Case studies

To adapt to China's evolving market, McDonald's, an established giant in the Western fast-food industry, has advanced its digital transformation since 2016. McDonald's China collaborated with the company Target Social to develop algorithms that extract key information from big data, assisting marketers with social media insights, content creation, and influencer selection, achieving “circle-breaking” success in social media marketing. In today's rapidly developing technological landscape, digital marketing methods have become diverse and abundant. Why does McDonald's focus its social media marketing strategy on content “circle-breaking”? Can this strategy balance the goals of short-term sales and long-term brand mind-set?

BYD, a prominent automotive manufacturer, initially prioritized supplier certification compliance, and gradually evolveding to establish an integrated quality system. In pursuit of higher customer satisfaction and product quality, BYD underwent a progressive transformation in quality management encompassing four distinct phases by leveraging methodologies and tools such as Six Sigma, statistical quality control and Deming's Cycle. This case holds significant relevance within the realm of operational strategies in manufacturing, specifically pertaining to quality management.

In 2012, Vivian assumed the role of General Manager at the eBay China Development Center of Excellence (CCOE) with the objective of steering the growth of CCOE by initiating a cultural transformation plan. Vivian encountered numerous challenges in reshaping the organization as a new and female leader, especially facing her diminished authority when headquarters decided to realign reporting lines. This case, which illustrates real-world business scenarios, is designed to empower students to understand practices of organization transformation and leadership.

In 2007, Dr. Biwang Jiang, a scientist, returned to China to establish NanoMicro. For the first decade, he exemplified the spirit of a scientist by focusing intensively on the field of nanospheres. His perseverance in research and his breakthroughs in leading international technologies allowed him to identify two major application areas: flat panel displays and biopharmaceuticals. The flat panel display business helped his startup survive the initial years, while the rise of the biopharmaceutical sector provided the growth needed for the company's eventual listing on the Shanghai Stock Exchange Sci-Tech Innovation Board (SSE STAR Market). What distinguishes entrepreneurship by scientists? Should technology-driven companies find markets for their technologies, or should they develop technologies to meet market demands?

As the China retail market continues to evolve, traditional retail brands are seeking more effective channel management strategies, while emerging brands are exploring marketing models that transition from online to offline. This case, based on SO-IN Technology's digital service practices of “gig work + intelligent digitalization” in the China retail industry, delves into the business models of gig and crowdsourcing models as well as intelligent digital marketing services. It focuses on the strategic choices that SO-IN Technology faced: What challenges might SO-IN Technology's ‘gig economy + digital intelligence’ model face? What are the key factors that determine sustainable growth?

UCloud, a cloud computing startup founded in 2012, started with the gaming industry as target and later shifted its attention to serve traditional industries and government. After the outbreak of COVID-19 pandemic that disrupted the market, UCloud encountered the dilemma of the way it unfold its business: should the company prioritize strategic internet users who brought immediate scale profits, or developing traditional industries with huge potential but requiring more patience for payback? This case is relevant to strategy courses that cover topics of strategic management and target market.

In writing this case, the authors collected both primary and secondary data. Primary data were collected through personal observation and semi-structured interviews with Konstantinos Papageorgiou Jr, Papageorgiou Transports & Logistics’s (PTL) CEO. In 2014, Konstantinos Jr participated in an entrepreneurship course for executives instructed by the first author at the National and Kapodistrian University of Athens. Since then, the first author has served as an advisor to PTL’s CEO. Furthermore, Konstantinos Papageorgiou Jr presented his case during an undergraduate management course at the Department of Business Administration at the National and Kapodistrian University of Athens in November 2020. Finally, three semi-structured interviews with the CEO were conducted from December 2020 until March 2021. Secondary data were collected from the company’s website and social media, as well as databases and annual reports. Since the academic year 2021/2022, the authors have each independently taught the case study in various courses, including strategic management (undergraduate and postgraduate), entrepreneurship (undergraduate) and innovation management (undergraduate and postgraduate). Testing the case in class has shaped the instructor’s manual.

The case study of PTL highlights a remarkable transformation in response to a critical business challenge. Facing the abrupt loss of their main client in 2010, PTL, led by Konstantinos Papageorgiou Jr, swiftly recovered and sought to proactively mitigate future shocks. Operating amid the Greek economic crisis, Konstantinos Jr recognized an opportunity in the niche market of juvenile Mediterranean fish (fry) transport. Despite lacking prior expertise in this field, PTL engaged in open innovation, collaborating with a variety of partners to acquire the necessary knowledge and capabilities. By 2013, PTL had successfully entered the niche market of fry transportation. Over the subsequent years, this venture grew, and by the end of 2022, PTL operated four trucks dedicated to this niche market. The company’s remarkable transformation exemplifies how a small and medium-sized enterprise (SME) can adapt, innovate, and diversify its offerings beyond its comfort zone, ultimately achieving a tenfold increase in turnover. PTL’s journey showcases the strategic value of partnerships and the potential for SMEs to evolve into “innovation producers” in the face of adversity.

