Case studies
Teaching cases offers students the opportunity to explore real world challenges in the classroom environment, allowing them to test their assumptions and decision-making skills before taking their knowledge into the workplace.
Sunildro L.S. Akoijam, Ch. Ibohal Meitei, Nitesh Kumar and Mokhalles Mehdi
This case study was based on an in-depth investigation of multiple interactions with the Chief Executive Officer (CEO) and feedback from customers. Secondary research approaches…
Abstract
Research methodology
This case study was based on an in-depth investigation of multiple interactions with the Chief Executive Officer (CEO) and feedback from customers. Secondary research approaches involved reviewing articles and reports published on various media platforms. One of the authors has direct access to the CEO and staff members to collaborate on data and information for this case study.
Case overview/synopsis
The case study is about a dairy company operating its business in Manipur (Northeast India).YVU Milk Producer Company Limited (YVUMPCL) is focusing on the growth of its brand YVU Dairy in the northeast Indian market and neighbouring country Myanmar. It was founded in 2013 to provide a livelihood for dairy farmers and fill a demand gap for dairy products in Manipur. Despite numerous opportunities, competencies and efforts, the firm has yet to expand its business significantly. It faced several challenges in expanding the business. This case discusses the strategies adopted by YVU to overcome those obstacles and emphasises the strategy for its expansion.
Complexity academic level
This case study is designed for use in courses in the Bachelor of Business Administration and early Master of Business Administration program. It is ideal for topics such as international marketing, marketing, strategy and entrepreneurship.
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Nitin Kumar Singh, Federica Rossetti and Erin Byrne
The case describes a real company, real people and real situations. The authors have used real names other than the name of the cosmetic formulation company and the product design…
Abstract
Research methodology
The case describes a real company, real people and real situations. The authors have used real names other than the name of the cosmetic formulation company and the product design company – which the authors address as “the Florida company” and “the product design company,” respectively. The authors used both secondary and primary data to develop this case study. The case originated from the guest lecture given by Paige in one of the author’s classes. Following her guest lecture, the authors asked her permission to develop her story into a case study, and she graciously consented. The authors obtained background information about the company – Aer Cosmetics, from the company website, news articles and the TEDx talk delivered by Paige. The authors followed it with Paige’s interview, which the authors recorded and transcribed. Based on this interview and the information collected from the other sources, the authors developed the final version of the case study. Paige read and approved the final version for its factualness and sequence of events. The case was then informally reviewed by professors who have published their case studies in the target journal. The authors revised the case study based on this feedback and again obtained Paige’s approval on the case text before submission to the journal.
Case overview/synopsis
This case is set in May 2024. Paige DeAngelo, the CEO of Aer Cosmetics, was disappointed with the sales of her newly launched sustainable mascara product. She had been a student entrepreneur at Drexel University for the last three years. She developed her product with the help of the university incubator and other entrepreneurial support systems available at Drexel and outside. Paige had graduated in December 2023. Drexel University allowed its students to remain in their incubator program only up to one year after graduation. Thus, with seven months remaining, it is time for Paige to decide how she would manage the next growth phase of her business. The students are put into the shoes of Paige DeAngelo. They are asked to decide whether to extend their stay in the incubator program, venture out and be an independent business entity, pitch the company for acquisition by corporations, or leverage other entrepreneurial support systems in the environment to grow the company. Students need to craft a strong argument, either supporting the options they advocate for or opposing those they reject.
Complexity academic level
This case was written primarily for upper-division undergraduate courses but is also suitable for MBA courses.
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Samuel Allen, Audrey J. Murrell, Ray Jones and Luka Misic
This case study draws on secondary sources, which are cited in the case and included in the “References and Other Supporting Materials” section of the teaching note, as well as a…
Abstract
Research methodology
This case study draws on secondary sources, which are cited in the case and included in the “References and Other Supporting Materials” section of the teaching note, as well as a semi-structured interview with the case’s protagonist to accurately portray the context, considerations and competing interests necessary for students to make an evidence-based recommendation about 5 Generation Bakers’ future. The case protagonist (Scott Baker) gave the author team written permission to use identifying information from the interview. As such, the authors made no attempt to disguise any names or facts pertaining to this case. As a descriptive incident, it illustrates widely used theoretical concepts and models. The case provides students the opportunity to identify theoretical concepts and practical management strategies moving forward in academic and management settings. No AI was used in writing either the case or teaching notes.
