Case Library
Test Account
DUE : 6/30/2026
Innovating Educational Engagement Through Mobile Technology
Test Account operates on a business model that blends innovation in educational technology with professional service offerings. The company generates revenue through a combination of direct sales of its digital products and subscription-based access to its educational platforms. Its competitive advantage lies in its ability to integrate sophisticated technology with insightful educational content, positioning itself as a leader in digital learning solutions. Currently, Test Account enjoys a favorable market perception as a forward-thinking, reliable provider of educational technology solutions.
The broader educational technology industry is experiencing rapid transformation, influenced by several macro trends. These include technological advancements such as AI and machine learning, which enable more personalized learning experiences. Additionally, there is a growing emphasis on accessibility and inclusivity in educational resources, driven by regulatory shifts and increased awareness of diverse learning needs. Customer behavior is also evolving, with students and educators seeking more interactive and engaging learning tools that can be accessed anytime and anywhere.
This initiative is strategically important now due to the increasing demand for digital educational tools catalyzed by recent global events that have accelerated the shift to remote learning. Delaying this project could result in missed opportunities to capture market share and establish a strong foothold in the digital education sector. The cost of inaction includes potential loss of competitive advantage and diminished brand relevance.
Test Account faces several strategic options in developing this app. One pathway involves prioritizing design and usability, creating a product that stands out for its intuitive user experience. Alternatively, the company could focus on content richness, ensuring that the app delivers unparalleled educational value. Each path involves trade-offs; for instance, emphasizing design might require compromising on the depth of educational content, while focusing on content could delay time-to-market.
The strategic risks involved include technological challenges, such as ensuring app stability and scalability, and market risks, such as achieving user adoption and retention in a competitive landscape. Success concretely looks like achieving a significant user base within the first year, with positive feedback on both user experience and educational impact, leading to increased adoption and revenue growth.
The core decision to be made revolves around designing an app that balances user engagement with educational efficacy. The case challenges participants to determine the optimal blend of features that will meet user expectations while achieving business goals.
This exploration is meaningful for students as it mirrors real-world strategic planning and execution in the technology and education sectors. It offers insights into product development, marketing strategy, and user experience design, all critical skills in consulting, digital product management, and strategic leadership roles.
Marketing
Product Design & Development
Software Design & Development
Strategic Planning
Technology Commercialization
UX/UI & Human-Centered Design
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🏆 Bounty: $500
SUNY Potsdam
Designing a Professional Instructional Design E-Portfolio Aligned to Quality Standards (Exemplar: Professional Portfolio)
Graduate students in instructional design and educational technology are expected to demonstrate not only theoretical knowledge, but also applied skills, professional readiness, and alignment with industry-recognized quality standards. However, many students struggle to translate coursework, certifications, and practicum experiences into a coherent professional narrative that clearly communicates their value to employers, hiring committees, and collaborators.
At the same time, institutions invest significant effort in teaching instructional design frameworks, accessibility standards, and quality review processes (such as OSCQR or a comparable framework), yet these competencies are often assessed in isolation rather than synthesized into a durable professional artifact. As a result, students may graduate with strong skills but limited ability to showcase them holistically.
This case addresses the opportunity to design a standards-aligned, accessible, and professionally positioned instructional design e-portfolio that integrates coursework, certifications, applied reviews, reflections, and artifacts into a single, cohesive digital product. The project demonstrates how a culminating experience can function simultaneously as a learning process, a professional credentialing pathway, and a career-facing deliverable—while also creating a reusable exemplar for future students navigating similar career transitions.This case is designed as a reusable assignment framework, allowing future students to pursue different instructional design roles, tools, or contexts while following the same structured, standards-aligned process.
Education Quality and STEM Education
Organizational Culture
Product Design & Development
Research, Analysis, Evaluation
Training & Development
ArmorPoxy
Developing a Local Growth Strategy for ArmorPoxy
ArmorPoxy, a leading manufacturer of commercial epoxy flooring and interlocking floor tiles, is expanding its operations to strengthen its local business. The company recently moved into a new 13,000-square-foot facility and established a distribution partnership with Lowe’s. However, with 30% of its sales coming from online business, the focus now is on increasing in-store sales and capturing a larger share of the local market.
The challenge is to build stronger connections with contractors, floor installers, and other industry professionals who can integrate ArmorPoxy’s products into their service offerings. ArmorPoxy aims to identify opportunities for growth by enhancing its marketing strategies, expanding local partnerships, and improving its product catalog to boost local sales.
This project invites students to develop a strategic local growth plan, focusing on market research, product portfolio improvements, and actionable marketing tactics.
Growth Strategy
Marketing
Florida State University
The Case of John Douglas
John Douglas is a 51 year old African American. He is a military veteran who served during the Gulf War. He has trouble sleeping, experiences nightmares, and struggles with ongoing financial insecurity. In addition, the recent increase of media coverage and conversations concerning police brutality against people of color (POC) has been very triggering for John. He recognizes that this could happen to him and the fear keeps him up at night. Due to his lack of sleep, he is also concerned about losing his job and then losing his home. John is an only child and has never been married. He is close to his mother, Adele Douglas, but he does not want to burden or worry her with the issues. She has often struggled in the past to fully grasp the impact of his military experience. Adele has stated on more than one occasion that at least John got to come home after his military service. John’s father, Richard, died while serving in the Vietnam War. Adele never remarried and raised John by herself. She was vigilant about instilling in John the importance of being independent and never asking anyone for help.
Community Organization and Social Action
Courts, Corrections, and Law Enforcement
Crisis and Disaster Management
Facilitation, Mediation, Conflict Resolution
Political Organization, Policy Change, and Advocacy
Research, Analysis, Evaluation
Substance Use, Addiction, and Recovery
Volta Music Foundation
From Privilege to Purpose: Empowering Communities Through Music Education with Volta Music Foundation
Volta Music Foundation is on a mission to bridge the gap in music education, recognizing the prevailing focus on traditional performance spaces within university curriculums. While university students pursue music, minors often find themselves drawn to orchestras and professional ensembles. There is a crucial need for a paradigm shift toward music teachers and performers who can bring the transformative power of music directly into underserved communities. The company is navigating the dynamic landscape of music education, evolving from a commitment to understanding the broader market for music education and performance to a proactive stance in addressing the disparity in access. Volta Music Foundation envisions a future where music is not just a privilege but a fundamental necessity for humanity, and to achieve this, the focus is shifting towards teaching artistry. By engaging with universities and nonprofits, we seek to cultivate a generation of music educators and performers who are not confined to concert halls but are catalysts for cultural enrichment in communities with the most profound impact. The challenge is not merely identifying market gaps but revolutionizing the perception of music education. We're committed to changing music into an accessible and essential tool for community development. Let's reshape music education beyond being a privilege and turning it into a vital force for making positive changes in underserved communities.
Data Management
Growth Strategy
Product Design & Development
Research & Development
GLANCE LED
Design an Information Architecture to Improve UX
GLANCE is a led ticker designed to show you your data how you want it. The company asks you to help create a better UX design for its web application. The final goal is to increase the usability of their app by simplifying and tailoring its design. Propose strategies and ideas for the most effective methods to achieve that goal.
About GLANCE: “Our team first met in undergrad and has since worked together as engineers and consultants in the tech space. We have worked with several Fortune 100 companies in the deep tech space as well. Overall our team has over 60 years of engineering experience. Designed by Investors, for Investors: We are active investors always checking Stock, REITS, Mutual Funds, Crypto, and NFT prices. We were constantly watching the apps and the market, determining when to buy or sell. And it was so draining. We decided to design GLANCE and eliminate the need for constantly opening the apps while still staying up-to-date on the current market prices. Now we have the world of finance at a GLANCE.”
Marketing
Software Design & Development
Software Design & Development
HIOKI E.E. CORPORATION
Propose a Holistic Strategy for a Culture of Sustainability at a Multinational Corporation
The leadership at Hioki knows that to be effective; sustainability efforts must be holistic and integrated into the organizational culture and system of incentives and decision-making. With more than 900 employees across over 30 locations, Hoiki aims to elevate its commitment and value to global sustainability efforts by developing an organizational culture of sustainability, one that extends across the company’s multi-national corporation to endow employees and other stakeholders with a sense of sustainability ownership and empower individual and collective action. Ideally, efforts to elevate sustainability will be something that everyone at Hioki will be involved in adapting to each day- at least to some extent - rather than change initiated and monitored by top leaders alone. Hioki is asking you to propose a strategy to sustain this cultural change in the company.
Hioki E.E. Corporation, headquartered in Nagano, Japan, is a company that has designed and manufactured electrical and electronic measuring instruments since 1935 and is listed on the Stock Exchange of Japan. HIOKI electrical measuring instruments are used in a broad range of industries and fields, from the maintenance and inspection of electrical work and equipment to the testing of electronic components used in smartphones and computers and the development of electric vehicles and solar power generation technologies.
Since 1935, Hioki EE. Corporation has been at the forefront of the electrical manufacturing industry, and its track record of environmental and social sustainability activities extends nearly a half-century. This year (2021) marks the 45th anniversary of adopting The Hioki Philosophy expressed as the company’s “Respect for Humanity and Contribution to Society”.
Corporate Social Responsibility
Operations
Organizational Culture
Eco-System, Inc.
Optimizing HVAC Systems with Machine Learning Frameworks
Your mission is to enhance our Industrial Internet of Things (IIOT) platform by integrating machine learning (ML) capabilities, particularly concerning HVAC systems. This project will see you collaborate closely with faculty mentors and Eco-Enterprise leadership to explore data analysis techniques tailored for ML applications. To kick things off, your initial task is to dive into the insights gathered from our previous summer project. Following that, you'll engage in the process of reviewing and refining the data to determine its suitability for an ML framework. The final leg of your journey will involve conducting in-depth research into ML techniques customized to our dataset to achieve our project's goals. Our collective aim is to empower Eco-Enterprise with ML technology that optimizes the efficiency of HVAC systems, which are renowned for their costly and resource-intensive operation.
Data Management
Niloom.ai
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Developing a Token-Based Revenue Model for Niloom.ai: Balancing Usage and Bandwidth Considerations
Niloom.ai, an AI-powered platform, seeks to implement a token-based revenue model to optimize monetization based on customer usage and bandwidth consumption. The challenge lies in identifying the most effective pricing mechanism that balances:
- Customer affordability and accessibility – Ensuring the pricing model remains competitive while maximizing revenue.
- Fair and scalable usage-based pricing – Aligning token consumption with real-time usage and AI model processing requirements.
- Industry-standard best practices – Benchmarking against leading AI-powered SaaS platforms to determine optimal revenue structures.
Currently, AI-driven platforms employ various token-based revenue models, such as:
- API Call-Based Pricing – Charging tokens per request or per unit of processing.
- Bandwidth Consumption-Based Pricing – Charging based on the data bandwidth required for AI processing.
- Hybrid Token Usage Models – Combining various factors such as API calls, storage, and processing power.
This project challenges students to develop a data-backed tokenized revenue model that aligns with Niloom.ai’s business objectives, infrastructure capabilities, and competitive positioning in the AI space.
Data Management
Growth Strategy
Information Technology (IT)
Market Research
Operations
Product Design & Development
Reporting, Financial Planning & Analysis
Sales & Business Development
Software Design & Development
Tallo
Reimagining the Tallo Career Discovery Journey
At Tallo, our vision is to be the co-pilot helping individuals navigate from career uncertainty to confident action. A critical part of this is supporting our "Early Explorer" segment. These are young people aged 13-18 who are figuring out what they’re good at and what they might want to do in the future. We currently offer several tools to help them, including career assessments, career search, and community features.
- The User Challenge: We know that simply providing a collection of tools is not enough. The journey of self-discovery is overwhelming, and users often feel unsure of how to connect the dots between their interests, their skills, and their future options. The current experience can feel disconnected, leaving users without a clear path forward or a reason to return.
- The Business Opportunity: Our goal is to build a sticky experience that creates a long-term relationship with young users. A one-time successful interaction is not enough. Your challenge is to design a model that not only delivers immediate value but also creates a core product loop that drives repeat usage. Think about the entire user journey as a cycle: what motivates a user to take an action? What value do they receive? And most importantly, what about that experience makes them want to come back and invest more of their time and data into the platform?
How might we create an experience that feels like a supportive guide, leading Early Explorers from career uncertainty to confident action, and in doing so, become a key part of their career journey?
Product Design & Development
Software Design & Development
Strategic Planning
UX/UI & Human-Centered Design
Tucson Jewish Museum & Holocaust Center
Community Storytelling Through Public Art: Designing a Mural of Resilience and Unity
The Tucson Jewish Museum and Holocaust Center is a cornerstone of historical preservation and cultural education in the American Southwest. As a community deeply shaped by Jewish heritage, migrant journeys, and interfaith cooperation, Tucson offers fertile ground for an artistic tribute to shared resilience.
This project invites students to conceptualize and design a large-scale public mural—either on-site at the museum or in a local communal space—that weaves together narratives of Jewish perseverance, local Tucson history, and broader themes of interfaith unity. Students must approach this with an understanding of muralism as public memory-making, engaging deeply with local voices, symbols, and the socio-political weight of storytelling in public spaces.
The challenge lies in honoring historical trauma without retraumatization, uplifting resilience without flattening complexity, and designing collaboratively for public meaning rather than aesthetic novelty.
Community Organization and Social Action
Organizational Culture
Urban Planning
Social Venture Partners Tucson
Building a Community Coalition for Prosperity: A Strategic Plan for SVP Tucson
SVP Tucson is leading the development of the Community Coalition for Prosperity (CC4P) to drive systemic solutions for breaking the cycle of multigenerational poverty and promoting economic mobility in Tucson and Pima County. The coalition will unify nonprofits, funders, government agencies, businesses, and community leaders around the 13 Prosperity Policies formally adopted by the City of Tucson and Pima County in 2023-2024.
This project will develop a comprehensive strategic plan to formalize CC4P’s governance, funding, stakeholder engagement, communication strategy, and implementation roadmap, ensuring it becomes a catalyst for lasting economic change.
Growth Strategy
Operations
Reporting, Financial Planning & Analysis
Research, Analysis, Evaluation
Gourmet Nuts
Power Up Marketing Spend Optimization for Gourmet Nuts
Gourmet Nuts, a leading provider of premium snacks, is focused on optimizing its marketing spend to achieve better returns on investment (ROI). As the company navigates different stages of growth, it seeks to develop a multi-year marketing plan that aligns with market trends, channel dynamics, and consumer preferences. With varied products across categories, channels, and geographies, Gourmet Nuts' challenge is to identify the most effective allocation of marketing resources and to optimize its spend in ways that support corporate social responsibility (CSR), growth, and long-term success.
Students participating in this project will assess the effectiveness of past marketing efforts, define key performance indicators (KPIs) for monitoring future campaigns, and recommend strategies that deliver sustainable growth.
Digital Marketing
Growth Strategy
Marketing
Sales & Business Development
DK Advocates (DKA Tucson)
Facilities for the Future: Optimizing DKA’s Physical Footprint for Impact and Scale
DKA (DK Advocates / dkajobs.com) is a Tucson-based employment support organization that prepares individuals with barriers to employment for job success through skills training, in-house businesses, and personalized coaching. With two existing locations and growing community need, DKA is at an inflection point: deciding whether to consolidate operations, expand, or rebuild to better serve more clients in the future.As DKA seeks to expand its capacity to serve more clients and deliver a broader range of training and placement services, it faces the challenge of operating across two separate locations that may no longer be ideal for long-term growth. These facilities—originally adapted to available spaces—now limit operational efficiency, collaboration across programs, and the scale at which clients can be served.
The leadership team is evaluating several options:
- Consolidating both current locations into one updated facility
- Expanding at an existing site through renovation or adjacent property acquisition
- Relocating entirely to a new site built for scale, client flow, and organizational sustainability
The goal is to develop a strategic facilities plan that takes into account current program needs, growth projections, financial realities, and the geographic distribution of DKA’s client base and workforce partners.
Community Organization and Social Action
Economic Development, Work and Occupations
Operations
Organizational Culture
Public Administration
Strategic Planning
Florida State University
The Case of Nayati Locklear
Nayati Locklear is a 10-year-old, male who is currently in the United States of America (U.S.A.) foster care system due to a history of behavioral health issues and possible neglect by his biological mother. He was recently placed in an intensive foster care home and appears to be thriving by child welfare standards. This progress has prompted the current foster parents to seek legal rights to adopt him or, at the very least, a secure permanent placement in their home. In preparation for the upcoming court hearing to terminate parental rights of Nayati’s mother, Seke, (Nayati’s father is deceased), the social worker discovered Nayati’s biological family is primarily Native American including both parents and several grandparents. All are part of the Coharie Tribe, which is a federally recognized Indian tribe. This data was not documented in any of Nayati’s previous case records. Based on the Indian Child Welfare Act (ICWA) of 1978 this impacts several aspects of his case including, but not limited to the terms of his ability to be adopted and/or placed with a non-Native family, as well as, rights and responsibilities of the State.
Case Management
Courts, Corrections, and Law Enforcement
Facilitation, Mediation, Conflict Resolution
Individual and Family Advocacy
PGA Tour's Sony Open in Hawaii
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Develop an Improved Volunteer Recruitment and Programming Strategy for the Sony Open in Hawaii
141 Hawaii is contracted by Friends of Hawaii Charities as a full-service partner to help organize, manage, and produce the Sony Open in Hawaii PGA TOUR Event. 141 Hawaii assists with all aspects of coordinating the tournament, including event marketing, sponsorship sales, ticket sales, event set-up, on-site operations, player relations, food service, and volunteer programming. Each year, 141 Hawaii leverages its relationship with Friends of Hawaii Charities to organize volunteers for the Sony Open in Hawaii. In recent years, since the COVID Pandemic, 141 Hawaii and Friends of Hawaii Charities have been experiencing challenges in effectively recruiting volunteers for the program despite offering attractive incentives.
Corporate Social Responsibility
Economic Development, Work and Occupations
Growth Strategy
Operations
Talent Management
Bread SRSLY PBC
Optimizing Wholesale Customer Retention & Predictive Analytics in the Specialty Food Industry
For small and mid-sized specialty food brands, the ability to manage wholesale customer relationships is a crucial component of long-term business success. Retaining high-value wholesale clients, forecasting demand, and optimizing sales strategies are key drivers of growth in this competitive industry.
While Bread SRSLY has internal data and predictive analytics efforts underway, this case study challenges students to develop a framework for evaluating wholesale customer health, assessing revenue forecasting methodologies, and creating retention strategies that can be applied to the broader industry.
By examining real-world industry best practices, students will explore how specialty food companies can structure their wholesale analytics efforts without direct access to proprietary data.
Customer Service & Account Management
Data Management
Growth Strategy
Market Research
Reporting, Financial Planning & Analysis
Sales & Business Development
Sway
The Future of Fractional Event Management
Sway’s model revolves around providing top-tier event management services through a combination of traditional expertise and cutting-edge technology. It generates revenue by offering customizable service packages that cater to various client needs, leveraging its robust IT infrastructure to deliver seamless service experiences. Sway is perceived as a reliable and innovative partner in the market, known for its ability to execute events with precision. However, to fortify its competitive moat, Sway must continuously innovate and adapt its offerings to stay ahead of competitors who are also eyeing the fractional service model.
The event management industry is currently witnessing a significant transformation driven by technological advancements and shifting consumer expectations. Clients increasingly demand more flexible, cost-effective solutions without sacrificing quality. Regulatory changes, such as data privacy laws, also impact how services are structured and delivered. In this context, the rise of fractional event management is a direct response to the need for agility and efficiency. Understanding these macro trends is crucial for Sway as it navigates this evolving landscape.
The strategic importance of this moment cannot be overstated. The shift towards fractional services represents a paradigm change that could redefine industry standards. For Sway, the cost of inaction is significant — failing to adapt could result in losing market share to more agile competitors. Conversely, successfully positioning as a leader in this new model could drive substantial growth and establish long-term competitive advantages.
Sway faces several strategic pathways. It could enhance its technology platform to offer even more personalized and scalable services, or it could focus on building strategic partnerships to expand its service portfolio. Each path presents trade-offs; for instance, investing heavily in technology might divert resources from marketing efforts. Leaders may disagree on the optimal balance between innovation and maintaining current service quality.
Strategic risks include potential misalignment with client expectations if technological implementations falter or if the market for fractional services does not grow as anticipated. On the upside, success means not only capturing significant market share but also setting industry standards for service delivery. This concrete vision of success involves increased client retention, expanded market reach, and enhanced brand reputation.
The core decision revolves around how Sway can most effectively position itself as a leader in fractional event management. This requires a comprehensive strategy that aligns technological, operational, and marketing efforts to meet new market demands. Students are tasked with designing this strategy, considering the interplay between innovation, client engagement, and competitive positioning.
For students, this case offers a meaningful exploration of strategic business challenges, directly applicable to careers in consulting, strategic planning, and marketing. It demands a nuanced understanding of industry dynamics, competitive strategy, and client engagement. Engaging with this case will equip students with practical skills for navigating complex business environments and making impactful strategic decisions.
Growth Strategy
Marketing
Sales & Business Development
Strategic Planning
Caterpillar Inc
A Strategic Exploration of Battery Mineral Value Chains for Sustainable Innovation
Gain insights into the value chain of top battery minerals. Caterpillar's clients increasingly demand products which satisfy environmental factors, in additional to traditional productivity and cost factors, to align with those customers' Environmental, Social, and Governance (ESG) objectives. As noted in Caterpillar's Investor Day 2022 presentation, Caterpillar is actively working to adapt to these changing demands. One initiative related to this adapation is expanding knowledge about key inputs to battery development as compared to its history with internal combustion engines.The primary objective is to improve the knowledge of company leaders in the Resource Industries (mining) segment regarding the value chain for battery minerals. By doing so, we aim to improve their understanding in support better decision-making in development and implementation of future products to meet customers' needs.
Corporate Social Responsibility
Growth Strategy
Product Design & Development
Purchasing, Logistics, Supply Chain
Center for Hospice Care
Hospice Foundation "Next Generation" Donor Acquisition Strategy
Identify "next generation donors" (individuals aged 45 and under) to the Hospice Foundation. These potential donors represent a significant opportunity for long-term support and engagement. Our goal is to develop a tailored strategy, fostering lasting connections and inspiring them to become advocates for our cause.
Growth Strategy
Talent Management
Sway
Event Experience Design for Modern Teams
Sway operates within a rapidly evolving industry where consumer expectations are continually shifting. As a company that provides a blend of consumer and professional services through innovative software solutions, Sway's business model hinges on delivering high-quality, customized experiences to its clients. The company's competitive advantage lies in its ability to integrate cutting-edge technology with a deep understanding of client needs, allowing it to tailor its services to enhance client engagement and satisfaction. Currently, Sway is perceived as a leader in the market, known for its creativity and ability to deliver impactful events that resonate with corporate audiences.
The broader industry landscape is shaped by several macro trends, including the increasing importance of digital transformation, the rise of remote and hybrid work environments, and the growing emphasis on employee well-being and engagement. Technological advancements are enabling more interactive and immersive event experiences, while regulatory shifts around data privacy and security pose challenges that companies need to navigate carefully. Competitive dynamics are also intensifying, with new entrants continually seeking to disrupt traditional models of corporate event management.
This moment is strategically crucial for Sway, as the demand for innovative corporate events that foster teamwork and creativity is at an all-time high. Organizations are increasingly looking for partners who can deliver not just events, but transformative experiences that align with their strategic objectives. Failing to capitalize on this trend could result in lost market share and decreased client retention. Therefore, it is imperative for Sway to act swiftly to refine and implement its event design framework.
The strategic options available to Sway include enhancing its current offerings through deeper integration of technology and human-centered design, expanding its market reach by targeting new client segments, or forming strategic partnerships with complementary service providers. Each pathway presents its own set of trade-offs, requiring careful consideration of resource allocation, potential risks, and alignment with long-term business goals. Strategic leaders within the company may differ in their opinions on the best course of action, highlighting the need for a thorough analysis of each option's potential impact.
The strategic risks involved in this initiative include the possibility of over-investing in technology that doesn't resonate with clients, misaligning event designs with client expectations, or failing to deliver measurable outcomes that justify the investment. Success, on the other hand, would see Sway firmly establishing itself as a market leader in the corporate events space, known for delivering high-impact experiences that drive client success and satisfaction.
At the core of this case is the decision to design a corporate event framework that effectively balances creativity, collaboration, and strategic alignment. Students are tasked with developing a comprehensive strategy that addresses these dimensions while considering the operational and market realities Sway faces. This involves a detailed analysis of how event environments can be optimized for engagement and learning, as well as the development of metrics to measure success.
Exploring this challenge provides students with valuable insights into strategic decision-making within a dynamic industry context. It offers the opportunity to apply critical business skills such as competitive analysis, stakeholder management, and UX/UI design, making it a relevant and exciting case for those aspiring to careers in consulting, marketing, and strategic management.
Marketing
Training & Development
UX/UI & Human-Centered Design
Al Basha Grocery
Sacred Sustenance: Designing an Interfaith Kosher & Halal Food Education and Cooking Demo
In a world often divided along religious lines, food offers a profound path to unity. Kosher and Halal dietary laws—observed in Judaism and Islam, respectively—share core values of discipline, ethical slaughter, and ritual preparation. However, they are often misunderstood or oversimplified.
This open innovation case study challenges students to design a public culinary demonstration and interfaith dialogue that highlights the values, similarities, and distinctiveness of Kosher and Halal food systems. Hosted in partnership with Al Basha Grocery (a Middle Eastern market and halal butcher) and Jewish community stakeholders, the event should be intellectually enriching, culturally respectful, and logistically feasible.
The project blends research, event design, food education, and intercultural engagement, encouraging students to model a replicable event for building bridges between Jewish and Muslim communities—starting with a shared table.
Community Organization and Social Action
Marketing
Organizational Culture
Florida State University
The Case of Trevor Johnson
Trevor Johnson is a 19-year-old black male. He is a second-year out-of-state public college student who resides in one of the dorms with his two roommates, Mark and Jack who are both white. Mark is also a 19-year-old second year. Jack is an 18-year-old first-year college student. All three arrived at the counseling center last night due to the fact that the roommates were concerned about Trevor experiencing auditory hallucinations (AH). Mark and Jack reported that recently Trevor shared that he hears voices and has for several years. In addition, according to the roommates Trevor has become increasingly irritable and started isolating himself. One of Trevor’s roommates, Jack, stated that he heard Trevor responding aloud to the voices yesterday, which made him feel even more concerned. Jack’s brother developed similar symptoms about two years ago. Mark is worried about Trevor, but is also growing uncomfortable with his behavior and is a little afraid of what Trevor might do.
Facilitation, Mediation, Conflict Resolution
Florida State University
The Case of Chand Family
Susan Chand, or Susie as her friends and family call her, is a 39 year old white woman of Eastern European descent. For the last several years she has worked at a fairly large local nonprofit. The organization provides various programs to assist with on the job training. Susie is an excellent employee and she absolutely loves the company she works for. She has been promoted multiple times and is currently up for a new promotion in the human resource (HR) department.Susie’s husband, Derek Chand, who is originally from Fiji, is a 37 year old male. They met in their twenties and have been married for ten years. They have three children together. Their son is the oldest, RJ, who is nine years old. They also have two six year old twin girls, Simone and Nina. In addition, Marilyn Jansen, Susie’s mother moved in with them four years ago when Susie’s father, Thomas, died.Derek’s job requires him to travel quite often - now more than ever. He is often gone even on the weekends and has begun missing the children’s extracurricular activities. Marilyn does assist Susie, but not the way she did in the beginning. Her mother’s physical health has deteriorated over the last few years and her mental health seems to be struggling also, which is impacting the quality of care of the children. Susie knows her mom loves her grandkids. She is simply not sure if Marilyn is still capable of taking care of them by herself anymore.
Case Management
Community Organization and Social Action
Courts, Corrections, and Law Enforcement
Crisis and Disaster Management
Economic Development, Work and Occupations
Facilitation, Mediation, Conflict Resolution
Political Organization, Policy Change, and Advocacy
Public Administration
Research, Analysis, Evaluation
Substance Use, Addiction, and Recovery
CapSource
Developing a Dynamic Go-To-Market Strategy for CapSource's Case Library
CapSource operates within the intersecting domains of education and technology, positioning itself as a leader in experiential learning solutions. The company primarily generates revenue through partnerships with academic institutions and corporates, offering projects and case-based learning experiences that bridge the gap between classroom theory and practical application. CapSource's competitive moat lies in its ability to curate industry-relevant content that is both accessible and impactful, enhancing the learning experience for students and educators alike. In the market today, CapSource is perceived as an innovative and agile player, leveraging its technological capabilities to deliver bespoke learning solutions.
The broader industry landscape is characterized by rapid technological change, shifts in educational paradigms, and evolving customer expectations. Regulatory shifts, particularly in data privacy and educational standards, also influence the operational strategies of companies within this space. Technological advancements, such as artificial intelligence and machine learning, present both opportunities and challenges for companies like CapSource, necessitating continuous adaptation and innovation. Competitive dynamics are increasingly dictated by the ability to offer personalized and scalable learning solutions, while customer behavior trends show a growing preference for digital and flexible learning options.
This moment is strategically important for CapSource due to several factors. The ongoing digital transformation within education has accelerated the demand for high-quality, online learning resources. Additionally, the current macroeconomic environment, marked by increased competition and shrinking budgets, requires educational institutions to seek cost-effective and impactful learning solutions. The cost of inaction is significant, as failing to capitalize on this opportunity could result in lost market share and diminished brand relevance.
CapSource faces several trade-offs and competing pathways in its strategic planning. One option is to focus on a broad market approach, targeting a wide array of educational institutions and corporates. This path offers potential scale but may dilute brand identity. Alternatively, CapSource could adopt a niche strategy, targeting specific segments such as business schools or professional development centers, thereby enhancing its brand positioning but potentially limiting market reach. Reasonable leaders may disagree on the optimal balance between scale and specialization.
Strategic risks include the potential for competitor imitation, technological obsolescence, and misalignment with customer needs. Success, concretely, would involve achieving measurable market penetration, customer retention, and brand recognition within targeted segments. It also requires continuous innovation in content development and delivery mechanisms to maintain relevance and value.
The core decision that must be made revolves around the design of a comprehensive go-to-market strategy that effectively communicates the value proposition of the case library to diverse audiences. This involves determining the optimal blend of marketing channels, pricing models, and content offerings that align with customer needs and business objectives.
This case is meaningful for students as it provides an opportunity to engage with a real-world strategic challenge that is deeply relevant to careers in consulting, marketing, product development, and strategic planning. By analyzing the strategic options and designing innovative solutions, students will develop skills that are highly sought after in today's dynamic business environment.
Digital Marketing
Entrepreneurship
Growth Strategy
Innovation
Marketing
Operations
Product Design & Development
Research & Development
Strategic Planning
Anti-Defamation League
Exploring Community-Based Strategies for Reducing Hate Crimes
The ADL (Anti-Defamation League) has long been at the forefront of fighting hate, bigotry, and anti-Semitism across the United States. Despite ongoing efforts, hate crimes continue to rise in many communities, highlighting the urgent need for innovative, community-driven approaches to combat these issues. Communities are uniquely positioned to lead efforts to reduce hate crimes because they are directly impacted and often have a deep understanding of local dynamics.
This project invites students to propose community-based strategies for reducing hate crimes in local areas, focusing on creating programs, partnerships, and educational campaigns that can be implemented at the grassroots level. The goal is to explore how communities, when empowered with the right resources and support, can play an active role in fostering inclusivity, reducing hate, and ensuring safety for all.
Community Organization and Social Action
PR & Communications
United Negro College Fund (UNCF)
Advocacy Plan and Day of Action to Promote Success for Black College-Bound High School Seniors
The United Negro College Fund (UNCF) aims to increase the number of Black high school seniors who matriculate into higher education institutions. The goal is to develop a comprehensive advocacy plan and organize a Day of Action to present to elected officials, highlighting the importance of supporting Black students in their educational journeys.
Community Organization and Social Action
Marketing
Operations
PR & Communications
Quality Control
Talent Management
Florida State University
The Case of Tim Smith
Tim Smith is a 33-year-old, white, heterosexual, and married male. He has been married to his wife Rachel, 26, for a little over five years. They have four young children - Timothy Jr. (4), twins Emanuel and Grace (2 ½), and their youngest - Daniel who just turned one. In addition, Tim and Rachel just found out last week that they are pregnant with their second set of twins. The family is of strong religious faith and they hold a strict adherence to the tenants of their religion.
Tim was recently involved in a physical altercation at his workplace. His company suspended him and has required that he attend a program that will provide anger management services before he will be allowed to return to work. He has been referred by his job’s HR (human resource) department to help with his anger management. During intake, Tim is assigned to the open anger management group for men at the agency which is led by a male social worker, Mark. Tim is also referred to concurrent individual therapy sessions to complement group counseling services. The group consists of five other men. Tim has never received or voluntarily sought mental health services. He is skeptical of a bunch of men sitting around “crying” and “sharing their feelings.”
Case Management
Community Organization and Social Action
Courts, Corrections, and Law Enforcement
Crisis and Disaster Management
Individual and Family Advocacy
Political Organization, Policy Change, and Advocacy
Public Administration
Research, Analysis, Evaluation
Substance Use, Addiction, and Recovery
CommonLit
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Helping a Children’s Literacy Platform Scale Internationally
CommonLit is a nonprofit EdTech company focused on literacy for grades 3-12, dedicated to ensuring that all students graduate high school with the reading and writing skills necessary for college and career. While our team is passionate about exploring product-based and international expansion opportunities, much of our day-to-day focus must remain on improving our current support for U.S. teachers and students. We must ensure that we meet the U.S. Department of Education IAL grant requirements. Therefore, it would be greatly beneficial for student consultants to conduct market research and data analysis.
There are two directions that CommonLit considers: expanding to countries with the highest need or expanding to countries with the best market fit for our resources. We would select from countries referenced in the Google.org Education Initiative to expand to countries with the most increased need. Google.org offers grant money for companies developing scalable tech solutions to close gaps in education outcomes in these countries, and we are considering applying for this funding. To expand in countries with the best market fit for our resources, we would want to assess market fit and determine which countries CommonLit could most easily penetrate. This direction would include research concerning significant players in the reading education market and their offerings, penetration of 1:1 computing (one laptop or device per student) in schools, prominence of English education in schooling, and more.
Growth Strategy
International Affairs
Piko Provisions
Food System Resiliency - An Island Approach to Global Issues
Piko Provisions was founded with one goal: to provide the best organic food for babies in Hawaii and beyond. Piko baby food products have no artificial flavours, preservatives, or additives. We deliver sustainable foods made from all-natural Hawaii-grown ingredients and superfoods. We support local agriculture by sourcing all our ingredients from Hawaii-based farmers and producers to build a more sustainable agricultural industry on our islands. Furthermore, we care about the environment and make sure that all of our ingredients are grown and harvested by our growing partners using regenerative farming practices to prevent land degradation and to show respect for the planet that nurtures us. We aim to increase food system resiliency and representation by developing regionally sourced and manufactured food and drinks for the next generation with ingredients sourced from regenerative farmers.
Growth Strategy
Product Design & Development
Sales & Business Development
FISLL
Empowering the Future: Designing a Black History Merchandising Line for FISLL
FISLL is a purpose-driven lifestyle brand rooted in the values of Faith, Integrity, Sacrifice, Love, and Legacy. FISLL has launched a powerful Black History Collection to celebrate and amplify Black voices, culture, and history while fostering social and economic mobility in the Black community.
The goal of this project is to design a unique merchandising line that brings heightened awareness to the Black History Collection and aligns with FISLL's mission to uplift and empower. Students will leverage creativity and strategic thinking to conceptualize products that resonate with the brand's target audience and reflect the community-focused values of FISLL.
Entrepreneurship
Growth Strategy
Marketing
Product Design & Development
Purchasing, Logistics, Supply Chain
Boys to Men Tucson
People-First Policies: HR Manual Overhaul
Boys to Men Tucson seeks to overhaul its HR policies to ensure alignment with legal requirements, organizational needs, and industry best practices. The organization is committed to creating a people-first HR manual that fosters a positive work environment, promotes inclusivity, enhances employee satisfaction, and ensures compliance with labor laws. By updating and refining its policies, Boys to Men Tucson aims to develop a comprehensive and legally sound framework for employee relations, training, benefits, and workplace expectations.
