size: Large Year of Event: 2008 Level of Difficulty: 2 - Intro/Undergraduate Subjects: Financial Strategy; Investment Analysis Major Disciplines: Finance Product Description: In October 2008, the senior vice-president for product and business development at IA Clarington (IAC), a life and health insurance company, was preparing for a meeting with the president of IAC. The topic of discussion would be IAC?s Target Click Fund, a mutual fund with an options-based guarantee structure targeted towards investors who were looking for growth along with capital preservation. The vice-president had been asked to render his opinion of whether he thought that the fund's scheduled rebalancing date should be accelerated in order to take advantage of a historic decline in global equity markets. The vice-president had to consider several pieces of information in making his recommendation, including that fact that his main competitors would be quick to take advantage of any misguided recommendation. He wondered if the markets had truly hit bottom, and how/if he could time the rebalancing to the lowest point. Also, the investment philosophy behind IAC and click funds encouraged investors to remain invested during turbulent times: what would changing the rebalancing date indicate to those investors?
|
Duckworth Asset Management Inc.
|
|
|
|
| 7 pp.
| Case
Author(s): Chuck Grace Ivey ID: 9B09N021 Publication Date: 10/30/2009 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Security and Commodity Brokers, Dealers Size: Medium Year of Event: 2008 Level of Difficulty: 3 - Undergraduate Subjects: Risk Management; Market Risk; Investment Policy; Financial Strategy; Investment Analysis Major Disciplines: Finance Product Description: In October 2008, the manager of client services at Duckworth Asset Management Inc. (Duckworth), an investment firm headquartered in St. John?s, Newfoundland, was preparing for a briefing with Duckworth?s vice-president of investments. The vice-president had been fielding several phone calls in the past few weeks, all from clients concerned about the significant drop in global financial markets. Since its June 2008 peak, Canada?s S&P/TSX had dropped 33 per cent ? one of the fastest market corrections in history. One client in particular ? the Canadian Swimming Scholarship Foundation (CSSF) ? had asked for a meeting with the vice-president regarding alternative investments. The CSSF had heard from another foundation that market neutral strategies could help them manage the volatility they were experiencing with their current holdings. The vice-president had asked the client-services manager to prepare a recommendation on how to best explain events in the current market, the concept of investment risk and if a market neutral strategy could help reduce total portfolio vulnerability.
|
Trichromatic West Inc.
|
|
|
|
| 13 pp.
| Case
Author(s): Colette Southam; Amin Lalani; Dylan Haggart; Michael White; Sherif Guirgis Ivey ID: 9B09N020 Publication Date: 10/30/2009 Product Type: Case (Field) Teaching Note: 8B09N20 Geographic Setting: United States Industry Setting: Chemicals and Allied Products Size: Small Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Business Valuation; Private Placement; Valuation; Acquisitions Major Disciplines: Finance Product Description: The founder of Trichromatic West Inc. (TCW) has decided that he would like to explore the possibility of selling the business he has spent the last 20 years building. The founder has asked a group of students from the Richard Ivey School of Business to help establish a benchmark valuation for TCW against which future offers can be evaluated. In addition, the founder is interested in the team's recommendation for positioning TCW for a potential sale.
|
Creating a Process-oriented Enterprise at Pinnacle West
|
|
|
|
| 18 pp.
| Case
Author(s): T.S. Raghu Ivey ID: 9B10E002 Publication Date: 3/2/2010 Product Type: Case (Field) Teaching Note: 8B10E02 Geographic Setting: United States Industry Setting: Electric, Gas and Sanitary Services Size: Large Year of Event: 2008 Level of Difficulty: 5 - MBA/Postgraduate Subjects: Organizational change; Information technology strategy; Change management; Business process re-Engineering Major Disciplines: General Management; Management Science and Information Systems; Production and Operations Management Product Description: Pinnacle West is in the energy-related services business and headquartered in Phoenix, Arizona. Its largest subsidiary, APS, is a power utility that serves over a million customers across Arizona. The case was written when one of the biggest recessions in recent history hit global and U.S. markets. Written from the perspective of the vice-president and chief information officer, the case chronicles the various recent successful process change initiatives at Pinnacle West. The vice-president has achieved initial success in instituting a process-oriented culture inside his own information technology (IT) services organization, and in some specific business units within Pinnacle West. He now faces a significant crossroads in his process orientation strategy for Pinnacle West. He has to devise a strategy for a wider rollout of a process-oriented strategy throughout Pinnacle West and determine if the larger enterprise is ready for this strategy. He has to consider various issues in making this decision - resource availability, change management competency and buy-in from other top-level managers. He has to carefully weigh the various options in rolling out this strategy, as he fears that any misstep may derail his carefully executed plans for bringing a process-oriented approach to managing at Pinnacle West. This case can be used
|
A New Executive Director
|
|
|
|
| 6 pp.
| Case
Author(s): Jeffrey Gandz; Elaine Todres Ivey ID: 9B10C006 Publication Date: 3/22/2010 Product Type: Case (Gen Exp) Geographic Setting: Canada Industry Setting: Executive, Legislative & General Gov. Year of Event: 2010 Level of Difficulty: 5 - MBA/Postgraduate Subjects: Leadership; Talent development; Developmental coaching; Succession planning Major Disciplines: Human Resource Management Product Description: A newly promoted assistant deputy minister of business and trade must decide which of two candidates to recommend for her previous role as executive director, business and consumer regulation. One candidate is creative, innovative, client focused and an inspirational and charismatic leader with a history of "ruffling some feathers" with other departments within the government. The other candidate seems to lack drive and innovativeness but has earned the respect of his team and others within various government departments with whom he has interacted. This appointment is being made at a time of change within the government as it faces severe budgetary pressures and believes that there are opportunities to do many of its traditional functions in new, more cost-effective ways.
|
Understanding Buyer Choice/Rejection/Experience Process for Complex High-Technology Consumer Products: The Example of Notebooks
|
|
|
|
| 13 pp.
| Note
Author(s): Roger A. More Ivey ID: 9B10A004 Publication Date: 3/15/2010 Product Type: Note Geographic Setting: Canada Size: Large Level of Difficulty: 4 - Undergraduate/MBA Subjects: Marketing planning; Innovation; Consumer behaviour; High technology products Major Disciplines: Marketing Product Description: This note develops a comprehensive new set of concepts to understand buyer behaviour for complex high technology consumer products using the example of notebook computers.
|
Understanding Buyer Choice/Rejection/Experience Process for Complex Business High-Technology Product/Service/Bundles: The Example of Nuclear Power Plants
|
|
|
|
| 9 pp.
| Note
Author(s): Roger A. More Ivey ID: 9B10A003 Publication Date: 3/15/2010 Product Type: Note Geographic Setting: Canada Size: Large Level of Difficulty: 4 - Undergraduate/MBA Subjects: Consumer behaviour; High technology products; Competitive advantage; Innovation Major Disciplines: Marketing Product Description: This note develops a comprehensive new conceptualization of the complex processes that accompany large scale high technology product/service bundles using the example of nuclear power plants.
|
Understanding Buyer Choice/Rejection/Experience Process for Complex Services: The Example of Montessori Private Schools
|
|
|
|
| 8 pp.
| Note
Author(s): Roger A. More Ivey ID: 9B10A002 Publication Date: 3/15/2010 Product Type: Note Geographic Setting: Canada Industry Setting: Educational Services Size: Small Level of Difficulty: 4 - Undergraduate/MBA Subjects: Educational administration; Education; Human behaviour; Consumer behaviour Major Disciplines: Marketing Product Description: This note develops a comprehensive new set of concepts to understand buying processes of parents choosing amony complex educational services using the example of Montessori private schools.
|
Silver Sales Company
|
|
|
|
| 8 pp.