Case overview/synopsis
Scott Baker, owner of 5 Generation Bakers in McKees Rocks, PA, found himself in a difficult position in October 2015. Needing to find a new facility to expand his bakery business and meet the needs of the modern bakery industry, Scott was on his way to a meeting with officials from Cranberry Township promising a sleek, modern facility in an area with lower taxes and promising access to transportation. This tempting offer came at a cost: uprooting his loyal employees and abandoning McKees Rocks after several decades of his family operating a bakery there. On that October day, a twist emerged – the newly vacant lot of a recently closed Bottom Dollar store offered a chance to expand locally. Now, the family business owner had to decide: pursue the new facility in Cranberry, or revitalize his business and stay local. This case is widely applicable but is most directly relevant to modules related to ethics, corporate social responsibility, family business dynamics and stakeholder management analysis in management and leadership courses.
Complexity academic level
This case is most applicable to business students at the undergraduate or graduate level in entrepreneurship, business strategy, ethics, or related fields. The case is particularly relevant for modules in decision-making, corporate social responsibility, stakeholder management and family business dynamics.
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This case analyzed a mix of publicly accessible primary and secondary sources ranging from blog posts to academic articles. Taken together, the case study shows the reoccurring…
Abstract
Research methodology
This case analyzed a mix of publicly accessible primary and secondary sources ranging from blog posts to academic articles. Taken together, the case study shows the reoccurring arguments made by self-advocates.
Most of the videos and speeches mentioned in this case study are available online, and students can read/watch them in addition to reading the details presented here.
Case overview/synopsis
Autism Speaks entered the nonprofit scene in 2005 and rapidly became a powerful organization that raised substantial funds, collaborated with influential people and shaped public discourse on autism. However, from the beginning, the organization faced considerable criticism from self-advocates within the autism community who argued that the organization’s negative, medicalized narratives of autism undermined the neurodiversity movement’s goals of acceptance and inclusion. Tensions intensified over the next decade, with grassroots activists and disability rights organizations like the Autistic Self Advocacy Network demanding the inclusion of more autistic perspectives in the organization’s leadership and decision-making processes. The Autism Speaks controversy represents a powerful case study on how nonprofits should ethically represent their beneficiaries, collaborate with the community and engage with activist stakeholders.
Complexity academic level
This case study was designed for graduate or undergraduate students studying organizational ethics, nonprofit management or nonprofit funding and development.
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Makarand Gulawani, Carlos Alberto Sempèrtegui Seminario and Virginia Bodolica
After working through the case and the assignment questions, students will be able to:▪ Examine Ecuador’s business environment where coffee shops and similar companies…
Abstract
Learning outcomes
After working through the case and the assignment questions, students will be able to:
▪ Examine Ecuador’s business environment where coffee shops and similar companies operate.
▪ Evaluate the marketing challenges for an enterprise, particularly for a café business operating in Ecuador.
▪ Explain the marketing strategy for a café company to attract a variety of new consumer segments domestically and abroad.
▪ Discuss relevant international market entry strategies given the specificities of the environment in which a company operates.
▪ Describe the advantage of contemporary marketing tools in sustainable market expansion of a café business.
Case overview/synopsis
Richard Peet and Soledad Hanna turned their coffee shop business, Sweet & Coffee, into a flagship brand in Ecuador. Their coffee shops successfully promoted the culture of consuming coffee and sweets throughout Ecuador and grew exponentially to 129 stores. However, Sweet & Coffee faced significant challenges entering new states in Ecuador, with considerable investment in central kitchens and logistics. Despite the challenges, Peet wanted to continue opening new Sweet & Coffee stores across Ecuador. However, owing to Ecuador’s fast-changing and unpredictable external environment, Peet needed to make new adjustments to its marketing strategy to reposition Sweet & Coffee for a bright future. International market expansion was an option.