Operations
Organizational Culture
Talent Management
Training & Development
True Religion
Diversity and Inclusion Strategy Focused on Community Engagement at True Religion
True Religion, a powerhouse denim brand since the early 2000s, has undergone significant restructuring and recently emerged from bankruptcy. As part of its reinvention, the company is working to revitalize both its business and corporate culture. With improved financial performance and the ability to pay bonuses, True Religion has seen positive cultural shifts and is ready to build on this momentum by expanding its diversity, equity, and inclusion (DEI) initiatives.
The company’s Human Resources (HR) team seeks assistance in developing a robust DEI strategy that not only strengthens internal culture but also engages employees in community outreach. Employees are eager to participate in initiatives such as a Culture Committee and Diversity Council, with a focus on serving underserved communities—particularly children. True Religion’s DEI vision emphasizes diversity across gender, race, religion, sexual orientation, ability, and age, aligning with the company’s mission to create meaningful social impact.
This project invites students to develop a comprehensive DEI strategy, focusing on leveraging employee engagement to support True Religion’s business and community objectives.
Marketing
Organizational Culture
Talent Management
Florida State University
The Case of Veronica Charles
Veronica Charles, 42, is originally from Buffalo, New York. She has been living in Florida (FL) for the last several years. She came to Florida to work for a prominent art gallery in St. Petersburg. A few months after moving to FL Veronica met Sondra Myers who is 40 years old. They immediately hit it off and quickly became a couple. They dated and lived together for three years. During that time they fostered a young boy, Dwayne, who is now 5 ½ years old. As Sondra and Veronica were planning to get married an unexpected opportunity to adopt Dwayne arose, so they chose to legally adopt him.
A year into the marriage Sondra left Veronica for another woman, Jan, age 28, who Sondra and Dwayne now currently live with. Sondra drops Dwayne off to visit with Veronica when she needs childcare. Veronica has asked Sondra to work out a consistent schedule for Dwayne to stay with her. This has not been honored and is becoming a source of contention that is impacting Veronica’s ability to maintain a relationship with her son and to earn a living.
Case Management
Individual and Family Advocacy
Hydrate IV Bar
Wellness on the Rise: Hydrate IV Bar's Business Expansion Strategy
Founded on a commitment to optimize health and wellness, Hydrate IV Bar is a pioneering wellness brand that has made significant strides since its inception. With a deep-rooted dedication to promoting holistic well-being, we have become a beacon of rejuvenation and vitality. In 2020, we embarked on a new journey by venturing into the world of franchising, and it has been a transformative experience ever since. Currently, we have established a notable presence across four states – Colorado, Arizona, Texas, and Utah. Now, we aim to take our holistic approach to even greater heights. Hydrate IV Bar is in an expansion phase, eager to introduce its innovative concept to new markets and embrace fresh opportunities. Join and help us to target new markets, increase brand awareness, explore online sales channels, and elaborate a diversification strategy.
Growth Strategy
Marketing
Long Island University C.W. Post (LIU Post)
Postum’s Fork in the Road
ABSTRACT
Postum is a trademark and trade secret of Eliza's Quest Food, a North Carolina, U.S., LLC. First launched in 1895 as a non-caffeinated coffee alternative by Postum Cereal Company, the formulation was created by C.W. Post and later sold to General Foods in 1929. In 2007, the brand was discontinued when Kraft acquired Postum from General Foods. Postum lovers responded with a "passionate campaign to bring back our Postum using online petitions, blogs, and websites to gain support. Their voices were heard" (Postum.com). In 2012, the coffee substitute, Postum, was purchased by Eliza's Quest Foods, owned by two long-time Postum users. Postum's modest suite of products includes an instant, powdered grain format in three flavors: original (roasted wheat bran, wheat, and molasses), coffee-flavored, and cocoa-flavored. The brand is marketed using the following claims: organic, fairly traded, vegan, kosher, all-natural, and fair traded. The product is offered in seven- and eight-ounce jars and can be consumed warm or chilled. Postum may have benefited early from first-mover status. However, it has declined in revenue from the latest available Nielsen measure, $6.6 million in 1995, to $900 thousand in 2016 (Buzzfile). Postum has since been flanked by a phalanx of large and small natural beverage competitors, non-caffeinated herbal teas, and the high-growth ready to drink (RTD) coffee market, promoting a myriad of better-for-you beverage options. Postum must make a strategic decision. Should the company invest in Research and Development and launch new products and brands into a larger, growing, and more lucrative market or stay positioned in the coffee substitute market by taking the costs out of their value chain to become the low-cost provider?
Keywords: coffee substitute, all-natural, ready-to-drink, better-for-you, strategic options. Copyright statement: Authors retain the copyright to the manuscripts published in AABRI journals. Please see the AABRI Copyright Policy at http://www.aabri.com/copyright.html.
INTRODUCTION
Eliza's Quest Food is a privately-held company with six employees. It is owned and managed by June Rust, President, and Dayle Rust, two long-time Postum users who grew up with the brand and appreciate the emotional connection Postum has with its loyal base. June Rust has a Master of Arts in Education from East Carolina University. A VP with a vast retail and food service sales background was recently hired. A 2,530-square-foot facility modernization has been completed in anticipation of growth due to approved applicant distribution of the points for new distribution points and favorable shelf placement. Since 2012, the management team at Eliza's Quest Foods has worked to develop packaging, warehousing, and shipping, as well as directly selling/distributing Postum to distribution companies, individual grocery stores, and health food stores, managing online sales to individual consumers. In 2017, Postum leadership worked with Long Island University Post and LIU IQ Consulting's student consulting team to develop a marketing plan. LIU IQ promotes advancing business knowledge and judgment among preeminent students, companies, and universities. The students benefit from exposure to professional business cases. Companies benefit from divergent thinking, dynamic problem solving, and an opportunity for new talent hiring. The final presentation from the team of students was well received by Postum leadership; it included recommendations for further distribution, a new product, packaging and labeling, marketing, advertising, and social media.
THE COFFEE SUBSTITUTE MARKET
The coffee substitute market was $7.5 million in 1995 (Elliot, 1995). Nielsen further reported that Postum had a significant 87.7% share of the coffee substitute market 52 weeks ending 12/10/1995. The advertising agency, Foote Cone Belding/Leber Katz Partners, General Foods/Kraft agency of record, was charged with creating the Postum comeback campaign delivering print, radio, recipes, and coupons to targeted consumers 55+ using the "truly soothing hot beverage" campaign. The year-long campaign reportedly represented $984 thousand (Elliott, 1995).
The competitive set in the coffee substitute market consists of Postum, Capomo, Ayurvedic Roast, Roma, Cafix, Pero, Beyond Coffee, Inka, and Teeccino, as ranked on AAmazon.com's"The 10 Best Coffee Substitutes" (Dvoretz, 2017).
THE INSTANT COFFEE MARKET
A growth market to examine is instant coffee. Postum fits into the instant coffee arena because it can be served instantly and is agglomerated. According to Globe Newswire (2017): "Instant coffee has gained significant popularity among consumers due to its convenience in terms of time and preparation. The easy availability of instant coffee across various channels and its lower price versus ground coffee have contributed to its rising popularity. The CAGR for instant coffee is projected at 4.8% ($28 billion in 2016 and $43 Billion by the end of 2025. (as indicated in Table 1) Postum's product is in the agglomerated (instant) form and can well tap into the market attribute of convenience." However, Postum has no cost advantage compared to the best-selling brands. (as indicated in Table 2)
THE READY TO DRINK (RTD) MARKET
The RTD segment grew by +6.5% from 2014-2015 (Beverage Marketing Group, 2016). Mintel estimates that the segment will continue to grow through 2020. (2017) (as indicated in Table 3). There is trending market potential in the beverage category within the younger demographic as they prefer the RTD segment of the industry. Prominent beverage manufacturers/marketers are competing in the RTD market bolstered by the twin trends of on-the-go, health, and wellness. In contrast, the caffeinated market remains large and tends to attract the older demographic. (as indicated in Table 4) According to a 2016 US IbisWorld Beverage Study, age is an essential factor in consumers' choice of caffeinated beverage. The youngest consumers (under 18) cited carbonated soft drinks and tea as providing greater caffeine, whereas the oldest consumers (50-64) preferred coffee. (as indicated in Table 5) The CEO of PepsiCo, who organized a better-for-you segment of competitive entries for her company, stated that soft drinks are a "thing of the past" and that RTD bottled tea will be a sales driver for the company in the future (Berry, 2016).
Both large and small beverage manufacturers are responding to the better-for-you and RTD market potential with products and packaging that meet consumers' demands by communicating stories of purpose, ingredients, and function (Berry, 2016). Claims include natural ingredients, no artificial colors or flavors, no sugar, vitamins, minerals, protein, fiber, antioxidants, plant extracts, prebiotics, and probiotics. Non-GMO consumers recognize the value of buying products that are not potentially unstable to the food supply. Non-GMO sales exceeded $10 billion last year. (as indicated in Table 6) According to Mintel (2016), when purchasing nutritional and performance drinks, the most critical factors for U.S. consumers are favorite flavor (41%), amount of protein (40%), and high fiber (33%).
New entrants are touting artisanal brews, indulgent flavors, better-for-you formulations, cold brew technology, energy inducement, herb and vitamin enrichments, and no or low sugar (Food Beverage News, 2018). Based on the total rush to fragmentation and a now crowded segment, consumers may begin to take on a high engagement/high abandonment mentality. A projectable segmentation study of the RTD and functional beverage segments may lead manufacturers to their most profitable opportunities.
MARKETING TO CONSUMERS
Postum attempts to engage current consumers using a nostalgic platform with copy harkening the reader back in time: "Postum. The Hot Beverage with Warm Memories," "Rich Tradition," "A Stroll Down Memory Lane," "#WholesomePostum," and photography from years past. The emotional benefit appears as one of sentimental longing and happy associations. The brand name and old-fashioned label work to preserve this emotional tie and to allow connection to those loyal to the brand years past. The functional benefit appears to be twofold: wholesomeness and a contrast to the experience of coffee jitters. There is a nominal following on Postum social channels (Facebook, Instagram, Twitter, and Pinterest), perhaps suggesting that an older demographic does not consume social media.
PRICINGIf the leadership of Postum desires future revenue growth, the question is, what is their path to the future: New markets? New brands? New target age groups? Product development? New alliances and distribution (K-cups)? New imagery, including brand influencers? The challenge is to investigate what consumers value in a non-caffeinated, non-alcoholic, warm, or cold beverage or develop a new brand that better resonates with younger consumers.RESEARCH AND DEVELOPMENT (R&D)
Postum's dedication and investment in R&D must be significant if it decides on a differentiation strategy to broaden its line. If, on the other hand, it opts to compete in its current product and packaging in the coffee substitute market, it may become obsolete.
Growth Strategy
Product Design & Development
Sales & Business Development
Florida State University
The Case of Sarah Jacobs
Sarah Jacobs is a 45-year-old Caucasian female referred to case management services by a child protection investigator (CPI) following concerns about Sarah’s mental health and the impact this is having on her two young kids. Sarah has been married to her husband Jordan for nine years, and they have two children together: Mia, daughter, age eight, and Stephen, son, age five. Sarah is a stay-at-home mom. She does not work outside the home. She has been receiving supplemental security income (SSI) for the past ten years following her mental health diagnosis. Sarah was diagnosed with Bipolar Disorder 1 four years ago, and about ten years ago, she was diagnosed with Major Depressive Disorder (MDD), severe, with suicidal ideations. Over the last several months, she has noticed similar behaviors in both of her children. This is triggering and, at times, causes her to avoid engaging with her children.
Case Management
Individual and Family Advocacy
Public Administration
Falcon School
Charting New Growth Horizons for Falcon School
Falcon School operates as a leading educational institution specializing in aerospace, defense, construction, and maintenance training. Its business model revolves around delivering high-quality, industry-specific education programs that prepare students for careers in these sectors. The school's competitive moat lies in its established reputation, strong industry ties, and a curriculum that closely aligns with industry requirements. In the market, Falcon School is perceived as a trusted partner for workforce development, known for producing graduates with practical skills and knowledge.
The industry landscape is characterized by significant technological advancements and evolving regulatory frameworks. In aerospace and defense, there is a growing emphasis on advanced technologies such as AI, cybersecurity, and autonomous systems. The construction and maintenance sectors are increasingly adopting digital tools and sustainable practices. These macro trends are reshaping workforce needs, presenting both challenges and opportunities for educational institutions like Falcon School.
This moment is strategically important due to several factors. Firstly, the rapid pace of technological change demands that institutions continuously update their curricula to remain relevant. Secondly, increasing investments in defense and infrastructure necessitate a larger pool of skilled professionals, highlighting the need for expanded educational capacity. Inaction could result in Falcon School falling behind competitors who are more agile in adapting to these changes.
Falcon School faces several strategic options. It can expand its curriculum to include emerging technologies, partner with industry leaders for joint training programs, or invest in digital learning platforms to reach a broader audience. Each path involves trade-offs, such as resource allocation, potential dilution of brand focus, and the challenge of maintaining high educational standards. Reasonable leaders might disagree on the prioritization of these options based on different interpretations of market needs and institutional capabilities.
Strategic risks include the potential misalignment of new programs with industry needs, financial constraints in executing large-scale expansions, and the challenge of differentiating from competitors who might adopt similar strategies. Success involves effectively integrating new technologies into the curriculum, forging strategic partnerships, and gaining recognition as a leader in next-generation workforce development.
The core decision revolves around how Falcon School should design its growth strategy to enhance its market position and educational offerings. This involves determining which growth avenues to pursue, how to allocate resources effectively, and how to measure success in this expanded landscape. Students are tasked with crafting a strategic plan that addresses these considerations, proposing actionable recommendations to the leadership team.
This exploration is meaningful for students as it mirrors real-world challenges faced by educational institutions in dynamic industries. It requires applying skills in strategic consulting, financial analysis, operations management, and marketing. The case encourages students to think critically about growth strategies, resource optimization, and the importance of aligning educational offerings with industry trends. This experience prepares students for strategic roles in various sectors, offering a practical understanding of how to navigate complex business environments.
Growth Strategy
Groov
Search Engine Optimization Strategy for Sports Performance Products
Groov's business model revolves around the design, manufacturing, and sale of high-performance foot support products. The company generates revenue through direct-to-consumer sales via its website and partnerships with select retail outlets. Groov's competitive advantage lies in its innovative product design and proprietary materials that offer superior comfort and injury prevention. The company is perceived as a niche player in the broader sports health market, respected for its product quality but not yet a household name.
The industry landscape is characterized by growing consumer interest in health and wellness, particularly in preventive health solutions. Technological advancements in materials science and data analytics are driving innovation in product development. Simultaneously, digital marketing has become a critical channel for reaching consumers, with SEO playing a pivotal role in driving organic traffic. Competitors range from established sports brands to emerging health tech companies, each vying for consumer attention in a crowded digital space.
This moment is strategically important for Groov as digital marketing continues to evolve rapidly. The COVID-19 pandemic accelerated the shift to online channels, making digital presence more crucial than ever. Failing to enhance its SEO could result in missed opportunities to capture market share and engage with a growing audience of health-conscious consumers. The cost of inaction is significant, as competitors who optimize their digital strategies will likely outperform Groov in search rankings and consumer engagement.
Groov faces several strategic pathways. The company can invest in a comprehensive SEO strategy to boost its digital presence or focus on enhancing product innovation and partnerships. Each path involves trade-offs: focusing on SEO requires significant investment in digital marketing resources, while prioritizing product enhancement may delay immediate gains in visibility. Leaders within the organization may disagree on the optimal balance between these strategies.
The strategic risks include potential misalignment between digital marketing efforts and brand identity, as well as the challenge of measuring ROI in SEO activities. Success requires a clear increase in search visibility, driving organic traffic and conversion rates, and ultimately boosting sales. It involves not just higher rankings but also improved engagement and brand recognition among target audiences.
The core decision involves designing an effective SEO strategy that aligns with Groov's overall business objectives. Students must determine how to best allocate resources to maximize digital visibility while considering potential risks and returns. This case challenges students to think critically about digital marketing strategy and its implications for business growth.
Exploring this challenge is meaningful for students as it directly connects to career skills in digital marketing, strategic planning, and business development. It provides a hands-on opportunity to apply theoretical knowledge to a practical scenario, equipping students with the expertise needed to drive digital transformation initiatives in their future careers.
Digital Marketing
Marketing
Packaged Sustainable
Exploring Sustainable Packaging in the CPG Industry
Sustainability has become a critical factor in the Consumer Packaged Goods (CPG) industry as companies face increasing pressure to reduce their environmental impact. Sustainable packaging, which uses materials and processes designed to minimize waste and reduce carbon footprints, has emerged as one of the key areas where companies are making a difference. However, transitioning to sustainable packaging presents challenges, including supply chain constraints, cost concerns, and the need to maintain product quality.
This project offers students the opportunity to explore sustainable packaging in the CPG industry by focusing on high-volume essential product categories. Students will research five brands that have successfully implemented sustainable packaging, analyze the materials used, and interview the companies to understand the decision-making process behind their choice of sustainable packaging. Additionally, they will examine the challenges these companies faced and how the switch to sustainability has positively impacted their businesses.
Corporate Social Responsibility
Operations
Product Design & Development
Purchasing, Logistics, Supply Chain
Hydrus.ai
Create a Playbook for a Company to Improve Its ESR
Hydrus is looking to ensure that our end-to-end ESG software tool is, for all intents and purposes, an end-to-end tool. We want to ensure that our clients can identify the data that needs to be collected, gather information, make calculations based on the collected data, report the input, derive insights on that data, and subsequently make more sustainable business decisions based on the calculated information. Our clients’ most significant ESG issues are: “What information should be disclosed?” and “Where can I find the necessary data in my organization?
The differences in how industries handle ESG is enormous. To best meet our client’s needs, we need to understand the end-to-end process in each industry and how they differ. Once we identify the differences, we can determine the KPIs for each sector and understand their impacts.
For many organizations, mapping out their ESG (Environmental, Social, Governance) goals is an essential early step on their CSR journey. However, turning those goals into actions often requires large-scale operational and cultural shifts. Each organization will have to shift towards an ESG-focused culture. After determining their most important ESG goals, organizations will take different paths to get to that goal depending on the industry in which the organization is. Part of data aggregation is learning the various pieces of data that need to be collected. Sometimes, calculations must be made based on collected raw data. In other words, aggregated raw data is not the final figure required for a specific metric.
Corporate Social Responsibility
Growth Strategy
GENUINO
Build the GENUINO USA Go-To-Market Roadmap
GENUINO, an early-stage Italian start-up, is building its US go-to-market strategy. The specific focus of this project is to explore how GENUINO can leverage it's their blockchain certification technology and community engagement platform across multiple sectors, including sports, music, art, and fashion, to build and grow revenue streams for all points of engagement in the life of the collectible (NFT + Physical).
This idea is holistic: how can all points of contact (athletes, teams, artists, musicians, fashion designers, collectors, and fans) monetize opportunities within the US as they look to gain value and enrich their experience with athletes and teams through the use of NFTs, proprietary to the GENUINO marketplace, which uniquely incorporates physical asset blockchain certification protocol.
Genuino has successfully launched pilot partnerships that validate its model in Europe. They're connecting the "physical" world with the blockchain to make "memorabilia" more trackable and thus easy to confirm as authentic. As the global leader in sports and entertainment, of course, Genuino wants to enter the US market. Given their existing capabilities, they seek help analyzing ways they can enter the US market and explore new ways to address the market that might make them uniquely valuable. It would be prudent to explore some of their early partnerships to understand the basis for their product vision and business strategy. It will also help to dive into the video interviews with founders, which contain important information about their business strategy.
Growth Strategy
Marketing
Reporting, Financial Planning & Analysis
Weather Trends International, Inc.
Conduct a Data Exploratory Analysis for an International Weather Trends Company
Weather affects every business. WeatherTrends360's proprietary year-ahead forecasting model of seasonal sales and weather tells you what's coming, giving you time to plan inventory, advertising, allocation, and markdowns proactively. Trusted by the Fortune 100 and Main Street, it's the next generation of weather-based predictive analytics. Our passion is Better Business in any Weather. Our technology predicts year-ahead weekly temperatures, rainfall, and snowfall by a week out one year for every 1 mile on Earth. It also predicts any 3rd party metric where 3-5+ years of weekly data are available by location.
Weather Trends International, Inc. is looking for new verticals where the year-ahead predictive sales and weather analytics can help in humanitarian sectors, precisely how disease or hospital applications predict emergency room visits due to weather conditions associated with climate change; extremes in the rain, snow, heat, cold all create a big influx in a surprise emergency room visits and exacerbate diseases outbreaks such as Malaria.
Corporate Social Responsibility
Data Management
Growth Strategy
Loop Earplugs
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Optimizing Return Policies for Strategic Growth at Loop Earplugs
Loop Earplugs operates at the convergence of consumer services, healthcare, and lifestyle, offering products designed to enhance auditory experiences. The company's business model centers on direct-to-consumer sales, leveraging e-commerce platforms to reach a global audience. Loop's competitive moat lies in its commitment to product innovation, combining functionality with aesthetics to appeal to a broad consumer base. The brand is perceived as a leader in auditory wellness, known for its stylish designs and superior sound-filtering technology. As Loop continues to build its market presence, it seeks to enhance customer service and operational efficiency to support sustainable growth.
The industry landscape is rapidly evolving, shaped by technological advancements and shifting consumer preferences. Regulatory changes in healthcare and consumer protection are influencing market dynamics, while technological innovations are driving product development and competitive positioning. Increasingly, customers expect personalized shopping experiences and flexible return policies, prompting companies to rethink their customer service strategies. Competitive dynamics are also intensifying, with new entrants and established players vying for market share in the auditory wellness space.
This moment is strategically important for Loop as it navigates these industry shifts. The return policy decision is urgent due to growing consumer demand for flexible shopping experiences and the potential to enhance customer loyalty. The cost of inaction could result in customer attrition and operational inefficiencies, impacting Loop's ability to compete effectively. By re-evaluating its return policies, Loop aims to strengthen its market position and align its operational capabilities with evolving consumer expectations.
Loop faces trade-offs between offering generous return policies and managing operational costs. A longer return window may enhance customer satisfaction but could strain inventory management and increase return-related expenses. Offering free returns could boost customer acquisition but may impact profitability. Strategic options include maintaining the current policy, shortening the return window, or introducing free returns. Each path involves trade-offs that require careful consideration of customer behavior, operational feasibility, and financial implications.
Strategic risks include potential increases in return rates, operational complexities, and financial strain. Success, however, could lead to enhanced customer loyalty, competitive differentiation, and operational efficiencies. A successful return policy strategy would concretely involve increased customer retention rates, optimized inventory management, and improved financial performance.
The core decision revolves around optimizing the return window and determining the viability of offering free returns. The case challenges students to design a strategic policy that balances customer satisfaction with operational efficiency. It asks students to evaluate the financial and logistical implications of different return policy scenarios and develop recommendations that align with Loop's strategic objectives.
This case is meaningful for students as it connects strategic decision-making to real-world career skills in consulting, operations, and strategic planning. It offers a platform to develop expertise in customer service optimization, inventory management, and financial analysis, making it relevant and exciting for aspiring business leaders. The case challenges students to navigate complex strategic decisions, preparing them for careers in dynamic and competitive industries.
Customer Service & Account Management
Inventory Management
Operations
Strategic Planning
Eco-System, Inc.
Elevating Business Plans: Investor Due Diligence and Business Expansion Strategies
Eco-Enterprise is committed to providing innovative financial solutions and state-of-the-art technology to promote sustainability and cost-saving opportunities for our diverse clientele, including businesses, nonprofits, and governmental entities. Our organization currently faces a multifaceted challenge that encompasses:
- Insufficient time and resources to maintain and update marketing and business development materials.
- Limited capacity to dedicate time and resources to create updated corporate planning documents essential for engaging with potential investors. This includes competitive research, business plan development, pitch deck creation, and financial modeling.
- The need for content generation for a new online-based training portal which will serve as a crucial resource for onboarding our Business Development Consultants (BDCs).
- The imperative task of developing content for an additional online-based training portal designed to facilitate the onboarding process for new clients of NeedCapital.AI.
Addressing these challenges will be paramount in delivering exceptional sustainability-focused financial solutions while expanding our reach and ensuring our clients and consultants are well-equipped for success.
Growth Strategy
Marketing
Neocorp
Developing a Comprehensive Onboarding Process for Neocorp
Neocorp, a leader in its industry, is focused on improving its new hire onboarding process to enhance employee integration, retention, and productivity. A well-structured onboarding program is critical to ensuring that new employees understand the company's mission, values, expectations, and available resources.
Currently, Neocorp’s onboarding process lacks a standardized approach, leading to inconsistent experiences, longer time-to-productivity, and decreased engagement. Neocorp seeks to develop a comprehensive onboarding framework that will:
- Standardize the onboarding experience across all departments.
- Improve employee engagement and retention by fostering a strong company culture.
- Ensure new hires have the resources needed to succeed from day one.
- Streamline HR and operational efficiency through structured training materials and an onboarding timeline.
This asynchronous case study challenges students to design a best-in-class onboarding program that aligns with Neocorp’s culture and business objectives, leveraging industry best practices and innovative approaches.
Employee and Labor Management
Operations
Organizational Culture
Public Administration
Talent Management
Iskashitaa Refugee Network
Designing Dignity: Tucson Refugee Welcome Kit Drive and Cultural Integration Guides
Every year, Tucson welcomes hundreds of refugee families from around the world—fleeing war, persecution, and climate displacement. Many arrive with limited resources, unfamiliar with local systems, and in need of immediate material and emotional support.
Jewish Family & Children’s Services (JFCS) and organizations like the Iskashitaa Refugee Network serve as critical lifelines, helping families get settled in safe housing and begin new lives. However, the first days and weeks are often the most disorienting. That’s where Welcome Kits—bundled packages of essential items and cultural guidance—play a vital role.
This case study challenges students to research, prototype, and operationalize a refugee-centered Welcome Kit program that goes beyond basic supplies. In addition to assembling kits, students must co-design culturally responsive “local life” guides with multilingual instructions and practical tips that foster trust, belonging, and agency for new arrivals.
The goal is to build a sustainable, community-informed delivery system that reflects the dignity and diverse needs of the families it serves—while teaching students logistical coordination, supply chain design, and cultural humility.
Community Organization and Social Action
Individual and Family Advocacy
Purchasing, Logistics, Supply Chain
Iconically
Trust, Vetting, and Quality Control Framework for Creator Marketplaces
Iconically operates as a dynamic platform that bridges the gap between content creators and brands, facilitating seamless collaboration for digital campaigns. The company's business model revolves around providing a streamlined interface where brands can find and partner with creators to produce engaging content that resonates with target audiences. Revenue is primarily generated through subscription fees from brands and transaction fees from successful collaborations. Iconically's competitive edge lies in its advanced matching algorithms and user-friendly platform interface, which simplify the process of campaign management. In the market, Iconically is perceived as an innovative leader that prioritizes user experience and operational efficiency.
The industry landscape is shaped by several macro trends, including increased regulatory scrutiny on digital platforms, the growing importance of data privacy, and the evolving nature of consumer behavior. Technological advancements continue to drive competition, with new platforms emerging that offer similar services. The demand for authentic content and meaningful brand interactions is at an all-time high, underscoring the need for platforms like Iconically to maintain high standards of content quality and compliance. Additionally, regulatory bodies are increasingly focused on ensuring that digital platforms adhere to stringent guidelines to protect user data and uphold content standards.
The strategic importance of developing a scalable trust and safety framework cannot be overstated. As Iconically expands its operations, the complexity of managing creator and brand interactions increases exponentially. Recent regulatory developments and heightened public awareness around digital safety have made it imperative for Iconically to act swiftly. The cost of inaction could result in reputational damage, legal penalties, and loss of user trust, which would undermine the company's growth trajectory.
Iconically faces several strategic pathways in addressing this challenge. One option is to develop an in-house framework tailored to the platform's specific needs, ensuring complete control over the process. Alternatively, Iconically could partner with third-party compliance experts to leverage existing solutions. Each path presents trade-offs, such as the balance between control and expertise or cost versus speed of implementation. Reasonable leaders may disagree on the best approach, considering factors like resource allocation, long-term sustainability, and competitive advantage.
The strategic risks associated with this endeavor include potential compliance oversights, integration challenges, and the scalability of the framework. Success would be characterized by a seamless integration of the trust and safety framework into Iconically's operations, resulting in enhanced platform reliability, increased user trust, and a strong competitive position. However, failure to adequately address these risks could hinder Iconically's growth and market position.
The core decision revolves around designing a framework that effectively addresses the key components of creator vetting, brand suitability, content compliance, and dispute resolution. This case challenges students to evaluate the trade-offs and strategic options available to Iconically, ultimately proposing a solution that aligns with the company's objectives and market demands.
For students, this case offers a meaningful exploration of the intersection between technology, compliance, and business strategy. It provides an opportunity to develop critical skills relevant to careers in consulting, legal advisory, regulatory compliance, and digital platform management. By engaging with this case, students will gain a deeper understanding of the complexities involved in maintaining a compliant and secure platform in a competitive digital landscape.
Customer Service & Account Management
Legal, Regulatory, Compliance
Quality Control
Repair the World
Building Out Alumni Strategy for Fellowship Program
Repair the World offers a year-long fellowship program for young professionals who partner with nonprofits addressing critical social justice issues. With nearly 200 alumni, the organization recognizes the need to structure an effective alumni engagement strategy that strengthens the community and leverages alumni to further the mission of Repair the World.
The objective of this project is to develop a comprehensive alumni strategy, including understanding where alumni are now, how their experience with Repair has impacted them, and how they prefer to stay connected. This strategy will serve as a foundation for long-term alumni engagement and community building.
Marketing
Talent Management
Florida State University
The Case of Cathy Alverez (Swarwenson)
Cathy is a 26 years old Latine and African-American woman with four school-aged children: Paul (11), Jacob (9), Robbie (8), and Jae (6). She is in a long-distance relationship with Jae’s father Jeb (37), who is working in the oil fields in the state of Wyoming. Recently, Cathy's former foster mother, Lottie, called child protective services because of her concerns about possible homelessness. Cathy and the children slept in the car for a few nights when there was a problem with their new house. When Cathy and her children moved into the new house, they discovered it had a pest problem. Cathy immediately reported the problem to the landlord, who said he was unaware of the issues and that it would take a few days to hire an exterminator. With no assistance from family and friends and lacking the financial resources for a multi-night stay in a hotel, Cathy decided she and the children could ‘camp out for a few nights in the family car until the new house was ready.
Individual and Family Advocacy
Public Administration
Iconically
Determining Product-Market Fit for Iconically
Iconically seeks to define its product-market fit by identifying the ideal customer profile and validating its unique value proposition. This project will involve analyzing existing data, market research, and industry trends to develop insights without direct interaction with customers or company contacts.
Entrepreneurship
Market Research
Marketing
Vurbalize
Pricing & Packaging Strategy for Tiered AI Sales Solutions
Vurbalize operates at the intersection of professional services and software technology, offering AI-driven solutions that enhance communication and streamline workflows. The company generates revenue through a tiered subscription model, with clients selecting from Starter, Growth, and Enterprise packages. Each tier offers varying levels of service, support, and access to advanced features. Vurbalize's competitive moat is built on its ability to provide highly personalized solutions that cater to the unique needs of its clients, setting it apart in a crowded market. Perceived as an innovative and agile player, Vurbalize is recognized for its commitment to delivering measurable value and driving business outcomes for its clients.
The broader industry landscape is characterized by rapid technological advancements, increased competition, and evolving customer expectations. SaaS companies are under pressure to differentiate their offerings and demonstrate clear ROI to customers. Regulatory shifts and data privacy concerns also shape the competitive dynamics, with companies needing to navigate these challenges while delivering value. The rise of AI and machine learning technologies is reshaping how businesses operate, creating opportunities for companies like Vurbalize to leverage these advancements in their service offerings. However, this also means that Vurbalize must continuously innovate to maintain its competitive edge.
This moment is strategically important for Vurbalize as it seeks to align its pricing strategy with the value delivered to clients. The shift towards value-based pricing models across the industry signals a need for Vurbalize to adapt its approach to remain competitive. The cost of inaction could result in missed revenue opportunities and reduced customer satisfaction. By addressing this challenge now, Vurbalize can position itself as a leader in pricing innovation and capture new market segments.
Vurbalize faces several strategic pathways in refining its pricing strategy. The company could adopt a purely value-based pricing model, aligning prices directly with outcomes such as qualified leads or automation levels. Alternatively, Vurbalize could enhance its existing tiered model by introducing more granular pricing options based on specific client needs. Each path comes with trade-offs, such as increased complexity in pricing management or potential resistance from existing clients. Leadership may disagree on the optimal approach, balancing the need for simplicity with the desire for precision in value alignment.
Strategic risks include potential customer pushback if perceived value does not align with pricing changes, as well as the complexity of implementing a new pricing structure. Success involves increased revenue, enhanced customer loyalty, and strengthened market positioning. A well-executed strategy would demonstrate Vurbalize's ability to innovate and lead in pricing strategy, setting a precedent for competitors.
The core decision involves determining the optimal pricing strategy that aligns with Vurbalize's value proposition and market positioning. Students are tasked with designing a pricing model that captures the full value delivered to clients while remaining competitive. This requires a deep understanding of customer needs, industry trends, and financial implications.
This case is meaningful for students as it mirrors real-world challenges faced by companies in dynamic industries. It requires the application of skills in consulting, finance, marketing, and strategic planning, offering a comprehensive view of how strategic decisions are made in a business context. Students will gain insights into the complexities of pricing strategy and the importance of aligning business objectives with customer value.
Budgeting, Forecasting, and Cost Optimization
Marketing
Strategic Planning
Loop Earplugs
Strategic Optimisation of Loop Earplugs' Free Shipping Threshold
Loop Earplugs operates in a competitive landscape where differentiation is key. The company generates revenue through direct-to-consumer sales, leveraging its online platform to reach a global audience. Loop's competitive moat lies in its unique product designs, which blend functionality with style, and its commitment to enhancing user experience. In the market today, Loop is perceived as a forward-thinking brand that listens to its consumers, but it faces the challenge of sustaining this perception amidst growing competition and evolving consumer preferences.
The broader industry is shaped by several macro trends, including the rise of ecommerce, shifts in consumer expectations for rapid and cost-effective delivery, and advancements in material science that affect product innovation. Additionally, regulatory changes in healthcare and safety standards influence product development and market entry strategies. Competitively, the market is seeing increased activity from both established brands and new entrants who leverage digital technologies to enhance consumer engagement and operational efficiencies.
Strategically, this moment is significant for Loop due to several factors. First, consumer expectations around shipping costs and delivery times are changing rapidly, influenced by the practices of major online retailers. Second, operational costs related to logistics and supply chain management are fluctuating due to global economic conditions. The cost of inaction could mean losing competitive ground or eroding profit margins if consumer conversion rates decline or if operational inefficiencies are not addressed.
Loop faces several strategic pathways: lowering the free shipping threshold to potentially increase conversion rates and customer satisfaction, raising it to improve margins and operational efficiency, or maintaining the current threshold and focusing on other value-added services. Each option involves trade-offs; lowering the threshold could increase operational costs, while raising it might deter some potential customers. Leaders may disagree on the balance between short-term customer acquisition and long-term profitability.
Strategic risks include the possibility of misjudging consumer behavior, leading to reduced conversion rates or increased return rates if customer expectations are not met. Success would involve a measurable increase in conversion rates, improved customer satisfaction scores, and sustainable profit margins, backed by efficient operations. The core decision students must explore is how to align this threshold decision with Loop's broader strategic goals, considering both quantitative data and qualitative insights.
This case is meaningful for students as it involves complex decision-making and strategic planning, skills relevant to careers in consulting, finance, marketing, and operations. It challenges students to integrate financial analysis, consumer insights, and strategic foresight in a manner that mirrors real-world business situations, providing a robust foundation for future professional endeavors.