| Case
Author(s): Gary Whitney; Stephen Standifird Ivey ID: 9B09M095 Publication Date: 3/2/2010 Product Type: Case (Field) Teaching Note: 8B09M95 Geographic Setting: United States Industry Setting: Measuring & Analyzing Instruments Size: Small Year of Event: 2003 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Decision making; Exit strategy; Valuation; Mergers & acquisitions Major Disciplines: Entrepreneurship; General Management Product Description: Silver Sales Company's president is building a growing company that sells extremely accurate flow meters used to measure water flow in pipes and channels. In addition, Silver Sales Company provides inspection and assessment services to water agencies. The president owns 31 per cent of the company. Ring Manufacturing, the sole owner of the intellectual property and manufacturing facility for the flow meters, controls 62 per cent of the ownership of Silver Sales Company. The president is considering his long-term stake in the organization. Recently, the president has been approached by a U.K. company that is a sales agent for Silver Sales Company's products. The company has expressed an interest in a possible merger or acquisition between the two companies and has further indicated that it has an investor to support its desires. The president is now trying to determine whether a closer relationship with, or sale to, the U.K. company might be a way for him to capture some of the value he has created over the last several years.
|
Helping: An Urgent New Role for Leaders
|
|
|
|
| 11 pp.
| Article
Author(s): Edgar Schein Ivey ID: 9B09TE02 Publication Date: 01/09/2009 Product Type: Article Subjects: Organizational behaviour; Leadership Major Disciplines: General Management Product Description: Leaders are increasingly finding themselves in situations where they need help from subordinates, and in which subordinates are asking for help in areas where leaders are not experts. To manage either situation effectively, a leader will have to develop a degree of humility and specific process skills. Readers will learn how to achieve those difficult goals in this article by the dean of organizational behaviour.
|
MK II: Building an American Watch Company
|
|
|
|
| 22 pp.
| Case
Author(s): Murray J. Bryant; Ken Mark Ivey ID: 9B09M073 Publication Date: 1/25/2010 Product Type: Case (Field) Geographic Setting: United States Industry Setting: Miscellaneous Manufacturing Industries Size: Small Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Strategy development; Growth; Innovation Major Disciplines: Entrepreneurship; General Management; International; Marketing; Production and Operations Management Product Description: Against all odds, the founder of Mk II Corporation (Mk II) has started an American watch company. The founder, a former investment banker and a Wharton MBA graduate, began his venture in 2002 with no prior experience in the watchmaking trade. He started his company to produce watches in the United States during an era when U.S. manufacturing was in decline and the country had no indigenous watchmaking firms to speak of. In addition, the economy was recovering from the dotcom bust and there was intense competition from large, vertically integrated players. Despite all this, the founder has managed to deliver a few thousand watches and watch parts, and has a growing customer list. His challenge in March 2009 turns from trying to survive to figuring out how to manage Mk II's explosive growth.
|
Please Stop Working So Hard!
|
|
|
|
| 2 pp.
| Case
Author(s): June Cotte; Seung Hwan (Mark) Lee Ivey ID: 9B09C020 Publication Date: 1/25/2010 Product Type: Case (Gen Exp) Teaching Note: 8B09C20 Geographic Setting: Canada Industry Setting: Machinery except Electrical Size: Medium Year of Event: 2009 Level of Difficulty: 1 - Introductory Subjects: Worker participation; Leadership; Labour unions; Employee grievances Major Disciplines: Human Resource Management Product Description: A new production supervisor at an automobile engine plant has encountered his first challenging task. The production supervisor must find a way to diffuse the tension between his team leader and other machine operators on the line. The team leader, the hardest worker among the group, was repeatedly criticized for over-exerting himself in many areas of the line. The workers feared that their jobs would be in jeopardy if workaholics like the team leader started undertaking multiple tasks. In addition, the workers began to feel that they were receiving unequal treatment from the production supervisor as the team leader was given special permission to break team norms. As the morale of the group continued to deteriorate, the production supervisor wanted to confront the team leader about this unique quandary. The production supervisor needed to figure out a solution to best please the team leader and the entire group.
|
University Health Network (UHN): The MOE-MAR Initiative
|
|
|
|
| 22 pp.
| Case
Author(s): Darren Meister; Ken Mark Ivey ID: 9B06E013 Publication Date: 2/5/2010 Product Type: Case (Field) Related Material: 7B06E013 Geographic Setting: Canada Industry Setting: Health Services Size: Large Year of Event: 2004 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Information systems Major Disciplines: Management Science and Information Systems Product Description: The director of Acute Care Information Management at University Health Network is thinking about how to form a steering committee and several working groups to manage the implementation and ongoing operation of the Medication Order Entry and Medication Administration Record module. This initiative would be the most challenging and complex the IT department had ever undertaken. She would need to address the concerns of administration, physicians and nurses.
|
Cutting Your Losses: How to Avoid the Sunk Cost Trap
|
|
|
|
| 10 pp.
| Article
Author(s): Michael Roberto Ivey ID: 9B09TF03 Publication Date: 01/11/2009 Product Type: Article Subjects: Volatility; Management decisions Major Disciplines: General Management Product Description: "If at first you don't succeed, give up," is the road less travelled for leaders who continue to spend money on an acquisition they made -even though the acquisition is clearly not working out. But why, as this author asks, don't we actually strive to create an organizational climate that makes admitting and learning from mistakes as valued as persistence and perseverance? Below, he describes four steps that can make it easy for leaders to cut their losses and save face.
|
Rudy Wong, Investment Advisor
|
|
|
|
| 21 pp.
| Case
Author(s): Stephen R. Foerster; Jimmy Rogers Ivey ID: 9B10N004 Publication Date: 1/15/2010 Revision Date: 1/22/2010 Product Type: Case (Field) Teaching Note: 8B10N04 Geographic Setting: Canada Industry Setting: Security and Commodity Brokers, Dealers Size: Medium Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Investments; Financial crisis; Stock market; Personal financial planning Major Disciplines: Finance Product Description: With stock markets in major decline, Rudy Wong, an investment advisor for a wealth management firm had to decide how best to reassure each of his clients in upcoming meetings: by communicating logical arguments based on his portfolio management expertise and analysis, or by managing emotions and attempting to re-establish his clients' faith in the markets. He also needed to re-examine the investment strategy he had developed for each client and recommend that they either "stay the course" with current strategies or make changes. The case allows for a rich discussion of the role of investment advisors, the importance of asset allocation, active versus passive management, investment goal setting, the global financial crisis of 2007-2009, and application of behavioral finance issues such as biases, reliance on heuristics, and framing.
|
RBC - Financing Oil Sands (B)
|
|
|
|
| 5 pp.
| Supplement
Author(s): Michael Sider; Jana Seijts; Ramasastry Chandrasekhar Ivey ID: 9B10M016 Publication Date: 1/27/2010 Product Type: Supplement Geographic Setting: Canada Industry Setting: Banking Size: Large Year of Event: 2010 Level of Difficulty: 5 - MBA/Postgraduate Subjects: Sustainable development; Environment Major Disciplines: Finance; General Management Product Description: Under pressure from the Rainforest Action Network to make their lending policies more sustainable, executives at the Royal Bank of Canada who deal with issues of corporate citizenship and sustainability must decide whether to continue financing companies involved in extracting oil from the tar sands of Alberta, Canada. The case asks students to consider the following questions: 1) Should banks lend to any business or industry the government deems to be sustainable? 2) What are the risks of lending to businesses some stakeholders deem unsustainable? 3) How should banks respond when pressured by an interest group? 4) How does a bank decide what is sustainable lending practice? This is a supplement to RBC-Financing Oil Sands (A), product number 9B10M015.
|
RBC - Financing Oil Sands (A)
|
|
|
|
| 16 pp.