Complexity academic level
This case is helpful for advanced undergraduate or graduate courses in marketing and strategy.
Supplementary material
Teaching notes are available for educators only.
Subject code
CSS 8: Marketing.
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After completion of the case study, students will be able to enumerate the unique process of project management, address unforeseen challenges in large-scale projects and develop…
Abstract
Learning outcomes
After completion of the case study, students will be able to enumerate the unique process of project management, address unforeseen challenges in large-scale projects and develop strategies for mitigating risks. This case gives an opportunity to learners to analyses the time impact of failure of such infrastructure projects using project evaluation technique. The students would be able to discuss the social and financial implications of such mishaps on the overall economy.
Case overview/synopsis
The case tells the story of Gokhale Bridge in Andheri, Mumbai which serves as a vital link between the densely populated suburb’s, eastern and western part. Originally built in 1975, the bridge collapsed in 2018. The 90-m bridge reconstructed in just 15 months was lauded as an “Engineering marvel” by Brihanmumbai Municipal Corporation (BMC), a civic body responsible for Mumbai’s infrastructure. However, during the grand inauguration on February 26, 2024, a critical misalignment with the adjoining CD Barfiwala Flyover was revealed. This 2-m gap rendered the bridge inaccessible to motorists, undermining its intended purpose and frustrating commuters and residents. The case highlights systemic issues in operations and challenges faced by the BMC. Despite the BMC’s substantial budget and history in managing Mumbai’s infrastructure, the Gokhale Bridge debacle raises serious questions about project management. Amidst public criticism, BMC threw the buck on railways and hired two reputed Engineering colleges to propose solutions to rectify the menace. This situation emphasizes the need for meticulous oversight and risk analysis in civic projects, making the Gokhale Bridge a symbol of both ambition and caution. The case study is intended for Graduate, Postgraduate students in Project management and operations. It is also beneficial for Executive education programs intended government officials, civil servants and project managers.
Complexity academic level
Undergraduate, Postgraduate, Executive education.
Supplementary material
Teaching notes are available for educators only.
Subject code
CSS 9: Operations and Logistics.
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Nayar Rafique, Irshad Hassan and Muhammad Adil
The case study was developed based on secondary data from the publicly available initial accident report of PIA flight PK8303. The facts presented in the report were then analyzed…
Abstract
Research methodology
The case study was developed based on secondary data from the publicly available initial accident report of PIA flight PK8303. The facts presented in the report were then analyzed in the light of the Human Factor Analysis and Classification System (HFACS).
Case overview/synopsis
The case revolves around the terrible aviation mishap that occurred on May 22, 2020, when Pakistan International Airlines (PIA) Flight 8303 crashed in a Karachi residential area. A total of 97 people lost their lives in this tragedy, and it was Pakistan’s 18th major aviation disaster. The case study explores the human errors and failures of ground handling agencies, air traffic controllers, regulatory agencies, airline employees and cockpit crew by using the HFACS. The focus remains on mistakes made by people, which revolve around inefficient and ineffective communication, and contempt of safety regulations at various stages of flight PK8303.
Complexity academic level
The case study is designed for the students of aviation management at undergraduate and graduate levels.
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This case study aims to familiarize the participants with the functioning of the herbal tea industry in an emerging economy like India; understand core concepts, key terminologies…
Abstract
Learning outcomes
This case study aims to familiarize the participants with the functioning of the herbal tea industry in an emerging economy like India; understand core concepts, key terminologies and the business relevance of different types of business forecasting; and execute time series forecasting models using MS Excel and interpreting the results.
Case overview/synopsis
This case study unveils an important operational concern faced by Deepshika Das, the production manager at Sri Sai Tea Trading Company located at Cuttack in Odisha, India, about future sales projections. The company was gaining popularity for a unique herbal tea called “Chaa Lemon Tea.” However, the company had been experiencing frequent overstocking and understocking due to inappropriate qualitative forecasting. This case study underscores the importance of the concepts associated with quantitative forecasting. It demonstrates the analysis of time series data, building forecasting models and their interpretations using MS Excel.