Customer Service & Account Management
Operations
Strategic Planning
True Religion
Developing an Organization-Wide DEI Action Plan for True Religion
True Religion, known for its commitment to quality and innovation in retail fashion, is striving to embed diversity, equity, and inclusion (DEI) throughout its organization. With a growing recognition of the importance of fostering an inclusive work environment, True Religion seeks to develop a department-level DEI action plan aligned with its broader organizational goals.
The challenge lies in creating tailored DEI strategies that reflect the company’s mission, engage employees across departments, and provide tools for retail employees to actively participate in fostering an inclusive culture. This project invites students to explore best practices, engage with stakeholders, and design DEI action plans that drive accountability, promote inclusivity, and integrate DEI into every level of the organization.
Marketing
PR & Communications
Talent Management
MFI Commercial
AI-Driven Financial Model and Marketing Automation for MFI Commercial
MFI Commercial has established itself as a leader in mobile home and RV park real estate transactions, having successfully completed deals across 40 states. With its recent expansion into general commercial real estate, the company faces the challenge of scaling its financial underwriting and marketing processes to meet the growing demands of this larger and more diverse market.
Currently, these processes are time-consuming and require significant manual effort, particularly when inputting financial data, conducting underwriting, and generating marketing materials. The opportunity lies in leveraging AI and automation to streamline these workflows, making them faster, more accurate, and scalable. MFI Commercial aims to develop an AI-based financial model that automates the standardization of financial documents (such as profit and loss statements, rent rolls, and home inventory lists), reducing manual input and producing comprehensive financial analyses.
Simultaneously, the company seeks to automate the creation of marketing materials, integrating data from its CRM and listing platforms into a seamless system that can quickly generate offering memorandums, property summaries, and marketing content. This project will enable MFI to scale its operations, handle more complex deals, and create new revenue streams by potentially offering this AI-driven solution as a standalone product or service.
Data Management
Market Research
Operations
Product Design & Development
Research, Analysis, Evaluation
Software Design & Development
Tallo
Personalization & Recommendation Engine Strategy
Tallo operates at the intersection of education, software, and IT, providing a platform that connects students and job seekers with potential career opportunities. The company monetizes its services through partnerships with educational institutions and employers who seek to tap into a pool of pre-qualified talent. Tallo's competitive moat lies in its unique blend of technology and personal touch, offering a personalized experience that is tailored to the individual needs of its users. In the market today, Tallo is perceived as a forward-thinking player, consistently innovating to improve the user experience and enhance the value of its platform.
The industry landscape for educational technology and career services is shaped by several macro trends. Regulatory shifts favoring increased data privacy and security are influencing how companies collect and utilize user data. Technological advancements, particularly in AI and machine learning, are enabling more sophisticated data analysis and recommendation systems. Competitive dynamics are intense, with numerous players vying to offer the most effective and user-friendly platforms. Customer behavior trends indicate a strong preference for personalized and equitable career guidance, emphasizing the need for platforms like Tallo to continuously evolve.
This moment is strategically important for Tallo as the demand for personalized career services is at an all-time high. Recent technological advancements provide an opportunity for Tallo to enhance its AI-driven recommendation systems, but the cost of inaction is significant. Failure to adapt could result in losing market share to competitors who are more agile in leveraging new technologies. This urgency is compounded by the societal push for inclusivity and equal access to opportunities, making it imperative for Tallo to address these expectations head-on.
Tallo faces several strategic pathways, each with its own trade-offs. One option is to focus on maximizing the precision of its recommendations, which may enhance user satisfaction but could inadvertently reduce diversity in suggested opportunities. Alternatively, prioritizing diversity may widen the scope of recommendations but at the cost of relevance to the user's specific skills and goals. Reasonable leaders may disagree on the optimal balance between these priorities, highlighting the complexity of the decision-making process.
The strategic risks involved in this endeavor include the potential for algorithmic bias, which could undermine the platform's credibility and user trust. Additionally, there is the challenge of integrating new technologies without disrupting existing systems or alienating current users. However, the upside is considerable; success in this initiative would not only solidify Tallo's market position but also enhance its reputation as a leader in equitable career services, attracting new partners and users.
The core decision that must be made is how to design and implement AI-driven models that balance relevance, diversity, and equity. This involves determining the appropriate metrics for success, aligning stakeholder interests, and ensuring that the technical execution aligns with strategic objectives. Students must explore these dimensions, providing solutions that are innovative, feasible, and aligned with Tallo's mission.
This case is meaningful for students as it connects theoretical knowledge with real-world applications. It offers insights into consulting, technology implementation, and strategic decision-making, providing a comprehensive understanding of how businesses navigate complex challenges. The opportunity to shape the future of career services through innovative AI solutions makes this an exciting and relevant case for aspiring business leaders.
Information Technology (IT)
Innovation
Intrusion Inc
Anomaly Detection of Emerging Threats in DNS Data
Intrusion collects telemetry of DNS data from an array of global sensors. This data is rich with information and supports forensic investigations and debugging. We want to explore better ways to leverage the data proactively to alert to potential emerging threats by applying statistical models to the dataset daily.
The pattern we are looking for is when a domain name suddenly spikes in popularity across multiple sensors. This could be caused by a variety of reasons, including:
- A new malware campaign results in new call homes to command and control servers
- A new phishing campaign results in victims clicking links in email
- Existing widespread website changes hosting provider or dependencies
- A company onboards new software or technology
- Legitimate links going viral via social media
Take, for instance, the domain “beside.media”. This domain was first observed in DNS requests in the dataset on 2023-01-02. On 2023-01-02, it was first seen at one site originating from one client IP; on 2023-01-04, it was seen at ten sites originating from 40 client IPs. After this, popularity waned over the next few days.
The occurrence was seen at relatively the same time across multiple sensors.
Additionally, when these occur, other DNS co-occurrences may correlate to the event, such as another server related to the activity. This can shed insight into correlated events, such as:
- Additional malware-related hosts are being beaconed out to at the same time
- Malware landing page/exploit kit redirects
- Webpage requisites include either site that refers to the domain in question as a dependency or other sites which the domain in question pulls in as dependencies.
Develop an anomaly algorithm to detect similar events and another to compute statistically unique co-occurrences. The challenge is that the DNS dataset size is very large, but individual circumstances may be sparse. Millions of hostnames appear in the dataset, but each hostname may only appear on a sparse number of days by a sparse number of sensors.
Data Management
Research & Development
Oh Lait oh Lait
Make Improvements to Sales Processes & Materials
Design effective sales processes and tools for the sales representatives to provide customers with consistent positive experiences and turn more potential clients into customers. The company’s primary goal is to secure 50 new accounts (retail, online, and food service) by the end of 2023. You’re asked to help the team reach its yearly target.
OLOL attends marketing events through Range Me and ECRM. Participants will be required to create sales packets (presentation, FAQs, sales sheet) and attend presentations to assist in answering questions about the product.
Oh Lait! Oh Lait! was inspired by the fruits, the drinks, and the sweet confections from Latin America and the Caribbean. As a young girl, founder, and CEO, Soroya Pognon remembers the best conversations and memories around the kitchen table. There, she learned how to make food, bake cakes and make ice cream. Years later, she took the simple ice cream recipe and experimented with various fruits her parents often talked of. She soon realized that she not only created something people loved, but it was something that immediately transported them to another world- a spoonful of paradise.
In this study, you are challenged to support the company in determining the most effective sales methods that help them grow and reach its planned KPIs in 2023 and 2024.
Growth Strategy
Marketing
Sales & Business Development
Sales & Business Development
Science of Sport
Empowering Underserved Communities Through Sports Science Solutions
The Science of Sport aims to expand its social impact among youth in underserved communities across the United States. We've reached over 500,000 students, but we believe we can do even more. We want to leverage our success by exploring various service, product, and distribution strategies that align with educational goals and standards. The core challenge is determining the best-fit opportunities for expansion, which encompasses curriculum adaptations, product extensions, distribution methods, resource allocation, capital requirements, hiring needs, and team dynamics. Propose a comprehensive growth strategy based on marketing data collection and assessments to tackle this challenge. This project will involve in-depth research to identify target regions and customers, assess local educational needs, and design customized products and programs. Our goal is to develop a strategic plan that outlines the necessary resources, cost estimates, and operational adjustments required for successful expansion. The deliverables of this project include developing a go-to-market strategy, recommending product extensions that meet local needs, identifying specific customer demographics for targeted offerings, and pinpointing regions for expansion while also exploring potential suppliers in the United States and abroad.
Child Welfare
Growth Strategy
Solé Bicycles
Exploring the Secondary Market for E-Bikes: Opportunities for Solé Bicycles
With the e-bike industry continuing to grow, the secondary (resale) market for e-bikes is becoming a significant space for both consumers and brands. This market offers an opportunity for Solé Bicycles to extend the lifecycle of its products, reach new customer segments, and support sustainable transportation practices. As more people look to buy affordable, pre-owned e-bikes, Solé can play a role in capturing value from this market by establishing a presence in resale channels, providing value-added services, and generating revenue from the secondary market.
This project will focus on understanding the dynamics of the e-bike resale market, identifying Solé’s potential role, and designing strategies for Solé to actively participate in and benefit from the secondary market.
Corporate Social Responsibility
Customer Service & Account Management
Data Management
Growth Strategy
Market Research
Product Design & Development
Sales & Business Development
Loop Earplugs
Transforming Sustainability: Loop Earplugs’ Strategic Growth Plan
Loop Earplugs operates within a unique business model that capitalizes on the growing demand for personalized hearing protection. The company monetizes through direct-to-consumer sales, partnerships with retail outlets, and collaborations in the tourism and entertainment sectors. Loop differentiates itself through product innovation, offering earplugs that combine functionality with aesthetics. In a market that values both auditory protection and style, Loop's competitive moat lies in its ability to deliver a premium product experience. The brand enjoys a favorable market perception as a trendsetter in hearing protection, but it now aims to enhance this image by embedding sustainability into its core operations.
The industry landscape is shaped by several macro trends, including regulatory shifts towards eco-friendly products, advances in sustainable materials technology, and changing consumer preferences towards brands that demonstrate environmental stewardship. As governments worldwide tighten regulations on waste management and carbon emissions, companies like Loop are under pressure to adapt swiftly. Technological advancements in biodegradable materials and sustainable packaging solutions open new avenues for innovation, while consumer behavior trends indicate a growing preference for brands with a clear commitment to sustainability.
This strategic moment is crucial as Loop faces the dual challenge of maintaining market leadership while transitioning towards more sustainable practices. The urgency stems from the increasing regulatory pressures and the risk of losing market share to competitors who might adopt sustainable practices faster. Inaction could result in reputational damage and diminished consumer trust, especially among environmentally conscious consumers. Therefore, the company must act decisively to integrate sustainability into its business model.
Loop faces several trade-offs and competing pathways in its sustainability journey. One option involves a gradual transition focusing on incremental improvements in materials and processes, which may minimize disruption but could delay competitive advantage. Alternatively, a bold transformation strategy could position Loop as a sustainability leader, though it may require significant upfront investments and overhaul of current systems. Leadership debates revolve around balancing short-term financial impacts with long-term strategic benefits.
Strategic risks in this transition include potential cost escalations, supply chain disruptions, and the challenge of maintaining product quality amidst changes. Success, on the other hand, would mean enhanced brand loyalty, a stronger market position, and alignment with global sustainability trends. Concretely, success looks like a measurable reduction in environmental impact, increased sales driven by sustainability-minded consumers, and recognition as an industry leader in sustainable practices.
The core decision at the heart of this case is designing a sustainability strategy that aligns with Loop’s brand values and operational capabilities. Students are tasked with determining the most viable pathway to integrate sustainability into Loop’s operations, balancing innovation with feasibility. The ultimate question is how Loop can leverage sustainability as a strategic growth driver while maintaining its competitive edge.
Exploring this case is meaningful for students as it connects strategic business decision-making with real-world applications in sustainability, operations, marketing, and supply chain management. It provides an opportunity to develop skills relevant to consulting, strategic planning, and operational optimization, making it a valuable exercise in preparing for roles that demand a nuanced understanding of sustainability-driven business transformations.
Operations
Research, Analysis, Evaluation
Strategic Planning
CapSource Technologies
Enhancing the CapSource User Profile for Intelligent Engagement and Network Analytics
CapSource is building toward a future where user and organizational profiles are generated and enriched automatically through AI-powered parsing of resumes, websites, and digital footprints. As part of that evolution, it’s critical to ensure that profiles—both user-facing and backend-analytic—are useful, intuitive, and robust across a range of use cases: alumni engagement, industry collaboration, professional networking, and talent matching.
This project challenges students to explore, test, and enhance the utility of CapSource’s profiles from multiple stakeholder perspectives—students, alumni, universities, and industry partners. With schools increasingly adopting CapSource as a centralized engagement and network analysis platform, the opportunity lies in creating profiles that are not only informative but also actionable and adaptable across use cases. This includes standardizing fields, visualizing career paths and affiliations, tagging expertise areas, and generating insights through network-level analytics.
The AI infrastructure is already being developed to populate these profiles automatically. Students are not expected to build this AI system, but rather to support and complement it by designing profile layouts, user interactions, metadata schema, and analytics dashboards that make the most of the enriched data. Ultimately, the project should help CapSource define what “comprehensive and usable profiles” really mean in a network context, and how schools and employers can derive value from them.
Customer Service & Account Management
Data Management
Digital Marketing
Market Research
Marketing
Organizational Culture
Software Design & Development
Strategic Planning
Talent Management
UX/UI & Human-Centered Design
Pack Leashes
Raising Brand Awareness for a Pet Accessories Company that Gives Back
Pack Leashes knows that global consumers are looking to purchase goods from companies that serve as a partner in addressing social and environmental issues. Research has shown that about “90% of global consumers are likely to switch brands to one associated with a good cause, given comparable price and quality.” (Cone Communications/Echo Global CSR Study, 2015) Pack Leashes currently has an established brand on social media and is looking to create marketing tools that help increase brand exposure and awareness.
Pack Leashes wants to create marketing content for the coming holiday season that increases exposure and awareness for the company and its cause to feed as many dogs as possible. The company wants you to develop a press release for GivingTuesday, a global movement that inspires millions of people to give, collaborate, and celebrate generosity. Pack Leashes plans to distribute a press release through multiple social media channels (email, website, Facebook, Twitter, etc.) and asks for your help creating a communication campaign and renewing its marketing strategy to create brand awareness and attract more customers.
About the brand: Pack Leashes is a brand that stands at the crossroads of durability and fashion. Pack Leashes makes bow tie collars and reversible harnesses with matching leashes for dogs to express their fashionable side. Pack Leashes also has climbing rope leashes that come with a carabiner. The rope leashes are super sturdy and ready for adventure. The Pack Leashes brand extends beyond the products they sell. Pack Leashes donates 2 pounds of dog food for every sale made to shelters in need. Pack Leashes has donated over 200,000 meals for dogs and counting every day. Pack is a huge believer in giving back and providing a grade-A product simultaneously. Pack Leashes doesn't plan on stopping the donations any time soon and hopes to reach 1,000,000 pounds soon.
Corporate Social Responsibility
Marketing
GLANCE LED
Showcase an Organization’s Values in Action to Investors
GLANCE is a led ticker designed to show you your data how you want it. The company asks you to identify strategies to increase brand awareness. Furthermore, GLANCE is considering expanding in the B2B segment, so help them pinpoint B2B areas and prepare marketing and communication strategies to target them.
About GLANCE: “Our team first met in undergrad and has since worked together as engineers and consultants in the tech space. We have worked with several Fortune 100 companies in the deep tech space as well. Overall our team has over 60 years of engineering experience. Designed by Investors, for Investors: We are active investors always checking Stock, REITS, Mutual Funds, Crypto, and NFT prices. We were constantly watching the apps and the market, determining when to buy or sell. And it was so draining. We decided to design GLANCE and eliminate the need for constantly opening the apps while still staying up-to-date on the current market prices. Now we have the world of finance at a GLANCE.”
Growth Strategy
Marketing
Sales & Business Development
Vurbalize
Integration Strategy with CRM & Marketing Automation Stacks
Vurbalize operates within the professional services and software industry, focusing on providing AI-driven solutions that optimize business processes. The company's business model centers around offering a suite of software tools and consultancy services that help organizations harness the power of data to improve efficiency and drive growth. Vurbalize's competitive moat lies in its ability to combine cutting-edge technology with deep industry expertise, allowing it to deliver tailored solutions that address specific client needs. In the market, Vurbalize is perceived as an innovative leader, consistently pushing the boundaries of what technology can achieve in the realm of business operations.
The industry landscape is rapidly evolving, with several macro trends influencing the direction of companies like Vurbalize. Regulatory shifts around data privacy and security are creating new challenges and opportunities for firms operating in the data management space. Technological advancements, particularly in AI and machine learning, are accelerating the pace of innovation and transforming how businesses approach process optimization. Competitive dynamics are intensifying as new entrants leverage disruptive technologies to capture market share, while customer behavior trends are shifting towards a demand for more personalized and integrated solutions.
This moment is strategically important for Vurbalize due to several converging factors. The increasing demand for integrated sales and marketing solutions presents a unique opportunity for the company to differentiate itself by offering a comprehensive platform that aligns these functions seamlessly. Furthermore, recent technological advancements enable more sophisticated data integration capabilities, making it feasible for Vurbalize to deliver on this promise. The cost of inaction could be significant, as competitors may seize the opportunity to establish themselves as leaders in this space, potentially eroding Vurbalize's market share and competitive edge.
Vurbalize faces several trade-offs and competing pathways as it considers its strategic options. One path involves developing proprietary integration technology, which could offer a high level of customization but may require significant investment and development time. Alternatively, partnering with existing technology providers could expedite the integration process, though it might limit Vurbalize's control over the final solution. Reasonable leaders may disagree on the best course of action, weighing the potential benefits of speed and cost-efficiency against the desire for customization and differentiation.
Strategic risks include the potential for technical challenges during the integration process, which could delay implementation and increase costs. Additionally, there is the risk of misalignment between sales and marketing KPIs if the integration is not executed effectively. Success, however, is characterized by the seamless alignment of sales and marketing workflows, resulting in improved efficiency, enhanced customer insights, and a measurable impact on revenue growth. Concrete success metrics include increased sales conversion rates, reduced lead response times, and higher customer satisfaction scores.
The core decision that must be made is how to design the integration blueprint in a way that maximizes the strategic benefits for Vurbalize while minimizing risks. This case ultimately asks students to determine the most effective integration pathway and develop a comprehensive plan that aligns with Vurbalize's strategic objectives and market positioning.
Exploring this case is meaningful for students as it connects to real-world career skills in consulting, operations, and marketing. The challenges presented require students to engage in strategic decision-making, data analysis, and stakeholder management, all of which are critical skills in today's business environment. This case offers an exciting opportunity to apply theoretical knowledge to a dynamic and complex business scenario, preparing students for the ambiguity and decision-making demands of the professional world.
Data Management
Purchasing, Logistics, Supply Chain
Eller Center for Leaership Ethics
Cryptocurrency: New Gold or Fool’s Gold?
On Oct. 31, 2008, a white paper penned by a person using the alias “Satoshi Nakamoto” described a new system of electronic cash called Bitcoin. Cryptocurrency is the name given to a broad group of digital assets which are not issued, regulated, or backed by a central authority. Cryptocurrencies are digital tokens used to transfer online payments directly from one party to another without using an intermediary entity. Underpinning cryptocurrencies is an open-access ledger referred to as the blockchain. When a cryptocurrency owner transfers a digital token to another party, the transaction is posted to the blockchain and assigned a unique string of numbers and letters. The distributed software networks that cryptocurrencies operate on can be downloaded by anyone. Miners, the people who run these programs, verify transactions by running the numbers through formulas on high-powered computers. These miners compete with others to batch together a block of transactions. The first block to be recognized by the network earns the winning computer a batch of newly minted bitcoins. This competition provides an incentive for miners to maintain the network and a mechanism through which new bitcoins are created.1 Cryptocurrency has stirred up considerable hype. While detractors have described cryptocurrency as a Ponzi scheme, others remain sanguine it will become the world’s currency reserve, advocates believe it is the new gold. The case involves multiple stakeholders and raises economic, legal, and ethical issues worthy of consideration.
While there are thousands of cryptocurrencies, only a handful have any appreciable size and potential future (e.g., Bitcoin, Ethereum, and Tether respectively). The total market
capitalization of the global cryptocurrency market is now back at the $1.1 trillion level. Nonetheless, the aggregate cryptocurrency market cap is still down sharply from its peak value of nearly $3 trillion in 2021.2 Recent small surges notwithstanding, the cryptocurrency market is stuck in the doldrums. Some experts have suggested that cryptocurrency prices could fall even further before any sustained recovery. Though still in its infancy, the industry is constantly evolving with new entrants of cryptocurrencies, exchanges, lending platforms, dealer-brokers, and Web3. This largely explains the boom-and-bust cycles. However, criminal abuse of the cryptocurrency ecosystem has created huge impediments for continued adoption, victimized innocent people around the world, and heightened calls for law enforcement and regulatory authority involvement.
Cryptocurrency-based crime hit a new all-time high in 2021 with illicit addresses receiving $14 billion over the course of the year, up from $7.8 billion in 2020. 3 The most common type of crime were “rug pulls” associated with decentralized finance (DeFi) projects, a relatively new scam in which developers built what appeared to be legitimate cryptocurrency projects before taking investors’ money and disappearing. DeFi transaction volume, coupled with the proliferation of newly created DeFi tokens (absent requisite code audits), understandably lured bad actors. In nearly all cases, developers tricked investors into purchasing tokens associated with a DeFi project before draining the tools provided by those investors, sending the token’s value to zero in the process. While the focus has been on DeFi-related crime, other threats, such as ransomware, cryptocurrency money laundering, and non-fungible token (NFT)-related fraud are on the rise. As law enforcement agencies such as the Department of Justice develop their ability to seize illicit cryptocurrency and build out their blockchain-based investigative capabilities, regulatory authorities such as the Securities and Exchange Commission are actively examining whether cryptocurrency should be classified as security and/or commodity.4
Champions of cryptocurrency have touted the inclusion of the unbanked, efficiencies of transactions, and the security of blockchain. While many people with low-income may not
qualify for loans, invest, or open an account with traditional banks, cryptocurrency promotes equal access to financial products. Cryptocurrency also provides easy, low-cost, and speedy processing of payments and money transfers. Furthermore, the distributed system protects the blockchain from collapse at a single point of failure. Critics of cryptocurrency have pointed to its volatility, criminal syndicates that use the platform, and the environmental impact of mining activities. The no-holds-barred cryptocurrency environment has resulted in consumer scams, fraud, and theft. Nation-states have also used cryptocurrency to bypass sanctions while terrorist organizations and drug cartels have used exchanges to launder money. Moreover, mining activities associated with cryptocurrency not only draw on electricity, but also produce carbon emissions, and e-waste.5
This case was written by Dr. Paul Melendez, Department of Management and Organizations, The University of Arizona. August 3, 2022.
Data Management
Tallo
Career Path Discovery & User Journey Mapping
Tallo operates at the crossroads of education and technology, offering a platform that effectively connects students with educational and career opportunities. As a SaaS company, Tallo generates revenue through subscription models offered to educational institutions and employers seeking to connect with future talent. Its competitive advantage lies in its robust matching algorithm, user-friendly interface, and extensive network of partners in the education and employment sectors. In the current market, Tallo is perceived as an innovative leader, providing a unique value proposition that combines educational guidance with career advancement opportunities.
The education technology industry is undergoing significant transformation driven by technological advancements, shifts in regulatory environments, and changing customer demands. The rise of AI and machine learning presents new opportunities for personalized learning and career guidance. Meanwhile, regulatory changes and increased competition from new entrants challenge existing players to continuously innovate. Students today expect seamless, intuitive digital experiences that are personalized to their unique needs. To remain competitive, Tallo must navigate these dynamics by enhancing its platform to meet these evolving expectations.
This moment is strategically pivotal for Tallo because of the increasing demand for personalized education and career solutions. As more students and institutions turn to digital platforms for guidance, Tallo has the opportunity to expand its market share and solidify its role as a leader in the industry. The cost of inaction could result in decreased user engagement, loss of market position, and missed revenue opportunities. The urgency is amplified by the rapid pace of technological and industry changes, necessitating timely and strategic interventions.
In addressing this challenge, Tallo faces several strategic pathways. It could focus on enhancing its existing UX/UI to improve user engagement or invest in new technologies such as AI to offer more personalized services. Each option involves trade-offs; enhancing UX/UI could provide immediate improvements, while investing in AI might offer long-term benefits but requires significant resources and time. Leaders may disagree on the best path forward, balancing immediate needs with long-term strategic goals.
The strategic risks involve potential resource misallocation, technological implementation challenges, and the risk of not meeting user expectations, which could harm Tallo's reputation. Success concretely means increased user satisfaction, higher engagement rates, and stronger market positioning. The core question for this case is how Tallo can best optimize its student user journey to maximize user engagement and satisfaction while effectively utilizing its resources.
Exploring this case is meaningful for students as it involves real-world challenges that require strategic thinking and problem-solving. It hones skills relevant to careers in consulting, product management, and user experience design. Students will engage in strategic analysis, UX/UI design, and project management, preparing them for ambiguity and complex decision-making in professional settings.
Research, Analysis, Evaluation
Training & Development
UX/UI & Human-Centered Design
Tycoon Enterprises. S.A. de C.V.
Conduct a Target Audience Analysis and Suggest a Sales Campaign to Create Conversions
We wish to increase our revenue & margin in our Mexico operation by identifying new business opportunities, better and more efficient business models (e.g., recurring revenue), and additional revenue streams based on our core capabilities and assets.
About the company: Tycoon is an expert in IP and Trademark Licensing. We obtain rights from Brand owners to represent their interests. At the same time, we license their IP to third parties, whether Retailers, third-party distributors, or Manufacturers, to transform such IP into new consumer products and experiences. We are well recognized Internationally in the Licensing field, whether IP comes from the Entertainment, Corporate, or Lifestyle sectors, and can reach almost any Brand Owner. Our company currently represents a wide roaster of BRANDS of global relevance (Please see the PDF attached). We have relationships with the biggest producers and media platforms and knowledge about upcoming releases ahead of time. Our operations work across Latin America via eight offices on the ground and native professionals and industry experts.
What we need help with: Representing strong brands without ownership. We are a middleman that can quickly jumpstart a Licensed business for a new Brand, but that can be easily turned off at any time. Representation terms and conditions are standardized globally with little room for improvement (pushing the envelope only at risk of losing the deal). The length of the terms is typically three years, hardly longer, and renewal is never guaranteed. Commission rates have dropped in the last few years, and our company lost its most significant accounts (i.e., MARVEL, UNIVERSAL, FOX, MGAE, and ZAG). As a result, our business in MEXICO has become less and less profitable. And while we represent "Majors" in other territories, we compete against them in Mexico with far fewer resources. To offset this effect, TYCOON MEXICO has turned to Lifestyle and Corporate Brands and has found good opportunities. However, the phenomenon described above is bound to repeat itself in this sector too. Large Brand Owners want to run their businesses themselves rather than through an Agent.
TYCOON MEXICO needs to re-engineer its operation to streamline costs and refocus its efforts toward more profitable activities that take advantage of its many assets. This is the challenge.
Growth Strategy
Marketing
Sales & Business Development
Sales & Business Development
Eller Center for Leaership Ethics
Reluctant to Report: One Charitable Organization’s Experience with Fraud
The chair of the board of directors for a local non-profit (dedicated to providing social services to families of children who have degenerative diseases) sat in her office contemplating the fate of the organization. Just an hour earlier she had been notified by the auditor that the CEO confessed to skimming funds, misclassifying restricted donations, and creating a fictitious vendor through which he paid himself without supplying the goods that the invoices claimed. The frauds perpetrated totaled approximately $25,000.The CEO had been at his post for many years and had earned the respect and trust of the community. The organization’s mission had been achieved and in fact had expanded under the CEO’s tenure. Still, with the recession, the organization’s reserves were near depletion. The CEO could not have picked a worse time to breach his fiduciary duties given that the organization had just “kicked off” their capital campaign. The chair worried how all this would be received by the community if it became public.
When the CEO admitted to the fraud, he explained the dire personal circumstances that led to his dishonest conduct. His wife was suffering from terminal cancer, had consequently quit her job, and he was left as the sole support for his family. He agreed to legitimately borrow against his home to pay back the stolen money, but conditioned his agreement on being allowed to leave “quietly” so that he would be able to seek other employment to pay his debts and support his family.
Empathy for the CEO and other practical reasons made the chair reluctant to report the incident to the authorities and handle the matter internally. The chair knew that the organization did not have the financial resources to litigate the matter if the CEO did not pay voluntarily. By settling with the CEO, the organization stood a better chance of getting its money back.
With the admission of guilt by the CEO, assurance that the funds would be paid back, and his immediate resignation, the chair believed that justice would be served. However, the chair wasn’t sure if failure to report the incident to authorities was ethical. The CEO had committed a series of financial crimes against a charitable organization that he was entrusted to serve. In the major scandals of the previous decade, many CEOs were given long sentences for abusing their power and taking corporate funds. Here was someone who took from the most vulnerable population.
The chair wondered what would prevent this from happening in the future to some other organization that the CEO might work for. What if other employees knew about the CEO’s conduct? A quiet departure could invite more dishonesty in the organization. Finally, the community that supported the organization might lose faith in the board and in future leadership if others disclosed the fraud rather than the board. One can never count on a secret being kept. The chair had to think of how to best instill confidence in the remaining employees and donors considering the alternatives of reporting the fraud to law enforcement or risking the news getting out without the board being the one to disclose it. Most importantly, the chair had to grapple with what was the right thing to do ethically.
This case was written by Dr. Paul Melendez, Department of Management and Organizations, The University of Arizona. August 20, 2011. The case is fictional, but represents a potential dilemma confronted by non-profit boards.
Legal, Regulatory, Compliance
Packaged Sustainable
Marketing Strategy for Recruiting Sustainability Packaging Champions (SPCs) on College Campuses
Packaged Sustainable is looking to expand its network of Sustainability Packaging Champions (SPCs) by engaging students on college campuses. These SPCs will help drive the company’s mission by promoting sustainable packaging solutions while gaining valuable entrepreneurial experience. The challenge is determining the most effective way to market the SPC opportunity to college students. The messaging needs to resonate with their values, offering them a compelling alternative to traditional post-graduation jobs by showing how the SPC role can be both financially rewarding and aligned with their passion for sustainability.
This project invites students to propose a marketing strategy aimed at recruiting SPCs on college campuses. The marketing plan should explore the most effective channels for reaching students, the type of messaging that will resonate, and tactics to convey the benefits of joining Packaged Sustainable’s SPC program.
Employee and Labor Management
Entrepreneurship
Growth Strategy
Market Research
Marketing
Research, Analysis, Evaluation
Talent Management
South Carolina Center for Fathers and Families
Scaling Fatherhood Initiatives: Expanding Beyond South Carolina
The South Carolina Center for Fathers and Families has achieved double-digit growth year over year in delivering impactful fatherhood initiatives. As the organization experiences this success, there is a strategic opportunity to scale these initiatives and curricula beyond South Carolina, allowing the organization to expand its reach and support more fathers and families nationwide. This project will focus on developing a comprehensive plan to scale the fatherhood programs, ensuring the organization can maintain its high standards of impact and effectiveness while adapting to new regions and demographics.
Child Welfare
Community Organization and Social Action
Courts, Corrections, and Law Enforcement
Growth Strategy
Operations
Words Alive
Unveiling Policies for Transformative Literacy Impact with Words Alive
Founded in 1999 by Leslye Lyons, a passionate social worker and avid reader, Words Alive stands as a beacon of transformative literacy in the San Diego region. Our mission is rooted in the belief that fostering a love for reading equips individuals to thrive as lifelong learners and active contributors to their communities. With a rich history of impactful programs, such as the Adolescent Book Group (ABG) for at-risk teens and the Early Literacy Intervention model (ELI) for preschoolers, Words Alive has been a direct service provider, catalyzing change at the grassroots level. Now, on the heels of recent growth, our mission extends beyond direct service. We are ready to step into a new role, acknowledging the pivotal influence of policy issues at the state and federal levels on the success of our work in literacy and education.Our objective now is to transition into a leadership role, recognizing the imperative of understanding policy intricacies at both state and federal levels. By enhancing our knowledge of critical policy issues, we aim to amplify our influence, ensuring that every individual, regardless of background, can unlock their full potential through the transformative power of words. Together, we embark on a journey to ignite minds and inspire change.
Community Organization and Social Action
Political Organization, Policy Change, and Advocacy
Solé Bicycles
Creating a Social Media Campaign to Promote E-Bike Commuting for Solé Bicycles
With the growing emphasis on sustainable transportation and the increasing popularity of e-bikes, Solé Bicycles seeks to promote e-bike commuting as an eco-friendly and cost-effective alternative for urban transportation. The objective of this project is to design a compelling social media campaign that highlights the benefits of e-bike commuting and positions Solé Bicycles as a leader in the urban mobility space. By tapping into the interests and values of environmentally conscious and city-dwelling consumers, Solé Bicycles aims to drive brand awareness, foster community engagement, and increase e-bike sales.
This project provides students with the opportunity to develop a social media strategy that not only educates potential customers about the benefits of e-bike commuting but also engages them with creative content tailored to different platforms.
Corporate Social Responsibility
Customer Service & Account Management
Data Management
Digital Marketing
Growth Strategy
Market Research
PR & Communications
B’nai Brith Covenant House
Cards of Care: Designing an Intergenerational Campaign to Combat Isolation and Foster Connection
Social isolation among older adults is a growing public health concern, often described as an epidemic with emotional and physical consequences. Homebound seniors and elder residents of assisted living facilities—especially those without regular family visits—are especially vulnerable to loneliness.
This case study invites students to design and prototype a scalable campaign that delivers handmade cards and care packages to isolated seniors in their local community. While inspired by the mission of organizations like B’nai Brith Covenant House and Jewish Family & Children’s Services, students are challenged to independently build the concept from the ground up—designing the branding, crafting strategy, logistics, and impact model.
This is not just about holiday cheer—it’s about designing dignity, empathy, and continuity into a grassroots community care initiative.
Community Organization and Social Action
Operations
Organizational Culture
Happy Valley Meat Company
Develop a Quality Control Toolkit for Ethically Sourcing High-Quality Local Meat Products
Happy Valley Meat Company (HVM) sources fresh locally-raised meat directly from several small livestock farms in Pennsylvania, US. In alignment with its mission and values, HVM aims to ensure that the products that reach its customers are sourced from only the highest quality, locally-raised meat. The company seeks strategies to strengthen its quality control practices to meet these high values and standards. They are looking for realistic strategies- including goals, measures, and tactics - for supplying high-quality local meat from mission-aligned farms in the states.
Purchasing, Logistics, Supply Chain
Tallo
Employer Engagement & Early Talent Pipeline Optimization
Tallo operates at the intersection of education and technology, offering a platform that connects young talent with potential employers. Its business model revolves around subscription fees paid by employers and educational institutions for access to a diverse pool of candidates. Tallo's competitive moat lies in its ability to provide a comprehensive, user-friendly interface that facilitates direct engagement between users and employers. In the market, Tallo is perceived as an innovative leader in early-talent engagement, praised for its ability to bridge the gap between education and employment.
The industry landscape is undergoing significant transformation driven by technological advancements, changing workforce expectations, and the increasing importance of digital engagement. Regulatory shifts, such as new data privacy laws, impact how platforms like Tallo operate. Furthermore, competitive dynamics are intensifying, with numerous platforms vying for dominance in the talent acquisition space. Customer behavior trends indicate a growing preference for personalized, flexible engagement models, which Tallo must adapt to remain competitive.
This moment is strategically crucial for Tallo due to several factors. The shift towards remote and hybrid work models has accelerated the demand for digital talent solutions. Moreover, the emphasis on diversity and inclusion in hiring practices presents a unique opportunity for Tallo to position itself as a leader in equitable talent engagement. Failing to capitalize on these trends could result in lost market share and diminished brand relevance.