| Case
Author(s): Michael Sider; Jana Seijts; Ramasastry Chandrasekhar Ivey ID: 9B10M015 Publication Date: 1/27/2010 Revision Date: 4/27/2010 Product Type: Case Geographic Setting: Canada Size: Large Year of Event: 2010 Level of Difficulty: 5 - MBA/Postgraduate Subjects: None specified Major Disciplines: Finance; General Management Product Description: Under pressure from the Rainforest Action Network to make their lending policies more sustainable, executives at the Royal Bank of Canada who deal with issues of corporate citizenship and sustainability must decide whether to continue financing companies involved in extracting oil from the tar sands of Alberta, Canada. The case asks students to consider the following questions: 1) Should banks lend to any business or industry the government deems to be sustainable? 2) What are the risks of lending to businesses some stakeholders deem unsustainable? 3) How should banks respond when pressured by an interest group? 4) How does a bank decide what is sustainable lending practice? The supplement B case RBC-Financing Oil Sands (B), product number 9B10M016, is also available.
|
New Balance: Developing an Integrated CSR Strategy
|
|
|
|
| 21 pp.
| Case
Author(s): Vesela Veleva Ivey ID: 9B10M011 Publication Date: 1/28/2010 Product Type: Case (Field) Teaching Note: 8B10M11 Geographic Setting: United States Industry Setting: Apparel and other Finished Products Size: Medium Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Business sustainability; Strategy development; Performance assessment; Corporate social responsibility Major Disciplines: General Management; International; Marketing Product Description: This case focuses on New Balance -- a privately held company and the fourth largest athletic footwear manufacturer in the world. Founded over 100 years ago, New Balance has a strong social responsibility culture and mission established by its owners. Its commitment to employees, for example, was expressed through maintaining domestic manufacturing in the United States (the only large footwear manufacturer to do so presently) and avoiding layoffs in the deep recession of 2007-2009. In the late 1990s, the company established the Responsible Leadership Steering Committee to address human rights issues in overseas factories. Throughout the years, private ownership had allowed New Balance to take risks and make choices that publicly held companies might not have been able to do; at the same time, private ownership also meant lower pressures to disclose social and environmental performance. The owners were also very ``humble'' and hesitant to talk aloud about social responsibility. As a global player, the present challenge for the company has become to move corporate social responsibility (CSR) to the next level -- from ``doing what's right'' to fully integrating CSR into the business strategy. The overall goal of the case is to use the provided information from a comprehensive company assessment to identify a few key areas where New Balance can focus on and demonstrate industry leade
|
Great Recession, 2007-2010: Causes and Consequences
|
|
|
|
| 11 pp.
| Case
Author(s): David W. Conklin; Danielle Cadieux Ivey ID: 9B10M008 Publication Date: 1/20/2010 Product Type: Case (Library) Teaching Note: 8B10M08 Geographic Setting: Global Industry Setting: Banking; Credit Agencies other than Banks Year of Event: 2007-2010 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Business and society; Government regulation; Government and business; Financial institutions Major Disciplines: Finance; General Management Product Description: A recession in the U.S. economy began at the end of 2007. Concerns deepened as an epic financial crisis shattered business and consumer confidence. By the fall of 2008, the United States was in the midst of the worst recession since the 1930s, and major financial institutions were on the verge of bankruptcy. The financial crisis and recession spread around the world. Many saw a risk that the global financial system might collapse, perhaps precipitating a repetition of the lengthy economic devastation of the 1930s depression. Governments reacted by creating huge stimulus packages that greatly increased national deficits and debts, and by loosening monetary policies with interest rates close to zero and huge expansions of the money supply. In their efforts to save the financial system, governments also offered bail-out packages to banks, including loans, guarantees and equity. By the fall of 2009, the crisis had stabilized, and the appearance of "green shoots" gave promise of recovery. By 2010, it was possible to put the financial crisis in perspective, and to raise questions about the causes and consequences. Of particular concern was whether new regulations might be needed to prevent a recurrence, and whether some of the tighter regulations should be international in scope. A related concern was whether such regulations should be applied to non-bank financial institutions as well as banks. Gover
|
Paediatric Orthopaedic Clinic at the Childrens Hospital of Western Ontario (B)
|
|
|
|
| 6 pp.
| Case
Author(s): Mary Heisz; Kellie Leitch Ivey ID: 9B10D001 Publication Date: 1/25/2010 Revision Date: 4/23/2010 Product Type: Case Geographic Setting: Canada Size: Large Year of Event: 2010 Level of Difficulty: 4 - Undergraduate/MBA Subjects: None specified Major Disciplines: Production and Operations Management Product Description: The director of the Paediatric Orthopaedic Clinic (the Clinic) at the Children's Hospital of Western Ontario has a better understanding of the process flow and bottlenecks at the Clinic and also has ideas for some possible solutions. The director can turn her thoughts to addressing a recurring issue raised by the hospital's management - how the Clinic's performance should be measured. The director pondered the mission of the hospital, which was to improve access to patient care and patient safety while sustaining the hospital's ability to deliver patient care into the future. She knew the Clinic was also committed to this mission, and she was prepared to evaluate the performance of the Clinic against this mission. Once again, the monthly executive meeting was looming, and the director wanted to be in a position to present a framework for her clinic's performance evaluation. This case is suitable for introducing the concept of performance measurement in a non-profit setting as well as the pitfalls associated with collecting the information. This is a follow-up case to Paediatric Orthopaedic Clinic at the Children's Hospital of Western Ontario (A), product # 9B08D001.
|
Finning International Inc.: Management Systems in 2009
|
|
|
|
| 15 pp.
| Case
Author(s): Murray J. Bryant; Ken Mark Ivey ID: 9B10B001 Publication Date: 1/25/2010 Product Type: Case (Field) Geographic Setting: United States Industry Setting: Business Services Size: Large Year of Event: 2007 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Management decisions; Management systems; Accountability; Control systems Major Disciplines: Accounting; General Management; International Product Description: A stock analyst is reviewing information about Finning International Inc. He wonders how strategy at Finning's business unit-level is translated into financial and individual performance metrics at the line of business level. The case study describes Finning's internal management systems and shows how the metrics at the various levels are in alignment with the company's overall objectives.
|
Sara Tsien
|
|
|
|
| 7 pp.
| Case
Author(s): Jeffrey Gandz; Elizabeth Spracklin Ivey ID: 9B10C007 Publication Date: 4/15/2010 Product Type: Case (Gen Exp) Geographic Setting: Asia-Pacific Size: Large Year of Event: 2010 Level of Difficulty: 4 - Undergraduate/MBA Subjects: None specified Major Disciplines: Human Resource Management Product Description: Sara Tsien must decide what performance assessment to give one of her employees who has, uncharacteristically, failed to meet one of her key objectives for the year. The situation is difficult for several reasons; the causes of the unacceptable performance are not clear; the employee has previously received excellent appraisals, including a recent one by the vice-president; and the employee was absent for a good part of the year on maternity leave. The various factors that influence sustained performance (ability, motivation, resources, role clarity, reinforcement) are examined, as well as steps leaders can take in improving performance of those for whom they are responsible.
|
Hydro One Inc.: CEO Compensation
|
|
|
|
| 17 pp.
| Case
Author(s): Stephen Sapp; Ramasastry Chandrasekhar Ivey ID: 9B10N002 Publication Date: 2/11/2010 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Electric, Gas and Sanitary Services Size: Large Year of Event: 2000 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Fiduciary responsibility; Corporate governance; Executive compensation; Privatization Major Disciplines: Accounting; Finance; General Management; Human Resource Management Product Description: The case presents the situation faced by the board of directors at Hydro One, a government-owned Canadian electric utility, as they discuss updating the current executive compensation packages because of the pending privatization of Hydro One. As a government owned enterprise, compensation was moderated by the job security and prospects of career advancement in the public sector, but the imminent privatization required the compensation system to be revisited. The case presents details of the current compensation system for Hydro One's key officers and the comparative data for their counterparts at similar firms. The case allows for discussion of the interplay between corporate governance processes, the corresponding responsibilities of directors and the decisions they make, in particular chief executive officer and executive compensation. The postscript to the case allows for a lively class room discussion of corporate governance, fiduciary responsibility and communication among major stakeholders.
|
Change at Pfizer: Jeff Kindler (A)
|
|
|
|
| 26 pp.