Complexity academic level
This case study can be used as a systematic learning tool for postgraduate business school students and master’s level industrial engineering students. This case study can be discussed in courses such as operations and supply chain management, business statistics and quantitative decision-making.
Supplementary materials
Teaching notes are available for educators only.
Subject code
CSS 9: Operations and Logistics.
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Kimberly R. Shannon, Marcy Faircloth, Malgorzata Plecka and Teo D. Shannon
This descriptive case is drawn from the secondary sources by Mungaray (2018), a dissertation. The author, Kimberly R. Shannon (f.k.a. Mungaray) conducted the qualitative research…
Abstract
Research methodology
This descriptive case is drawn from the secondary sources by Mungaray (2018), a dissertation. The author, Kimberly R. Shannon (f.k.a. Mungaray) conducted the qualitative research over several months that included several dialogue or talking sessions with organization personnel. Additionally, she collected journals kept by the participants and conducted one-on-one interviews with each participant before and after the series of talking sessions. IRB approval was obtained prior to data collection. The people and places were disguised pursuant to the secondary sources. No AI was used in the writing of the case or Instructors’ Manual.
Case overview/synopsis
This descriptive case study considers the dynamics surrounding the promotion of women to top management (partner) in a Certified Public Accounting firm. The case study presents the perspectives of the current partner and the potential partners to help students recognize microinsults, microinvalidations and other privileged behaviors that perpetuate stereotype threat and learned helplessness, which thus creates barriers to career progression. These often unintentional comments and behaviors may further marginalize certain people (women, people of color and other marginalized identities, including an intersection of identities). The case concentrates on gender inequities and helps students develop an understanding of leadership implications while exercising their ability to consider multiple perspectives and motives. The case enables students to develop a plan of allyship.
Complexity academic level
This case is appropriate for undergraduate courses in ethics, organizational behavior, leadership, industrial psychology, sociology, women and gender studies, capstone courses in business or accounting and communications. Graduate courses in organizational behavior, leadership and women and gender studies.
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John S. Marsh and Samira Fallah
The case was developed from interviews with the couple. Josh is a coauthor. The other coauthor was incorporated to offer an unbiased perspective. The names and banking…
Abstract
Research methodology
The case was developed from interviews with the couple. Josh is a coauthor. The other coauthor was incorporated to offer an unbiased perspective. The names and banking institutions are disguised, but the financial information represents the couple’s actual financial situation at the time.
Case overview/synopsis
This case centers on Josh and Selene Stone, a real couple whose identities have been disguised. They are striving to optimize their budget and save for a better home. The case outlines the couple’s goals and details their income and expenses by providing their bank and credit card statements for a 3-month period. Students are tasked with applying their financial planning knowledge and skills to create a budget for the couple and make recommendations to optimize their spending patterns.
Complexity academic level
The case was designed for use in an introductory undergraduate Personal Finance course where personal budgeting is discussed. The case is best positioned following a lecture/discussion on personal budgeting such as:▪ Chapter 2 of Focus on Personal Finance by Kapoor, Dlabay, Hughes and Hart.▪ Chapter 3 of Personal Finance by Garman and Forgue.▪ Chapter 2 of Personal Finance by Keown.▪ Chapter 5 of Personal Finance by Siegel and Yacht.This paper has seen Personal Finance offered at a general education level, as an elective for Business Administration majors, or even as a required class in a specialized Financial Planning curriculum. Positioning a case in Personal Finance can often be challenging because of the diverse nature of these audiences. In this case, this paper has tried to use plain language whenever possible to make it accessible to a broad range of students while providing enough data for business students to make informed financial planning recommendations.
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Case provider
- The CASE Journal
- The Case for Women
- Council of Supply Chain Management Professionals
- Darden Business Publishing Cases
- Emerging Markets Case Studies
- Management School, Fudan University
- Indian Institute of Management, Ahmedabad
- Kellogg School of Management
- The Case Writing Centre, University of Cape Town, Graduate School of Business