Tallo faces several strategic pathways, each with its trade-offs. It could choose to enhance its technological capabilities, which would require significant investment but could lead to a superior user experience and increased employer engagement. Alternatively, Tallo could focus on strategic partnerships to expand its reach and influence, though this might dilute its brand identity if not managed carefully. Reasonable leaders might disagree on the prioritization of these options based on differing visions for Tallo's future.
Strategic risks include potential technology failures, misalignment with employer expectations, and the threat of new entrants disrupting the market. Success for Tallo would mean establishing itself as the go-to platform for early-talent engagement, marked by increased employer subscriptions, higher user retention rates, and a reputation for innovation. This requires not just strategic foresight but also operational excellence.
The core decision for Tallo revolves around designing a strategic plan that balances technological enhancement with user experience and employer engagement. The critical question is how Tallo can expand its value proposition without compromising the elements that have made it successful.
Exploring this case is meaningful for students as it connects strategic theory with practical application in talent management, digital innovation, and growth strategy. It offers insights into consulting, operations, and marketing, providing students with a comprehensive understanding of the factors influencing business success in a digital age.
Growth Strategy
Strategic Planning
Talent Management
Florida State University
The Case of Hunter James
Hunter James is a 36-year-old white male who resides with his family in a rural county in Northern Florida. He was recently referred to a social worker associated with his primary care physician’s (PCP) office based on results from his depression and mood screening. Hunter has never sought or received mental health (MH) or case management services (CMS). He continually denies symptoms associated with possible mental health issues even after his doctor has identified elevated risk for depression.
Hunter is currently married to his wife, Roberta, age 34. Together they have two sons, Gunner, age 11, and Donald, age 8. Roberta has become increasingly concerned about Hunter’s recent withdrawal from family outings and activities. Roberta has also noticed that Hunter has been more irritable towards their two children and has demonstrated less patience than usual with their kids. The family is very involved in the local church and it has traditionally been their main support system. Although both parents were brought up in the church, Hunter is far more involved and consults with the male elders before any major decisions are made.
Community Organization and Social Action
Courts, Corrections, and Law Enforcement
Crisis and Disaster Management
Economic Development, Work and Occupations
Facilitation, Mediation, Conflict Resolution
Individual and Family Advocacy
Political Organization, Policy Change, and Advocacy
Public Administration
Research, Analysis, Evaluation
Substance Use, Addiction, and Recovery
Groov
Turning Pilot Program Data into Sales Enablement Tools
Groov operates at the intersection of health care, manufacturing, software and IT, and sports and entertainment, offering a diverse range of products and services that enhance operational efficiencies and customer experiences. The company generates revenue through a mix of product sales, subscription services, and customized solutions. Groov's competitive moat lies in its innovative technology and customer-focused solutions, which differentiate it from competitors. In the market, Groov is perceived as a forward-thinking and reliable partner, known for delivering high-quality solutions that meet the evolving needs of its clients.
The industry landscape for Groov is dynamic, with several macro trends shaping its trajectory. Regulatory shifts in health care and manufacturing demand compliance and adaptability, while rapid technological advancements drive innovation and competition. Customer behavior trends show an increasing demand for personalized and efficient solutions across all sectors. Groov must navigate these complexities while maintaining its competitive edge. The competitive dynamics in each sector are fierce, with new entrants and established players vying for market share. Groov's ability to leverage its data assets strategically is crucial in this landscape.
This moment is strategically important for Groov because the company is poised for significant growth in B2B markets. Recent developments, such as the completion of successful pilot programs and the collection of valuable survey data, provide a unique opportunity to solidify Groov’s position. The urgency lies in transforming this data into sales assets that can drive meaningful conversations with potential clients. The cost of inaction is high, as competitors are equally eager to capitalize on similar opportunities, and delaying action could result in lost market share and diminished brand perception.
Groov faces several strategic options. One pathway involves investing heavily in developing sophisticated data analytics capabilities to enhance the quality of sales assets. Another option is to focus on building a robust marketing and communications strategy that leverages existing data insights. Each path has trade-offs: while investing in analytics could yield deeper insights, it might require significant resources and time. On the other hand, a strong marketing strategy might offer quicker returns but could fall short without robust data support. Reasonable leaders may disagree on the prioritization of these strategies based on their perspectives on resource allocation and expected outcomes.
Strategic risks include the potential misinterpretation of data, which could lead to ineffective sales assets and missed opportunities. Additionally, over-reliance on data without considering qualitative factors might result in a narrow focus. Success for Groov involves creating sales assets that not only resonate with potential clients but also lead to increased sales conversions and market expansion. Concretely, this means achieving measurable growth in B2B sales and enhanced brand reputation.
The core decision for Groov is how to best transform its data into sales assets that effectively communicate its value proposition. This involves designing a strategy that balances data analytics and marketing communication to maximize impact. The question this case asks students to answer is: How can Groov most effectively leverage its data to drive B2B sales growth?
Exploring this strategic challenge is meaningful for students as it mirrors the complexities of real-world business scenarios. It requires them to apply skills in consulting, data analysis, marketing strategy, and communication. The case is relevant and exciting as it involves managing ambiguity, making strategic decisions, and driving business growth through data-driven insights. Students will gain practical experience that prepares them for careers in various business domains, from consulting to marketing and beyond.
Data Management
Marketing
PR & Communications
Claremont Graduate University
Lost in the Digital Playground
In the rapidly evolving digital age, children are increasingly exposed to the expansive and intricate landscape of the online world. However, this opportunity comes with a significant challenge: the vulnerability of children to the dangers lurking within the digital playground. Comprehend and address the risks children face while navigating the internet and engaging with social media platforms. Equip caregivers, parents, and educators with the knowledge and tools needed to recognize the indicators of online abuse, respond effectively when a child is victimized, and create a safer online haven for children. Through insightful narratives and actionable insights, endeavor to bridge the gap between digital exploration and child online safety, ensuring a secure and enriching digital experience for the youngest users of the digital realm.
Child Online Safety
Cybersecurity
Research & Development
Moishe House
Shabbat Dinner Facilitation Guide for Perseverance and Shared History
Moishe House seeks to develop a comprehensive facilitation guide for Shabbat dinners that fosters dialogue and discussion around themes of perseverance, drawing from the Black and Jewish alliance and their shared history. This guide aims to strengthen community bonds and promote understanding through meaningful conversations.
Community Organization and Social Action
Vurbalize
Competitive Analysis & Positioning Against AI Sales Peers
Vurbalize operates at the intersection of professional services and software, delivering AI-enabled sales solutions that enhance efficiency and customer engagement. The company's revenue model is primarily subscription-based, with clients paying for access to its suite of AI-driven tools. Vurbalize's competitive moat lies in its ability to integrate advanced AI capabilities seamlessly into existing sales processes, offering a unique blend of innovation and practicality. In the market, Vurbalize is perceived as a pioneer, known for its commitment to pushing the boundaries of what's possible with AI in sales.
The industry landscape is characterized by rapid technological advancements and shifting customer expectations. AI-enabled sales platforms are becoming integral to modern sales operations, with conversational AI and chatbot vendors playing prominent roles. Regulatory shifts, such as data privacy laws, also impact the development and deployment of these technologies. Moreover, competitive dynamics are intensifying, with numerous players, including tech giants and startups, seeking to capture market share. Customer behavior trends indicate a growing preference for personalized, intelligent sales interactions, which further drives the demand for innovative solutions.
This strategic moment is critical for Vurbalize as the industry experiences a transformative phase. Recent technological breakthroughs and the increasing adoption of AI in sales create a sense of urgency for Vurbalize to solidify its market position. The cost of inaction is significant; failing to differentiate could result in lost market opportunities and diminished competitive edge. By proactively analyzing the competitive landscape and identifying underserved segments, Vurbalize can strategically position itself to capture emerging opportunities and sustain its growth trajectory.
Vurbalize faces several strategic pathways, each with its own trade-offs. One option is to double down on innovation, investing heavily in R&D to push the envelope of AI capabilities. This path enhances differentiation but requires significant resources and carries technological risks. Alternatively, Vurbalize could focus on strategic partnerships and alliances to expand its reach without diluting its core competencies. This approach may limit proprietary advancements but leverages external strengths. Reasonable leaders might disagree on the optimal balance between innovation and collaboration, making this a pivotal point of consideration.
Strategic risks involve potential technological obsolescence, competitive pressure, and execution challenges. Success, concretely, looks like an expanded market share, increased customer satisfaction, and enhanced brand equity. Vurbalize aims to establish itself as the go-to provider for AI-enabled sales solutions, consistently delivering value to its clients and staying ahead of industry trends. This ambitious vision requires careful strategic planning and execution.
The core decision revolves around identifying areas where Vurbalize can reinforce its differentiation and capture underserved segments. Students are tasked with answering the question: How can Vurbalize strategically position itself to maximize competitive advantage and market reach in the AI-enabled sales platform industry? This involves designing a robust competitive analysis framework, evaluating market dynamics, and formulating actionable recommendations.
Exploring this strategic challenge is meaningful for students as it connects directly to real-world career skills. Consulting, marketing, and strategic planning are among the disciplines that will be exercised, providing students with a platform to develop competencies that are highly valued in the business world. The case study prepares students to navigate uncertainty, make informed decisions, and contribute to organizational success.
Innovation
Marketing
Strategic Planning
The Arc of Howard County, Inc.
Revitalizing Nonprofit Performance Measurement: The Arc of Howard County's Interactive KPI Dashboard Initiative
Our organization is trying to enhance the effectiveness of its performance evaluation and decision-making process. Specifically, we want to create a more robust and visually engaging Key Performance Indicators (KPI) Dashboard. The current dashboard is inadequate and lacks visual appeal. We aim to track essential metrics more effectively and identify patterns or trends over time, which can help us make informed decisions. Help us develop a dynamic and interactive KPI Dashboard integrated into our website, which will provide a more comprehensive and user-friendly tool for evaluating the success of our organization.
Growth Strategy
Marketing
Dave's Sweet Tooth
Product Innovation in the Gourmet Snack Industry
Dave's Sweet Tooth operates within a niche segment of the confectionery market, specializing in premium toffee products. The company's business model is centered around producing high-quality, handcrafted toffees that are sold through various retail and online channels. Its competitive moat lies in its artisanal approach, which emphasizes quality ingredients and unique flavor combinations. In the market today, Dave's Sweet Tooth is perceived as a brand that delivers both indulgence and authenticity, appealing to consumers who appreciate gourmet treats. However, as the market continues to evolve, the company must find ways to maintain its competitive edge and broaden its appeal to a wider audience.
The food and beverage industry is currently influenced by several macro trends, including a growing emphasis on health-consciousness, sustainability, and the demand for diverse and exotic flavors. Regulatory shifts around sugar content and labeling requirements also impact product development strategies. Technological advancements, such as the use of AI in flavor prediction and personalization, are reshaping how companies approach innovation. Competitive dynamics are intense, with both established players and new entrants vying for consumer attention by offering unique and differentiated products. Understanding these industry forces is critical for Dave's Sweet Tooth as it seeks to innovate and expand its product portfolio.
This moment is strategically important for Dave's Sweet Tooth because consumer preferences are rapidly changing, and the demand for new flavor experiences is at an all-time high. Failure to capitalize on this trend could result in missed opportunities to capture a growing segment of the market. The cost of inaction is not just stagnation but the potential loss of relevance in an industry that thrives on novelty and innovation. By acting now, the company can position itself as a leader in flavor innovation, attract new customers, and drive growth.
Dave's Sweet Tooth faces several trade-offs and competing pathways as it embarks on its flavor innovation journey. One option is to focus on developing flavors that align with current health trends, such as low-sugar or organic ingredients. However, this path may limit the company's ability to experiment with bold, unconventional flavors that could appeal to adventurous consumers. Another pathway involves leveraging technology to personalize flavor offerings based on consumer data, but this requires significant investment and expertise. Each strategic direction has its own set of risks and rewards, and reasonable leaders within the company may have differing opinions on the best course of action.
The strategic risks associated with flavor innovation include the potential for product failure if new flavors do not resonate with consumers. Additionally, there is a risk of diluting the brand's core identity if the new offerings deviate too far from its traditional product line. However, the upside of successful innovation is substantial. It includes increased market share, enhanced brand recognition, and the ability to reach new consumer segments. Success, in this context, means launching new products that achieve strong sales performance and positive consumer feedback while reinforcing Dave's Sweet Tooth's reputation for quality and creativity.
The core decision or design challenge that must be addressed is determining which flavor profiles to pursue and how to effectively integrate them into the existing product line without alienating the current customer base. This involves analyzing market data, consumer trends, and competitive offerings to make informed decisions that align with the company's strategic goals. The question this case ultimately asks students to answer is: How can Dave's Sweet Tooth successfully innovate its flavor offerings to capture new audiences while maintaining its brand identity and market position?
This case is meaningful for students to explore because it connects strategic innovation and marketing challenges to real-world career skills. Students will engage in activities that mirror the work of consultants, product managers, and marketing strategists. They will develop skills in market research, consumer analysis, and strategic decision-making, which are applicable across various industries. By tackling this case, students will gain a deeper understanding of how to navigate ambiguity and make strategic decisions in a dynamic business environment, preparing them for future roles in consulting, product development, and marketing.
Innovation
Marketing
Product Design & Development
WealthFluent
Disrupting Wealth Management: Empowering Young Professionals to Own their Financial Future with WealthFluent
WealthFluent is on a mission to revolutionize the wealth management industry by addressing the significant barriers that prevent early-career professionals from achieving financial literacy and independence. Traditional wealth management is often perceived as inaccessible, outdated, and designed for high-net-worth individuals, leaving younger generations underserved and vulnerable to poor financial decision-making. WealthFluent seeks to fill this gap by providing a user-friendly, technology-driven platform that empowers users to take ownership of their financial future.
Company Background
Founded with a vision to democratize financial literacy, WealthFluent was born out of frustration with the traditional wealth management industry's inability to meet the evolving needs of younger generations. The company's founders, who bring years of experience in finance and technology, observed a stark disconnect between the services offered by traditional financial advisors and the realities faced by young professionals navigating their careers, loans, and investments.
WealthFluent was created to bridge this gap by offering a platform that emphasizes education, transparency, and ease of use. Its innovative features help users understand their financial picture, set achievable goals, and build a roadmap to long-term financial security—all without the high fees and limitations imposed by conventional advisors. By leveraging cutting-edge technology and behavioral insights, WealthFluent has become a pioneer in empowering individuals to make smarter financial choices.
Why This Challenge Is Important
This project represents a critical step in WealthFluent's mission to expand its reach and impact. Despite the platform’s unique value proposition, capturing the attention of early-career professionals remains a significant challenge due to several factors:
- Lack of Awareness: Many young professionals are unaware of the tools available to help them navigate complex financial decisions.
- Distrust of Financial Institutions: Younger generations often view traditional financial advisors with skepticism, perceiving them as costly and misaligned with their interests.
- Engagement Barriers: Competing demands on time and attention make it difficult for young professionals to prioritize financial planning.
This case competition challenges participants to address these barriers through innovative marketing and engagement strategies that resonate with the target demographic. WealthFluent believes that by tapping into the creativity and fresh perspectives of students, it can unlock solutions that will enable the company to:
- Broaden Its Impact: Reach more early-career professionals and empower them to make informed financial decisions.
- Redefine Financial Literacy: Position itself as a leader in the financial education space.
- Disrupt the Industry: Challenge traditional wealth management models and establish a new standard for accessible, effective financial tools.
The Importance of Empowering Young Professionals
Early-career professionals, typically aged 22–35, are at a critical juncture in their financial journeys. The decisions they make during this phase—whether it's managing student debt, buying a home, or saving for retirement—can have a profound impact on their long-term financial security. However, many in this demographic lack the knowledge or resources to navigate these milestones effectively.
By equipping young professionals with the tools and knowledge they need to succeed, WealthFluent aims to create a ripple effect of positive financial behaviors that will benefit individuals, families, and communities for generations to come. This case competition is an opportunity for participants to not only contribute to this mission but also gain valuable insights and experience in addressing one of the most pressing challenges in personal finance today.
A Call for Innovation
WealthFluent is seeking bold, forward-thinking solutions that go beyond traditional marketing playbooks. The company is particularly interested in strategies that leverage:
- Digital Engagement: Innovative use of digital platforms to connect with the target demographic.
- Behavioral Science: Insights into the psychology of financial decision-making to shape impactful messaging.
- Scalable Solutions: Ideas that can be implemented cost-effectively and scaled as WealthFluent grows.
By participating in this competition, students will play a pivotal role in shaping WealthFluent’s journey to becoming the trusted financial partner for early-career professionals, ultimately redefining the future of wealth management.
Data Management
Digital Marketing
Entrepreneurship
Growth Strategy
Market Research
Marketing
Operations
PR & Communications
Product Design & Development
Reporting, Financial Planning & Analysis
Research & Development
Research, Analysis, Evaluation
Sales & Business Development
Software Design & Development
Strategic Planning
Crohn's & Colitis Foundation
Product Development & Growth Strategy: Non-Profit Business Development
Established in 1967, the Crohn's & Colitis Foundation is a non-profit organization driven by volunteers devoted to discovering cures for Crohn's disease and ulcerative colitis while improving the lives of individuals affected by these conditions across all age groups. As an active participant in non-profit business advancement, the foundation understands the necessity of ongoing growth and innovation to advance its mission. This case focuses on two critical aspects: corporate development and business development, both of which play a fundamental role in the organization's long-term success.
Corporate Development:
The Crohn's & Colitis Foundation aims to broaden its corporate partnerships to attract more sponsors. The challenge lies in identifying potential partners that align with our vision and mission. The organization aims to strategically target corporations by leveraging its unique value proposition, network, and deep understanding of IBD and showcasing partnership benefits through compelling storytelling and data-driven insights.
Business Development:
In the face of challenges in fundraising from pharmaceutical and biotech companies due to budget constraints, we seek to identify new revenue sources. We invite you to analyze industry trends, collaborate with experts, and participate in developing products or services that meet partners' needs while advancing IBD research and care. Craft tailored proposals and utilize industry-specific channels and forums to enhance visibility and facilitate meaningful connections with potential partners.
Growth Strategy
Marketing
Product Design & Development
Iconically
Amazon-Seller Growth Playbook (Acquisition + Retention)
Iconically's business model is built around providing a comprehensive digital platform that integrates media, retail, and software solutions. The company generates revenue through a combination of subscription fees, advertising, and premium services that enhance seller profiles and engagement capabilities. Iconically's competitive moat is its ability to offer a seamless, data-driven experience that connects sellers with digital-savvy consumers across multiple channels. In the market, Iconically is perceived as an innovative leader, known for its cutting-edge technology and commitment to empowering sellers with the tools they need to succeed in a digital world.
The broader industry landscape is shaped by several macro trends, including the rapid pace of technological change, evolving consumer preferences, and increasing competition in the digital marketplace. Regulatory shifts, such as data privacy laws, also impact how companies like Iconically operate. Technological advancements, such as AI and machine learning, are enabling more personalized and efficient customer interactions. At the same time, consumer behavior is shifting towards more digital and mobile interactions, requiring companies to adapt their strategies to meet these new demands.
This moment is strategically important for Iconically because the digital marketplace is becoming increasingly crowded, and the cost of inaction could result in lost market share and diminished brand relevance. Recent technological and consumer behavior changes make it imperative for Iconically to refine its seller acquisition and retention strategies. By acting now, Iconically can leverage its existing capabilities to capitalize on emerging opportunities, ensuring sustained growth and competitive advantage in the long term.
Iconically faces several strategic options, each with its own trade-offs. One pathway involves deepening its focus on specific seller segments, offering tailored solutions that address their unique needs. This approach may require sacrificing broader appeal in favor of niche dominance. Another option is to expand outreach channels, which could increase visibility but dilute brand messaging. Leaders may disagree on the balance between focusing on high-value segments versus broadening the platform's appeal.
Strategic risks include potential misalignment with seller needs, ineffective channel selection, and resource constraints. Success for Iconically involves clearly defining target segments, optimizing outreach channels, and implementing retention strategies that drive engagement and loyalty. Concretely, success means increased seller acquisition rates, higher retention percentages, and improved seller satisfaction scores.
The core decision revolves around designing a seller-focused acquisition and retention playbook that effectively aligns with Iconically's strategic goals. The case challenges students to answer how Iconically can best define its ideal seller segments, optimize outreach channels, and develop retention triggers that drive sustainable growth.
This strategic challenge is particularly meaningful for students as it connects directly to real-world career skills in consulting, marketing, and business development. By exploring this case, students will gain insights into the complexities of digital transformation and customer-centric strategies, preparing them for impactful roles in dynamic and competitive industries.
Digital Marketing
Marketing
Sales & Business Development
Florida State University
AI-Driven Campus Energy Optimization at Florida State University
Florida State University operates as a leading educational institution with a multifaceted revenue model that includes tuition fees, government funding, donations, and research grants. Its competitive moat lies in its strong brand reputation, comprehensive academic programs, and commitment to research and innovation. In the market, FSU is perceived as a forward-thinking institution that embraces new technologies to enhance its educational offerings and operational efficiency.
The broader industry landscape is shaped by several macro trends, including increasing regulatory pressures on sustainability, rapid advancements in AI and ML technologies, and a growing emphasis on sustainable practices in higher education. Universities are under pressure to reduce their carbon footprints while maintaining the quality of their services, and FSU is no exception. Technological change presents both opportunities and challenges as institutions strive to keep pace with evolving AI capabilities and integrate them into their operations.
This moment is strategically important due to several recent developments. The increasing cost of energy and heightened awareness of climate change have made energy efficiency a critical priority for FSU. Additionally, advancements in AI and ML technologies now provide viable solutions for optimizing energy management. The cost of inaction could result in higher operational expenses and missed opportunities to enhance FSU's sustainability credentials.
FSU faces several strategic options in optimizing campus energy efficiency. It can choose to implement off-the-shelf AI solutions, develop custom AI systems tailored to its specific needs, or partner with technology firms for a hybrid approach. Each pathway involves trade-offs in terms of cost, control, and scalability. Leaders may disagree on the best approach, weighing the benefits of quick implementation against the long-term advantages of a customized solution.
The strategic risks include potential implementation challenges, such as integration with existing systems and ensuring data security. Conversely, the upside is significant: successful implementation could reduce energy costs, enhance campus sustainability, and elevate FSU's standing as a leader in innovative campus management. Success includes measurable reductions in energy consumption, cost savings, and improved sustainability metrics.
The core decision revolves around selecting and designing the AI-driven solutions that best meet FSU's energy management goals. The question students must answer is: What is the optimal AI strategy for FSU to achieve its energy efficiency objectives while maintaining operational effectiveness?
Exploring this challenge is meaningful for students as it connects directly to real-world career skills in technology consulting, operations management, and strategic planning. They will engage with complex decision-making processes, modeling, and stakeholder management, preparing them for roles that require technical expertise and strategic acumen in technology-driven environments.
Artificial Intelligence & Machine Learning
Mechanical Engineering
Munevo GmbH
USA Go-To-Market Strategy for Medical Product, “munevo DRIVE”
Munevo empowers people with disabilities by using new and innovative technology. Munevo's DRIVE product helps people control their power wheelchair with their head movement using smart glass technology like Google Glass. It has already been endorsed in the DACH region (Germany, Austria, Switzerland) and receives new requests every week from users or institutions around the world. Munevo believes the following key market for their DRIVE product is the US.
About our technology: many people worldwide depend on an electric wheelchairs. In addition, many of them cannot control their wheelchair with their hands. Munevo DRIVE is a Smartglass application that detects head movements with the help of Smartglass and translates them into steering signals. The signals are sent via Bluetooth to the Munevo adapter and the control unit of the wheelchair. This technology enables hands-free control of the wheelchair by Munevo DRIVE.
Marketing
Research, Analysis, Evaluation
Sales & Business Development
Homer Davis Elementary
Creating a High-Impact Teacher Pack to Support Teachers at Homer Davis Elementary
Homer Davis Elementary School, located within the Flowing Wells School District, serves a diverse student population. Teachers face resource constraints while striving to provide students with meaningful, high-impact educational experiences. Many students come from underserved communities, making it essential for teachers to build strong relationships and create a learning environment where students feel supported and engaged.
This project presents an opportunity to design a Teacher Pack—a curated collection of resources, tools, and materials designed to empower teachers at Homer Davis. The goal is to identify and understand the key challenges teachers face, then develop a tangible toolkit that provides immediate and long-term support.
Additionally, this initiative will build the foundation for future collaboration and partnerships, ensuring ongoing support for students and educators.
Child Welfare
Community Organization and Social Action
Corporate Social Responsibility
Organizational Culture
Florida State University
The Case of Marcus-Behr Family
Samuel Marcus is a 37-year-old white male. He is married to Matthew Marcus-Behr. They have been in a committed relationship for the last 17 years and officially married seven years ago when Gay marriage became legal in the United States (U.S.). Sam has a high-paying position as an executive at a major corporation. Matt is a freelance artist who works from home. Although he is well-known and respected in his field, Marcus has yet to land a major private commission or gallery installment. He is hopeful about the latest project he is working on.Sam and Matt have two children. Jackson, 13, is their eldest. They became foster parents to Jackson when he was three years old. After several years in the foster care system, Jackson’s biological parents, Chris and Jennifer, had their rights to Jackson terminated due to neglect and substance abuse violations. Sam and Matt marry and adopt Jackson, who is 6 at the time, shortly thereafter. Recently, Jackson has had difficulty at school primarily for not turning in his homework and last week he was caught smoking a cigarette.Max, their second child is two years old. They adopted him at birth through open adoption. Max’s biological mother, Monica, is welcome into the family’s home and has visitation at designated times. There is no relationship with the biological father. Recently Max has become aggressive while at daycare causing the family to be referred to a social worker (SW) for family counseling.
Case Management
Community Organization and Social Action
Courts, Corrections, and Law Enforcement
Crisis and Disaster Management
Economic Development, Work and Occupations
Political Organization, Policy Change, and Advocacy
Public Administration
Research, Analysis, Evaluation
Substance Use, Addiction, and Recovery
DK Kim Foundation
Partnership and Operational Strategy
The D.K. Kim Foundation, now celebrating two decades of philanthropic commitment, is at a pivotal juncture in its journey. Historically, the foundation has played a vital role as a funding entity, channeling resources to various organizations. However, as it marks its 20th year, the foundation acknowledges the need for a profound transformation. The central challenge and opportunity lie in redefining its role from that of a traditional funding organization to an active operational foundation. This shift reflects a broader vision to have a direct, hands-on impact on the causes it supports.
The challenge facing the D.K. Kim Foundation is to transcend the conventional grant-giving role and embrace a more dynamic, engaged approach. While financial support remains essential, the foundation recognizes that its mission can be more effectively realized through direct involvement, collaboration, and strategic partnerships. The foundation is determined to transition from a passive funding entity to an operational foundation actively engaged in the execution of projects aligned with its mission. This transformation is essential to elevate its impact and become a driving force.
Corporate Social Responsibility
Growth Strategy
Marketing
Operations
Globowl
Optimizing Globowl’s Sales, Distribution, and Marketing Strategy
Globowl, a company dedicated to providing nutritious and allergen-conscious meal bowls, seeks to refine its sales, marketing, and distribution strategies to enhance brand visibility and expand its customer base. The company aims to better understand its target audience, identify high-potential retail and e-commerce opportunities, and develop data-driven marketing initiatives to drive customer engagement and loyalty.
The challenge is twofold:
- Define the ideal Globowl shopper – Who are they? What are their needs, values, and purchasing behaviors?
- Expand Globowl’s presence in key distribution channels – Where should the company focus its efforts to maximize growth?
This project invites students to conduct a comprehensive market analysis, develop detailed customer personas, evaluate competitive positioning, and propose marketing campaigns that drive sales and brand engagement.
Customer Service & Account Management
Digital Marketing
Entrepreneurship
Growth Strategy
Market Research
Marketing
Sales & Business Development
African Views Organization
AVAWA Impact: Transforming Women's Lives in Africa
Our case focuses on developing the African informal economy, addressing harmful traditional practices and violence against women. We also explore the interplay between the Sustainable Development Goals' 2063 agenda and Culture.
Individual reactions to gender, ethnicity, race, and other differences are influenced by exposure and cultural background. National origin and other factors also shape group perspectives. These intersections give rise to complex human challenges spanning history, present, and future. Our goal is to research and propose sustainable solutions to these challenges. Harmony across these intersections is both attainable and crucial. Intercultural harmony, alongside gender harmony, is critical to achieving equality and a peaceful society. The high costs of violence against women and underrepresentation drive us to eliminate these issues. The Anti-Violence Against Women Act embodies our mission to create an equitable, inclusive, and just society by eradicating harmful practices.
Through our organization, African Views, we engage in research and development initiatives centered on African cultural structures and intelligence globally. We aim to showcase African values and tackle challenges through partnerships, seeking sustainable solutions for harmony, peace, and unity. With worldwide branches and academic chapters, our interdisciplinary approach combines modern innovation with ancient wisdom to address the challenges of intersectionality and existentialism. Our case strives to nurture equality and harmony in the African informal economy, advocating for women's rights and eradicating harmful practices, all while fostering intercultural and gender harmony for a better society.
University of Study, Test
Strategic Enhancement of Audience Engagement and Market Positioning
The University of Study, Test operates as a leading educational institution, offering a wide range of undergraduate, graduate, and professional programs. It generates revenue through tuition fees, grants, and partnerships with industry leaders. The university's competitive moat lies in its reputation for academic excellence, cutting-edge research, and strong industry connections. In today's market, it is perceived as a forward-thinking institution that prepares students for the challenges of the modern workforce. However, as competition intensifies, the university must continuously innovate to maintain its edge.
The higher education landscape is undergoing significant transformation, driven by technological advancements, changing student expectations, and evolving workforce demands. Regulatory shifts around accreditation and funding further complicate the environment. The rise of online and hybrid learning models, coupled with increased competition from both traditional institutions and new entrants, requires universities to rethink their engagement strategies. Customer behavior trends indicate a growing preference for personalized and flexible learning experiences, making it imperative for institutions to adapt their offerings accordingly.
Strategically, this moment is crucial for the University of Study, Test, as it strives to align its offerings with the needs of a dynamic audience. The cost of inaction is high; failure to adapt could result in decreased enrollment, reduced funding opportunities, and diminished brand recognition. As the university navigates this transition, it must decide how to balance its academic mission with the demands of a competitive marketplace.
Several strategic pathways are available, each with its trade-offs. The university could double down on its traditional strengths, focusing on deepening industry partnerships and enhancing research capabilities. Alternatively, it could prioritize expanding its digital and online offerings to capture new market segments. Each approach requires careful consideration of resource allocation, potential risks, and the long-term implications for the university's brand and reputation.
The strategic risks include potential misalignment with market needs, overextension of resources, and challenges in implementing new initiatives. Success is defined by increased engagement metrics, improved financial outcomes, and enhanced market positioning. Concretely, this means achieving higher enrollment rates, securing new partnerships, and building a stronger brand presence in key markets.
The core decision revolves around designing a comprehensive engagement strategy that leverages data-driven insights and innovative approaches. This case asks students to explore how the university can effectively integrate data management, innovation, and financial planning to achieve its strategic objectives.
This exploration is meaningful for students as it mirrors the complexities faced by organizations across industries. It requires the application of skills in consulting, finance, operations, marketing, and policy, making it a relevant and exciting challenge for those looking to understand strategic decision-making in a real-world context.
Data Management
Innovation
Reporting, Financial Planning & Analysis
Dave's Sweet Tooth
Seasonal and Gift-Based Revenue Strategies
Dave's Sweet Tooth operates within a niche market, specializing in artisanal toffees that emphasize quality, craftsmanship, and unique flavors. The company generates revenue through direct-to-consumer sales, retail partnerships, and online platforms. Its competitive advantage lies in its brand reputation and the premium quality of its products. In the market, Dave's Sweet Tooth is perceived as a leader in the artisanal candy space, appealing to consumers who appreciate handcrafted products with a personal touch.
The specialty food industry is experiencing significant shifts driven by consumer preferences for quality, sustainability, and unique flavor profiles. Technological advancements, such as e-commerce and digital marketing, have lowered entry barriers, increasing competition. Regulatory changes around food labeling and sourcing also influence market dynamics. Furthermore, consumer behavior trends show a growing demand for experiential and seasonal products, suggesting a strategic opportunity for companies that can effectively leverage these trends.
This moment is strategically critical for Dave's Sweet Tooth as it seeks to expand its market share during high-demand seasons. Recent changes in consumer behavior, such as increased spending on premium products during holidays, make it essential to capitalize on these opportunities. Failing to act could result in missed revenue potential and a weakened competitive position, as rivals may capture market share.
Dave's Sweet Tooth faces strategic trade-offs in its pursuit of growth. One pathway involves expanding product lines to include new seasonal flavors, which requires investment in product development and marketing. Alternatively, focusing on corporate gifting could open new revenue streams but may dilute the brand’s artisanal image. Leaders within the company may disagree on the optimal path, weighing the immediate revenue benefits against long-term brand positioning.
The strategic risks involve potential overextension and brand dilution. New product launches may not resonate with consumers, leading to inventory challenges. Conversely, a successful seasonal campaign could significantly boost market presence and profitability. Success means increasing revenue from seasonal cycles by at least 20% and establishing a foothold in the corporate gifting market without compromising brand integrity.
The core decision revolves around how Dave's Sweet Tooth can best align its product offerings and marketing strategies with seasonal and corporate gifting opportunities. This case asks students to evaluate the most effective strategic pathway for the company, considering market trends, resource allocation, and brand positioning.
Exploring this case offers students the chance to engage with real-world strategic challenges that integrate marketing, business development, and strategic planning. It prepares them for decision-making roles in complex environments, where market dynamics and consumer preferences are continually evolving.
Marketing
Sales & Business Development
Strategic Planning
Solé Bicycles
Preparing for Tariffs: Navigating Production Shifts to China for Solé Bicycles
As Solé Bicycles actively shifts its production to China to take advantage of manufacturing efficiencies, the potential for new tariffs imposed by the Trump administration creates an urgent need to reassess strategy. Increased tariffs could significantly raise costs, impact pricing, and disrupt supply chains. To maintain profitability and competitive pricing, Solé must explore ways to mitigate the impact of tariffs while optimizing its supply chain and production strategy.
This project will allow students to explore strategies for managing the complexities of international production, understanding tariff implications, and developing actionable recommendations to help Solé navigate this challenging environment.
Corporate Social Responsibility
Growth Strategy
Legal, Regulatory, Compliance
Market Research
Operations
Purchasing, Logistics, Supply Chain
Reporting, Financial Planning & Analysis
Niloom.ai
Go-To-Market Strategy for Niloom.ai: Targeting Game Developers & Unity Users
Niloom.ai is revolutionizing Extended Reality (XR) content creation by offering a no-code, AI-driven platform for AR/VR development. While the platform simplifies traditionally complex XR workflows, game developers and Unity users remain key audiences who could benefit from its tools.
Despite Niloom.ai’s innovative approach, the challenge lies in:
- Understanding how game developers and Unity users adopt new tools – Identifying what drives engagement and conversion.
- Developing a clear go-to-market (GTM) strategy – Effectively communicating Niloom.ai’s value proposition to the game development community.
- Building trust within the Unity ecosystem – Positioning Niloom.ai as an essential tool that enhances, rather than replaces, existing workflows.
- Creating a sustainable sales pipeline – Identifying acquisition channels, lead generation tactics, and potential partnerships.
This asynchronous case study invites students to develop a structured, research-backed Go-To-Market (GTM) strategy that enables Niloom.ai to penetrate the game development and Unity communities effectively.
Customer Service & Account Management
Digital Marketing
Growth Strategy
Market Research
Marketing
PR & Communications
Sales & Business Development
Happy Valley Meat Company
Community & Restaurant Partner Engagement Strategy
Happy Valley Meat Company operates with a distinct business model that centers on ethical sourcing and sustainability. By partnering with small family farms, the company ensures that its meat products are of high quality and traceable. This approach has cemented Happy Valley's reputation as a leader in sustainable agriculture within the food and beverage industry. The company generates revenue primarily by supplying meat to restaurants and retailers, where its products are valued for their quality and ethical provenance. Happy Valley's competitive moat is built on its commitment to sustainability, a factor that significantly influences consumer perception and loyalty.
