Case studies

This case is appropriate for the following courses in undergraduate, graduate or executive programs.

Sustainability, strategy, inclusive business, environmental sustainability and women in leadership. Upon completion of the case study discussion successful students will be able to:

Bilikiss Adebiyi-Abiola brought to life Wecyclers, an urban waste management company in Nigeria that started as an idea during her MBA programme at MIT. Bilikiss served as its CEO from 2012 and mobilized efforts to sign up thousands of individuals, corporate bodies and agents who turn in waste to recycle. While waste management already had a lot of private sector participants (PSPs), there was no recycling company with a focus on community engagement as at the time Wecyclers came on board. The company went through several iterations to arrive at business model, develop its peculiar infrastructure, build partnerships and raise funds. The case study documents Wecyclers roll-out under the leadership of Bilikiss, whose work with Wecyclers has been shaped by her evolution as a professional woman with a background, education and network that has enabled her excel in the face of social norms which emphasize men as leaders. The case dilemma involves strategy cross-roads Bilikiss faced in mid-2017 as Wecyclers considered expanding its operation, pushed beyond waste collection, pushed by infrastructural weaknesses in the landscape which forced the company to consider vertical integration of its inclusive business model as a way forward to meaningfully serving its stakeholders – from communities, corporates to agents.

• Explore the strategic contexts of doing business in emerging markets;• understand the challenges and opportunities in inclusive business model for solving a social problem such as waste management; and • Examine the growth and evolution of women’s leadership, possibilities and hurdles, in a range of contexts.

Teaching notes are available for educators only.

In this way, the case study contributes to the limited body of knowledge about strategic and pragmatic facing social enterprises in emerging markets, including funding, community engagement, infrastructure, etc. It also gives us a view of inclusive business models and the evolution of women’s leadership.

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The purpose of this case study is to illustrate how Dianne Savastano, founder and CEO of Healthassist, Inc., a US-based health-care advocacy firm, successfully led her clients and team through the COVID-19 pandemic of 2020. To gather the data for this case study, the authors interviewed the protagonists, the members of her team and two clients. The authors read Healthassist Newsletters and the firm’s documents; and in fact, they included one Newsletter and several documents in the Exhibits of the case study. The authors conducted a literature review for articles in newspapers and journals about the newly developing field of “health-care advocacy,” a field which Savastano helped to create.

The authors illustrate how Savastano, using the five practices of exemplary leadership by Kouzes and Posner, in The Leadership Challenge, led her team through the pandemic of 2020. This is a story of a woman leader, using traits such as warmth, empathy, analysis and decisiveness, keeps her small business afloat when so many other firms collapsed in 2020.

The authors conducted seven interviews and literature searches on the topics of health-care advocacy; women leaders; leading through a crisis; and COVID-19.

The case study illustrates how a woman founder and CEO can lead her firm through a crisis.

This is an example of how a woman leader managed through the 2020 pandemic.

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The case can be taught to MBA/PGDM students to give them experiential learning in the course on entrepreneurship. The case can be used to specifically make the student understand the challenges faced by women entrepreneurs in the male-dominated business sector and recognize the entrepreneurial competencies needed to run a business.

Entrepreneurship.

Shany Jalal, Promoter and Managing Director of Servicecare Pvt. Ltd., and the protagonist of the case proud owner of Servicecare Pvt. Ltd. reminisced the circumstances that drove her to start the business venture in Bangalore, India. At the age of 17, a personal setback instilled in Shany a strong desire to become self-reliant and independent. Backed with a degree in hotel management and a meager loan amount of INR 10,000 provided by her father on certain terms and conditions, Shany deep dived into the soft facility management sector business way back in the year 1999 and since then there has been no turning back. Today, Shany Jalal is proud that her venture by starting a proprietorship company “Service Care”, and later converted it into a Private Limited Company, “Servicecare Private Limited” in 2011. Shany Jalal was proud that her venture is a name to reckon with in Bangalore. She has had a team of 4,200 employees, which operates Pan India, providing top-notch corporate cleaning solutions. Her motto was not to compromise on quality and she continues to provide the highest level of service to her esteemed clients, some of them even dating back to the days of inception. Her determination powered by a strong value system is what keeps the company a cut above the rest. Being in the soft facilities management service for almost 20 years, Shany Jalal feels she has achieved her dream. Today, she is a highly successful woman entrepreneur. As she retraces her career path, she owes her success earned through years of dedication, commitment, hard work and timely intervention of some kind-hearted individuals. Since 2011, the company witnessed an average growth of 41% year on year. Though there was stiff competition from domestic and multinational property management companies, Shany sailed through. However, in the global pandemic of 2020, when her business was impacted, Shany realized that to sustain organizational growth, she had to integrate technology with service. She contemplated ways and means of integrating technology with services to meet the clients’ demands. However, Shany believes that to sustain organization growth, technology must be integrated with service. She is currently contemplating ways to introduce and integrate technology with services to efficiently and effectively meet clients’ demands.