| Case
Author(s): Michael J. Rouse; Chander Sehgal Ivey ID: 9B10M014 Publication Date: 2/11/2010 Product Type: Case (Library) Geographic Setting: United States Industry Setting: Chemicals and Allied Products Size: Large Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Structure; Strategy; Industry analysis; Corporate strategy Major Disciplines: General Management Product Description: Pfizer Inc., the largest research based drug company in the world, is faced with multiple challenges. The key challenges include fierce court battles with generic companies over the patents of Lipitor, reduced productivity from research and development, and a changing external healthcare environment globally with growing importance of emerging markets. These challenges are set within a business environment itself characterized by multi-level change and uncertainty. The case dwells on the newly appointed chief executive officer's strategy in transforming a giant pharmaceutical organization by changing the business model, the strategy and structure to foster organic growth, as well as to explore external opportunities. Does Pfizer need more change or is it merely a matter of time before the new strategy generates results?
|
Lundbeck Korea: Managing an International Growth Engine
|
|
|
|
| 19 pp.
| Case
Author(s): Paul W. Beamish; Michael Roberts Ivey ID: 9B10M012 Publication Date: 2/11/2010 Revision Date: 2/12/2010 Product Type: Case (Field) Teaching Note: 8B10M12 Geographic Setting: Korea; Denmark Industry Setting: Chemicals and Allied Products Size: Large Year of Event: 2005 Level of Difficulty: 4 - Undergraduate/MBA Subjects: MNE reporting structures; International strategy; Emerging markets Major Disciplines: General Management; Human Resource Management; International Product Description: In 2005, the vice-president of Lundbeck, a Danish based central nervous system (CNS) pharmaceutical firm, needed to decide what to do with one of his most promising subsidiaries, Lundbeck Korea. Over its short lifetime, under the leadership of the country manager and the Asia regional manager, the subsidiary had grown well beyond the original goals set for it. The vice-president wanted to create a reporting structure and management mix that would balance the local demands that Lundbeck Korea required for growth with Lundbeck's overall strategy of specialization, speed, integration and results. While focusing on Lundbeck Korea, the case also traces Lundbeck's internationalization efforts in Asia over the past 20 years. Over that time, the company has grown from pure licensing arrangements to establishing its own country level subsidiaries. This case introduces the dynamic tensions between taking advantage of local management expertise and executing a corporate strategy developed for an entire global group. In addition, it illustrates the importance, but difficulties, of being sensitive to local management goals, while promoting a global corporate culture.
|
Douglas Fine Foods
|
|
|
|
| 20 pp.
| Case
Author(s): James E. Hatch; Mary M. Crossan; Gerard Seijts; Jeff Goodwin Ivey ID: 9B09N014 Publication Date: 2/5/2010 Product Type: Case (Field) Teaching Note: 8B09N14 Geographic Setting: Canada Industry Setting: Miscellaneous Services Size: Small Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Transformational leadership Major Disciplines: Finance Product Description: Murray Douglas is the new chief executive officer (CEO) of Douglas Fine Foods (DFF), a family-owned business in its 80th year. Headquartered in Calgary, Alberta, DFF has grown to become Canada's largest privately held food services company, doing $30 million worth of business annually. DFF provides business dining, residence and camp food services, catering, vending machine services, and food service equipment and design. The business serves clients in various industries including schools, sports arenas and concessions, warehouses, government offices and corporations. Douglas needs to make several key decisions concerning DFF, including how to pay for a buyout of his brother's shares; whether to renew a contract with an undesirable customer; whether to pursue an active acquisition strategy; and how to transform the business to become a world-class, professionally managed organization. Students must evaluate complexities and trade-offs in making a sequence of decisions; outline a clear strategy and vision for the company; prioritize strategic options; define elements of an acquisition strategy; determine financing options for cash-constrained firm; and manage internal culture transformation.
|
Netflix
|
|
|
|
| 20 pp.
| Case
Author(s): Sayan Chatterjee; Elizabeth Carroll; David M. Spencer Ivey ID: 9B09M093 Publication Date: 2/3/2010 Product Type: Case (Pub Mat) Teaching Note: 8B09M93 Geographic Setting: United States Industry Setting: Motion Pictures - TV, Radio & Video Size: Medium Year of Event: 2005 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Business model design; Competitive strategy; Planning Major Disciplines: General Management Product Description: This case describes how Netflix created the business model of delivering DVDs using mail services. Essentially, Netflix exploited a whitespace that other players, such as Blockbuster, could not engage in primarily because they were constrained by their own business models. The case allows the instructor to develop the details of the capabilities that have allowed Netflix to deliver the values its customers desire. The case can then explore the competitive dynamics between Blockbuster, Netflix and Wal-Mart, a new entrant, in this space. Finally, the case describes future technologies, such as Video on Demand (VOD), that in turn pose a threat to Netflix's business model.
|
CSTAR
|
|
|
|
| 28 pp.
| Case
Author(s): James E. Hatch; John S. Haywood-Farmer; Michael J. Rouse; Virginia Ritchie Ivey ID: 9B09M017 Publication Date: 2/5/2010 Product Type: Case (Field) Teaching Note: 8B09M17 Geographic Setting: Canada Industry Setting: Machinery except Electrical Size: Small Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Research and development strategy Major Disciplines: Entrepreneurship; General Management Product Description: Canadian Surgical Technologies and Advanced Robotics Centre (CSTAR) had had a successful year during which its new director had ensured that CSTAR?s budget deficit was on target to be reduced by 50 per cent. CSTAR still faced significant hurdles to becoming financially stable and a leader in minimally invasive surgery (MIS). The director wanted CSTAR to be financially self-sustainable within two years, and identified goals to overcome these hurdles: development of a sustainable financing plan that would support its annual operating budget; setting strategies for its four revenue streams; and development of an operating plan to support CSTAR's new educational facility. Additionally, the MIS sector had no clear leader to set clinical care standards or establish industry best practices. The director wondered how CSTAR could position itself to fulfill that leadership role and generate funding through its business development activities. As director of the centre, he had to design these strategies and design a financing plan to push CSTAR into the black.
|
Kimpton Hotels - Setting Prices on Priceline (C )
|
|
|
|
| 2 pp.
| Supplement
Author(s): Chris Anderson; John G. Wilson; Joel Read Ivey ID: 9B09E029 Publication Date: 2/11/2010 Product Type: Supplement Geographic Setting: United States Industry Setting: Hotels, Rooming Houses, Camps Size: Medium Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Customer demand; Probabilistic and statistical modeling; Modeling; Simulation Major Disciplines: Management Science and Information Systems; Marketing; Production and Operations Management Product Description: The Kimpton Hotels' area director of revenue management (director) for Washington, D.C. was excited about using Priceline.com to help fill rooms on some of Kimpton's low-demand weekends. He estimated the coming weeks' demand across three rate classes and across three lengths of stay (LOS), and he wanted to make sure he did not use Priceline.com too aggressively by releasing too many rooms onto the site.
|
Kimpton Hotels - Setting Prices on Priceline (B)
|
|
|
|
| 2 pp.
| Supplement
Author(s): Chris Anderson; John G. Wilson; Joel Read Ivey ID: 9B09E028 Publication Date: 2/11/2010 Product Type: Supplement Geographic Setting: United States Industry Setting: Hotels, Rooming Houses, Camps Size: Medium Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Modeling; Customer demand; Probabilistic and statistical modeling; Simulation Major Disciplines: Management Science and Information Systems; Marketing; Production and Operations Management Product Description: In June 2008, the Kimpton Hotels' area director of revenue management (director) for Washington, D.C. finished creating a pricing strategy that would determine the optimal posted price for rooms in the Washington, D. C. hotel as well as the number of rooms that should be provided to Priceline.com. He realized there was even more potential to gain revenue by posting more than one price; however, this would add further complexity into the strategy and he was unsure of the potential impact of having multiple posted prices.
|
Monforte Dairy
|
|
|
|
| 11 pp.