The broader industry landscape is shaped by several macro trends, including a growing consumer demand for transparency in food sourcing and an increasing emphasis on sustainability. Regulatory shifts towards more stringent environmental standards also influence industry dynamics, pushing companies to adopt more sustainable practices. Technological advancements in supply chain management offer new opportunities for efficiency and traceability. However, competitive pressures remain high, with major players continuously innovating to capture market share. Consumer behavior trends indicate a shift towards more conscious consumption, with a preference for brands that align with personal values.
This moment is strategically important for Happy Valley because of the evolving consumer landscape and the increasing importance of sustainability. As consumers become more discerning, the need for companies to differentiate themselves through authentic storytelling and value-driven partnerships becomes urgent. The cost of inaction is significant; failing to capitalize on this opportunity could result in lost market share and diminished brand relevance. Happy Valley must act decisively to leverage its strengths and expand its market footprint.
The company faces several strategic options, each with its own trade-offs. One pathway involves intensifying co-marketing efforts with partners to create a unified brand message. While this could enhance brand visibility, it requires substantial investment and alignment with partner objectives. Alternatively, Happy Valley could focus on developing loyalty programs that incentivize repeat purchases. This approach offers the potential for increased customer retention but may require sophisticated data analytics to implement effectively. Reasonable leaders may disagree on the prioritization of these strategies, each presenting unique risks and rewards.
Strategic risks include the potential for misalignment with partners, which could dilute brand messaging. Additionally, there is the risk of over-investing in initiatives that do not yield the expected return on investment. Success, on the other hand, would see Happy Valley achieving stronger partnerships, increased market share, and enhanced brand reputation. Concretely, this means more widespread distribution of Happy Valley products and a deeper connection with the end consumer.
The core decision revolves around designing a strategy that balances co-marketing, loyalty programs, and shared storytelling. The question students must answer is how to effectively integrate these elements to achieve both Happy Valley's objectives and those of its partners. This involves making decisions on resource allocation, partnership management, and marketing tactics.
This case study is meaningful for students as it mirrors the challenges faced by modern businesses in navigating partnerships and market expansion. It provides an opportunity to apply strategic planning, marketing, and operations skills in a realistic setting. Students will engage with the complexities of aligning diverse stakeholder interests, making it an exciting and relevant exploration of contemporary business strategy.
Marketing
Strategic Planning
Handmaker Jewish Services For Aging
Intergenerational Mentorship: Creating Listening Sessions Between Youth and Elders at Handmaker
Handmaker Jewish Services for Aging is a senior living and care facility that values community, dignity, and meaningful engagement. Many residents have rich life experiences and wisdom, yet often face loneliness and a lack of intergenerational connection. Meanwhile, younger generations—children, adolescents, and young professionals—are navigating life transitions, personal development, and career challenges.
This project presents an opportunity to develop an intergenerational mentoring program at Handmaker, where youth and elders engage in structured listening sessions to foster mutual learning and relationship-building. Through these mentorship-style conversations, young participants will gain valuable insights from the elders' experiences, while the elders will find purpose and engagement by sharing their knowledge and stories.
The goal is to design a scalable, well-structured mentorship framework that promotes active listening, personal growth, and community connections, enhancing the well-being of all participants.
Community Organization and Social Action
Facilitation, Mediation, Conflict Resolution
Individual and Family Advocacy
Organizational Culture
Public Administration
Tucson Metro Chamber of Commerce
Design an Information Architecture to Improve UX and SEO
Founded in 1896, the Tucson Metro Chamber is a membership-based business advocacy and community development organization representing 1,500 businesses, employing more than 160,000 employees in Tucson and Pima County. The Tucson Metro Chamber is committed to being the connector of leaders and influencers, a catalyst for business growth, and a champion for a stronger community.The Tucson Metro Chamber faces a multifaceted challenge that revolves around enhancing its online presence and user engagement. Firstly, the organization seeks to boost its Search Engine Optimization (SEO) to ensure greater online visibility and accessibility for its target audience. Secondly, addressing issues related to the website's user experience is imperative, as it is essential for providing a seamless and informative interaction platform for its visitors. Lastly, there is a compelling need to amplify brand awareness and foster a deeper understanding of the Chamber's mission and value proposition among its stakeholders. Tackling these challenges will contribute to the organization's growth and relevance in the digital age.
Data Management
Growth Strategy
Marketing
Software Design & Development
Meditation4Leadership
Developing and Launching a Podcast Campaign for Meditation4Leadership
Meditation4Leadership aims to expand its outreach and engage with a broader audience by launching a podcast campaign. The objective is to create and launch a podcast series within six months that resonates with the organization's mission and values. This project will focus on defining the podcast's content, identifying and inviting individuals to participate in the episodes, and establishing metrics to measure the podcast's success.
Corporate Social Responsibility
Organizational Culture
Talent Management
Tribeca Macadamia Nut Project
Develop a Branding, Marketing, and Pricing Strategy for New Milk Alternative Product
Tribeca Macadamia Nut Project is a family-owned farm producing large quantities of Macadamia Nuts. They have traditionally sold those products as plain, roasted, and chocolate covered, mainly across Brazil and other areas of Latin America. The company aims to launch a new product using its excess yield: macadamia nut milk. The goal is to produce and distribute at least three to four flavors in the United States: lightly sweetened, unsweetened, vanilla, and potentially chocolate. They need help with branding, marketing, and pricing strategy to bring a new product to the market.
Growth Strategy
Marketing
Marketing
Reporting, Financial Planning & Analysis
Sales & Business Development
True Religion
Developing a Training Program Strategy for Retail Employees at True Religion
True Religion Brand Jeans, operating across the US, Canada, and the UK with 49 retail stores and 350 employees, is seeking to refresh its employee training program. With a young workforce and competitive retail landscape, the company aims to design a modern training program that drives engagement, comprehension, development, and retention. The goal is to implement effective training tools that positively impact employee performance and reduce turnover.
To meet these goals, students will design a comprehensive strategy to implement new training programs, focusing on influencing the workforce through innovative tools, engaging training methods, and actionable insights. Success will be measured by improvements in key performance indicators (KPIs) such as sales, conversion, and retention.
Training & Development
Falcon School
Leveraging Digital Channels for Falcon School's Enrollment Growth
Falcon School operates as a premier educational institution specializing in agriculture and farming courses. The school's business model revolves around providing high-quality education and training that prepares students for successful careers in agriculture. Revenue streams primarily come from tuition fees, grants, and partnerships with agricultural businesses. With a strong reputation for excellence, Falcon School's competitive advantage lies in its esteemed faculty, comprehensive curriculum, and robust industry connections. The school is perceived as a leader in agricultural education, which attracts a steady stream of students each year.
The broader agricultural education industry is undergoing significant changes, driven by technological advancements and shifting regulatory frameworks. Digital transformation is reshaping the way educational content is delivered, with online learning platforms becoming increasingly prevalent. Additionally, there is a growing emphasis on sustainability and innovation within agriculture, influencing curriculum development and student interests. Competitive dynamics are also shifting as more institutions enter the market, often leveraging digital marketing to reach prospective students. Understanding these trends is crucial for Falcon School as it navigates this evolving landscape.
The urgency for Falcon School to enhance its digital marketing strategy stems from several factors. Recent technological advancements have made digital channels more accessible and effective for reaching a wider audience. Additionally, student demographics are changing, with younger generations expecting seamless digital interactions. The cost of inaction is significant, potentially leading to stagnant enrollment numbers and diminished market presence. By contrast, a proactive approach could lead to increased brand visibility, a broader student base, and greater financial stability.
Falcon School faces a range of strategic options in its pursuit of digital marketing excellence. It could focus on enhancing its social media presence, developing targeted online advertising campaigns, or revamping its website to improve user experience. Each path presents trade-offs, such as resource allocation and potential return on investment. Leaders within the school may disagree on the prioritization of these strategies, necessitating a thorough evaluation of potential outcomes.
Strategic risks include the potential for misallocated resources or ineffective marketing campaigns, which could undermine the school's growth objectives. Success, however, would entail a measurable increase in student inquiries and enrollments, improved brand perception, and strengthened industry partnerships. Concretely, this would mean achieving specific enrollment targets and fostering a dynamic online presence that resonates with prospective students.
At the core of this case is the decision on which digital marketing strategies to implement and how to integrate them effectively into the school's overall growth plan. The challenge for students is to devise a comprehensive digital marketing strategy that aligns with Falcon School's goals, resources, and market position. This involves analyzing data, understanding market dynamics, and making informed recommendations.
For students, this case offers a meaningful exploration of strategic marketing within the educational sector. It provides an opportunity to develop skills that are directly applicable to careers in consulting, digital marketing, and strategic planning. The case challenges students to think critically about resource allocation, market positioning, and the integration of technology into business strategies, making it both relevant and exciting.
Data Management
Digital Marketing
Growth Strategy
Innovation
Tallo
Parent & Educator Engagement Strategy to Support Student Outcomes
Tallo operates within the education technology sector, providing a platform that bridges the gap between students, educators, and employers. The company generates revenue through partnerships with educational institutions and employers who seek to connect with talent. Tallo's competitive advantage lies in its ability to personalize career pathways for students, offering a unique proposition that differentiates it from traditional job boards or career services. Perception in the market is generally positive, with Tallo seen as an innovative player that empowers students to take charge of their career journeys.
The industry landscape is shaped by several macro trends, including the increasing emphasis on career readiness in education, the proliferation of digital tools, and evolving employer expectations. Regulatory shifts toward career and technical education funding further support Tallo's mission. However, the competitive environment is intensifying, with new entrants offering similar services and established players expanding their offerings. Customer behavior trends indicate a growing demand for personalized education solutions and seamless integration with existing educational systems.
This moment is strategically important for Tallo due to the evolving expectations of educational stakeholders and the increasing competition in the ed-tech space. Recent technological advancements provide an opportunity for Tallo to enhance its platform capabilities and engage stakeholders more effectively. The cost of inaction is significant; failing to capitalize on these trends may result in reduced market share and diminished influence in the educational sector.
The company faces strategic trade-offs in determining the best approach to engage parents and educators. Options include investing heavily in communication campaigns, enhancing platform features to better align with educational goals, or developing comprehensive training programs. Each path requires careful consideration of resource allocation and potential impact. Reasonable leaders may disagree on the optimal balance between these initiatives.
Strategic risks include the possibility of low stakeholder engagement, misalignment with educational goals, and the potential for increased competition. Success concretely means increased platform adoption, improved stakeholder advocacy, and enhanced student career outcomes. Tallo must balance these risks with the potential upside of establishing itself as a leader in career planning within educational ecosystems.
The core decision involves designing a strategy that effectively engages parents and educators as advocates for Tallo. This requires a comprehensive understanding of stakeholder needs, strategic communication planning, and development of training initiatives. The question ultimately asks students to craft a strategy that drives stakeholder engagement and platform adoption.
This challenge is meaningful for students as it connects strategic planning, communication, and development with real-world skills. It provides insights into stakeholder engagement, the role of technology in education, and the complexities of strategic decision-making. Students will gain experience in crafting actionable strategies that address multifaceted challenges, preparing them for careers in consulting, marketing, operations, and beyond.
PR & Communications
Strategic Planning
Training & Development
American Cancer Society
Develop an Expansion Strategy for the American Cancer Society's Associate Board of Ambassadors
The American Cancer Society (ACS) is looking to nationally scale the Associate Board of Ambassadors (ABOA) strategy they've developed in Chicago. The ABOA in Chicago is the largest and most successful board of young up-and-coming leaders that are committed to serving ACS through fundraising and events. The Chicago ABOA currently includes 150 young professionals who raise $500,000 successfully each year. The leadership team in Chicago is asking you to assemble a launch playbook for ABOAs in new markets.
They expect the playbook will include detailed strategies, tactics, and tools to jumpstart the ABOA program in new markets, identify the markets that are most ripe for an ABOA, establish a set of expectations and rewards for new cities, and ultimately help shed light on how the ABOA strategy will impact the ACS in the mid-to-long term.
Growth Strategy
Tallo
Expanding Tallo's Reach: Innovating Software for Virtual Internships
Tallo's business model is centered around bridging the gap between students and career opportunities through a digital platform that facilitates internships and mentorships. Positioned at the intersection of education and technology, Tallo leverages its extensive network to provide valuable connections and resources for students seeking to enhance their career prospects. The industry landscape is marked by significant shifts towards remote work and learning, accelerated by global events and technological advancements. As virtual internships gain traction, companies like Tallo must adapt their offerings to align with these macro trends. The current moment presents a strategic opportunity for Tallo to solidify its leadership position by enhancing its software to better serve a remote audience. This strategic imperative necessitates a careful evaluation of trade-offs. Should Tallo prioritize user experience enhancements over backend infrastructure upgrades? How can the company balance the integration of cutting-edge features with the need for a stable, user-friendly platform? These decisions carry inherent risks, including potential disruptions during implementation and the challenge of meeting diverse user expectations. At the core of this opportunity is the need to decide on the strategic direction for Tallo's software enhancements. This involves defining which features will most effectively support virtual collaboration and mentorship while ensuring scalability and adaptability. The upside includes increased user satisfaction, competitive differentiation, and potential market expansion. For students, this case represents a meaningful exploration into the strategic decisions that shape product development in a tech-driven industry. It challenges them to think critically about the interplay between design, user feedback, and strategic planning, offering a real-world scenario where their analyses can contribute to organizational success.
Product Design & Development
Software Design & Development
Strategic Planning
UX/UI & Human-Centered Design
FWF
Workforce Compensation: Balancing Fiscal and Flexibility Preferences
At Fifth Wheel Freight, we aim to understand our potential workforce's preferences better. Our primary challenge and opportunity is identifying what demographics value most when considering job opportunities.Specifically, we focus on three key demographic groups: recent college graduates, professionals with 5-10 years of experience, and those with over ten years of workforce experience. We aim to dissect the elements of a compensation package to find the delicate balance between fiscal compensation and flexibility, as these factors significantly influence candidates' decisions. We seek to answer critical questions: Is there a specific monetary figure, perk, or a unique benefit that could significantly increase the number of job applicants, interviewees, and job acceptances within each demographic? Moreover, we intend to rank and determine the percentage of importance for the top three factors people consider when choosing their workplace.Ultimately, our objective is to leverage this data to craft distinct recruiting archetypes for each demographic mentioned earlier. By doing so, we can enhance our recruitment strategies and create a more tailored, appealing, and effective approach to attracting top talent in the competitive job market.
Growth Strategy
Talent Management
Tallo
Expanding Tallo's Global Impact: A Strategic Case Analysis
Tallo operates at the intersection of education and employment, offering a platform that facilitates connections between students, educators, and employers. Its business model is driven by the creation of a digital ecosystem that empowers users to explore career opportunities and educational pathways. Positioned as an innovator in the education sector, Tallo leverages data-driven insights to personalize the user experience, enhancing its value proposition and competitive edge.
The education industry is witnessing transformative shifts driven by technology, globalization, and changing workforce dynamics. As educational institutions and employers seek to address skill gaps, platforms like Tallo present scalable solutions. The global push towards digital learning and remote work further amplifies the relevance of Tallo's offering, presenting a timely opportunity for international expansion.
This strategic moment is crucial as Tallo seeks to capitalize on its domestic achievements and tap into burgeoning international markets. The decision to expand globally presents trade-offs, such as the need to adapt products to local preferences versus maintaining a consistent brand identity. Different market entry strategies, such as partnerships or direct investments, come with their own set of risks and rewards. The challenge lies in balancing these competing pathways to ensure sustainable growth.
The strategic risks include navigating diverse regulatory environments, cultural differences, and potential competition from local players. However, the upside is significant, with the potential to access new revenue streams, enhance brand visibility, and establish a global presence. A well-executed expansion strategy could propel Tallo to new heights, reinforcing its leadership in the education sector.
The decision at hand involves selecting target markets, designing an entry strategy, and allocating resources efficiently. This opportunity offers students a meaningful exploration of strategic planning and execution in a real-world context. By analyzing Tallo's expansion strategy, students will engage with the complexities of international business, leadership, and the entrepreneurial mindset needed to drive innovation and growth.
Entrepreneurship
Growth Strategy
Leadership
Marketing
PR & Communications
Reporting, Financial Planning & Analysis
Strategic Planning
Happy Valley Meat Company
Consumer Education on Ethical Meat Sourcing
Happy Valley Meat Company operates at the intersection of agriculture, food services, and retail, with a business model centered on sourcing meat from small, sustainable farms and delivering it to restaurants and consumers in urban markets. The company differentiates itself through its commitment to humane animal treatment and transparent supply chains. This competitive moat not only garners consumer trust but also aligns with broader market trends towards ethical consumption. Currently, Happy Valley Meat Company is perceived as a leader in sustainable meat sourcing, but the challenge lies in effectively communicating the complexities of their practices to a broader audience.
The agriculture and food services industry is undergoing significant transformation, driven by regulatory shifts towards sustainability, technological advancements in food production, and changing consumer behavior. Consumers are increasingly interested in where their food comes from and how it is produced, leading to a demand for transparency in labeling and sourcing. Additionally, competitive dynamics are intensifying as more companies enter the market with similar ethical propositions. Technological changes, such as digital marketing and data analytics, offer new avenues for engagement, but require strategic navigation to utilize effectively.
This moment is strategically critical for Happy Valley Meat Company due to the confluence of rising consumer awareness and competitive pressure. As more companies capitalize on the trend of ethical consumption, there is an urgent need for Happy Valley Meat Company to reinforce its market leadership through a well-articulated educational strategy. The cost of inaction includes potential erosion of market share and diminished brand reputation as consumers gravitate towards companies perceived as more transparent.
The company faces several strategic pathways, each with its own trade-offs. One option is to invest heavily in digital content creation, such as microsites or video series, which can reach a broad audience but require significant resources. Alternatively, the company could focus on community workshops, fostering deeper engagement but potentially limiting reach. Leaders may disagree on the balance between digital and in-person strategies, as well as the level of investment required to achieve meaningful impact.
Strategic risks include the possibility of misalignment between content and consumer expectations, which could dilute brand equity. Conversely, a successful strategy would see increased consumer engagement, heightened brand loyalty, and enhanced market differentiation. Success is concretely defined by metrics such as increased website traffic, social media engagement, and improved brand perception surveys.
The core decision facing Happy Valley Meat Company is how to design an educational content strategy that effectively communicates their value proposition while being scalable and sustainable. The case ultimately asks students to answer how best to leverage the company's existing strengths in humane and sustainable practices to educate consumers and drive strategic growth.
For students, this case is a meaningful exploration of strategic communication, brand management, and consumer engagement, directly applicable to careers in consulting, marketing, and operations within the agriculture and food sectors. It challenges them to think critically about the intersection of ethical business practices and consumer education, fostering skills in strategic analysis and decision-making.
PR & Communications
Research, Analysis, Evaluation
Training & Development
Happy Valley Meat Company
Competitive Positioning in the Sustainable Meat Market
Happy Valley Meat Company operates with a business model centered on providing ethically sourced meat to its clientele comprising restaurants, retail outlets, and direct consumers via online platforms. The company generates revenue by ensuring high-quality meat products that are ethically and sustainably produced, appealing to a consumer base that values transparency and ethical sourcing. Happy Valley's competitive moat lies in its commitment to traceability and ethical practices, which have garnered a positive perception in the market. The challenge remains to solidify this positioning amidst growing competition and to articulate a compelling value proposition that sets it apart from both established and emerging players in the sustainable food sector.
The broader industry landscape is influenced by several macro trends, including increased consumer demand for sustainable and ethically sourced products, regulatory pressures towards transparency in food production, and technological advancements in supply chain management. Competitive dynamics are intensifying as more companies embrace sustainability as a core business tenet, making it imperative for Happy Valley to continuously innovate its product offerings and marketing strategies. Consumer behavior trends indicate a shift towards online shopping and a preference for brands that align with personal values, providing Happy Valley with both challenges and opportunities for market expansion.
This moment is strategically important for Happy Valley as the company stands at the crossroads of potential market expansion and increased competition. Recent industry shifts, such as heightened regulatory standards and the acceleration of digital transformation in retail, demand that Happy Valley reassess its strategic priorities. Failing to adapt to these changes could result in lost market share and diminished brand relevance. Conversely, proactive engagement with these trends presents an opportunity to strengthen its market position and drive growth.
The strategic options available to Happy Valley involve trade-offs between focusing on deepening existing market penetration versus exploring new markets or product innovations. Each pathway offers distinct advantages and sacrifices. For instance, an emphasis on product innovation may require significant investment in research and development, potentially diverting resources from immediate marketing efforts. Meanwhile, expanding into new markets could dilute brand focus if not carefully managed. Leaders within the company may hold differing views on the optimal path forward, reflecting varying priorities and risk appetites.
Strategic risks include the potential for supply chain disruptions, reputational damage from perceived ethical lapses, and the challenge of maintaining competitive pricing while adhering to sustainability commitments. On the upside, success for Happy Valley would manifest as increased market share, enhanced brand loyalty, and the establishment of new, profitable customer segments. Concretely, this involves expanding its digital presence, optimizing supply chains for greater resilience, and reinforcing its brand narrative of ethical sourcing and quality.
The core decision or design challenge centers on how Happy Valley can effectively differentiate itself within the ethical meat market while aligning with its mission and consumer expectations. Students are tasked with examining the competitive landscape, identifying gaps and opportunities, and recommending strategic initiatives that could propel Happy Valley to a leadership position in the sustainable food sector.
Engaging with this case is meaningful for students as it bridges multiple domains such as strategy, marketing, operations, and corporate social responsibility. It offers a pragmatic platform to apply theoretical knowledge to real-world challenges, fostering skills in strategic analysis, decision-making, and stakeholder management. The case encourages students to think critically about sustainability in business, preparing them for careers in industries where ethical considerations are increasingly central to success.
Corporate Social Responsibility
Marketing
Strategic Planning
Dave's Sweet Tooth
Direct-to-Consumer Strategy for Specialty Food Brands
Dave's Sweet Tooth operates within the gourmet snack industry, specializing in handcrafted toffee. The company generates revenue through a mix of direct sales, retail partnerships, and online platforms. Its competitive moat is built on quality craftsmanship, unique flavor profiles, and a strong brand identity that resonates with consumers seeking premium snacks. In the market today, Dave's Sweet Tooth is perceived as a premium brand that combines traditional recipes with modern tastes, appealing to both loyal customers and new entrants looking for high-quality, artisanal products.
The industry landscape is shaped by several macro trends, including a growing consumer preference for premium and artisanal products, increased health consciousness, and the rapid adoption of e-commerce. Regulatory shifts, such as labeling requirements and health claims, also influence product positioning and marketing strategies. Technological advancements in supply chain management and digital marketing offer opportunities for businesses to enhance efficiency and customer engagement. Competitive dynamics are intense, with large confectionery brands and new entrants vying for market share, necessitating constant innovation and differentiation.
This moment is strategically important for Dave's Sweet Tooth as the DTC e-commerce trend is gaining momentum. Failing to capitalize on this opportunity could result in lost market share to competitors who are more agile in their digital strategies. The cost of inaction includes potential revenue loss, diminished brand relevance, and an inability to meet evolving consumer expectations. As consumer behaviors continue to shift towards online shopping, the company must adapt its strategies to remain competitive and ensure long-term growth.
The company faces trade-offs between expanding its DTC e-commerce operations and maintaining retail partnerships. While the DTC model offers greater control over branding and customer experience, it also requires significant investment in digital infrastructure and marketing. Retail partnerships provide access to wider distribution channels but limit the company's ability to directly engage with consumers. Reasonable leaders might disagree on the emphasis between these pathways, weighing factors like brand equity, customer acquisition costs, and long-term growth potential.
Strategic risks include potential supply chain disruptions, increased competition in the online space, and challenges in maintaining product quality and customer satisfaction at scale. Upside potential involves capturing a larger share of the growing online market, enhancing brand loyalty through personalized customer interactions, and achieving higher profit margins through direct sales. Success is concretely measured by increased online sales, improved customer retention rates, and strengthened brand positioning in the e-commerce domain.
The core decision revolves around designing a strategic plan that balances the expansion of DTC e-commerce with existing retail operations. The case challenges students to evaluate the feasibility of various growth strategies, assess potential risks and rewards, and develop a comprehensive plan that aligns with the company's vision and market dynamics. Students are tasked with analyzing the competitive landscape, consumer behavior trends, and operational capabilities to formulate actionable recommendations.
This exploration is meaningful for students as it mirrors real-world scenarios encountered in consulting, marketing, and business development roles. It requires the application of strategic thinking, quantitative analysis, and creative problem-solving, preparing students for careers in dynamic industries where decision-making amid uncertainty is crucial. The case study not only develops technical skills but also fosters an understanding of strategic planning, market dynamics, and the intricacies of digital transformation.
Marketing
Sales & Business Development
Strategic Planning
Eller Center for Leaership Ethics
A Postmortem: Theranos, Inc.
In 2003, 19-year-old Stanford University dropout Elizabeth Holmes founded biotech Theranos Inc. Holmes brazenly claimed to have developed proprietary technologies that would disrupt the blood-testing industry. One technology eliminated the need to collect blood samples through traditional needles, instead using a finger stick that collected tiny amounts of blood into a small tube called a nanotainer. Another technology was a laboratory device named Edison that was able to run dozens of tests on the same, minute amount of blood, testing a gamut of fatal diseases including diabetes, heart disease, and cancer. Theranos promised that its blood- tests would be faster, cheaper, and more accurate than traditional tests offered in labs, clinics, and hospitals.1 The media hype over the startup earned Theranos the vaunted unicorn status. However, by 2015, various media outlets exposed Theranos for perpetrating Silicon Valley’s biggest fraud. In 2018, federal prosecutors filed criminal charges against Elizabeth Holmes and the company’s former No. 2 executive Ramesh “Sunny” Balwani for defrauding investors, doctors, and patients. In the wake of the high-profile scandal, the company began the formal process of dissolution. The case involves multiple stakeholders and raises economic, legal, and ethical issues worthy of consideration.
Theranos launched a series of successful funding rounds, backed by luminary venture capitalists Larry Ellison, Rupert Murdoch, and Carlos Slim. Mega-deals with Walgreens, Pfizer, and the Department of Defense (DoD) whet the appetites of new investors and fueled additional funding. In 2014, Theranos reached a valuation of $9 billion with Holmes retaining 50% of the privately held company. Holmes had a net worth estimated at $4.5 billion, making her the youngest female self-made billionaire. A blue-chip board of directors was established, which included former Secretary of State George Shultz, former Secretary of Defense, James Mattis, and Senator Sam Nunn, just to name a few. By 2015, reports surfaced that Holmes and Balwani had lied to doctors and patients about test results and deceived investors about the company’s financial position. What ensued was a complete unraveling of the company and financial implosion. The company formally dissolved and sought to pay unsecured creditors its remaining cash, estimated at roughly $5 million. All told, Theranos investors lost nearly $1 billion, and Holmes’s net worth dropped to virtually nothing.2 In June 2018, the Department of Justice (DoJ) charged Holmes and Balwani with nine counts of wire fraud and two counts of conspiracy to commit wire fraud, stemming from allegations that the two engaged in a scheme to defraud investors and a separate scam to defraud doctors and patients. Both Balwani and Holmes have pleaded not guilty to the charges. The DoJ said at the time that Holmes and Balwani could face up to 20 years in prison, a $250,000 fine, and restitution costs, for each count on which they're convicted.3 However, recently a federal judge ruled that Holmes and Balwani would have their fraud case narrowed, but not dismissed. The judge ruled that prosecutors couldn’t pursue charges that relied on claims that Holmes and Balwani defrauded doctors and customers who didn’t pay for the company’s blood-tests. The judge said the indictment “failed to connect a specific intent to defraud” non-paying patients because prosecutors didn’t show how Holmes and Balwani intended to swindle them out of money or property. For similar reasons, the judge said, prosecutors couldn’t pursue charges based on doctors as victims. Nonetheless, while the ruling narrows the case, it leaves intact the lion’s share of charges that investors were defrauded. In short, prosecutors can still pursue charges that Holmes and Balwani bilked paying patients into relying on technology that they knew was faulty and placed some of those people in peril by providing false lab results. 4 If one wanted to give Holmes the benefit of doubt, then they would argue Holmes was an entrepreneurial founder, innovator, and visionary. As an entrepreneur, Holmes was swimming against enormous skepticism of what all-too-many deemed as impossible, not unlike entrepreneurs before her including Thomas Edison. Holmes was dismissed for having no medical or scientific training, yet credentials are not a necessary requirement for innovation. Innovators like Holmes often risk everything, daring to improve our living standards and make the world a better place. Theranos sought to differentiate itself through a more pain-free extraction of blood that would not require the needles that strike fear in so many. In finished form, the company’s technologies would facilitate rapid analysis of a small amount of blood on the way to more patient-specific drug regimens, early disease detection, and vastly greater peace of mind. With blood testing happening with great speed and at lower costs minus the horror of big needles, more and more patients would have the means and eagerness to test themselves with great regularity. Ultimately, Holmes was a visionary who believed deeply in technology that would eventually help save many lives, and that still may.5 Critics of Holmes would argue a very different account and cite secrecy, lies, and a toxic culture at Theranos. Simply put, the technology didn’t work properly and produced inaccurate results, even though the company publicly claimed that it could perform hundreds of tests and began deploying it in Walgreens stores. In reality, the company was secretly running its tests on commercial machines produced by Siemens and diluting blood samples to make it work. Holmes lied to investors by faking data, orchestrating results, and grossly overestimating its annual revenue forecasts. Holmes established a company culture of stifling dissent through intimidation and fear. When employees did raise concerns, they were typically fired on the spot. Theranos would then aggressively pursue lawsuits against ex-employees. Employees that remained at the company were typically forced to sign “airtight” non-disclosure agreements. While Holmes’ vision for a better blood test was legitimate and the cause noble, she crossed a line when she began to grossly misrepresent what she had achieved in her efforts to raise the support she needed.6 This case was written by Dr. Paul Melendez, Department of Management and Organizations, The University of Arizona. February 11, 2020.
Legal, Regulatory, Compliance
Groov
Athlete Ambassador and Locker Room Adoption Strategy
Groov operates at the cutting edge of sports technology, providing solutions that enhance athletic performance and wellness. It achieves this through a combination of hardware and software products designed to gather and analyze data on athletes' physical conditions. The company’s revenue model is largely subscription-based, offering a steady stream of income and the potential for scaling as they expand their customer base. Groov’s competitive moat lies in its proprietary technology and deep understanding of the athletic ecosystem. Currently, it enjoys a strong reputation for innovation and reliability within the sports technology market, which positions it well to leverage athlete endorsements effectively.
The sports technology industry is undergoing significant transformation, driven by technological advancements, increasing emphasis on data-driven decision-making, and growing awareness of athlete health and safety. Regulatory shifts, such as enhanced data protection laws, also influence market dynamics, requiring companies like Groov to ensure compliance while maintaining competitive agility. Additionally, customer behavior trends indicate a growing demand for personalized solutions that offer measurable improvements in performance and recovery. These broader industry forces present both challenges and opportunities for Groov as it seeks to expand its market presence.
This strategic moment is crucial for Groov as the sports industry experiences a surge in digital transformation. The increasing adoption of technology in sports presents a timely opportunity for Groov to establish itself as a leader in this space. Failure to act promptly could result in lost market share to competitors who are equally eager to capitalize on these trends. By acting now, Groov can secure a first-mover advantage in leveraging athlete ambassadors to boost product visibility and credibility in locker rooms and beyond.
Groov faces several strategic options, each with its own set of trade-offs. It could focus on deepening relationships with existing clients, expanding the use of its products within their organizations, or it could pursue aggressive growth by targeting new teams and leagues. While the first option ensures a stable revenue stream, the latter offers higher growth potential but comes with increased risks and resource requirements. Reasonable leaders might disagree on the best path forward, balancing the need for immediate results against long-term strategic positioning.
Strategic risks include potential resistance from athletes or teams unfamiliar with Groov’s technology, as well as the challenge of maintaining consistent engagement with athlete ambassadors. Success, in concrete terms, would mean a significant increase in product adoption across collegiate and professional sports teams, measurable improvements in brand recognition, and a robust pipeline of athlete endorsements. This success would also translate into increased subscription revenue and a strengthened competitive position in the market.
The core decision revolves around designing a grassroots marketing strategy that effectively leverages athlete ambassadors to drive product adoption. Students must explore how to craft compelling narratives that resonate with athletes, balance resource allocation between marketing and product development, and evaluate the potential impact of various strategic options. This case ultimately asks students to develop a coherent and impactful strategy that aligns with Groov’s growth ambitions while navigating the complexities of the sports industry.
For students, this case provides a meaningful exploration of strategic marketing and business development in a high-stakes environment. It challenges them to apply skills in consulting, marketing strategy, stakeholder engagement, and decision-making under uncertainty. By tackling these challenges, students gain valuable insights into the intricacies of business strategy and the importance of innovative thinking in driving organizational success.
Growth Strategy
Marketing
Sales & Business Development
Ronald McDonald House Charities of Jacksonville
Develop a Roll-Out Strategy to Virtually Engage 4000 Committed Volunteers at RMHC Jax
The Ronald McDonald House Charity of Jacksonville (RMHC Jax) serves as a “home away from home” for families who need to be near a hospital for their child’s medical treatment. At RMHC Jax, families are provided lodging, meals, transportation and a community of compassionate care.
RMHC Jax serves over 1500 families a year from 21 states and 14 foreign countries. In order to do so, the typically in-person volunteer base is critical to the operational success of the House. Volunteers also tend to be dedicated donors that organize offsite fundraisers and other types of awareness campaigns.
As a result of COVID-19, the RMHC Jax needs to develop several strategies to engage the 4000+ volunteers who have different demographics and engagement interests. This diverse network of volunteers is eager to serve when asked and can contribute through a variety of different ways. Volunteers hail from local corporations, universities, high schools, friends of families that are receiving care, as well as the local Jacksonville community. Traditionally, these volunteers engage through meal prep, front desk operations, greeting, decorating, education, games and entertainment, facility maintenance and management, as well as fundraising.
For example, past volunteer engagements have included students from the University of North Florida who spent time baking, crafting, and playing sports with kids at the RMHC Jax.
Your objective through this engagement is to help the RMHC Jax craft a strategy to leverage and engage their network of virtual volunteers. Not only are they looking for good ideas for campaigns and events, but they are also looking for implementation strategies and ways they can measure success.
Since COVID-19, RMHC Jax has tried the following virtual engagement tactics as examples:
- RMHC Jax is hosting their Annual “Light Up the House 5K”on Saturday, December 5th in a Virtual format for the first time ever. This event is being supported by the UNF Athletic Department. Their goal is to engage 1000 student athletes from UNF, in addition to their volunteer network.
- RMHC Jax hopes to leverage the UNF Taylor Leadership Institute to engage in non-profit fundraising around the Light Up the House 5K.
- RMHC Jax hosted their first-ever virtual cooking class with their in-house chef. There's deep interest in further classes and RMHC Jax hopes to distribute the experience more widely with the help of local news networks.
- RMHC Jax is engaging their corporate sponsors through their Deck the Doors Campaign, which they are facilitating virtually for the first time. The Deck the Doors Campaign is an opportunity for supporters to write short notes on paper lightbulbs that are used to decorate all of the doors throughout the House.
- Additional tactics used by the RMHC Jax include bingo nights, book readings, and virtual scavenger hunts.
Helpful Resources:
- RMHC Jax Annual Report
- A video from Diane Boyle the RMHC Jax, Executive Director
- Video montage of volunteer opportunities
- The RMHC Jax Mission Video that takes a look inside the House, amenities and programs with interviews from the families.