1. Understand the gender issues in India and its impact on women entrepreneurs. 2. Analyse the ecosystem that supports supported women entrepreneurs in creating a new venture. 3. Identify the leadership traits and style, entrepreneurial competencies and capacities of the women entrepreneur in this case. 4. Recognize the challenges faced by women entrepreneurs in the facilities management business sector. 5. Explore various options of integrating technology to improve facilities management services provided to the clients.

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Shany was able to face the challenges that came her way successfully with grit and courage. She was able to expand her business. Her business helped lighten the lives of many people as she provided a means of livelihood to the underprivileged. Shany was also able to motivate her husband to start a business venture and stood by him. She encouraged women to stand on their own feet especially motivating women to set up their own businesses. She is also in constant touch with other like-minded women entrepreneurs who share similar experiences in handling crises. This gives her more insight to take proper decisions.

Women entrepreneur, Facilities management services, Technology supported services

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The case is suitable for all post-graduate students and executives doing a course in human resource management (HRM). The case will enable these students to apply concepts such as inclusion, empowerment, glass ceiling, in business situations involving women. It will help them to trace the evolution path for women employees who have the traits to lead a department or organisation and assume entrepreneurial roles.

The case study is particularly beneficial for MBA students specialising in HRM focussed on leadership and training. It can be used in courses such as gender and entrepreneurship for students of MBA entrepreneurship and MBA family business management. As the case is written in India, it can explore the gender issues in emerging markets surreptitiously. Most importantly, the case addresses COVID-19 perspective adequately, to teach modules embedded in main courses of any MBA program.

PRISM World Pvt Ltd is a leading training and consultancy firm in Delhi, India. The firm is owned and managed by a young woman Dr Anubha Walia. She started her career as a human resource manager in leading Indian companies, but somewhere down the line, she felt the job was not allowing her to realise the fullest potential. The Indian corporate training industry was male dominated with self-serving men, supporting the “glass ceiling”. To break the barrier, Anubha opened her training firm founded on the basis of a new philosophy, which should serve the ideals of helping and promoting women in workplace. This new philosophy was called PRISM. Anubha provided an inclusive environment which allowed her trainers to grow and feel empowered in a gender-biased industry.Very recently, when COVID-19 pandemic happened, female trainers were under tremendous strain as training requirements completely dried up, and they were rendered jobless. Most of these educated young women had small kids and paid monthly installments for their home loans, sharing the financial burden with their husbands. Some mature trainers were single women who had to support themselves through savings in these difficult times. But Anubha’s sense of empowerment at PRISM helped these women to do things which made their livelihoods turnaround even in uncertain circumstances. PRISM philosophy made a turnaround too. While employees were thinking of abandoning their companies and vice-versa, trainers at PRISM went for free webinars to draw clients to their firms and changed the concept of training and delivery in corona times.PRISM acquired a new meaning of wellness and spirituality in these difficult times and soared ahead successfully.