| Case
Author(s): Elizabeth M.A. Grasby; Jamie Hyodo Ivey ID: 9B10M037 Publication Date: 5/21/2010 Product Type: Case (Field) Teaching Note: Teaching Note: 8B10M37 Geographic Setting: Canada Industry Setting: Food and Kindred Products Size: Small Year of Event: 2009 Level of Difficulty: 1 - Introductory Subjects: Growth strategy; Break-Even analysis; Strategic planning; Business valuation Major Disciplines: General Management Product Description: The owner of Monforte Dairy Company Ltd. in Stratford, Ontario, was torn between two alternatives for the future of the company. She depended on the company for her livelihood, but she also wanted to use the company to further several culinary movements. All major growth options under consideration would require debt financing, and the owner wondered what affect this would have on her company.
|
|
|
|
| 19 pp.
| Teaching Note
Author(s): Elizabeth M.A. Grasby; Jamie Hyodo Ivey ID: 8B10M37 Publication Date: 5/21/2010 Product Type: Teaching Note Geographic Setting: Canada Industry Setting: Food and Kindred Products Size: Small Year of Event: 2009 Level of Difficulty: 1 - Introductory Subjects: Growth strategy; Break-Even analysis; Strategic planning; Business valuation Major Disciplines: General Management Product Description: The owner of Monforte Dairy Company Ltd. in Stratford, Ontario, was torn between two alternatives for the future of the company. She depended on the company for her livelihood, but she also wanted to use the company to further several culinary movements. All major growth options under consideration would require debt financing, and the owner wondered what affect this would have on her company.
|
Franz Collection, Inc.: The Road From Subcontracting to Brand
|
|
|
|
| 21 pp.
| Case
Author(s): Lien-Ti Bei; Shih-Fen Chen Ivey ID: 9B10M030 Publication Date: 5/28/2010 Product Type: Case (Field) Geographic Setting: Taiwan Industry Setting: Stone, Clay, Glass and Concrete Products Size: Medium Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Inter-firm cooperation; Global branding; MNEs from emerging markets; Subcontract manufacture Major Disciplines: Entrepreneurship; General Management; International; Marketing Product Description: The case describes the three-stage transformation of a Taiwanese company - from an original equipment manufacturer (OEM) of small gifts for Western European customers, to an original design manufacturer (ODM) providing design and production of home decor and gifts to customers in Europe and the United States, to an own brand manufacturing (OBM) company launching its brand of porcelain tableware targeted at the global market. The story of Franz Collection is a story of product outsourcing and international cooperation, where OEM subcontractors in Asia have tried to set up their own marketing channels and brand names to bypass their Western clients and appeal directly to consumers. This case describes the managerial dilemmas in establishing a global brand faced by manufacturers in Taiwan and the neighbouring countries.
|
Expatica.com: 10 Years of a Dutch Born-global
|
|
|
|
| 12 pp.
| Case
Author(s): Christopher Williams Ivey ID: 9B10M029 Publication Date: 5/5/2010 Product Type: Case (Field) Teaching Note: Teaching Note: 8B10M29 Geographic Setting: Netherlands Industry Setting: Business Services Size: Small Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Media; Product development; Internet; Internationalization Major Disciplines: Entrepreneurship; General Management; International; Marketing; Production and Operations Management Product Description: In December 2009, the management team at Expatica.com was undertaking a strategic review of the progress of the company and of the future opportunities for growth. The management team needed to take stock: the external environment was rapidly changing and threats from competitors were on the rise. Expatica.com was founded 10 years earlier to provide English language information and news to the expatriate community in Europe, delivering its services primarily over the Internet. Over the course of the 10 years, Expatica.com had experienced significant challenges in its organization and environment. The central issue was how to make its core business effective across multiple markets. The company had made tremendous progress over the decade but now needed to re-evaluate its position and identify new opportunities for growth. The management team realized that it needed to make a number of critical decisions, especially in the areas of internationalization and product development. 1) How should Expatica.com now internationalize into new markets? Which markets should it consider? How should it select new markets? Should it pull out of any existing markets? 2) What product development strategy should it adopt? What line extensions should it make to existing products? What kinds of more radical innovation could be appropriate? Should it phase out any existing product
|
|
|
|
| 7 pp.
| Teaching Note
Author(s): Christopher Williams Ivey ID: 8B10M29 Publication Date: 5/5/2010 Product Type: Teaching Note Geographic Setting: Netherlands Industry Setting: Business Services Size: Small Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Media; Product development; Internet; Internationalization Major Disciplines: Entrepreneurship; General Management; International; Marketing; Production and Operations Management Product Description: In December 2009, the management team at Expatica.com was undertaking a strategic review of the progress of the company and of the future opportunities for growth. The management team needed to take stock: the external environment was rapidly changing and threats from competitors were on the rise. Expatica.com was founded 10 years earlier to provide English language information and news to the expatriate community in Europe, delivering its services primarily over the Internet. Over the course of the 10 years, Expatica.com had experienced significant challenges in its organization and environment. The central issue was how to make its core business effective across multiple markets. The company had made tremendous progress over the decade but now needed to re-evaluate its position and identify new opportunities for growth. The management team realized that it needed to make a number of critical decisions, especially in the areas of internationalization and product development. 1) How should Expatica.com now internationalize into new markets? Which markets should it consider? How should it select new markets? Should it pull out of any existing markets? 2) What product development strategy should it adopt? What line extensions should it make to existing products? What kinds of more radical innovation could be appropriate? Should it phase out any existing products? 3) What else should the company do to drive succe
|
Tata: Leadership With Trust
|
|
|
|
| 31 pp.
| Case
Author(s): Oana Branzei Ivey ID: 9B10M025 Publication Date: 5/11/2010 Product Type: Case (Library) Geographic Setting: India Industry Setting: Non-Profit Organizations; Social Services; Business Services; Holdings and other Investment Companies; Non-Profit Organizations; Social Services; Business Services; Holdings and other Investment Companies; Non-Profit Organizations; Social Size: Large Year of Event: 2010 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Corporate social responsibility; Corporate social responsibility; Corporate social responsibility; Corporate social responsibility; Corporate social responsibility; Emerging markets; Emerging markets; Emerging markets; Emerging markets; Emerging Major Disciplines: General Management; General Management; General Management; General Management; General Management; Human Resource Management; Human Resource Management; Human Resource Management; Human Resource Management; Human Resource Management; In Product Description: The case illustrates the opportunities, challenges and trade-offs involved in the design, evolution and institutionalization of corporate social responsibility (CSR) and corporate sustainability (CS) within the Tata Group ? an India-based indigenous multinational enterprise (MNE) with a unique 140-year old commitment to the community as the key stakeholder of business. Despite the 2008-2009 global recession, the Tata Group topped the economic value creation charts. In 2008-2009, the Group had grossed US$70.8 billion in revenues; 64.7 per cent of the Group?s revenues were now coming from outside India. Its 96 independent companies spanned seven sectors: information systems and communications, engineering, materials, services, energy, consumer products and chemicals. Economic turbulence had put a break on social and environmental investing for many other companies, but renewed Tata Group
|
Wal-Mart Puerto Rico: Promoting Development Through a Public-Private Partnership
|
|
|
|
| 14 pp.
| Case
Author(s): Myrna Comas; Julia Sagebien Ivey ID: 9B10M024 Publication Date: 5/5/2010 Product Type: Case (Field) Teaching Note: Teaching Note: 8B10M24 Geographic Setting: Puerto Rico Industry Setting: Agricultural Production - Crops; General Merchandise Stores Size: Small/Large Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Government and business; Corporate social responsibility; Developing countries; Partnership Major Disciplines: Entrepreneurship; General Management; International; Marketing Product Description: Sowing the Development of the Country (SDC) was a public-private partnership between Wal-Mart Puerto Rico (Wal-Mart PR), the island's Department of Agriculture as well as its Economic Development Bank (EDB), two NGOs Caborroje?os Pro Salud y Ambiente (Caborroje?os Pro Health and Environment) and ConectaRSE (a corporate social responsibility (CSR) promotion non-governmental organization(NGO)), and a group of local farmers. The objective of the project was to promote sustainable development on the island by encouraging farmers to become entrepreneurs by developing small agro-businesses. Wal-Mart acted as the primary buyer. The project faced many challenges, such as farmers' difficulties in meeting quality standards and delivery schedules, the lack of an existing vehicle through which to access funding from the EDB, and, most importantly, changes in the political party in power. Project partners had to develope a position from which to negotiate a new alliance with the incoming government administration. Since Wal-Mart was determined to guarantee the continuity and expansion of the SDC project, Wal-Mart had to step into the project champion role. Students will be exposed to issues such as: 1) adapting a global company's international CSR strategies to local circumstances; 2) developing str
|
|
|
|
| 9 pp.