- Deck the Doors Guide
- UNF Cross Sector Collaboration Video
- CapSource IACBE Live Case Competition Rules
Corporate Social Responsibility
Data Management
Growth Strategy
Market Research
Marketing
Operations
Strategic Planning
Baked Bros
Revitalizing Summer Sales: Navigating Arizona's Seasonal Cannabis Market with BakedBros
BakedBros, a renowned name in the cannabis-infused product industry, has established itself as a prominent player in the edibles market. Founded with a passion for creating high-quality cannabis products, the company has significantly impacted the industry by producing innovative, consistent, and safe edibles. However, like any business, it faces its unique set of challenges and opportunities:
BakedBros aims to overcome the hurdles associated with slowing sales during the summer months in Arizona. This season brings an "exodus" from the Southwest as snowbirds head back home and schools are out for the season. This trend significantly impacts the local market dynamics, and BakedBros is keen to explore new and unique marketing tactics to better equip them for the challenges this seasonal shift presents. To tackle this challenge effectively, acquire a deeper understanding of the seasonal Arizona market, specifically focusing on the cannabis industry. Uncover marketing strategies and business approaches that can not only weather the summer slump but also potentially thrive during this period. Help the company find a way to capitalize on this seasonal market shift and potentially set new industry standards for navigating such challenges. Explore the intricacies of BakedBros' business challenge and engage in an insightful and educational journey to craft innovative solutions that will not only help the company navigate the Arizona cannabis market but also provide valuable insights for the broader cannabis industry. It's a unique opportunity to apply strategic thinking, marketing expertise, and industry knowledge to solve a real-world business challenge in a dynamic and rapidly evolving sector.
Growth Strategy
Marketing
Operations
Donatos Pizza
Developing a Gen Z Growth Strategy for Donatos Pizza
Donatos Pizza, a 60+ year old brand known for quality ingredients and its “Edge to Edge®” pizza promise, has historically attracted a core demographic of women ages 25–44 with children. While this segment has driven consistent revenue and brand loyalty, the long-term sustainability of the business requires deliberate expansion into younger consumer cohorts—particularly Generation Z (ages ~12–27).
Gen Z represents a transformative consumer force. They are digitally native, values-driven, highly influenced by social content and peer validation, and increasingly discerning in how they evaluate brands. Their food decisions are shaped by authenticity, sustainability, convenience, personalization, affordability, and social relevance. In the quick-service and fast-casual restaurant space, Gen Z is accelerating trends around digital ordering, loyalty integration, influencer marketing, limited-time drops, and experience-driven dining.
Donatos faces several strategic questions:
- How can a heritage pizza brand modernize its positioning without alienating its existing loyal base?
- How does Donatos differentiate itself in a highly saturated pizza market dominated by national chains (Domino’s, Pizza Hut, Papa John’s) and fast-growing lifestyle brands?
- How can Donatos leverage its rewards program, digital channels, and brand story to resonate emotionally with Gen Z consumers?
- What media mix and messaging strategy will produce measurable ROI in impressions, CTR, CPA, and long-term customer value?
Students will be tasked with building a comprehensive, research-backed, financially grounded marketing and growth strategy that positions Donatos as the preferred pizza brand for Gen Z—while maintaining brand integrity and operational feasibility.
This project requires deep market research, competitive benchmarking, target persona development, prototype campaign ideation, media allocation modeling, and KPI forecasting.
Customer Service & Account Management
Data Management
Digital Marketing
Growth Strategy
Market Research
Marketing
Groov
B2B Sales Strategy for Professional and Collegiate Sports Teams
Groov's business model revolves around the design, manufacture, and distribution of technologically advanced performance insoles tailored for athletes. The company generates revenue through direct sales to sports organizations and partnerships with athletic apparel brands. Groov's competitive advantage lies in its proprietary technology that enhances insole performance, providing a unique value proposition to its customers. Within the market, Groov is perceived as an innovator with a strong potential for growth, yet it must continually differentiate itself to maintain this position.
The sports and entertainment industry is currently experiencing significant shifts influenced by technological advancements, changing consumer preferences, and heightened competition. Regulatory aspects, such as compliance with health and safety standards, also play a role in shaping the industry. Moreover, the increasing integration of data analytics in sports performance analysis is driving demand for products that provide measurable performance improvements. These macro trends present both opportunities and challenges for Groov as it strategizes its B2B sales approach.
This strategic initiative comes at a pivotal moment due to several factors. The sports industry is rapidly adopting performance-enhancing technologies, and there is an increasing emphasis on athlete health and safety, making now a crucial time to secure a strong market position. Additionally, competitors are making strides in similar technological innovations, underscoring the urgency for Groov to establish its brand and product as the go-to choice for sports organizations. Delaying this initiative could result in missed opportunities and a weakened competitive position.
Groov faces several strategic pathways, each with its own set of trade-offs. One option is to focus on penetrating the professional sports market, which offers high revenue potential but also intense competition. Alternatively, targeting collegiate sports organizations could provide a more accessible entry point with potential for long-term relationships. Each path requires a distinct approach in terms of pricing, outreach, and partnership structures, and leaders within the company may have differing opinions on the best course of action.
The strategic risks involve potential misalignment with market needs, ineffective partnership structures, and pricing models that fail to capture value. Conversely, success would manifest as increased market share, strong brand recognition, and sustainable revenue growth. This requires a strategic plan that is both agile and robust, capable of adapting to market shifts while delivering consistent value to stakeholders.
The core challenge for students involves designing a sales strategy that effectively balances these trade-offs while capitalizing on Groov's strengths. They must consider how to craft compelling outreach messaging, develop pricing strategies that reflect value, and establish partnerships that drive growth. This requires a deep understanding of market dynamics and the ability to translate strategic insights into actionable plans.
Exploring this case is particularly meaningful for students as it mirrors real-world strategic challenges faced by businesses at the forefront of innovation. It offers a practical application of skills in consulting, strategic planning, sales development, and stakeholder management. By engaging with this case, students gain insights into the complexities of scaling a business in a dynamic industry, preparing them for future roles in strategy and business development.
Growth Strategy
Sales & Business Development
Strategic Planning
The Weather Channel
Innovative Brand Partnerships Outside Traditional TV Advertising
The Weather Channel (TWC) aims to explore new avenues for partnering with companies beyond traditional TV commercials. With a focus on leveraging their influence on weather, water, and climate conditions, TWC is looking to create new, non-traditional partnerships that drive revenue while expanding their digital marketing portfolio. The objective is to identify and propose innovative methods of incorporating product tie-ins, program sponsorships, and co-branding that align with TWC’s unique programming and audience.
Digital Marketing
Marketing
SUNY Potsdam
Designing a Technology-Integrated Science Education Resource Hub (Exemplar: Instructional Product)
Educators—particularly in K–12 science—face increasing pressure to integrate technology meaningfully into their pedagogy while balancing curriculum standards, classroom management, student engagement, and equity. While many digital tools and platforms exist, teachers often lack clear, practice-informed guidance on which tools actually work in real classrooms, how to implement them effectively, and how to balance technology use with hands-on, human-centered learning.
At the same time, graduate students in instructional design and curriculum programs frequently produce high-quality research, lesson designs, and reflective work that demonstrate strong pedagogical insight—but these outcomes are often siloed within a single course, submitted once, and then lost to digital decay after the semester ends.
This case addresses the opportunity to design a durable, practitioner-facing educational resource that synthesizes applied research, classroom-tested strategies, and instructional design thinking into a coherent, accessible digital product. The goal is to demonstrate how graduate-level learning can translate into a real-world educational asset that supports practicing teachers while preserving institutional knowledge and exemplary student work for future cohorts.This case is intentionally structured as a repeatable assignment framework, allowing future students to pursue different instructional contexts, content areas, or technologies while following the same research-informed, reflective design process demonstrated here.The resources included below represent one exemplary instantiation of this case challenge and are provided to illustrate quality, depth, and process—not to prescribe format or topic.
Data Management
Innovation
Product Design & Development
Research, Analysis, Evaluation
Training & Development
Florida State University
The Case of Hernandez and Lopez Family
Ana Lopez, is a five-year-old U.S. citizen born to undocumented immigrant parents. Her mother, Lizzette Hernandez and father, Tomas Lopez Sr, migrated with Ana’s brother, Tomas Jr., eight years old, from Guatemala.Ana started school this year and has had severe health issues. The school nurse referred Ana to a local pediatrician, which the parents did not follow through on. Ana’s condition continued to worsen. She was recently rushed to the hospital emergency room by her parents due to her non-stop vomiting over multiple days. She was admitted to the hospital and, following a series of medical tests, diagnosed with Crohn’s Disease. Ana was subsequently released from the hospital with a medication regimen, which the parents did not follow. When Ana was once again in the hospital for dehydration, the doctor questioned the parents about her treatment implementation. Based on their response and Ana’s condition, the physician made a report to Child Protective Services (CPS) on the suspicion of medical neglect.
Case Management
Courts, Corrections, and Law Enforcement
Individual and Family Advocacy
Public Administration
Research & Development
Community Services Agency
Marketing & Fundraising Strategy for a Community Service Agency
CSA’s primary goal for this project is to develop fundraising and marketing campaigns and strategies, mainly as they can acquire donors/supporters, general fundraising, and program-specific fundraising. For marketing, the organization hopes to develop a more effective website and marketing campaign. For fundraising, CSA would like to identify foundations or corporate donors to request donations and develop materials for donation solicitations.
CSA is a private, nonprofit Community Action Agency (CAA). For more than 50 years, CSA has been at the forefront of providing services to address the needs of the working poor and low-income residents of Washoe County and northern Nevada. Our service operations place us as one of the largest private human services agencies in northern Nevada, focusing on low-income and hard-to-serve clients.
CSA collaborates with a variety of partners, representing local, state, and federal governments, as well as community and advocacy groups, policymakers, and low-income leaders, to provide and administer a variety of federal, state, and local programs and services to improve the lives of an average of 4,000 low-income individuals/families (that earning between 0-200% of the Federal Poverty Level) annually in our community, through Early Childhood Education Programs (Early Head Start/Head Start), Workforce Development Programs, Income and Asset Building Services, Income Tax Preparation Program, Energy Programs, and Housing Services. In addition, CSA, through its development subsidiary, Community Services Agency Development Corporation, has developed 16 affordable and senior housing complexes over the past 20 years.
Marketing
Tribeca Macadamia Nut Project
Macadamia Nut Milk Product & Supply Chain Launch Strategy
The Tribeca Macadamia Nut Project is a family-owned farm producing large quantities of Macadamia Nuts. They have traditionally sold plain, roasted, and chocolate-covered products, mainly across Brazil and Latin America. The company aims to launch a new product using its excess yield: macadamia nut milk.The goal is to produce and distribute at least three to four flavors in the United States: lightly sweetened, unsweetened, vanilla, and potentially chocolate. We must consider our development, packaging, raw materials required, manufacturing, and distribution to bring a product like ours to market.
Product Design & Development
Purchasing, Logistics, Supply Chain
Eller Center for Leaership Ethics
Caught in a Geopolitical Tug of War: Huawei, 5G, and the European Union
The "fifth generation" (5G) of telecommunication systems will be one of the most critical building blocks of the European Union (EU) digital economy and society in the next decade. The EU has taken significant steps to lead global developments towards this strategic technology. 5G will provide virtually ubiquitous, ultra-high bandwidth, and low latency connectivity not only to individual users, but also to connected objects.1 From artificial intelligence to self-driving cars to telemedicine, all the things Europeans hope will make their lives easier, safer, and healthier will require high-speed, always-on internet connections. However, China-based Huawei Technologies Co., the world’s largest provider of telecom equipment maker and leader of 5G technology, has faced opposition in the EU over building out the new 5G infrastructure on the continent. Amid security concerns, the EU has raised fears that Huawei’s equipment could be used to spy on countries and companies at the behest of the Chinese government. The case involves multiple stakeholders and raises economic, legal, and ethical issues worthy of consideration.
Huawei’s technology touches virtually every corner of the globe. Huawei’s carrier business (e.g., networking equipment) has been the company’s heart and soul, but its enterprise business (e.g., cloud computing) has grown at breakneck speed. Huawei got its start supplying telecom equipment to rural areas of China, which remains its largest market. Huawei later expanded to other developing markets before capturing a significant share of Europe’s telecom market. Currently, Huawei along with Chinese peer ZTE, hold a combined market share in the EU of more than 40%.2 Huawei is well entrenched in existing 4G wireless networks on the continent. Huawei’s equipment is priced so cheaply and is of such high quality that EU mobile operators have little choice but to use it. If the EU were to institute a ban on Huawei due to security threats emanating from its products, replacing existing networks would be expensive. For EU countries that have Huawei 4G gear, it makes sense to have their 5G gear as well, as there are financial incentives that can’t be overlooked. Neither operators nor the governments of the EU have the funding to replace Huawei in their networks.3 According to an industry analysis, restricting Huawei from EU networks would cost the region $62 billion, delay 5G rollout for 18 months, and reduce competition in the network equipment market. The analysis assumed that there was no security risk to using Huawei equipment.4
Two wide-ranging Chinese national security laws are of grave concern to governments worldwide: the National Intelligence Law and the Counter-Espionage Law. The former requires Chinese information technology (IT) firms to support, assist, and cooperate in national intelligence work. The latter states that during the course of a counter-espionage investigation, relevant organizations and individuals, must truthfully provide information and must not refuse. Major governments including Japan, Australia, and the United States have blocked Huawei from providing hardware for 5G. The United States has argued that Huawei equipment could provide backdoors to the Chinese government into American networks.5 The EU identified a series of specific security threats posed by foreign vendors of telecommunications equipment, significantly heightening the bloc’s scrutiny of suppliers like Huawei. EU leaders will lay out specific guidelines for member states on how best to approach issues of security within 5G networks which EU member countries, can choose to adopt or ignore.6The confrontation between the United States and China over Huawei’s role in the deployment of 5G networks in Europe has placed the EU in the middle of a geopolitical tug of war and has led to questions about the EU’s approach to the issue and ultimately which side the EU will take on the matter.7 The United States has cautioned the EU that allowing untrustworthy companies such as Huawei to supply networking equipment could jeopardize the sharing of sensitive information between nations. The United States has also warned the EU that Huawei could steal intellectual property, engage in espionage, and potentially sabotage networks. Huawei has vehemently denied any criminal wrongdoing and has taken exception to being unfairly maligned by the United States. Huawei has countered that the United States has not provided evidence that it has worked inappropriately with the Chinese government or that it would in the future. Huawei has insisted that it will remain independent of the Chinese government despite its national security laws. Moreover, Huawei has contended that there are ways to manage and mitigate risks which have worked successfully in other countries.8
This case was written by Dr. Paul Melendez, Department of Management and Organizations, The University of Arizona. January 13, 2020.
Legal, Regulatory, Compliance
Vurbalize
Customer Education & Adoption Playbook for AI Sellers
Vurbalize operates at the intersection of professional services and software, offering a suite of AI-powered tools designed to enhance operational efficiency and decision-making. The company generates revenue by licensing its software solutions, providing consulting services, and offering customized AI implementations for clients. Vurbalize's competitive moat lies in its ability to deliver tailored AI solutions that address specific industry challenges, coupled with a strong reputation for innovation and customer-centric service. In the current market, Vurbalize is perceived as a forward-thinking company that prioritizes customer success and technological advancement.
The broader industry landscape is characterized by rapid technological change, with AI adoption accelerating across sectors. Regulatory shifts, particularly concerning data privacy and AI ethics, pose both challenges and opportunities for companies like Vurbalize. Additionally, competitive dynamics are intensifying as new entrants and established players alike vie for market share in the AI space. Customer behavior trends indicate an increasing demand for AI solutions that deliver tangible business outcomes and easy integration with existing systems. To thrive in this environment, Vurbalize must navigate these macro trends while capitalizing on its strengths.
This moment is strategically important for Vurbalize as AI continues to redefine business operations and customer expectations. Recent advancements in AI technology and growing customer demand for intelligent solutions underscore the urgency for Vurbalize to equip its sales teams with the knowledge and tools necessary to drive effective AI adoption. The cost of inaction includes potential loss of market share, diminished customer satisfaction, and missed revenue opportunities.
Vurbalize faces several strategic options to achieve its objectives. One pathway involves investing in comprehensive training programs to upskill sales personnel, while another focuses on developing targeted digital marketing campaigns to communicate AI benefits. Each path carries trade-offs; for instance, training programs require significant time and resource investment, whereas marketing campaigns may not fully address the educational needs of sales teams. Leadership may disagree on prioritizing short-term revenue gains versus long-term capability building.
Strategic risks include the possibility of inadequate adoption of AI features by sales teams, leading to suboptimal customer engagement and satisfaction. Success, however, entails increased sales effectiveness, enhanced customer value realization, and strengthened market positioning. Concretely, success for Vurbalize involves demonstrable improvements in sales performance metrics and customer feedback on AI solution efficacy.
The core decision revolves around designing an education and adoption playbook that balances immediate business needs with future growth aspirations. Students must address how to create and implement a content strategy that aligns with Vurbalize's strategic objectives while considering the diverse needs of sales teams and customers.
Exploring this challenge is meaningful for students, as it directly relates to real-world skills in consulting, strategic planning, and digital marketing. Students are tasked with developing actionable strategies that integrate technological understanding with business acumen, preparing them to tackle complex challenges in dynamic industries. Engaging with this case offers an exciting opportunity to influence a company's trajectory and contribute to its strategic success.
Digital Marketing
Strategic Planning
Training & Development
SUNY Potsdam
Designing and Facilitating an Interactive Online Workshop on Meaningful Discussion Prompts (Exemplar: Internship & Practicum)
Online discussion forums remain a core component of many digital and hybrid learning environments, yet they are frequently perceived as low-impact, repetitive, or disconnected from authentic learning goals. Instructional designers and faculty developers are increasingly tasked with improving the quality of online discussions—without eliminating them—by redesigning prompts, aligning them to course outcomes, and fostering meaningful peer interaction.
At the same time, graduate students pursuing instructional design careers often struggle to translate theory into practice, particularly in professional settings where projects must be scoped quickly, aligned with organizational needs, and delivered to diverse, expert audiences. Opportunities to design, facilitate, and evaluate live professional development experiences—especially in fully remote environments—are limited but critical for career readiness.
This case addresses the opportunity to design, facilitate, and evaluate a live, interactive online workshop focused on improving discussion prompt design in online courses. Drawing on research-informed best practices and lived experience as a current online student, the project demonstrates how an instructional design intern can contribute practitioner insight, collaborate with experienced designers, navigate ambiguity, and deliver a professional learning experience that supports real organizational needs.
Education Quality and STEM Education
Innovation
Organizational Culture
Product Design & Development
Research, Analysis, Evaluation
Training & Development
Solé Bicycles
Building a Data-Driven Model to Predict E-Bike Demand for Solé Bicycles in Key Cities
As the popularity of e-bikes continues to surge, Solé Bicycles seeks to identify and prioritize high-demand markets for expanding its e-bike offerings. E-bikes have seen rapid adoption worldwide, driven by urbanization, environmental awareness, and shifts in transportation preferences. To effectively enter this competitive market, Solé Bicycles requires a data-driven model to forecast demand for e-bikes across key cities in the U.S. and internationally.
This project will provide Solé Bicycles with insights on the most promising markets for e-bike sales, guiding marketing, inventory planning, and distribution strategies. The objective is to build a predictive model that highlights high-demand areas and incorporates demographic, socioeconomic, and behavioral data to offer a clear path forward for e-bike expansion.
Customer Service & Account Management
Data Management
Digital Marketing
Growth Strategy
Market Research
Purchasing, Logistics, Supply Chain
Iconically
Marketplace Liquidity Strategy (Supply/Demand Balance) for Campaign Auctions
Iconically operates as a thriving two-sided marketplace that connects creators with brands seeking unique digital campaigns. The company's revenue model focuses on facilitating transactions between these two groups, earning a commission on successful matches. Iconically's competitive moat lies in its sophisticated matching algorithm and its reputation as a leading platform for quality and creativity. In the market, Iconically is perceived as a pioneer in digital campaign innovation, yet it must continuously adapt to maintain its status amidst growing competition.
The industry landscape is being reshaped by macro trends such as increased emphasis on digital marketing, the rise of influencer culture, and advancements in AI and data analytics. Regulatory environments are also evolving, with new guidelines on digital advertising and data privacy impacting how platforms like Iconically operate. Customer behavior trends indicate a growing demand for authentic and engaging content, which aligns with Iconically's mission but also raises the bar for creator and brand expectations.
This strategic moment is crucial as Iconically faces both opportunities and challenges in expanding its creator base and brand partnerships. Recent technological advancements and shifts in consumer behavior make it imperative for the company to enhance its platform's liquidity. The cost of inaction includes reduced market share, stagnation in user engagement, and potential loss of competitive edge.
Iconically faces several strategic pathways: enhancing creator engagement through improved onboarding processes, incentivizing brand participation with tailored growth loops, or investing in technology to further refine its matching algorithm. Each option involves trade-offs, such as resource allocation, potential risks, and varying impacts on stakeholder relationships. Reasonable leaders may disagree on prioritizing immediate growth versus long-term strategic positioning.
Strategic risks include the possibility of misallocating resources, failing to meet evolving market demands, or encountering resistance from stakeholders. Success, however, manifests in increased platform activity, higher match rates, and improved user satisfaction. Concretely, this means a measurable increase in the number of qualified creators and brands actively participating in campaigns.
The core decision revolves around designing a comprehensive strategy that enhances marketplace liquidity. This involves identifying friction points, proposing innovative solutions, and implementing changes that align with Iconically's strategic objectives.
For students, this case study offers a meaningful exploration of strategic decision-making in a high-stakes environment. It connects to real-world skills in consulting, marketing, and strategic planning, challenging students to think critically and make informed decisions. The case is relevant and exciting, providing a platform for students to engage with contemporary business challenges and develop solutions that have a tangible impact.
Data Management
Growth Strategy
Strategic Planning
Tallo
Real-Time Labor Market Signal Integration Strategy
Tallo operates as a digital platform connecting students with educational and career opportunities through a comprehensive profile-based system. The company generates revenue by partnering with educational institutions and employers who seek to access its pool of talent. Tallo's competitive advantage lies in its ability to offer a tailored, technology-driven experience that facilitates connections between students and opportunities. In the market today, Tallo is perceived as an innovative player in the educational technology sector, known for its commitment to leveraging data and technology to enhance career exploration and skill development.
The industry landscape is shaped by several macro trends that present both challenges and opportunities for Tallo. Technological advancements, such as artificial intelligence and machine learning, are transforming the way educational content is delivered and consumed. Regulatory shifts in education and labor markets are also influencing the demand for certain skills and competencies. Additionally, customer behavior trends indicate a growing preference for personalized, data-driven learning experiences that align with individual career goals. These forces create a dynamic environment in which Tallo must navigate to maintain its competitive edge.
This moment is strategically important for Tallo as the demand for data-driven career guidance continues to rise. Recent shifts in the labor market, accelerated by the global pandemic, have highlighted the need for real-time insights into industry trends and skill demands. The cost of inaction is significant, as competitors may seize the opportunity to offer similar data-rich platforms, potentially eroding Tallo's market share and diminishing its value proposition. By acting now, Tallo can solidify its position as a leader in data-driven career exploration and capitalize on emerging market trends.
Tallo faces several trade-offs and competing pathways as it considers integrating live labor market data. One option is to develop the integration in-house, leveraging its existing technical capabilities and expertise. However, this approach may require significant investment in technology and resources. Alternatively, Tallo could partner with external data providers such as Lightcast to access ready-made solutions, potentially accelerating the implementation timeline but at the cost of reduced control over the data and its presentation. Reasonable leaders may disagree on the optimal balance between speed to market and control over the user experience.
The strategic risks associated with this initiative include potential data privacy concerns, integration challenges, and the need to ensure data accuracy and reliability. Success for Tallo would be characterized by a seamless integration that enhances the user experience, increases platform engagement, and establishes Tallo as a trusted source of career insights. A concrete measure of success would be an increase in user retention rates and positive feedback from educational partners and students.
The core decision that must be made is whether to proceed with integrating live labor market data and, if so, how to execute this integration in a way that maximizes value for users and stakeholders. This case ultimately challenges students to explore the strategic, technical, and operational considerations involved in making data-driven enhancements to a digital platform. It also invites them to consider the implications of such enhancements for Tallo's competitive positioning and long-term growth strategy.
This challenge is meaningful for students as it connects directly to real-world skills in consulting, technology strategy, and data analytics. By engaging with this case, students will gain experience in strategic planning, stakeholder management, and decision-making in a dynamic and competitive market. The opportunity to work on a live project with tangible business implications makes this case particularly relevant and exciting for those interested in pursuing careers in technology, education, or strategic consulting.
Information Technology (IT)
Strategic Planning
Blacks and Jews in America: An Invitation to Dialogue
Building an Event Series to Promote Dialogue and Community Awareness on Black and Jewish Relations
The authors of "Blacks and Jews in America: An Invitation to Dialogue" aim to create an event series that spreads the virtues discussed in their book. The goal is to encourage community awareness and action through dialogue, focusing on the shared history and alliance between Black and Jewish communities.
Organizational Culture
Talent Management
The Jewish Federations of North America (JFNA)
Build a Community Art Project on Jewish Federation Facilities that Highlight the Shared Struggle
The Jewish Federations of North America seeks to strengthen community bonds and promote cultural pride through a collaborative community art project. This initiative will engage local artists, youth, and community members in creating a public artwork that reflects shared values and history.
Community Organization and Social Action
Marketing
Operations
PR & Communications
Talent Management
Urban Planning
PostGame Recap
Scaling a High School Football Podcast Service
Launching in fall 2020 with a pilot program of 16 schools, 16 sponsors, and four broadcasters, PostGame Recap plans to grow 10x by Spring 2023 and 30x by Fall 2023. To achieve that, we would like to ask you to propose a plan for growth in three key areas: high school football teams, sponsors, and student broadcasters or social media interns.
PostGame Recap makes weekly podcasts with each team, giving insider information about the players, the preparation, and the upcoming games. The podcasts are free for all high schools but need more sponsors to expand and develop.
Growth Strategy
Sales & Business Development
CapSource Technologies
Preparing to Scale a High-Growth Experiential Education Technology Company
Founded in 2017, CapSource Technologies (formerly CapSource Education) is a high-growth start-up education technology company focused on helping schools build and scale their immersive, transformative project-based experiential learning programs that integrate real companies, their business leaders, and their challenges directly into the education process for their students.
CapSource’s industry-integrated experiential learning platform bridges academic and industry settings by strategically bringing learners, educators, and industry partners to collaborate on real-world business challenges. CapSource CONNECT is an experiential learning management system (E-LMS) that empowers educators and institutions' key industry partners to build, manage, and scale the kind of industry-based learning experiences that produce growth for engaged learners. A premium platform gives administrators the ability to customize certain elements of the platform, including branding, styles, learning programs and resources, topics, and templates.
CapSource offers a range of experiential educational products through its platform and serves private and public institutions and organizations of all sizes across the United States and internationally. And while the institutional and social need for Capsource’s products has been validated, the company needs to better identify just who its ideal customer is in the world of higher education and how it can better meet those customers’ needs and demonstrate value to its target audience.
At this stage of growth, the company is looking for help developing a more robust monetizing strategy and re-assessing its ideal customer to scale the company. CapSource needs help researching pricing models for similar experiential learning companies and career center technologies.
Growth Strategy
Marketing
Research & Development
Sales & Business Development
Florida State University
The Case of Talia Ashid
Talia Ashid is a 19-year-old heterosexual female of Iranian descent and a practicing Sunni Muslim. She is a first year college student who lives in an all-women dormitory on campus. Talia excelled her first semester at the university earning a 3.89 GPA and Dean’s List recognition. She has a work study position at the college gym. In addition, Talia is a member of a sorority on campus whose philanthropic focus is women’s physical and mental health wellness. After a conversation with her sorority sister, she spoke to the Chapter Advisor who offered support and accompanied Talia to the on campus rape crisis services office.Talia’s family lives two hours away. Her father, Mohammad, age 43, has retired from the military and now works for a home security company. He has always taught Talia to be cautious and aware of her surroundings. Her mother, Manha, age 40, is a hairdresser and works at a neighborhood salon where she is very popular. Her clients often have to book out weeks in advance. Talia also has two younger siblings, her sister Zoya who is 16 and her brother Amir who is 14. She loves her family deeply. She is aware of the sacrifices her parents have made so she can attend the school of her dreams. She works hard academically to make everyone proud of her. Talia has not shared the sexual assault with her family members.
Crisis and Disaster Management
Economic Development, Work and Occupations
Political Organization, Policy Change, and Advocacy
Public Administration
Research, Analysis, Evaluation
Substance Use, Addiction, and Recovery
CapSource Technologies
Improved Customer Engagement Through AI Implementation: A Case Analysis
At the beginning of the project, CapSource Technologies found itself at a crucial crossroads. With a rapidly changing market landscape, customer expectations were rising, and traditional customer service methods were proving inadequate. The company had received feedback indicating that response times were slow and customer interactions lacked personalization. As a result, management recognized the urgent need to adopt innovative solutions to enhance customer engagement and satisfaction.
Artificial Intelligence & Machine Learning
Strategic Planning
Technology Commercialization
UX/UI & Human-Centered Design
CapSource
Designing an Innovative Go-To-Market Strategy for CapSource's Dynamic Case Library
CapSource operates at the nexus of education and technology, offering a platform that connects academia with industry through real-world case studies. The company generates revenue by licensing its case library to educational institutions and businesses seeking to enrich their learning and development programs. CapSource's competitive advantage lies in its ability to offer highly customizable, industry-specific content that bridges the gap between theoretical knowledge and practical application. In the market, CapSource is perceived as an innovative leader, yet the challenge remains to maintain this status and continue driving value for its stakeholders.
The educational technology industry is undergoing significant transformation, driven by advancements in digital tools, increasing demand for remote learning solutions, and a shift towards lifelong learning paradigms. Regulatory changes are also shaping the landscape, with a focus on data privacy and equitable access to educational resources. Technological change, particularly AI and machine learning, offers both opportunities and challenges for content personalization and delivery. Competition is fierce, with new entrants and established players vying for market share, pushing CapSource to continually innovate its offerings to stay ahead.
The strategic importance of this moment cannot be overstated. As digital adoption accelerates, the opportunity to expand CapSource's reach and influence is immense. Failure to act decisively could result in lost market opportunities and diminished competitive positioning. The cost of inaction includes potential revenue losses and the risk of being overshadowed by more agile competitors who are quick to adapt to changing market dynamics.
CapSource faces several strategic pathways in its go-to-market strategy. It could focus on penetrating new geographic markets, enhancing its technological capabilities, or diversifying its content offerings to appeal to broader audiences. Each path involves trade-offs; for instance, geographical expansion may dilute focus, while technological enhancement requires significant investment. Leaders may disagree on the prioritization of these paths based on their perceived risks and rewards.
Strategic risks include the potential for technological disruptions, shifts in educational policy, and changes in customer preferences. Success, however, would mean establishing CapSource as a go-to resource for experiential learning, characterized by strong user engagement, positive financial performance, and a robust pipeline of innovative content. The concrete vision of success involves measurable growth in user base, market share, and brand equity.
The core decision revolves around designing an actionable and sustainable go-to-market strategy. Students must address questions such as which digital marketing channels offer the best ROI, how to enhance product features to meet evolving customer needs, and what strategic partnerships could amplify CapSource's market presence.
Exploring this case is highly relevant for students, as it mirrors real-world strategic challenges faced by businesses in the digital age. It requires applying skills in consulting, marketing, operations, and strategic planning, making it an exciting and meaningful learning experience that bridges theory and practice.
Digital Marketing
Growth Strategy
Innovation
Marketing
Operations
Product Design & Development
Research & Development
Strategic Planning
Tallo
Strategic Employer Engagement and Value Proposition for Tallo
Tallo has established itself as a vital link between students and opportunities, leveraging technology to bridge the gap between education and employment. Positioned at the intersection of education and recruitment, Tallo offers a platform that enables students to showcase their skills and interests to potential employers. The current industry landscape is characterized by a growing emphasis on early talent acquisition, with companies increasingly investing in internships and apprenticeships to build a skilled workforce. This trend is driven by the need for businesses to secure future talent pipelines in an increasingly competitive market.
Now is a strategically important moment for Tallo. The demand for early talent is surging, and companies are actively seeking innovative ways to engage with this demographic. Tallo has the opportunity to enhance its platform by developing strategies that increase employer engagement and value proposition, ensuring that it remains a preferred choice for businesses looking to connect with young talent.
The strategic opportunity presents several trade-offs and competing pathways. Tallo could choose to focus on expanding its current offerings to existing employer partners, or it might explore new engagement models that attract a broader range of companies. Each pathway comes with its own set of risks and potential upsides. Enhancing the platform's value proposition may require significant investment in technology and marketing, but it could also lead to increased loyalty and long-term partnerships.
Students will need to decide on the best course of action for Tallo. They will design strategies that not only enhance employer engagement but also consider the scalability and sustainability of these strategies within the platform's existing infrastructure. This opportunity is meaningful for students as it involves real-time strategic decision-making with measurable impacts, providing them with the skills needed to navigate ambiguity and make informed business decisions.
Digital Marketing
Growth Strategy
Marketing
Strategic Planning
Eller Center for Leaership Ethics
The Clock is Ticking: Deep Sea Mining?
In the 19th century, the British HMS Challenger set off on the first global research expedition to gather data on ocean temperatures, marine life, and geology of the seafloor. This was the first oceanographic ship replete with its own laboratories, microscopes, and other scientific equipment on board. Scientists explored the Atlantic, Indian, and Pacific oceans and discovered the first polymetallic nodules.1 These nodules form at a depth of 4,500 meters in the ocean, grow a mere centimeter every million years, and comprise rare-earth minerals including manganese (Mn), nickel (Ni), copper (Cu), and cobalt (Co). These base minerals will be essential to fueling the advanced development of renewable energy. However, little is understood of the environmental impacts of deep sea mining. As land-based resources have become depleted, commercial interest has turned to mining these minerals at the bottom of the sea. The case involves multiple stakeholders and raises economic, legal, and ethical issues worthy of consideration.
A bountiful supply of nodules exists on the abyssal plains in Clarion-Clipperton Zone (CCZ), a 4.5 million square kilometer area between Hawaii and Mexico. Estimates suggest that the CCZ holds six times more cobalt (Co) and three times more nickel (Ni) than all known land-based stores, as well as vast deposits manganese (Mn) and a substantial amount of copper (Cu). These extraordinary reserves could profoundly impact global supply chains. Of particular interest is cobalt (Co) and nickel (Ni) as both are key components of lithium-ion batteries, which at present, offer the best energy density of any commercially available battery.2 The high energy density makes them ideal for use in cell phones, electric vehicles, and grid-level energy storage. The World Bank found that production of rare-earth minerals such as cobalt (Co) and nickel (Ni) could increase an astonishing 500 percent by 2050, to meet the growing demand for clean energy technologies.3 A spate of countries and companies have begun to engage in the exploration, research, and development phase of deep sea mining, tantalized by the prospect of tapping into the enormously valuable nodules.
The International Seabed Authority (ISA) is an autonomous international organization established under the 1982 United Nations Convention on the Law of the Sea (UNCLOS). Headquartered in Kingston, Jamaica, the ISA is mandated with organizing, regulating, and controlling all mineral-related activities in the international seabed area beyond the limits of national jurisdiction. The area encompasses nearly two hundred and sixty million square kilometers, just over 50 per cent of the entire seafloor on earth, which the ISA simply refers to as “the Area.” The ISA is in the process of developing regulations for commercial activity and any contractors wishing to undertake mining operations in the international deep seabed area will need to abide by their regulations. Ultimately, the economic benefits of deep seabed mining -most likely in the form of royalties paid to the ISA- are to be shared for the "benefit of mankind as a whole" with particular emphasis on the developing countries that lack the technology and capital to carry out seabed mining for themselves.4
Advocates of deep sea mining have maintained it holds the promise of relieving some of the enormous burden from mining rare-earth minerals on land. Mining nodules will support growing populations, urbanization, and decarbonization. Unlike land-based mines, deep sea mining will not create open-pits, lead to deforestation, or produce toxic mining wastes. Seabed mining will not involve the relocation of people en masse nor will it result in the exploitation of indigenous people or employ child labor. Furthermore, a unique characteristic of nodules is the presence of multiple commodities in one deposit, making deep sea mining much more efficient and ecologically safe than land-based mining.5 Critics have called for a stay on deep sea mining given the seabed is largely unmapped, unobserved, and unexplored. While the seabed may seem inhospitable, life exists in, on, and around nodules. The mining, pumping, and cleaning process of the nodules will generate sediment plumes, noise, and vibrations, not only destroying micro and macro fauna, but also disturbing marine mammals such as dolphins and whales, which could force them to flee from their natural habitat. In the absence of any scientific consensus on the long-term impacts of deep sea mining, scant oversight of industrial activity, and the fragility of deep sea ecosystems, many scientists have argued the only safe way to proceed is not to.6
This case was written by Dr. Paul Melendez, Department of Management and Organizations, The University of Arizona. June 6, 2021.