The case study hopes to achieve the following pedagogical objectives: 1. To educate students on manners and traits of women entrepreneurs. Besides, the usual difficulties of financing and running a business, women face adversities at home in the form of lack of access to working capital, trust deficit amongst family and friends. Basically, lack of support system to propels women into the tougher role of an entrepreneur graduating from a regular employee. Gender becomes a disability, which women had to fight in the workplace. The case introduces the PRISM philosophy as a unique methodology to inculcate inclusivity in work environment leading to women empowerment. 2. To outline all issues related to ‘glass ceiling” – the barrier which existed in the corporate world for businesswomen. Students need to know about problems women faced in the business environment as well as shortcomings within themselves, which can make them unproductive. 3. To align students first hand with the challenges of COVID-19 pandemic, specific to women. The case talks about educated young and mature women in Anubha’s firm PRISM, fighting for lost livelihood owing to reduced levels of business. But women are known to be highly resilient and empowered in the right direction will turnaround the situation in their favour.

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The case has tremendous social implication for educated working women in traditional patriarchal Indian societies. Though a sizeable percentage of women have achieved higher education and started working in a male-dominated corporate world, only a small number of them are visible as entrepreneurs and/or leaders. Every woman needs to trace her journey from an employee to an entrepreneur or a CEO to assume a position of leadership. This case can be an eye opener for many such ambitious women who can build small- to mid-size businesses in a short span of time. Digital intervention is very important in COVID times to stay afloat. The author has shared links for many videos which can disseminate ideas for digital transformation in businesses. The case tries to showcase an ideal inclusive environment which will propel women to achieve their latent goals and desires breaking the 'glass ceiling.'

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Case can be taught at the undergraduate or postgraduate level, including executive Master of Business Administration programs.

This case is intended for courses in strategic management, entrepreneurship and innovation at the undergraduate or postgraduate level.

The case is about challenges faced by Linda Portnoff, the Co-founder and Chief Executive Officer of Riteband, a Sweden-based fintech startup. In March 2020, Portnoff was conducting beta testing of Riteband’s app, which experts considered the world’s first stock exchange for music trading. After completing a PhD, Portnoff who was working as a Research Analyst, left her job to pursue entrepreneurship. Through Riteband, Portnoff helped to resolve pain points of artists who were forced to give the copyright of their music tracks or albums to distributors, in lieu of funds or promotional campaigns that distributors arranged for them. Portnoff invested in developing a patent-pending machine learning-based algorithm that based on several parameters could predict the likelihood of a music track or an album to become a success. Based on this prediction and royalty that artists were interested in sharing with fans, shares were issued to investors, who were also fans of the artists. As Portnoff identified an innovative business opportunity to trade music on a stock exchange based on Riteband’s machine learning algorithm, competition in Riteband’s strategic group was also becoming intense. Consequently, Portnoff was facing challenges of establishing competitive advantage of Riteband. Furthermore, as women in general faced challenges in raising funds for their startups, and even though Portnoff obtained some funding for Riteband, but overall, funding was a challenge for her as well. Moreover, as machine learning was a technical aspect for artists and potential investors, Portnoff also faced challenges to monetize on its machine learning algorithm.

By the end of the case study discussion, students should be able to: understand the principles of cross-industry innovation and explain the creation of new business opportunities based on cross-industry innovation; differentiate between direct and indirect competitors through strategic group analysis and further critically analyze the competitive advantage of business over other direct competitors; determine ways of reducing gender biases in venture capital funding; describe how machine learning works and further formulate ways to monetize a business through machine learning; and demonstrate the application of the value proposition canvas and business model canvas.

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Applicable to both undergraduate and graduate courses in managing technology or sustainability.

Technology strategy.

Business Model evaluation.

Sustainable technologies.

In this case study, gas and electric utility holding company Southern Company has embarked on an ambitious experiment to learn more about energy usage at a household level, as well as community scale microgrids. Every minute, 62 homes in Reynolds Landing upload appliance and electrical outlet level data to Southern Company. How can Southern Company use this vast amount of data to promote energy efficiency? Are microgrids a key to creating a more sustainable and resilient energy future? At a higher level, how can microgrids impact or change traditional power generation business models like those used by Southern Company?

1. To explore why companies develop technologies that are counter to current business models.

2. To understand how new technology can lead to new business models for existing businesses.

3. To understand the drivers of company led R&D.

4. To discuss “technology push” applications. Where technology is developed and then a market or markets are sought.

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Two parts here. The first is looking at sustainable energy solutions such as solar farms and micro-grids. The second is this case challenges students to ask how this research helps the 45% of consumers making less than $40,000/yr.

CSS 11: Strategy.