The PTL case is suitable for management, strategic management, innovation management and entrepreneurship courses. The case is recommended for use at both undergraduate and postgraduate levels (a different teaching plan is proposed for each level). It provides both undergraduate and master’s students studying business administration the opportunity to explore issues associated with the management of SMEs, the formulation and implementation of a business strategy and the management of innovation in SMEs.

The information used in the case study was obtained from secondary sources, such as internal company documents, reports and interviews. Additionally, the first author had direct involvement in the cultural integration process, serving as one of the key members of the post-merger integration team. This role provided firsthand insights into the challenges faced by both parties, particularly in navigating cultural differences. To maintain confidentiality, company names and specific identifying details have been anonymized. The author’s dual perspective – drawing from company data and personal observations – offers a nuanced view of the cultural dynamics explored in the case.

This case delves into the complexities of a USA–South Korean corporate merger, focusing on cultural integration challenges within the acquired Chicago-based subsidiary. Mark Lee, Director of Learning and Organizational Development at the South Korean conglomerate’s US regional headquarters, investigates the reasons behind key executive departures and overall turmoil in the organization, aiming to propose solutions for better cultural synergy.

This case study is suitable for upper-level undergraduate and graduate students in courses related to international business, organizational behavior and human resource management, particularly those focused on cultural dynamics in global organizations. It also fits well into MBA-level programs where students are exploring strategic management and leadership in cross-border contexts.

Case information was mainly acquired through interviews with Richard Gammans, chief operating officer. Dr Gammans was a visiting professor at Fayetteville State University for a year, and two of the case authors developed personal friendships with Richard. Interviews were conducted over a two-year period as the accelerator got started. In addition, one author conducted a team-building session with the management team and one of the bio-startup researchers. An interview was also conducted with Clayton Duncan, chief executive officer, to gain his agreement with developing the case.

The Accele website included a write-up on each of the pharmaceutical startup companies. The write-up included a company summary, description of the science (disease and cure), the size of the market, results from testing, regulatory considerations and intellectual property. A literature review was conducted as the basis for the information on the pharmaceutical industry.

This case is about a biopharmaceutical accelerator founded in 2011 by two senior executives with experience in both large pharmaceutical companies and running biotech startup companies. The founders were successful in raising capital to start their first venture capital fund which they used to invest in four biotech startups. All four startups were working in very different disease areas. For example, one developed a drug to help with hearing loss that the department of defense was funding. Another of the startups discovered drug candidates that attack antibiotic-resistant bacteria. Biopharmaceutical accelerators were relatively new. They differed from business incubators because they invest in the startups and provide operational support, but the degree of support provided varies across accelerators. The Accele BioPharma accelerator operated in virtual, network type of organization, and Accele BioPharma provided primary strategic and operational management for the startups. The challenge in this case is to identify how the leaders managed the virtual network, and what additional resources were needed so that the management team could expand their ability to assist startups to get drugs approved by the food and drug administration.

This case is suitable recommended for undergraduate/graduate strategy, undergraduate/graduate organizational behavior, entrepreneurship and health-care management courses.

The case is a secondary sourced case. Information for the case was found from news articles and interviews.

David’s Bridal was a privately held corporation generating $1.3bn in annual revenue and employing over 12,000 employees. David’s Bridal filed bankruptcy not once but twice. This case examines the bridal industry and the environmental factors that led to the two bankruptcies. Bridal dresses are at the top of wedding categories. Environmental factors causing bankruptcy included online competition, reputation as seen through the eyes of the consumer, COVID, and supply chain challenges. David’s Bridal first looked to Jim Marcum to turn the corporation around and when this failed, they created a new management team after the second bankruptcy to save the company.

The case is designed as an interdisciplinary case for undergraduate leadership, advanced accounting or undergraduate strategy courses. The case was tested in MGMT 330: Leading People in Organizations. This case is appropriate for junior- and senior-level students.This case will be used in ACCT 402: Advanced Accounting – a senior-level course. The case gives perspective on going concern opinions and the strategic implications of bankruptcy.Possible textbooks▪ Christensen, T., Cottrell, D. and Budd, C. (2023). Advanced Financial Accounting (13th ed.). McGraw-Hill.▪ Hoyle, J., Schaefer, T. and Doupnik, T. (2024). Advanced Accounting (15th ed.). McGraw-Hill▪ Rothaermel, F. T. (2024). Strategic Management (6th ed.). McGraw-Hill