| Teaching Note
Author(s): Myrna Comas; Julia Sagebien Ivey ID: 8B10M24 Publication Date: 5/5/2010 Product Type: Teaching Note Geographic Setting: Puerto Rico Size: Small/Large Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Government and business; Corporate social responsibility; Developing countries; Partnership Major Disciplines: Entrepreneurship; General Management; International; Marketing Product Description: Sowing the Development of the Country (SDC) was a public-private partnership between Wal-Mart Puerto Rico (Wal-Mart PR), the island's Department of Agriculture as well as its Economic Development Bank (EDB), two NGOs Caborroje?os Pro Salud y Ambiente (Caborroje?os Pro Health and Environment) and ConectaRSE (a corporate social responsibility (CSR) promotion non-governmental organization(NGO)), and a group of local farmers. The objective of the project was to promote sustainable development on the island by encouraging farmers to become entrepreneurs by developing small agro-businesses. Wal-Mart acted as the primary buyer. The project faced many challenges, such as farmers' difficulties in meeting quality standards and delivery schedules, the lack of an existing vehicle through which to access funding from the EDB, and, most importantly, changes in the political party in power. Project partners had to develope a position from which to negotiate a new alliance with the incoming government administration. Since Wal-Mart was determined to guarantee the continuity and expansion of the SDC project, Wal-Mart had to step into the project champion role. Students will be exposed to issues such as: 1) adapting a global company's international CSR strategies to local circumstances; 2) developing strategies to further local economic development through market forces and entrepreneurship; 3) evaluating the advantages and disadvantages
|
Trouble in Paradise: Stakeholder Conflict in the Paseo Caribe Project
|
|
|
|
| 16 pp.
| Case
Author(s): Gwendolyn Toro; Julia Sagebien; Victor Quinones Ivey ID: 9B10M018 Publication Date: 5/5/2010 Product Type: Case (Field) Teaching Note: Teaching Note: 8B10M18 Geographic Setting: Puerto Rico Size: Medium Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Corruption; Stakeholder analysis; Conflict resolution; Government and business; Ethical issues; Business and society Major Disciplines: Entrepreneurship; General Management; International Product Description: The case centres on the many controversies surrounding the Paseo Caribe real estate development project in San Juan, the capital of Puerto Rico. The project developers had to contend with large demonstrations, civil disobedience, government intervention, legal proceedings and costly delays as a result of allegations that there had been multiple irregularities in the permit-granting processes and that the project had been built on public domain lands. The fact that Paseo Caribe was located in San Juan's prime tourist and convention area, as well as in a historically and culturally important zone, added significance and visibility to the debates. Jose Antonio Moreno, president of the Puerto Rico Architects and Landscape Architects Association, is reflecting on the lessons learned by industry participants, as well as on ways the association can encourage industry actors to handle conflict in a less confrontational manner. The case illustrates the downside of not managing stakeholder relations proactively or effectively.
|
|
|
|
| 9 pp.
| Teaching Note
Author(s): Gwendolyn Toro; Julia Sagebien; Victor Quinones Ivey ID: 8B10M18 Publication Date: 5/5/2010 Product Type: Teaching Note Geographic Setting: Puerto Rico Size: Medium Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Corruption; Stakeholder analysis; Conflict resolution; Government and business; Ethical issues; Business and society Major Disciplines: Entrepreneurship; General Management; International Product Description: The case centres on the many controversies surrounding the Paseo Caribe real estate development project in San Juan, the capital of Puerto Rico. The project developers had to contend with large demonstrations, civil disobedience, government intervention, legal proceedings and costly delays as a result of allegations that there had been multiple irregularities in the permit-granting processes and that the project had been built on public domain lands. The fact that Paseo Caribe was located in San Juan's prime tourist and convention area, as well as in a historically and culturally important zone, added significance and visibility to the debates. Jose Antonio Moreno, president of the Puerto Rico Architects and Landscape Architects Association, is reflecting on the lessons learned by industry participants, as well as on ways the association can encourage industry actors to handle conflict in a less confrontational manner. The case illustrates the downside of not managing stakeholder relations proactively or effectively.
|
The Ultimate Fighting Championships (UFC): The Evolution of a Sport
|
|
|
|
| 16 pp.
| Case
Author(s): Matthew Thomson; Jesse Baker Ivey ID: 9B10A012 Publication Date: 5/18/2010 Revision Date: 6/16/2010 Product Type: Case (Pub Mat) Teaching Note: 8B10A12 Geographic Setting: United States Industry Setting: Amusement and Recreation Services Size: Medium Year of Event: 2010 Level of Difficulty: 4 Undergraduate/MBA Subjects: Brand meanings; Equity; International expansion; Celebrity cEO; Labour relations Major Disciplines: International; Marketing Product Description: This case looks at the Ultimate Fighting Championships (UFC) and its parent company, Zuffa LLC (Zuffa), through the role of the recently hired chief marketing officer (CMO). As the CMO of the largest organization in the world's fastest growing sport, mixed martial arts, he faces many decisions about the future of the organization. The CMO must determine the best way to both manage the organization's ambitious international expansion initiatives and protect the UFC brand in new markets, while also preserving the experience for the league's core North American fan base. The CMO must evaluate the company's sponsorship relationships and develop a strategy to cope with increasing competition in both domestic and international markets.
|
|
|
|
| 10 pp.
| Teaching Note
Author(s): Matthew Thomson; Jesse Baker Ivey ID: 8B10A12 Publication Date: 5/18/2010 Revision Date: 6/16/2010 Product Type: Teaching Note Geographic Setting: United States Industry Setting: Amusement and Recreation Services Size: Medium Year of Event: 2010 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Equity; International expansion; Celebrity cEO; Brand meanings; Labour relations Major Disciplines: International; Marketing Product Description: This case looks at the Ultimate Fighting Championships (UFC) and its parent company, Zuffa LLC (Zuffa), through the role of the recently hired chief marketing officer (CMO). As the CMO of the largest organization in the world?s fastest growing sport, mixed martial arts, he faces many decisions about the future of the organization. The CMO must determine the best way to both manage the organization?s ambitious international expansion initiatives and protect the UFC brand in new markets, while also preserving the experience for the league?s core North American fan base. The CMO must evaluate the company?s sponsorship relationships and develop a strategy to cope with increasing competition in both domestic and international markets.
|
Mustang Music (A)
|
|
|
|
| 9 pp.
| Case
Author(s): Derrick Neufeld Ivey ID: 9B10E009 Publication Date: 5/11/2010 Product Type: Case (Gen Exp) Teaching Note: Teaching Note: 8B10E09 Industry Setting: Educational Services Size: Small Year of Event: 2010 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Models; Information systems; Data analysis Major Disciplines: Entrepreneurship; Management Science and Information Systems Product Description: Mustang Music (A) and (B) cases introduces students to data modeling, database implementation and database querying.
|
|
|
|
| 8 pp.
| Teaching Note
Author(s): Derrick Neufeld Ivey ID: 8B10E09 Publication Date: 5/11/2010 Product Type: Teaching Note Industry Setting: Educational Services Size: Small Year of Event: 2010 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Models; Information systems; Data analysis Major Disciplines: Entrepreneurship; Management Science and Information Systems Product Description: Mustang Music (A) and (B) cases introduces students to data modeling, database implementation and database querying.