The case is suitable for both undergraduate and graduate business students. The suggestions in the teaching note would suit classes of varying sizes and can be organized by teams or for individual work.

The case is suitable for classes discussing a range of topics including business ethics, values-based leadership and entrepreneurship. The case is told from the perspective of a Hispanic, first-generation female CEO in tech – a male-dominated field. As some of its decision points include discussions with other female entrepreneurs in similar positions, this case is also suitable for discussions on gender and minority leader representation.

This case tells the story of a female tech entrepreneur in Baltimore, how her personal values influenced the values of her company and how she successfully applied those values even in the early stages of her venture. It includes a discussion of her former career in the military and her experiences as a first-generation American.

The case offers several decision points where students are invited to anticipate and discuss the protagonists’ values and their application of them in her work. It likewise invites students to reflect on their own values and how they influence their business decisions. As the case is based on true events and uses real names, students may also perform research on the real business and its context to extend this case even further.

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Women are chronically underrepresented in leadership positions and some choose to become entrepreneurs because it offers a surer path to CEO roles. Additionally, this case offers some perspective on the different leadership styles of women, such as this protagonist’s choice to allow her personal and corporate values to drive important early decisions for her business. The instructor and students also may wish to focus on aspects of the case related to the protagonist’s ethnicity and her family’s status as recent immigrants to the USA. Ideally, class discussions will consider the protagonist holistically, and her identities as intersectional.

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Graduate or Undergraduate Entrepreneurship Majors

Entrepreneurship/Venture Capital (VC) Investing

The case highlights a women-founded venture capital firm that values investments in diverse entrepreneurs and an innovative retail business started by two minority entrepreneurs. Students will be asked whether the firm should invest in the venture and will also be asked to discuss models that may help transform the retail business into a VC-backed scalable technology business.

By the end of the discussion, students will be able to evaluate the feasibility and scalability of a new business venture; and evaluate the alignment between a venture capital company and a new venture.

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This case highlights the lack of resources for women and minority entrepreneurs as well as the underrepresentation of minority women in the VC industry.

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The case provides a great illustration of women leadership in crisis times. A failed merger forced a deep review of the firm strategy and a realization that the legacy leadership arrangement was not optimal anymore. The hustand-and-wife team ended up swapping executive positions, with Charlotte resolutely taking on the CEO position.

The case is designed as an integrative case looking simultaneously at key subjects such as leadership, entrepreneurship and management of a fast growing service firm, strategy as applied to IT consulting and finally gender studies, with the possibility to discuss the impact of gender roles.

The case investigates Charlotte's efforts at building an original Search Engine Optimization firm in Seattle, progressively taking control from her husband to save the firm from bad strategic decisions.

The case is written to convey the emotional rollercoaster lived by Charlotte and key decisions she had to make as the leader of this fast growing data analytics firm. Learning outcomes focus on what is expected of a leader in such situation, in particular a female leader in a male-dominated technology environment.

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Consulting in general, and data analytics consulting in particular, are male-dominated worlds where a female leader faces many obstacles to realize their potential. Charlotte provides a masterful example of how to contribute to and lead a fast-growing firm and manage the family and the relationship to a partner who also happens to be the co-founder of the firm.

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This case is appropriate for early-stage postgraduate courses in entrepreneurship or business modeling.

Entrepreneurship.

Cosmobio case study presents the journey of Antonella Bognanni, founder and CEO of Cosmobio, along seven years of operations, from the initial assessment of the business opportunity to the launch, relaunch and closure of the business.

1. To establish whether or not a business idea is a business opportunity. 2. To articulate aspects related to management prowess and liability of newness. 3. To differentiate between a lean versus a more traditional approach to business planning. 4. To discuss the potential bias of preliminary research. 5. To apply definitions of first-mover advantage. 6. To discuss how to conduct an environmental analysis; identify industry and target markets; and perform a competitor analysis. 7. To compare low-cost strategies to differentiation strategies. 8. To discuss marketing mix and marketing strategy. 9. To illustrate challenges related to being a solopreneur and related leadership styles or gender issues implications. 10. To illustrate implications related to business failure, past mistakes and lessons learned.

Teaching notes are available for educators only.

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