1 Corfield, R. (2003). The Silent Landscape: The Scientific Voyage of HMS Challenger. Washington, DC: Joseph Henry Pres.
Corporate Social Responsibility
Baxters North America
Strategic Proposal for Enhancing B2B Digital Lead & Revenue Generation for Baxters North America
Baxters North America, a trusted brand within the food and beverage industry, has earned a reputation for high-quality products and services. With a legacy spanning decades, the company has grown into a major player, serving both retail consumers and B2B clients across multiple industries. However, as digital transformation reshapes industries worldwide, Baxters North America is facing an increasingly competitive B2B landscape.
In particular, the shift towards digital-first interactions presents both challenges and opportunities. While Baxters has built strong relationships through traditional channels, its current digital presence is not fully optimized to capture the growing wave of digital B2B interactions. The company’s website, LinkedIn page, and digital content lack the sophisticated engagement mechanisms that modern B2B clients expect. Moreover, search engine optimization (SEO) and marketing strategies have not been leveraged to their full potential, limiting Baxters’ ability to attract new clients and convert them into high-quality leads.
Baxters North America stands at a crossroads where it can capitalize on the power of digital strategies to not only increase traffic to its website but also convert that traffic into revenue-generating opportunities. The challenge is to enhance the company’s digital presence strategically by modernizing its online platforms, improving SEO, creating valuable B2B content, and developing targeted marketing campaigns.
The opportunity is immense. With the right digital strategies, Baxters can attract new B2B clients, deepen existing relationships, and position itself as a leader in the food and beverage industry’s digital transformation. This project invites students to propose strategic solutions to help Baxters modernize its digital presence, enhance B2B lead generation, and capitalize on untapped market opportunities.
Students will develop a strategic plan to enhance Baxters North America's digital presence and lead generation efforts. The focus is on proposing solutions, enabling students to develop business insights and apply practical knowledge in real-world scenarios. The proposals should include recommendations for improving website design, optimizing SEO, creating engaging content, and developing digital marketing strategies to target B2B clients.
Digital Marketing
Growth Strategy
Market Research
Marketing
Adidas
Analyze the Running Market for adidas
While adidas was the founder of running shoes, their success at expanding beyond running shoes to keep up with Nike has created the perception of them as a "fashion brand". As a result today's generation of runners are favoring specialty brands that cater to runners. This project will focus on analyzing market trends, understanding consumer behavior, and identifying strategies to win the loyalty of today's generation of runners against Nike and the top 3 US Running Brands (Brooks, New Balance, ASICS).
Growth Strategy
Market Research
Marketing
Product Design & Development
Dave's Sweet Tooth
Retail Expansion Strategy for Small Food Brands
Dave's Sweet Tooth operates on a business model rooted in quality craftsmanship and premium positioning. The company generates revenue by selling its handcrafted toffee through various channels, including direct-to-consumer online sales, partnerships with boutique retailers, and limited presence in larger grocery chains. Its competitive advantage lies in its distinct product quality, brand authenticity, and customer loyalty. Currently, the market perceives Dave's Sweet Tooth as a trusted brand that delivers a premium snacking experience, a perception that the company must maintain as it expands.
In the broader food and beverage industry, several macro trends are influencing strategic decisions. Regulatory changes regarding food labeling and health claims are becoming more stringent, requiring companies to adapt quickly. Technological advancements in supply chain management and digital marketing are reshaping how brands connect with consumers. The competitive landscape is intensifying as new entrants seek to capture market share by leveraging e-commerce and innovative product offerings. Consumer behavior is also shifting towards health-conscious and ethically-produced goods, impacting purchasing decisions and brand loyalty.
This moment is strategically significant for Dave's Sweet Tooth due to the rapid changes in consumer preferences and retail dynamics. The rise of e-commerce and the increasing importance of omnichannel strategies make it imperative for the company to reassess its retail footprint. Inaction could result in missed opportunities for market expansion and brand enhancement. The cost of failing to adapt could manifest as reduced market relevance and diminished competitive standing.
The company faces several strategic options, each with distinct trade-offs. Expanding into grocery retail could provide increased visibility and customer access but may require significant investment in distribution and marketing, potentially compromising the brand's artisanal appeal. Focusing on specialty boutiques could reinforce brand exclusivity but limit scalability. Enhancing online sales could offer a cost-effective growth path but demands robust digital infrastructure and marketing expertise. Reasonable leaders might disagree on the optimal path based on varying assessments of risk, resource allocation, and long-term brand strategy.
Strategic risks include potential brand dilution, supply chain complexities, and market saturation. However, the upside of a successful expansion strategy is significant. It could lead to increased market share, enhanced brand equity, and improved financial performance. Success would look like a well-balanced retail presence that maximizes customer reach while preserving brand integrity.
The core decision revolves around identifying the most strategic channel for expansion and designing an implementation plan that aligns with the company's business objectives. The case challenges students to answer: Which retail channel should Dave's Sweet Tooth prioritize for expansion, and what strategic considerations guide this decision?
This exploration is meaningful for students as it mirrors the strategic decisions they will encounter in their careers. The case provides an opportunity to apply consulting skills, financial modeling, marketing strategy, and business development insights in a real-world context. It prepares students to tackle similar challenges in the food and beverage industry and beyond, fostering critical thinking and strategic decision-making abilities.
Growth Strategy
Marketing
Sales & Business Development
Florida State University
The Case of Duke Davis
Duke Davis is a 74-year-old Vietnam veteran who witnessed the death of a family member, as well as crimes against humanity while serving his country. He suffers from multiple forms of PTSD, which along with substance abuse, has led to the breakdown of the family unit and other key relationships resulting in homelessness, food scarcity, and additional mental health issues. He has struggled throughout his life with formative relationships, bonding/supporting others, and money management/fiscal choices. He has a long history of anger management issues within the workplace, difficulty engaging and/or maintaining family ties, and his substance abuse has caused additional distance from his family members. He tends to choose being alone vs addressing issues in personal relationships, as well as, his community. Duke left his wife, Lyla, and their children over 20 years ago after the VA provided an official diagnosis of PTSD and granted him full disability. In his second relationship, Duke and his partner, Janelle, parted ways after she became very ill and Duke was unable to commit to assisting her while she was sick. Mr. Davis’ main form of companionship over the years has been animal rescues.
Case Management
Crisis and Disaster Management
Economic Development, Work and Occupations
Facilitation, Mediation, Conflict Resolution
Political Organization, Policy Change, and Advocacy
Research, Analysis, Evaluation
Iconically
Security & Fraud Risk Assessment for Marketplace Workflows
Iconically functions as a digital marketplace, serving as a platform for creators to showcase and sell their work to a global audience. The company's revenue model primarily revolves around transaction fees, subscription services, and premium features that enhance user experience. Iconically's competitive advantage lies in its innovative technology, user-friendly interface, and strong community of creators and consumers, which cultivates a vibrant ecosystem of exchange. Currently, the company enjoys a positive market perception as a leader in digital content marketplaces, known for its commitment to quality and user satisfaction.
The industry landscape is characterized by rapid technological advancements and increasing regulatory scrutiny. As digital marketplaces become more prevalent, the competition intensifies, with new entrants constantly seeking to capture market share. Regulatory shifts, particularly those concerning data privacy and security, add another layer of complexity, requiring companies to continuously adapt to new compliance requirements. Consumer behavior is also evolving, with individuals demanding more secure and seamless online experiences. This dynamic environment necessitates that Iconically remains agile, continuously innovating its offerings and security measures.
The strategic importance of addressing fraud and security risks at this juncture cannot be overstated. As Iconically scales, the volume of transactions and user interactions increases, amplifying the potential impact of any security breach. Recent incidents in the industry have highlighted the significant costs associated with data breaches, including financial losses, reputational damage, and legal penalties. For Iconically, the cost of inaction could be detrimental, potentially undermining user trust and stalling growth.
Iconically's leadership faces several strategic pathways. They could enhance existing security measures, invest in cutting-edge fraud detection technologies, or explore partnerships with cybersecurity firms. Each option presents trade-offs. For instance, while investing in advanced technology may enhance security, it could also complicate the user experience or increase operational costs. Conversely, maintaining the status quo might preserve the current user experience but leaves the company vulnerable to evolving threats. Reasonable leaders might disagree on prioritizing immediate cost savings over long-term security investments.
The strategic risks involve potential disruptions to user experience and financial implications of increased security spending. Conversely, successful mitigation of fraud and security risks would reinforce user trust, attract more creators, and solidify Iconically's market position. Success is defined by measurable reductions in fraudulent activities, compliance with regulatory standards, and maintaining user satisfaction levels.
The core decision revolves around designing a comprehensive security strategy that aligns with Iconically's growth ambitions while safeguarding user data and transactions. Students are tasked with exploring the intersection of technology, legal frameworks, and user experience to propose viable solutions that balance these considerations.
This case is particularly meaningful for students as it mirrors real-world challenges faced by technology-driven companies. It offers insights into strategic decision-making, risk management, and the integration of technology and compliance. Students will engage in strategic analysis, develop risk mitigation strategies, and present actionable recommendations, honing skills applicable across consulting, cybersecurity, technology management, and regulatory compliance fields.
Cybersecurity
Information Technology (IT)
Legal, Regulatory, Compliance
Groov
Revolutionizing Athletic Performance with Personalized Insoles
Groov operates as a dynamic and innovative company that specializes in combining technology with fashion and healthcare to create performance-enhancing products. The company generates revenue through the sale of its high-quality products, which are designed to meet the specific needs of athletes and health-conscious consumers. Groov's competitive moat lies in its ability to integrate cutting-edge technology with user-centric design, allowing it to create personalized solutions that stand out in the market. Currently, Groov is perceived as a leader in the development of performance-enhancing products, known for its commitment to quality and innovation.
The broader industry landscape is shaped by several macro trends, including increased consumer demand for personalized health and fitness solutions, advancements in wearable technology, and a growing focus on injury prevention in sports. Regulatory changes in healthcare and sports equipment also impact the industry, requiring companies like Groov to stay ahead of compliance requirements. Additionally, competitive dynamics are influenced by the rapid pace of technological change, with new entrants continually challenging established players in the market.
This moment is strategically important for Groov due to recent advancements in data analytics and materials science, which enable the creation of more effective and personalized insoles. The cost of inaction is significant, as competitors are also exploring similar opportunities to capture market share. Failing to act now could result in lost revenue opportunities and diminished brand positioning in a rapidly evolving market.
Groov faces several strategic pathways, each with its own trade-offs. One option is to focus on refining the technology and design of the insoles to ensure maximum performance benefits. This path may require significant investment in research and development but could lead to a superior product that sets Groov apart from competitors. Alternatively, the company could prioritize speed to market, launching a minimally viable product to capture early market share and iterate based on consumer feedback. This approach may involve some compromises on initial product quality but allows Groov to establish a foothold in the market more quickly.
Strategic risks include potential design flaws that could lead to product recalls or reputational damage, as well as challenges in effectively communicating the benefits of the insoles to consumers. Success, on the other hand, involves achieving measurable improvements in athletic performance, leading to increased sales and market share. Concretely, this means developing a product that not only meets consumer expectations but also exceeds them, setting a new standard in the industry.
The core decision or design challenge revolves around developing a robust testing framework that can accurately measure the insoles' impact on athletic performance. This requires careful consideration of the metrics used to evaluate balance, fatigue, and power transfer, as well as the design of experiments to validate these metrics. The case ultimately asks students to determine the most effective approach to testing and validating the product's benefits.
Exploring this strategic challenge is meaningful for students as it connects directly to real-world career skills in consulting, operations, and product development. It provides a practical opportunity to apply concepts such as data management, research and analysis, and stakeholder engagement, making it relevant and exciting for those aspiring to work in innovation-driven industries.
Data Management
Product Design & Development
Research & Development
Research, Analysis, Evaluation
Loop Earplugs
Reimagining Shipping Speed for Competitive Advantage
Loop Earplugs operates within a unique business model that blends consumer services with healthcare solutions, delivering innovative ear protection products that are both functional and fashionable. The company's competitive advantage lies in its ability to combine cutting-edge technology with stylish designs, appealing to a broad spectrum of consumers from music festival-goers to frequent travelers. This dual focus on aesthetics and functionality has positioned Loop Earplugs as a leader in the ear protection market, enabling it to generate revenue through direct-to-consumer sales and strategic retail partnerships. In the market, Loop Earplugs is perceived as a high-quality, customer-centric brand that prioritizes both auditory health and lifestyle needs.
The industry landscape in which Loop Earplugs operates is shaped by several macro trends. Increasing awareness of hearing health and the associated risks of noise exposure drives demand for effective ear protection solutions. Technological advancements in materials and design continue to open new possibilities for product innovation. Furthermore, the rise of e-commerce has shifted consumer expectations towards faster delivery times and greater flexibility in service options. These trends create both opportunities and challenges for Loop Earplugs as it seeks to enhance its shipping strategy while maintaining its reputation for quality and reliability.
The strategic importance of this moment for Loop Earplugs stems from the need to remain competitive in a rapidly evolving marketplace. As consumer expectations for delivery speed and flexibility continue to rise, companies that fail to adapt risk losing market share to more agile competitors. The cost of inaction includes potential declines in customer satisfaction and loyalty, which could negatively impact sales and brand reputation. Conversely, a well-executed shipping strategy could enhance customer experience, reduce operational costs, and strengthen Loop Earplugs' competitive position.
Loop Earplugs faces several strategic pathways as it considers adjusting its shipping options. One option is to maintain the status quo, continuing to offer the current 2-day and 3-5 day shipping options. While this path avoids the risks associated with change, it may limit the company's ability to capitalize on emerging customer preferences for greater flexibility. Alternatively, introducing a 2-5 day and 3-7 day shipping framework with 3-7 days as a free option could reduce costs and enhance customer choice but may require significant operational adjustments. Each path presents trade-offs, and reasonable leaders may disagree on the best approach based on differing priorities and risk appetites.
The strategic risks associated with changing the shipping framework include potential disruptions to the supply chain, increased complexity in logistics management, and the possibility of customer confusion or dissatisfaction. However, the upside of a successful transition includes improved operational efficiency, reduced shipping costs, and enhanced customer satisfaction through greater choice and transparency. For success, Loop Earplugs must carefully manage the transition and communicate effectively with customers to ensure a seamless experience.
At the core of this case is a decision about how to best design and implement a shipping strategy that aligns with Loop Earplugs' business objectives and customer expectations. Students are tasked with evaluating the potential benefits and risks of the proposed shipping options, developing a strategic recommendation, and designing an implementation plan that addresses operational, financial, and customer service considerations.
This case is meaningful for students to explore as it mirrors the complex strategic challenges faced by companies in today's fast-paced and customer-centric business environment. Engaging with the case will enhance their understanding of key business functions such as supply chain management, marketing strategy, and financial analysis. It also provides an opportunity to develop skills that are highly valued in careers across consulting, operations, and strategic planning.
Growth Strategy
Operations
Strategic Planning
Florida State University
The Case of Janice Murphy (Washington)
Janice Murphy is a 41-year-old white female who identifies as heterosexual. She is currently in a relationship with Thurston Bishop, a 33-year-old African-American Iraqi war veteran. They have lived together for three years. Janice has a six-year-old son, Zane Thomas, from a previous relationship who also lives in the household. The family recently moved to a large city far away from the small town where Janice grew up. Thurston got a good-paying job and it appeared to be a good decision for the family as a whole. Since the move, Thurston has lost his job after an argument with his new boss. He has become increasingly fiscally controlling and is abusive towards Janice often with Zane present. Recently, Zane began experiencing stomach aches, which has required Janice to miss work. Janice followed up with a pediatrician, but the doctor could not identify anything physical causing Zane’s ailments. Due to Janice missing work and having difficulty focusing at work, Janice’s boss at the local hospital, Kelli, recently referred Janice to the company’s Employee Assistance Program (EAP). Kelli is not only concerned about Janice missing work but also about her overall well-being.
Community Organization and Social Action
Economic Development, Work and Occupations
Individual and Family Advocacy
Substance Use, Addiction, and Recovery
Loop Earplugs
Designing a Global Personalization Strategy for Loop Earplugs
Loop Earplugs operates as a dynamic player within the consumer services industry, focusing on providing high-quality, stylish earplugs that cater to various lifestyles. The company generates revenue through direct sales online and partnerships with retail outlets. Loop's competitive moat lies in its unique combination of aesthetics and functionality, setting it apart from traditional earplug manufacturers. The company is perceived as an innovative leader, with a strong reputation for quality and customer-centric design. This perception is bolstered by its commitment to using sustainable materials and maintaining transparency with consumers.
In the broader industry landscape, personalization has emerged as a critical trend, driven by advancements in technology and changing consumer expectations. Regulatory shifts towards sustainability and product safety also play a crucial role in shaping the industry’s dynamics. Technological innovations, such as 3D printing and AI-driven customization, provide new avenues for product differentiation. Competitive dynamics are intensifying, with new entrants focusing on personalized solutions and established players enhancing their customization capabilities. Consumer behavior trends show a strong preference for personalized products, influencing purchasing decisions and brand loyalty.
This moment is strategically important for Loop Earplugs as the market shifts towards personalization, offering a timely opportunity to strengthen its market position. Recent technological advancements and increased consumer demand make this the right time to pursue a personalization strategy. The cost of inaction is significant, potentially resulting in missed opportunities for market leadership and customer engagement.
Loop Earplugs faces several strategic pathways. It can invest in developing in-house customization capabilities, partner with third-party providers, or leverage emerging technologies like AI and 3D printing. Each path presents trade-offs between cost, control, and speed to market. In-house development offers greater control and integration but requires significant investment. Partnering can reduce costs and speed up implementation but may pose risks related to quality and brand alignment. Reasonable leaders might disagree on the optimal path, depending on their strategic priorities and risk tolerance.
Strategic risks include potential cost overruns, operational complexity, and supply chain disruptions. Success involves achieving a scalable personalization model that enhances customer satisfaction and drives revenue growth. Concretely, it means establishing an efficient, cost-effective production process that meets customer expectations and aligns with Loop’s brand values.
The core decision involves designing a scalable personalization strategy that balances cost, complexity, and global fulfillment. The question students must answer is how Loop Earplugs can integrate customization into its operations in a way that enhances its competitive position and meets evolving consumer demands.
This exploration is meaningful for students as it involves real-world strategic challenges related to consulting, finance, operations, marketing, and policy. It offers an opportunity to engage with complex decision-making processes, develop strategic recommendations, and understand the implications of their decisions on a business’s growth trajectory. This case prepares students for ambiguity and strategic decision-making, skills highly valued across various industries.
Operations
Product Design & Development
Strategic Planning
Niloom.ai
Simplifying the Complex – Marketing & PR Strategy for Democratizing XR Content Creation at Niloom.ai
Niloom.ai is transforming the Extended Reality (XR) industry by providing an AI-driven, no-code content creation platform, enabling users of all skill levels to design immersive AR/VR experiences. By eliminating the technical barriers typically associated with XR development, Niloom.ai is making this once highly specialized domain more accessible to early adopters, content creators, and XR developers.
Despite its groundbreaking technology, Niloom.ai faces key market challenges:
- Market Differentiation: Competing in a rapidly growing and crowded XR industry.
- Messaging Clarity: Communicating the value of its AI-powered, no-code tools effectively.
- Brand Visibility: Maximizing exposure and engagement, particularly at key industry events like the Augmented World Expo (AWE).
This asynchronous case study invites students to develop a comprehensive marketing and PR strategy to help Niloom.ai break through market barriers, refine its brand positioning, and generate demand among key target audiences.
Digital Marketing
Information Technology (IT)
Market Research
Marketing
Iconically
Expanding Iconically's Creator Network for Strategic Market Leadership
Iconically operates as a leading digital media platform that bridges the gap between brands and influencers. It monetizes this unique positioning through a combination of transactional fees, subscription models, and premium service offerings that provide brands with enhanced analytics and visibility. Iconically's competitive moat lies in its robust network of influencers and its sophisticated matching algorithm that ensures optimal brand-influencer alignment. In the market, Iconically is perceived as an innovative and reliable partner for brands seeking authentic engagement with their target audiences.
The media industry is shaped by several macro trends, including the rapid digitization of marketing strategies, the rise of influencer marketing as a mainstream practice, and the continuous evolution of social media platforms. Regulatory changes such as increased scrutiny on data privacy and influencer transparency further complicate the landscape. Technological advancements, particularly in AI and analytics, play a crucial role in enabling companies like Iconically to deliver personalized and scalable solutions. Competitive dynamics are intense, with new entrants frequently disrupting the market and pushing established players to innovate continuously.
This moment is strategically critical for Iconically as the demand for diversified and authentic influencer partnerships grows. Recent technological advancements and shifts in consumer behavior necessitate a reevaluation of Iconically's current network and strategy. The cost of inaction is steep, potentially resulting in lost market share and diminished brand relevance. By expanding its creator network now, Iconically can capture emerging opportunities and reinforce its leadership position in the industry.
Iconically faces several strategic pathways, each with its own trade-offs. One option is to prioritize rapid network expansion through aggressive recruitment and partnerships, potentially sacrificing short-term profitability for long-term growth. Alternatively, a more measured approach could focus on optimizing existing relationships and leveraging AI-driven insights for targeted growth. Leaders may disagree on the balance between speed and sustainability, with each path presenting unique risks and benefits.
Strategic risks include potential misalignment with brand partners, increased operational complexity, and the challenge of maintaining quality and authenticity in influencer partnerships. However, success would mean an expanded and engaged creator network, enhanced brand value, and strengthened market positioning. Concretely, this would translate into increased revenue streams, improved customer satisfaction, and a sustainable competitive advantage.
The core decision revolves around how to strategically design and implement a network expansion that aligns with Iconically's broader business objectives. The question at the heart of this case asks students to devise a scalable, innovative strategy that enhances Iconically's creator network while maintaining operational excellence and brand integrity.
Exploring this strategic challenge is meaningful for students as it connects directly to career skills in consulting, marketing, and operations. The case offers a dynamic learning opportunity, requiring students to navigate complex market dynamics, evaluate strategic trade-offs, and develop actionable recommendations. It prepares them for real-world decision-making, equipping them with the tools to drive organizational success in a competitive and rapidly evolving digital landscape.
Digital Marketing
Entrepreneurship
Growth Strategy
Innovation
Leadership
Marketing
Operations
PR & Communications
Research, Analysis, Evaluation
Strategic Planning
Happy Valley Meat Company
Create a Communication Strategy for Building Farm-to-University (F2U) Partnerships
The Happy Valley Meat Company (HVM) needs a playbook to build its university partner network. HVM needs to know the “right connections” in organizations (e.g., Department of Agriculture), colleges, and universities within the region for building F2U partnerships. Furthermore, they want to know the most effective way to reach these audiences through strategic communication channels and content.
Happy Valley Meat Company (HVM)’s mission is to improve the lives of the people and the animals that feed us by providing chefs, whether at home or in fine-dining restaurants, so that people can access ethically-raised meat from family farmers. HVM purchases whole animals from farmers who work with small-scale processors to portion our meat and sells every part of the animal to people who want it. As a certified B Corp, HVM considers its impact on partners, employees, the community, and the environment. HVM farmers are paid a significant fixed premium over commodity prices for humanely raised animals. This ensures better lives for farmers, a better ecosystem for animals, and better food for all.
In support of their mission, Happy Valley Meat Company (HVM) works with universities and schools to help them source meat from local farmers, a surprisingly difficult task with all the insurance and red tape required. Though their targets are higher education institutions, they are still determining which departments and people they should engage in and the best approaches to reach them. HVM has found some fantastic school partners, but finding the appropriate contacts at a school can be difficult, and they often need more time to respond.
Happy Valley Meat Company would like to find more schools interested in partnering by identifying the target audience. They also want to know the most effective communication channels to showcase some exciting work they already do with schools.
Florida State University
The Case of Stella Thi Pham
Stella Thi Pham is a first-generation Vietnamese American. She is a 12-year-old female. Her parents Jonathan Thao Pham and Nancy Duc Pham took refuge in the United States of America in the late 2000s due to religious persecution. They are highly involved in Stella’s extracurriculars at school. Stella plays soccer and is a member of the music program. Stella has started to receive attention in the soccer community. Last month, she was asked to become part of the city All-Star team, which is separate from the school team. In addition, she recently began her menstrual cycle and her parents elected to use cupping, an alternative therapy, to assist her. A few days ago, the school soccer coach - Coach Richards, noticed bruising on Stella’s arms and her abdomen when she lifted her arms. When Coach Richards approaches Stella about it, Stella is nervous, vague, and hesitant in her reply. After Coach Richards meets with the School Social Worker, a child abuse hotline phone call is made.
Case Management
Individual and Family Advocacy
Tallo
Competitive Analysis & Positioning in the Career Tech Ecosystem
Tallo operates within the education technology sector, offering a digital platform that connects students with career opportunities. The company’s business model centers on creating personalized career pathways through data-driven insights. Revenue streams include partnerships with educational institutions and employers who pay for access to Tallo's sophisticated matching algorithms and user base. Tallo's competitive moat lies in its ability to provide tailored career guidance through advanced analytics, which distinguishes it from more generalized platforms. In the market, Tallo is perceived as an innovative and user-friendly platform, yet it faces the challenge of amplifying its visibility and perceived value against established competitors.
The industry landscape is shaped by rapid technological advancements and changing user expectations. The digital transition in education and career services accelerates, driven by technological innovations like AI and machine learning. Regulatory shifts, particularly concerning data privacy and security, also influence platform operations. Competitive dynamics involve major players like LinkedIn and niche platforms like RippleMatch, each vying for market share. Customer behavior trends show a growing preference for personalized and seamless user experiences, which platforms must continually adapt to meet.
This moment is strategically crucial for Tallo as the career discovery market becomes increasingly competitive. Recent shifts, such as heightened digital engagement due to remote learning and working, have expanded the potential user base for career platforms. The cost of inaction includes losing market share to competitors who innovate faster and capture emerging customer segments. Therefore, Tallo must act swiftly to solidify its market position and capitalize on the expanding demand for digital career services.
Tallo faces several strategic pathways. It could enhance its technology to deliver more personalized recommendations, expand partnerships with educational institutions to grow its user base, or increase marketing efforts to enhance brand visibility. Each option presents trade-offs. Focusing on technology may require significant investment and time, while marketing initiatives could quickly bolster brand awareness but may not lead to sustainable differentiation. Leaders may disagree on the prioritization of short-term growth versus long-term strategic positioning.
Strategic risks involve technological obsolescence, potential data privacy issues, and competitive responses that could undermine Tallo’s initiatives. Success, in concrete terms, involves significantly increasing user engagement metrics and establishing Tallo as a thought leader in career discovery. Achieving this requires aligning internal resources with strategic objectives and effectively communicating Tallo’s unique value proposition to the market.
The core decision involves determining the most effective positioning and differentiation strategies to elevate Tallo’s market standing. The case asks students to devise a strategic plan that maximizes Tallo’s strengths and addresses market opportunities and threats, ensuring sustainable growth and competitive advantage.
This exploration is meaningful for students as it mirrors real-world strategic challenges faced by companies in fast-evolving industries. It requires a blend of consulting, marketing, and strategic planning skills, providing a robust platform for students to engage with complex business scenarios and develop actionable solutions that have tangible impacts. The case is designed to stimulate critical thinking and strategic decision-making, preparing students for future roles in dynamic business environments.
Digital Marketing
Innovation
Strategic Planning
Solé Bicycles
Strategic Go-to-Market Proposal for Solé Bicycles’ E-Bike Launch
Solé Bicycles has established a strong reputation for offering fashionable and affordable bicycles directly to consumers. As the company looks toward expansion, it plans to launch a line of E-Bikes in 2023. This new product line represents an exciting opportunity to enter a rapidly growing market with significant potential, as demand for e-bikes is on the rise due to urban commuting needs, delivery services, and leisure biking trends.
The challenge Solé faces is determining how best to position its new E-Bike line to target the right consumer segments, differentiate itself from competitors, and effectively communicate its value proposition. Success will depend on identifying the optimal customer base, determining the features and pricing that align with their needs, and designing strategic marketing campaigns that drive purchases and establish Solé as a key player in the e-bike market.
This project invites students to develop comprehensive, data-driven strategies for Solé’s E-Bike launch, focusing on customer segmentation, competitive benchmarking, product positioning, and go-to-market strategies.
Growth Strategy
Market Research
Marketing
Product Design & Development
Purchasing, Logistics, Supply Chain
Florida State University
The Case of Canal Commons (River Oaks Community)
Canal Commons is a public housing complex located in the Carrie Meek neighborhood. The neighborhood as a whole has fallen on hard times. In the 1970 and 1980’s it was a vibrant community with good jobs, several small businesses, and community engagement. That has all changed, impacting the neighborhood and the housing complex. Canal Commons was a community driven living space until it was bought in the late 1980’s and turned into public housing. The manager, Laurin, works diligently to be engaged, present, and provide a quality living space. Services from the state are provided, but there is little extra money to cover the maintenance and repairs that Canal Commons greatly needs.
In addition, as jobs and businesses have moved out - drugs and violence have moved into the Meek neighborhood. Many residents blame the Canal Commons complex. Data has shown that the Commons is not responsible for drugs and violence, it has not stopped individuals in the neighborhood from contacting government officials and/or organizing campaigns concerning the complex.
Residents at the public housing complex believe they are being used as a scapegoat for the Meek neighborhood's current state. Many Canal Commons residents hold college degrees, go to work everyday, and are parents who are involved in their child’s education/schooling. Laurin, the manager at Canal Commons, and the Community Council in the complex are determined to find a way to change the narrative in the community and work together to find funding and opportunities for the neighborhood as a whole.
Case Management
Courts, Corrections, and Law Enforcement
Crisis and Disaster Management
Individual and Family Advocacy
Happy Valley Meat Company
Multi-Channel Brand Awareness Campaign
Happy Valley Meat Company operates within a unique business model focused on connecting family farms with urban restaurants and retailers. The company monetizes this model by sourcing high-quality meat from small-scale farms that prioritize ethical and sustainable practices. This approach not only differentiates Happy Valley Meat in the marketplace but also serves as its competitive moat, as few competitors can match its commitment to sourcing transparency and sustainability. Currently, the company enjoys a strong reputation among its existing customer base, but it seeks to expand this recognition nationally to reach a broader audience of ethically conscious consumers.
The food and beverage industry faces significant shifts driven by changing consumer preferences towards sustainability, regulatory developments around food safety and labeling, and technological advancements in supply chain transparency. As consumers become more educated about the impact of their food choices, they increasingly demand products that align with their values. Companies like Happy Valley Meat are well-situated to benefit from these trends, yet they must navigate the complexities of scaling operations while maintaining quality and transparency. The competitive landscape is also evolving, with both established brands and new entrants vying for market share in the ethical food segment.
Strategically, this moment is critical for Happy Valley Meat because the company is poised to leverage its strong foundation and capitalize on the growing demand for ethically sourced products. Recent shifts in consumer behavior, accelerated by the rise of digital engagement and e-commerce, provide a timely opportunity to expand brand awareness. The cost of inaction could result in missed opportunities to capture market share and establish a dominant position in the ethical food segment. As competitors ramp up their efforts, Happy Valley Meat must act decisively to secure its place in the minds of consumers.
The company faces several strategic options, each with distinct trade-offs. It could focus on a grassroots campaign leveraging local influencers and community engagement, or it could pursue a broader, digitally-driven strategy that emphasizes national reach. Each path requires different resource allocations and presents unique challenges. Leaders may disagree on the emphasis between local authenticity versus national scale, with considerations around budget constraints and brand consistency influencing these debates.
Risks associated with the campaign include potential misalignment of brand messaging, ineffective targeting of the desired audience, and resource constraints limiting execution. Success involves not only increasing brand awareness but also reinforcing Happy Valley Meat's reputation for quality and ethics. Concretely, success looks like measurable increases in brand recognition, engagement rates, and ultimately, sales growth attributed to the campaign's efforts.
The core decision revolves around designing a campaign that effectively communicates Happy Valley Meat's value proposition to a national audience while maintaining its unique brand identity. Students must answer how to balance innovative marketing tactics with the company's core values and operational capabilities. This challenge is meaningful as it mirrors real-world scenarios where professionals must synthesize marketing, strategic planning, and stakeholder engagement to drive business growth. Participants will gain insights into digital marketing strategies, brand management, and the importance of aligning marketing efforts with broader business objectives, preparing them for dynamic roles in the modern business landscape.
Digital Marketing
PR & Communications
Strategic Planning
True Religion
Revitalizing eCommerce Growth Strategy for True Religion Brand Jeans
The denim market is evolving rapidly, with legacy brands leveraging nostalgia and emerging labels introducing innovative designs and captivating advertising. True Religion, a once-iconic brand, is rebranding itself with a new logo, adjusted pricing structures, and organizational changes. The company aims to double its eCommerce business in three years and triple it within five years. To achieve this ambitious goal, True Religion is counting on creative, bold strategies that drive customer acquisition, retention, and market share expansion.
This project provides students with a unique opportunity to develop a transformative eCommerce growth strategy for a brand in the midst of a turnaround. Leveraging insights from customer data, competitors, and market trends, students will propose one strategic initiative that will have a monumental impact on the brand’s business trajectory.
Digital Marketing
Growth Strategy
Marketing
Sales & Business Development
Dave's Sweet Tooth
Scaling a Handmade Food Brand Without Losing Authenticity
Dave's Sweet Tooth operates within a unique business model that emphasizes quality over quantity. The company is renowned for its small-batch, hand-stirred toffees, which are crafted using family recipes and high-grade ingredients. This artisanal approach creates a competitive moat in a market saturated with mass-produced confectioneries. By focusing on authenticity and craftsmanship, Dave's Sweet Tooth commands a premium price point and enjoys strong brand loyalty. However, the challenge lies in scaling this model to meet rising demand without diluting its brand identity.
The food and beverage industry is experiencing significant shifts driven by changing consumer preferences, technological advancements, and regulatory developments. Consumers increasingly favor artisanal and premium food products, valuing transparency and quality over cost. Additionally, the rise of e-commerce and direct-to-consumer models has transformed traditional retail dynamics. Technological innovations in production processes offer opportunities for scaling while maintaining quality, yet they also pose challenges in terms of cost and implementation. Navigating these trends requires strategic foresight and adaptability.
This moment is strategically important because Dave's Sweet Tooth is poised to capitalize on its growing popularity. The increasing consumer demand and favorable market trends present a unique opportunity to expand the brand’s reach. However, delaying action could result in missed opportunities and allow competitors to capture market share. The cost of inaction includes potential revenue loss and diminished brand relevance in a fast-evolving market landscape.
The company faces several strategic pathways: investing in advanced production techniques to scale operations, expanding distribution through partnerships with premium retailers, or enhancing its direct-to-consumer platform. Each path involves trade-offs, such as the risk of losing perceived authenticity or the financial implications of significant capital investments. Reasonable leaders may disagree on the best approach, weighing brand integrity against growth potential.
Strategic risks include the potential dilution of the brand’s artisanal appeal if scaling compromises the handmade process. Additionally, failing to meet demand could frustrate loyal customers and damage the brand’s reputation. Success involves not only increased market share and revenue growth but also maintaining the brand’s core values. Concretely, success means achieving operational scalability without sacrificing product quality or customer trust.