|
Unimicron Technology Corporation
|
|
|
|
| 18 pp.
| Case
Author(s): Deborah Compeau; Eugenia Huang Ivey ID: 9B10E003 Publication Date: 5/21/2010 Product Type: Case (Field) Geographic Setting: Taiwan Industry Setting: Electric & Electronic Equipment Supplies Size: Large Year of Event: 2009 Level of Difficulty: 4 - Undergraduate/MBA Subjects: Management information systems; Information systems Major Disciplines: International; Management Science and Information Systems Product Description: The president of Unimicron must evaluate the degree to which the company's information systems support its business strategy. The case provides an extensive review of the company's history, its strategy and its key competitive and organizational moves. The case reviews the way in which information systems are used in the company, and challenges students to assess the degree of fit between strategy, organization and technology.
|
Leaders Edge: An Interview with Tom Peters
|
|
|
|
| 9 pp.
| Article
Author(s): Stephen Bernhut Ivey ID: 9B10TD10 Publication Date: 01/07/2010 Product Type: Article
Subjects: Leadership Major Disciplines: General Management Product Description: An interview with Tom Peters.
|
Are You an Accidental Diminisher?
|
|
|
|
| 7 pp.
| Article
Author(s): Liz Wiseman; Greg McKeown Ivey ID: 9B10TD07 Publication Date: 01/07/2010 Product Type: Article
Subjects: Leadership Major Disciplines: General Management Product Description: A manager who regularly steps in to solve a problem for an employee may think that he or she is helping. In fact, this well-intentioned manager is actually limiting and hurting the employee. The effective manager enables employees to utilize the full depth and range of their intellect and capabilities. In this article, readers will learn how managers can do that.
|
Just Ask Leadership: Why Great Managers Always Ask the Right Questions
|
|
|
|
| 6 pp.
| Article
Author(s): Gary Cohen Ivey ID: 9B10TD04 Publication Date: 01/07/2010 Product Type: Article
Subjects: Leadership Major Disciplines: General Management Product Description: The smart, aware executive today is doing something different. He or she is asking questions. Almost like leading itself, asking has different techniques and styles. Readers will learn which ones are right and the best fit for them in this article.
|
Viewpoint: Executives, the Economy and a 17th-Century Catholic Philosopher
|
|
|
|
| 5 pp.
| Article
Author(s): John S. McCallum Ivey ID: 9B10TD03 Publication Date: 01/07/2010 Product Type: Article
Subjects: Leadership Major Disciplines: General Management Product Description: Who would have thought that the works of a 17th-century French, Catholic philosopher would provided some insight into today's economic situation, and, more unlikely, provide reason for optimism?
|
Venture Capital Firms in America: Their Caste System and Other Secrets
|
|
|
|
| 11 pp.
| Article
Author(s): Vijay Sathe; Hatim Tyabji Ivey ID: 9B10TD02 Publication Date: 01/07/2010 Product Type: Article
Subjects: Venture capital Major Disciplines: Finance Product Description: While American venture capital firms are coated with an aura of glamour they are also shrouded by a cloud of mystery. Just how do they operate? How do they raise their money? Why do some VC firms succeed while others do not? The authors of this article, who were given unprecedented access to key executives of prominent VC firms, answer these and other questions that will take readers inside one of the more mysterious, but critically important institutions in American business.
|
A New Role for Management in Todays Post-Industrial Organization
|
|
|
|
| 8 pp.
| Article
Author(s): Mitch McCrimmon Ivey ID: 9B10TD01 Publication Date: 01/07/2010 Product Type: Article
Subjects: Management style; Management behaviour Major Disciplines: General Management Product Description: In many organizations, employees know more about their work than their managers. This reality should force organizations that still cling to the old, top-down style of managing to recognize that many employees today are very capable of managing themselves. This author explains the Why and How of a new style of managing for today.
|
Service Complexity: Managing a House of Cards (Really)
|
|
|
|
| 7 pp.
| Article
Author(s): Barry Cross Ivey ID: 9B10TC02 Publication Date: 01/05/2010 Product Type: Article
Subjects: Managing industry change; Management of change Major Disciplines: General Management Product Description: It may make sense to offer 12 varieties of lattes, at least to the company that markets the offering. In most cases though, too many choices create complexity and frustrate the customer. Moreover, there are times when the offering flummoxes the company's staff. Slimming and streamlining the offering is the way to go, says this author, who suggests 3 practical steps an organization can apply to simplify things.
|
Coping With Complexity
|
|
|
|
| 12 pp.
| Article
Author(s): Niels Billou; Mary M. Crossan; Gerard Seijts Ivey ID: 9B10TC01 Publication Date: 01/05/2010 Product Type: Article
Subjects: Managing industry change; Management of change Major Disciplines: General Management Product Description: Coping with the complexity of today's business environment is not about predicting the future or reducing risk. It's about building the capacity, in yourself, your people, and the organization to adapt continuously and learn speedily, in order to maximize the chances of seizing fleeting opportunities. These authors' excellent suggestions will help today's leaders cope with complexity.
|
Scarborough YMCA: Getting Back on Track
|
|
|
|
| 10 pp.
| Case
Author(s): Gerard Seijts; Ken Mark Ivey ID: 9B10C014 Publication Date: 6/16/2010 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Non-Profit Organizations Size: Medium Year of Event: 2003 Level of Difficulty: 4 Undergraduate/MBA Subjects: Leading change; Leadership development; Learning to lead; Leadership issues; Organizational culture Major Disciplines: Human Resource Management Product Description: The newly appointed general manager at the Scarborough YMCA was discussing her plan of action with the YMCA senior leadership team of the Greater Toronto Area. The Scarborough YMCA had been a perennial underperformer from a membership, member satisfaction and financial perspective, but the general manager vowed to turn the facility around. Four prior general managers had given their best effort; yet the facility continued to lag behind the average YMCA in Canada. She sensed a complacent organization. The general manager had practically grown up in the Scarborough YMCA, and although she had assumed several leadership responsibilities in the centre, she sensed that it would be challenging to advocate change now that she was a formal leader.
|
The Brinks Company
|
|
|
|
| 55 pp.
| Case
Author(s): George Athanassakos; Linden Head; Dale Zhang Ivey ID: 9B10N016 Publication Date: 7/8/2010 Product Type: Case (Pub Mat) Geographic Setting: United States Size: Medium Year of Event: 2010 Level of Difficulty: 4 Undergraduate/MBA Subjects: Company business and risk analysis; Industry analysis; Value investing based investment decision; Value investing valuation; Company business and risk analysis; Industry analysis; Value investing based investment decision; Value investing valuati Major Disciplines: Finance; Finance; Finance; Finance; Finance Product Description: As a bonus for his 30-year tenure as a driver with The Brink's Company (BCO), BCO had awarded Kevin with stock options. BCO was a leader in providing armoured car transportation, ATM servicing, currency and coin processing and other value-added services to banks, retailers and other commercial and government agencies around the world. Upon receipt of these options, Kevin had begun to follow BCO's ticker very carefully and after noticing a 13.9 per cent increase in the share price in a span of three months, Kevin wanted an educated guess about the future of this stock. He turned to his son Robbie for advice, who had recently graduated with a business degree and had completed coursework in value investing and had earned top marks. Robbie knew Kevin was a stubborn risk-taker who had indicated he wanted to put a substantial amount of savings into this stock; Robbie also knew that if the stock plummeted, he would have to foot the bill for his father's retirement. Robbie realized he had to provide a well thought out valuation of BCO in clear, logical terms as they related to value investing, using coherent language to present his arguments in order to educate his father with a thorough analysis upon which Kevin could make a considered decision.
|
Difficult Choices - An Introduction to Cost Effectiveness Analysis
|
|
|
|
| 4 pp.
| Note
Author(s): Gregory S. Zaric Ivey ID: 9B10E007 Publication Date: 7/7/2010 Product Type: Note Geographic Setting: Canada; United Kingdom Industry Setting: Health Services Level of Difficulty: 4 Undergraduate/MBA Subjects: Health policy; Formulary; Pharmacoeconomics; Cost/Benefit analysis Major Disciplines: Management Science and Information Systems Product Description: The media frequently report on the high cost of various health-related treatments. As there is a limit to the resources available to public and private health plans, they are not able to make all new treatments available. This raises questions about how to determine which treatments should be offered under a health plan. Cost effectiveness analysis has emerged as a powerful tool to help determine priorities and guide these policy decisions. This note is intended as a background reading for a first class on pharmacoeconomics or cost effectiveness analysis.
|
Sandcore Instruments (B)
|
|
|
|
| 2 pp.
| Supplement
Author(s): Elizabeth M.A. Grasby; Renee Zatzman Ivey ID: 9B10C012 Publication Date: 7/7/2010 Product Type: Supplement Teaching Note: 8B10C11 Geographic Setting: Canada Size: Large Year of Event: 2009 Level of Difficulty: 1 Introductory Subjects: Performance evaluation; Wrongful dismissal; Employee relations; Employee termination Major Disciplines: Human Resource Management Product Description: The vice-president of human resources at Sandcore Instruments has to make a recommendation to the company's president regarding a sales representative with a history of poor performance. In this supplement to Sandcore Instruments (A), product #9B10C011, the vice-president discovers that the sales representative has offered to perform service work for a customer on his own time at a much lower price if cash is paid. The vice-president must update his action plan accordingly.
|
|
|
|
| 8 pp.
| Teaching Note
|
Sandcore Instruments (A)
|
|
|
|
| 12 pp.
| Case
Author(s): Elizabeth M.A. Grasby; Renee Zatzman Ivey ID: 9B10C011 Publication Date: 7/7/2010 Product Type: Case (Field) Teaching Note: 8B10C11 Geographic Setting: Canada Industry Setting: Measuring & Analyzing Instruments Size: Large Year of Event: 2009 Level of Difficulty: 1 Introductory Subjects: Employee termination; Performance evaluation; Wrongful dismissal; Employee relations Major Disciplines: Human Resource Management Product Description: The vice-president of human resources at Sandcore Instruments has to make a recommendation to the company's president regarding a sales representative with a history of poor performance. The vice-president must decide what action to take, including whether the sales representative should be terminated. The vice-president must consider how his decision will affect other employees in the Quebec sales network.
|
|
|
|
| 8 pp.
| Teaching Note
|
Otago Museum
|
|
|
|
| 12 pp.
| Case
Author(s): Ralph W. Adler; Jing Song Ivey ID: 9B10B007 Publication Date: 7/29/2010 Product Type: Case (Field) Teaching Note: 8B10B07 Geographic Setting: New Zealand Industry Setting: Museums, Art Galleries Size: Small Year of Event: 2010 Level of Difficulty: 4 Undergraduate/MBA Subjects: Balanced scorecard; Organizational culture; Strategy; Non-Profit organization Major Disciplines: Accounting; General Management; Human Resource Management; International; Marketing Product Description: A highly progressive and award-winning regional museum is trying to create a comprehensive balanced scorecard. The case shows the linking of causally related performance measures that support the museum's strategic vision and mission.
|
|
|
|
| 6 pp.
| Teaching Note
|
Salty Snacks
|
|
|
|
| 17 pp.
| Exercise
Author(s): John Dawes Ivey ID: 9B10A015 Publication Date: 7/5/2010 Product Type: Exercise Teaching Note: 8B10A15 Related Material: 7B10A015 Geographic Setting: New Zealand Industry Setting: Food and Kindred Products Level of Difficulty: 4 Undergraduate/MBA Subjects: Data analysis; Consumer behaviour; Competition; Brand management Major Disciplines: Marketing Product Description: The Salty Snacks case is a data analysis exercise using Excel. The case uses real data from a consumer goods panel. It presents the student with a table of purchase duplications for a set of salty snack brands, and the student's task is to identify the competitive structure of the market, that is, which brands compete more intensely with each other. The task is similar to what brand managers in consumer goods companies face on a regular basis. The case provides excellent skill development in Excel, is instructive about how to analyze competition and informs students about an empirical generalization in marketing: the Duplication of Purchase Law.
|
|
|
|
| 5 pp.
| Teaching Note
|
Organization, Founder and Clientele Transformation at VGKK
|
|
|
|
| 17 pp.
| Case
Author(s): G. Ramesh; L. Prasad; G.S. Goutham Ivey ID: 9B09C022 Publication Date: 7/29/2010 Product Type: Case (Field) Teaching Note: 8B09C22 Geographic Setting: India Industry Setting: Social Services Size: Small Year of Event: 1979-2008 Level of Difficulty: 5 MBA/Postgraduate Subjects: Leadership development; Evolution of social organization; Social entrepreneurship; Organizational change Major Disciplines: Entrepreneurship; Human Resource Management; International Product Description: The literature on change and transformation mostly focuses on for-profit organizations, even though not-for-profit organizations offer a richer context for study, and social entrepreneurs are most often at the forefront of large-scale change. The case is an attempt to examine the evolution of a development organization. It centres on a medical professional and his thirty-year struggle in ushering in social transformation in the BR Hills of Southern India, working for tribal and forest development based on a foundation of ethics, self-organization and the assertion of human and individual rights. In 1994, he was awarded the Right Livelihood Award (also known as the Alternative Nobel Prize) for his efforts.
This case can teach the evolution of a) a social entrepreneur into a leader; b) an amorphous service entity into an institution with a network of organizations and c) a low-profile, undemanding clientele with no voice to a demanding clientele expecting choices and rights. The case can also be used to explore the growth of a social enterprise (in terms of objectives, service delivery, roles, scale, etc.); concepts of change and social transformation; and the organizational life cycle and evolution of systems over the cycle. The case highlights the path civic service organizations (CSOs) and social actors tread over time in undertaking to provide public se
|
|
|
|
| 11 pp.
| Teaching Note
|
Closing the Gap - Facing the Future (B)
|
|
|
|
| 3 pp.
| Supplement
Author(s): Rod E. White; Rida Elias Ivey ID: 9B10M052 Publication Date: 7/9/2010 Product Type: Supplement Geographic Setting: Canada Industry Setting: Health Services Size: Small Year of Event: 2009 Level of Difficulty: 4 Undergraduate/MBA Subjects: Health care; Strategic acquisitions; Strategic decision making; Industry analysis Major Disciplines: Entrepreneurship; General Management Product Description: This is a supplement to Closing the Gap The Changing Home Care Environment (A) case, product #9B10M051. The regulations in the home care industry are changing. The industry is moving toward consolidation and favouring large companies. Closing the Gap reaches a crossroad. In this (B) case, students will be asked to evaluate an acquisition possibility and advise the chief executive officer whether the acquisition will be a successful one or not.
|
Closing the Gap - the Changing Home Care Environment (A)
|
|
|
|
| 14 pp.
| Case
Author(s): Rod E. White; Rida Elias Ivey ID: 9B10M051 Publication Date: 7/9/2010 Product Type: Case (Field) Geographic Setting: Canada Industry Setting: Health Services Size: Small Year of Event: 2009 Level of Difficulty: 4 Undergraduate/MBA Subjects: Health care; Strategic acquisitions; Strategic decision making; Industry analysis Major Disciplines: Entrepreneurship; General Management Product Description: The regulations in the home care industry are changing. The industry is moving toward consolidation and favouring large companies. Closing the Gap, a small home care provider in Ontario, reaches a crossroad. The company has three strategic options to choose from: (1) sell the company, (2) buy another company, or (3) grow organically. Given these conditions, students will be asked to conduct an industry analysis and help the chief executive officer (CEO) of Closing the Gap make the appropriate decision. In the (B) case, students will be asked to evaluate an acquisition possibility and advise the CEO whether the acquisition will be a successful one or not.
|