The core decision revolves around how to design an operational strategy that allows for growth while preserving the brand’s authenticity. Students must answer the question: How can Dave's Sweet Tooth scale its production and distribution capabilities without losing its artisanal identity?
This case is meaningful for students to explore as it connects strategic challenges with practical business skills applicable in various career paths, including consulting, operations, and marketing. Students will tackle real-world scenarios that require strategic decision-making, critical thinking, and innovative solutions. The experience will prepare them for roles that demand balancing growth objectives with brand integrity in dynamic market environments.
Entrepreneurship
Growth Strategy
Operations
Florida State University
The Case of Janine Jones
Janine Jones is a thirteen-year-old African American female. Janine lives with her mother, Mykala Smith, and her mother’s boyfriend, Jared Thomas. Janine’s father, Jeffrey Jones, is incarcerated. She recently was referred for services by the school social worker due to self-harming behavior. Janine has small patches of missing hair on her head along with open sores. In addition, her eyebrows are almost non-existent and sparse eyelashes due to her constant pulling. She is currently in the eighth grade and has struggled academically over the last few years. She has difficulty focusing on her studies in class and often falls asleep during class, which is impacting her academically.During intake, Janine shared that she had been struggling academically and now self-harming due to being sexually assaulted by her mother’s boyfriend. Janine stated, “the touching happened a few times a week since I was like nine I think.” When questioned about this information, the mother stated that she was unaware of the sexual assault. Mykala believed that Janine was self-harming because she had taken her phone away.
Courts, Corrections, and Law Enforcement
Individual and Family Advocacy
Charlotte Black-Jewish Alliance (CBJA)
Mapping and Unifying Black-Jewish Alliances Across the Globe
The Charlotte Black-Jewish Alliance (CBJA), hosted by the Stan Greenspon Center for Peace and Social Justice, seeks to unite Black and Jewish communities in Charlotte, NC to fight hate and promote justice. Their work is rooted in shared historical struggles, values of liberation and equity, and a future-forward vision of multiracial democracy.
Across the United States—and increasingly around the world—similar coalitions have formed to advance these same ideals. From interfaith advocacy groups to racial justice alliances within synagogues and historically Black churches, there is powerful, grassroots work happening in silos. Yet no formal infrastructure currently exists to connect, elevate, and accelerate this collective work. There is an urgent need to aggregate the learnings, relationships, and models that have emerged and strategically weave them into a shared ecosystem.
CBJA envisions a future where Black-Jewish coalitions are networked, resourced, and aligned—sharing curricula, co-developing programs, exchanging best practices, and advocating together at scale. Your challenge is to investigate the global landscape of Black-Jewish alliances and propose a comprehensive strategy for how CBJA can spark and lead the development of a unifying platform or entity that advances this movement globally.
Community Organization and Social Action
Corporate Social Responsibility
Organizational Culture
Solé Bicycles
Increasing the Lifetime Value of Customers and/or Product for Solé Bicycles
Solé Bicycles aims to increase the lifetime value (LTV) of its customers and products by fostering long-term loyalty and maximizing each product’s usefulness. With the growing demand for sustainable transportation, Solé Bicycles is uniquely positioned to encourage repeat purchases, brand loyalty, and customer engagement. The challenge is to create strategies that not only retain customers but also enhance the value of Solé products over time through effective customer engagement and product innovation.
This project gives students an opportunity to explore strategies that drive customer loyalty, repeat purchases, and overall product value, contributing to Solé Bicycles' long-term success.
Corporate Social Responsibility
Customer Service & Account Management
Data Management
Digital Marketing
Growth Strategy
Product Design & Development
Sales & Business Development
CapSource Technologies
Leveraging AI for Next-Generation Aerospace Safety Protocols
CapSource Technologies operates within the highly specialized aerospace and defense industry, focusing on developing and implementing advanced technological solutions to enhance safety and operational efficiency. The company's business model revolves around delivering state-of-the-art safety systems that comply with stringent regulatory standards while offering significant operational advantages to its clients. Revenue streams are primarily generated through the sale of these safety systems, licensing agreements, and ongoing maintenance and support services. CapSource is perceived as a leader in innovation, with a strong reputation for reliability and cutting-edge technology.
The aerospace industry is currently experiencing transformative changes driven by rapid technological advancements, evolving regulatory requirements, and shifting customer expectations. The integration of AI is a key trend, promising to revolutionize safety and efficiency in aerospace operations. Regulatory bodies are increasingly advocating for more sophisticated safety measures that leverage advanced technologies. Additionally, customers are demanding more reliable and efficient systems, prompting companies to adopt AI-driven solutions to remain competitive. Understanding these macro trends is crucial for CapSource Technologies to position itself as a leader in aerospace safety.
This strategic moment is critical for CapSource Technologies as the industry stands on the brink of a technological revolution. The integration of AI into safety protocols is not just an opportunity but a necessity to maintain leadership and competitiveness. Recent advancements in AI technology have made it more accessible and applicable to aerospace operations, creating an urgency for CapSource to act now. The cost of inaction could result in losing market share to more technologically advanced competitors and falling behind on regulatory compliance.
The strategic options available to CapSource Technologies present distinct trade-offs. One pathway involves developing proprietary AI solutions tailored to the company's safety protocols, offering complete control over the technology but requiring significant investment in R&D. Alternatively, CapSource could partner with established AI providers, leveraging existing technologies but potentially sacrificing customization and differentiation. Each path involves a balance between cost, control, and competitive advantage, with reasonable leaders differing in their preferred approach.
The potential risks associated with AI integration are significant, including technical failures, data privacy concerns, and resistance to change from stakeholders. However, the upside is substantial, with successful implementation enhancing safety, reducing costs, and solidifying CapSource's market leadership. Concretely, success would mean improved safety records, enhanced operational efficiency, and increased customer satisfaction. Identifying and mitigating these risks is essential to harnessing the full potential of AI.
The core decision facing CapSource Technologies is how to effectively integrate AI into its safety protocols. This involves selecting the right AI technologies, designing an implementation strategy, and aligning stakeholders around the chosen approach. Students are tasked with answering these questions, providing a comprehensive strategy that addresses technological feasibility, cost implications, and risk management.
Exploring this strategic challenge is meaningful for students as it directly relates to real-world career skills in consulting, technology management, and strategic planning. Engaging with this case will prepare them for leadership roles in the aerospace industry, offering insights into the complexities of tech adoption and the strategic decision-making process.
Artificial Intelligence & Machine Learning
Research & Development
Long Island University C.W. Post (LIU Post)
The direction of technological innovation: 3DWooW case study
ABSTRACT
3DWooW Technology Co., Ltd (3DWooW) is a professional 3D image content supplier founded in 2015 by Li Gangyue. The company is based in Shanghai, China, at the National Public Pilot Base for Entrepreneurs, one of the country’s most prominent incubators. 3DWooW focuses on one-stop solutions for film and television series, medical images, commercials, and corporate image displays. The company boasts a patent in the self-developed Pixel and Depth Auto-Retrieval Technology (PADART), which is able to convert the video signals shot by the common single camera into vivid 3D equivalents. The company is establishing itself as the thought leader in virtual reality, augmented reality, 3D content production, and technological innovation. 3DWooW flourished in the National Public Pilot Base for Entrepreneurs (the incubator). The incubator boosts a 50.5% success rate, and 618 of the 1,224 startups grew to become full-fledged enterprises. Due to a $ 1 billion investment from the government, 3DWooW was able to take advantage of human resources and social public space. 3DWoow was able to successfully soft launch its business by focusing on the movie and film industry. However, given the expected growth of other segments and future market challenges, Mr. Li Gangyue and his executive team are interested in identifying its most lucrative direction to scale the company for rapid growth and first-mover advantage.
Keywords: 3D Technology, Virtual Reality, Augmented Reality, Incubator, Technological Change
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INTRODUCTION
3DWooW is a professional 3D image content supplier that focuses on one-stop solutions for films and television series, medical images, commercials, and corporate image displays. It is one of the few companies equipped with the most vanguard graphic processing workstations and a non-linear editing system (NLE) with patented technology. The Pixel and Depth Auto-Retrieval Technology (PADART) can be seen as a milestone in relieving the pressure caused by inadequate video sources, high production costs, and long working periods. The company developed a disruptive technology based on intellectual graphic algorithms and created the 3D element natural alignment that has been proven an effective replacement for manual frame-by-frame retouching. The new technology allows for a zero-step delamination transition from 2D to 3D signals, applicable to any films or telefilms available now.
The company has expanded over the last few years. The team grew from two founders to sixteen employees. In addition, they have attracted experts with more than 30 years of experience in a variety of fields, including film and television special effects, animation CG integration, Ph.D. experts in the field, and talented marketers. The company has substantially benefited from these experts due to their familiarity with both domestic and international experience. The company structure today has grown into five major departments; R&D, HR, Marketing, Sales, and Finance.
3DWooW has been acknowledged as one of the market leaders with potential applications in a variety of segments:
✔ Visual tracking, virtual interaction, real-time 3D modeling, multi-thread rendering, psychology of vision, overcoming motion sickness, and 360° immersive image syntheses.
✔ Technical support for online interactions such as content transmission, displaying, and 3D bullet screens (words, cartoons, or images).
✔ Comprehensive support for 3D displaying and broadcasting, including 3D cartoons, 3D screen production and syntheses.
✔ 3D contents produced/transited by 3D element natural alignment compatible with almost any 3D-embedded displayers.
✔ With the application of self-developed mathematics modules and exclusive algorithms, pixels of the original images are enhanced simultaneously during the process of being transited from 2D to 3D, thus bringing spectacular visual effects.
In 2017, Li Gangyue and the management team evaluated the possibility of expanding the business and using its state-of-the-art technology to enter the medical market, specifically in minimally invasive operation display. 3DWooW teamed up with International Consulting Group (“ICON”) to analyze the probable path to success in entering this market.
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3D IMAGING SEGMENT
The global 3D medical imaging segment is growing exponentially, as indicated in figure 1 (Appendix). The segment includes applications in movies, design, healthcare, entertainment, defense, manufacturing, and construction. In 2014, The global 3D medical imaging segment was valued at $3.5 billion. By 2021, the market is expected to reach $18 billion. 3D Imaging in healthcare has a compound annual growth rate of 26.8%. When examining the 3D imaging by region, North America has the highest current market share of 49%. This dominates the other regions, Asia Pacific at 20%, Europe at 26%, and ROW (rest of the world) at 5%. Asia Pacific is the fastest-growing market consisting of electronics, healthcare equipment, and industrial equipment, with a compound annual growth rate of 28%.
3D TECHNOLOGY APPLICATIONS BY SEGMENT
3D Movie Segment
The 3D movie segment is mature and highly concentrated. The major players in this segment are NBC Universal, Sony, Time Warner, Walt Disney, and FOX. The 3D movie segment revenue was $6.2 billion in 2016. Although the industry’s current decline experienced in recent years is -0.9%, the future projection turns positive with a +2.2% annual growth rate by 2020. The disruption is being caused by players such as Netflix and Hulu’s consumers opting to stream video from home versus going to theaters or facing the lack of 3D capabilities in most televisions.
Television Segment
The global television segment has a fragmented market of new and old players. The projection of the television segment has growth leading to $16 billion in revenue by 2020. More specifically, the movie segment currently has $6.2B in revenue, with revenue expected to increase, as indicated in figure 2 (Appendix). At-home streaming boosts home viewing, making this segment a growth market with emerging players. Projections find that younger generations prefer cord-cutters, defined as getting rid of landline phones. The penetration stands at 76% of households now have streaming technology. Of these subscribers, 57 million are in the United States. As the popularity of Netflix's streaming service has increased, the company has seen its DVD segment decline. Having reached 5 million subscribers in the 3-month period ending in June 2018, Netflix has reached 130 million streaming subscribers worldwide.
3D Gaming Segment
The global 3D gaming segment has grown +7.8%, with $108.9 billion in revenue as of 2016. Gaming revenues today are up across the world, and future projections estimate that this segment will grow to $128.5 billion by 2020. This industry is fragmented and may sustain a disruption from casual games to mobile. This means games are being played across multiple different technologies.
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The 3D Gaming Industry is expected to grow from its current revenue of $108.9B to $128.5B, as indicated in figure 3 (Appendix).
3D Medical Imaging Segment
The global medical imaging segment was valued at $28 billion in 2015. The 3D Healthcare device segment is a niche yet to be further developed. There are a number of new players in the segment bringing disruptive technologies to the industries, but there is no dominant established player within the 3D technology when compared to the movie and gaming segments.
The Medical Imaging Technology Segment is extremely attractive, with signs of potential applications for 3D Technology even though most of the imaging systems still use traditional 2D technology, as indicated in figure 4 (Appendix). From an equipment/device perspective, the segment can be divided between diagnostic imaging and image-assisted surgery. Potential applications for 3D technology in diagnostic imaging include nuclear imaging equipment, magnetic resonance equipment, computer tomography scanners, and ultrasound systems. Although X-ray devices are a part of this segment, X-ray is the only imaging technique that still works with single images, while CT (computed tomography) makes use of several x-ray image slices. Consequently, 3D applications could be integrated with CT rather than X-ray.
In image-assisted surgery, there is a potential for further development in the segment by applying technology to convert 2D images in real time to 3D images. This technology would allow the traditional endoscopic providers to launch new equipment that will significantly increase the image precision of minimum invasive surgeries and, as a result, dramatically increase the procedure success rates. 3DWoow has this technology fully developed.
Endoscopy Devices
The global endoscopy device market was valued at $30 billion in 2015 and is projected to be valued at $41.8 billion in 2020 at a 6% compound annual growth rate. China’s endoscopy device segment is showing rapid growth of $640 million within five years, with a compound annual growth rate of 6% from 2014 to 2019. The rapid growth of the Chinese endoscopy segment makes it attractive for new companies and technologies. Factors driving the market for endoscopy devices include the increase in the aging population, reduced healthcare costs, improved patient quality of life, technological advances, and the use of minimally invasive procedures, as indicated in figure 5 (Appendix).
The increase in the aging population is one of the major drivers for the Chinese endoscopy device segment. Population data shows that from 2000-2030, the 65+ population will grow exponentially, while the younger 20-24-year-old population will increase only slightly. According to Statista, in 2016, China’s 15-64 years old age group consisted of 72.5% of the population, and the 65+ age group stood at only 10.8% of the population. These statistics show that since the current 65+ age group percentage is quite low, there is room for growth in the upcoming years.
THE PROBLEM
3DWoow was able to successfully soft launch its business by focusing on the movie and film industry. However, given the expected minimal growth of this segment, +2.2% by 2020, and future market challenges, top management is discussing if other segments will better provide rapid growth and first mover advantage.
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Footnotes
1. ICON is a student-run, global consultancy that bridges interdisciplinary college students to real-life projects with companies in various industries and countries. ICON has operations in the United States, China, Sweden, Israel, Mexico, South Korea, Switzerland, and Brazil. This consultancy was based on Long Island University POST led by Professor Graziela Fusaro.
2. Jonathan Lieberz and Samantha Piccolo, business majors at LIU, served as ICON consultants throughout this project. We thank them for their contributions to this paper.
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REFERENCES
(2016) 3D Imaging Market – Global Industry Analysis, Size, Share, Growth, Trends and Forecast 2015-2021. Received from https://www.transparencymarketresearch.com/3d-imaging market.html
(2017) 3shape. Retrieved from https://www.3shape.com/products/trios/intraoral scanners#myModal
(2015) 3DWoow. Retrieved from http://3dwoow.com/en/about.aspx
(2017) 3DWoow executive interview
(2017) Endoscopy Equipment Market by Product (Endoscope (Flexible, Rigid, Capsule) Visualization Systems, Endoscopic Ultrasound, Insufflator)), Application (GI Endoscopy, Laparoscopy, Cystoscopy, Bronchoscopy, Colonoscopy, Arthroscopy) - Global Forecast to 2022. Received from https://www.marketsandmarkets.com/Market-Reports/endoscopy-devices market-689.html
(2017) Frost and Sullivan. Retrieved from https://ww2.frost.com
(2016) IBISWorld. Retrieved from
http://clients1.ibisworld.com.proxy2.library.illinois.edu/reports/us/industry/ataglance.aspx?entid =5488
(2017) Med Device Online. Retrieved from https://www.medeviceonline.com/doc/the-role-d displays-in-medical-imaging-applications-0001
(2016) Mordor Intelligence. Retrieved from https://www.mordorintelligence.com/industry reports?search=global%20endoscopy%20device%20market%20growth%20to%20$41.8B
(2017) Newzoo Q2 2017 Update. Retrieved from https://newzoo.com/insights/articles/newzoo cuts-global-games-forecast-for-2018-to-134-9-billion/
(2018) Number of Netflix Streaming Subscribes Worldwide from the 3rd Quarter of 2011 to the 1st Quarter of 2018 (in millions). Retrieved from https://www.statista.com/statistics/250934/quarterly-number of-Netflix-streaming-subscribers-worldwide/
Richter. F (2018, October 18.) Netflix Reaches 130 Million Subscribers. Retrieved from https://www.statista.com/chart/10311/netflix-subscriptions-usa-international/
(2016) Age distribution in China from 2006 to 2016. Retrieved from
https://www.statista.com/statistics/270163/age-distribution-in-china/
(2018) World Health Organization – Medical Device – Full Definition. Received from http://www.who.int/medical_devices/full_deffinition/en
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Growth Strategy
Sales & Business Development
Oh Lait oh Lait
Support Prototype Testing to Get Product to Market
The company plans to launch new flavors to the market, but before doing that, they want to ensure that the best flavors will be produced and customers will be satisfied. Help the organization go through the research and development process to get the best results. Support prototype testing and development to get a product to market: make decisions on flavors, participate in recipe testing, provide a list of suppliers, collaborate with artists to create attractive packaging for the product, and participate in the social media campaign.
About the company: Oh Lait! Oh Lait! was inspired by the fruits, the drinks, and the sweet confections from Latin America and the Caribbean. As a young girl, founder, and CEO, Soroya Pognon remembers the best conversations and memories around the kitchen table. There, she learned how to make food, bake cakes and make ice cream.
Years later, she took the simple ice cream recipe and experimented with various fruits her parents often talked of. She soon realized that she not only created something people loved, but it was something that immediately transported them to another world- a spoonful of paradise.
Growth Strategy
Marketing
Product Design & Development
Product Design & Development
Purchasing, Logistics, Supply Chain
Research & Development
DK Advocates (DKA Tucson)
Expanding DKA’s Collections Capacity to Grow Client Opportunity Inventory
DKA (DK Advocates / dkajobs.com) is a Tucson‑based employment services organization focused on supporting individuals with barriers to employment—including limited work experience, disabilities, homelessness, criminal histories, and substance abuse—by helping them become employable and employed through training, job development, and placement services. DKA also operates business units like Pak Mail and Archive Advantage to provide hands‑on training environments. DKA offers a range of training programs and worksite experiences aimed at building skills and confidence for people facing obstacles to workforce participation. These include computer training, worksite internships, merchandise management, janitorial skills, front‑office operations, and more.
While impactful, DKA’s current inventory of training experiences, employer partnerships, and community resources remains limited in scale relative to the size of the populations it serves. To better support clients and expand its mission reach, DKA needs to increase its collections capacity: the set of program partnerships, worksite inventories, employer relationships, and community resources that clients can be referred to or placed with.
This project challenges student teams to help DKA design a scalable collections strategy — expanding the inventory of opportunities while enhancing the organization’s ability to track, manage, and promote those opportunities to current and prospective clients. The work should account for both internal inventory (training positions, business units, on‑site experiences) and external community opportunities (employers willing to offer internships, placements, job opportunities, and pro‑bono or subsidized work experiences).
Community Organization and Social Action
Economic Development, Work and Occupations
Marketing
Operations
Organizational Culture
Strategic Planning
Canvas & Hyde New York
Untying a Complicated Knot: Research Into Producing Sustainable Leather Goods
The craft of using leather to make durable, wearable, and usable goods has a longstanding place in human history. The tanning of hides to produce leather shoes, clothing, and shelters can be traced to the Stone Age - more than 5,000 years ago!
Canvas & Hyde is a modern, global company that produces high-end, high-quality, hand-crafted bags constructed of the finest materials, including leathers and hides. In the context of growing awareness of and concern for sustainability, corporate responsibility, and ethical treatment of animals, more consumers are demanding vegan and other alternatives to animal leather under the assumption that these alternatives are more sustainable and less harmful. Canvas & Hyde needs you to gather intelligence from industry and other reputable resources to unravel this complex issue and provide them with an objective, balanced, and well-informed report and valuable public relations tools for responding to inquiries and issues on the subject.
Corporate Social Responsibility
Operations
True Religion
True Religion's True Rewards Program
True Religion, known for its high-quality jeans and iconic stitching, is headquartered in Gardena, CA. The company is embarking on a strategic initiative to grow its customer base and increase engagement through its True Rewards loyalty program. To succeed, True Religion needs to define its target audience and segment customers effectively, building tailored customer personas and designing a sales campaign that will drive membership and conversions.
The challenge lies in understanding the unique behaviors of its customers, differentiating itself from competitors in the fashion and retail space, and identifying white space opportunities to grow revenue through a more robust loyalty program. This case will task students with developing actionable strategies that foster customer loyalty and lifetime value (LTV).
Customer Service & Account Management
Digital Marketing
Growth Strategy
Market Research
Marketing
PR & Communications
Groov
Designing Performance Validation Studies for Athletic Insoles
Groov operates at the cutting edge of healthcare and sports technology, delivering innovative solutions that enhance athletic performance. The company generates revenue through the sale of personalized insoles designed to improve comfort and prevent injuries for athletes. Groov's competitive moat lies in its proprietary technology, which customizes insoles to fit the unique physiology of individual athletes. This personalized approach sets Groov apart from competitors offering generic insoles. In the market, Groov is perceived as an innovative leader, constantly pushing boundaries to deliver performance-enhancing products.
The broader industry landscape is shaped by several macro trends. Technological advancements in materials science and data analytics are driving innovation in sports performance products. Additionally, there is a growing emphasis on athlete health and injury prevention, influenced by regulatory shifts and changing consumer expectations. The competitive dynamics are intense, with new entrants leveraging technology to challenge established players. Customer behavior trends indicate a preference for personalized solutions that offer tangible performance benefits.
The strategic importance of this moment cannot be overstated. Recent enhancements in data analytics and material technology present a unique opportunity for Groov to validate its product's impact through empirical evidence. Failing to capitalize on this moment could result in missed opportunities for growth and market leadership. The cost of inaction includes potential loss of competitive advantage and diminished brand credibility.
Groov faces several strategic options. The company could focus on expanding its market reach through aggressive marketing and partnerships, or it could invest in further product innovation to maintain its edge. Each option involves trade-offs. Expanding market reach may require significant resources and could dilute focus, while prioritizing innovation might delay immediate revenue growth. Leaders within the company may disagree on the optimal path forward, highlighting the need for a balanced strategic approach.
Strategic risks include potential challenges in demonstrating the insoles' efficacy and securing buy-in from sports teams. Success, on the other hand, involves achieving widespread adoption of the insoles among professional sports teams, resulting in increased sales and brand recognition. Concrete success looks like securing partnerships with major sports teams and generating compelling data that validates the insoles' benefits.
The core decision involves designing a comprehensive framework for performance studies that accurately measure the impact of Groov's insoles. Students must determine the appropriate metrics, study design, and data analysis methods to produce credible findings. The case ultimately asks students to develop a strategic plan that aligns with Groov's growth objectives.
This strategic challenge is meaningful for students because it mirrors real-world business scenarios where consulting, data analysis, and strategic planning skills are essential. Engaging with this case allows students to apply their knowledge in a dynamic industry setting, providing valuable experience that is directly applicable to careers in consulting, product management, and business strategy.
Innovation
Research, Analysis, Evaluation
Strategic Planning
RF Health
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Unlocking Home Healthcare Revenue - MAC System Beyond Hospitals
RF Health is a pioneering company dedicated to transforming healthcare through cutting-edge technology, improving patient care and quality of life. The company has developed the MAC System—a revolutionary medical device cleared by the FDA for hospital and at-home use. Their mission is to extend the reach of the MAC System beyond hospital settings to empower patients and caregivers in their homes. This endeavor presents a complex and exciting challenge for the company. The central question is how to tap into the substantial revenue potential of the at-home market while navigating the landscape of reimbursement and product acquisition post-hospital stay.
Growth Strategy
Marketing
Sales & Business Development
Happy Valley Meat Company
Direct-to-Consumer Growth Strategy for Ethical Meat Retail
Happy Valley Meat Company operates as an innovative player in the meat industry, focusing on sourcing meat from small, ethical farms and providing it to high-end restaurants and food services. Its business model emphasizes traceability and sustainability, which differentiates it from competitors and creates a competitive moat. The company generates revenue through the sale of premium meat products, leveraging its reputation for quality and ethical practices. In the market, Happy Valley is perceived as a leader in the ethical meat movement, with a brand that resonates with both businesses and consumers who prioritize sustainable food sourcing.
The broader food industry is experiencing significant shifts, driven by increased consumer demand for transparency, sustainability, and ethical practices. Regulatory changes are pushing for more stringent compliance with sustainability standards, which aligns with Happy Valley's operational ethos. Technological advancements, such as enhanced supply chain tracking and digital marketing, provide new avenues for growth. However, the industry also faces competitive pressures from established meat companies that are beginning to adopt similar sustainability narratives, as well as plant-based and alternative protein producers drawing consumer interest away from traditional meat products.
The strategic importance of this moment for Happy Valley cannot be understated. The DTC market is rapidly evolving, with consumers increasingly purchasing meat products online. This shift presents an opportunity to establish a direct connection with end consumers, fostering loyalty and brand advocacy. The cost of inaction is significant, as competitors are quickly moving to capture this market segment. Failing to establish a strong DTC presence risks losing market share and diminishing the brand's influence in the retail sector.
Happy Valley faces several strategic pathways. It could heavily invest in digital marketing to drive online sales or focus on building partnerships with retail platforms. Each path has trade-offs: a digital focus may require significant upfront investment in technology and marketing expertise, while partnerships could dilute brand control. Leaders within the company may disagree on the prioritization of these options, balancing short-term financial performance with long-term brand positioning.
Strategic risks include potential misalignment of the DTC brand message with consumer expectations, logistical challenges in scaling operations to meet retail demand, and the possibility of not achieving the desired market penetration. Success concretely looks like a robust DTC channel with strong consumer loyalty, increased market share, and enhanced brand equity. The core decision revolves around designing a consumer acquisition and retention strategy that effectively engages target segments while maintaining operational efficiency and brand integrity.
This case is meaningful for students as it connects strategic marketing and growth planning with real-world business challenges. It requires the application of skills in digital marketing, consumer behavior analysis, and strategic planning, providing a dynamic learning experience that mirrors the complexities faced by modern businesses. Students will engage with decision-making processes that are critical in consulting, finance, and marketing roles, preparing them for careers where strategic thinking and adaptability are paramount.
Digital Marketing
Growth Strategy
Strategic Planning
Vurbalize
Designing an AI-Driven Lead Scoring & Qualification Framework
Vurbalize operates within the dynamic sectors of professional services and software & IT, offering AI-driven communication solutions. The company generates revenue through subscription models and bespoke client services, leveraging its advanced AI technology to optimize business communication and engagement. Its competitive advantage lies in its ability to integrate seamlessly with existing client systems, providing customized solutions that enhance operational efficiency. In the market, Vurbalize is perceived as an innovative leader capable of delivering high-quality, adaptive AI solutions that meet the evolving needs of businesses.
The industry landscape is experiencing significant transformations driven by technological advancements and changing customer behaviors. Companies are increasingly adopting AI to streamline operations and improve decision-making processes, with a growing emphasis on harnessing data for strategic insights. Regulatory changes also impact how data is managed and utilized, necessitating compliance and adaptive strategies. Competitive dynamics are intensifying as more players enter the market, each vying for differentiation through innovation and customer-centric offerings. These macro trends underscore the importance of strategic agility and technological prowess in maintaining a competitive edge.
This moment is strategically important for Vurbalize due to the rapid advancements in AI technology and the increasing demand for efficient lead qualification processes. As businesses seek to optimize sales and customer acquisition, the ability to leverage AI for precise lead scoring becomes a critical differentiator. Delaying action could result in missed opportunities and diminished market relevance as competitors leverage similar technologies to gain an edge. The urgency of this decision is amplified by the need to align technological capabilities with strategic objectives, ensuring that Vurbalize remains at the forefront of industry innovation.
Vurbalize faces several strategic pathways in developing its AI-driven lead qualification model. One option is to focus on enhancing existing algorithms to improve precision and adaptability. This approach emphasizes incremental innovation and risk mitigation, potentially sacrificing speed for accuracy. Alternatively, the company could invest in developing new models that leverage cutting-edge AI techniques, prioritizing speed and market impact over stability. Each path presents trade-offs between innovation, cost, and implementation complexity, with reasonable leaders differing on the optimal balance.
Strategic risks include potential inaccuracies in lead scoring, which could impact sales efficiency and customer satisfaction. There is also the risk of over-reliance on AI, potentially diminishing the role of human judgment in critical business decisions. However, the upside of successful implementation is substantial, with the potential to significantly enhance sales efficiency, improve customer targeting, and drive revenue growth. Success entails a well-integrated AI model that aligns with strategic goals, delivering actionable insights that empower sales teams and enhance customer acquisition strategies.
The core decision revolves around designing an AI model that effectively balances lead volume, fit to the ICP, and conversion likelihood. This involves selecting appropriate data inputs, developing robust scoring algorithms, and defining measurable outcomes that enhance sales efficiency. The case ultimately asks students to explore how AI can be leveraged to optimize lead qualification processes, delivering tangible business value through strategic data management and innovation.
This exploration is meaningful for students as it connects directly to real-world career skills in consulting, data science, and strategic management. Engaging with this challenge provides an opportunity to apply analytical thinking, strategic decision-making, and technological expertise to a complex business problem. It offers a practical understanding of how AI can drive operational efficiency and strategic growth, equipping students with the knowledge and skills necessary to excel in a rapidly evolving business landscape.
Data Management
Innovation
Iconically
Auction & Pricing Optimization for Flat-Fee + Commission Campaigns
Iconically operates at the nexus of media, retail, and technology, providing a platform that enables creators to connect with audiences through auctions. The company generates revenue primarily through a combination of flat fees and commissions on successful auctions. Its competitive moat lies in its ability to offer a uniquely tailored experience for both creators and buyers, underpinned by a sophisticated technology stack that supports seamless transactions and personalizes user experiences. In the market, Iconically is perceived as an innovator, with a reputation for integrating cutting-edge technology into its platform, though it faces competition from both established players and emerging marketplaces.
The industry landscape is shaped by several macro trends, including rapid technological advancements, increased regulatory scrutiny on digital transactions, and shifting consumer behaviors towards more interactive and value-conscious engagement. The competitive dynamics are intense, with new entrants leveraging innovative business models that challenge traditional auction paradigms. These forces demand that Iconically not only keeps pace with technological change but also anticipates and adapts to evolving market conditions.
This moment is strategically significant for Iconically as it seeks to capitalize on emerging opportunities in the digital marketplace. Recent changes in consumer behavior, driven by increased digital consumption and a preference for personalized experiences, present both a challenge and an opportunity. The cost of inaction could be substantial, leading to potential erosion of market share and diminished competitive advantage. Therefore, optimizing the auction model is crucial in maintaining momentum and ensuring sustained growth.
Iconically faces several strategic options: it can refine its existing pricing models, explore hybrid approaches that combine elements of flat fees and commissions, or adopt entirely new auction mechanisms. Each path carries its own set of trade-offs. For instance, while a hybrid model may offer flexibility, it could also introduce complexity in implementation and communication to users. Reasonable leaders may disagree on the optimal path, weighing short-term gains against long-term strategic positioning.
The strategic risks involve potential misalignment with user expectations, operational challenges in implementing new models, and the possibility of competitive response. Conversely, the upside includes improved win rates, enhanced creator satisfaction, and increased revenue streams. Success looks like a seamless integration of the new auction model, evidenced by measurable improvements in key performance indicators and positive stakeholder feedback.
The core decision revolves around designing an auction model that aligns with Iconically's strategic goals while being operationally feasible and market-responsive. Students are tasked with evaluating different auction structures, assessing their impact on key metrics, and developing a comprehensive playbook that provides clear recommendations.
This case is meaningful for students as it connects strategic theory with practical application, offering insights into consulting, financial analysis, and innovation management. It challenges them to navigate complex business scenarios, make informed decisions, and communicate effectively with diverse stakeholders, preparing them for real-world business leadership.
Data Management
Innovation
Reporting, Financial Planning & Analysis
Eternal Fleur
Propose a Corporate Social Responsibility for a High Growth Preserved Flowers Boutique
Eternal Fleur’s mission is simple. To create environmentally friendly, preserved floral arrangements for our customers to enjoy for four seasons or longer. Its brilliant team creates luxurious and long-lasting floral arrangements for your most memorable occasions. Their Four Season Roses and Flowers™ can last 365+ days or longer without any water or sunlight. Each arrangement is hand-crafted with one-of-a-kind packaging and responsibly sourced preserved flowers with Rainforest Alliance Certification.
Eternal Fleur is a proudly women-owned and operated business that recognizes consumer satisfaction as an earned relationship, as it inspires us to design and develop quality products. The company’s founders established Eternal Fleur intending to give back to the planet by instilling a broader awareness of environmental efficacy and financial responsibility. Its primary motivation has always been to spread useful knowledge and promote practical lifestyle changes that start anywhere from the home to the office.
We assume at Eternal Fleur that the floral industry contributes to world hunger and the misuse of land and resources. As we raise our seed round of funding, we would like to lead with research around the impact farming flowers has on the environment. Eternal Fleur needs your help building a better understanding of the floral industry on the environment. They also need help converting these insights into a creative corporate social responsibility plan, including the communication strategy through their marketing materials and website.
PS: Wondering how do these exquisite flowers last so long? Well, it’s glycerin, a natural ingredient often found in a bar of soap, which preserves the DNA of the product structure. Essentially, the less you touch your flowers, the longer they’ll live!
Corporate Social Responsibility
Marketing
Research & Development
GLANCE LED
Conduct a Manufacturing or Fabrication Location Analysis
GLANCE is a led ticker designed to show you your data how you want it. Due to the company's growth and high product demand, Glance is looking for a new contract manufacturer partner capable of high-quantity electronics manufacturing with a designed PCB board. Help the management team find the proper manufacturer, so the company can continue expanding.
About GLANCE: “Our team first met in undergrad and has since worked together as engineers and consultants in the tech space. We have worked with several Fortune 100 companies in the deep tech space as well. Overall our team has over 60 years of engineering experience. Designed by Investors, for Investors: We are active investors always checking Stock, REITS, Mutual Funds, Crypto, and NFT prices. We were constantly watching the apps and the market, determining when to buy or sell. And it was so draining. We decided to design GLANCE and eliminate the need for constantly opening the apps while still staying up-to-date on the current market prices. Now we have the world of finance, at a GLANCE.”
Growth Strategy
Operations
Operations
Purchasing, Logistics, Supply Chain
Coinsource
How would you grow Coinsource B2B Sales?
Since 2015, Coinsource has validated been able to validate the demand for easy-to-use Bitcoin ATMs for consumers. After validating the B2C model, in 2020, they launched a B2B approach, which enables enterprise customers worldwide to leverage their technology and infrastructure to own and operate their own network of Bitcoin ATMs. This turnkey Platform as a Service model makes Coinsource the go-to standard for Bitcoin ATMs.
According to Statista, there are nearly 15,000 Bitcoin ATMs globally; an estimated 6,000 are in the US alone. Bitcoin ATMs are growing 250% faster compared to the launch of traditional ATMs in the 1980s and 1990s. Coinsource anticipates over 100,000 Bitcoin ATMs within the next 3-5 years and aims to control that market.
Growth Strategy
Legal, Regulatory, Compliance
Marketing
Iconically
Product Expansion Strategy Beyond the Core Amazon-Seller Niche
Iconically operates at the intersection of media, retail, and software, offering a suite of innovative solutions that cater to a wide array of customers. The company generates revenue through its SaaS platforms, which provide scalable solutions for businesses, as well as through strategic partnerships with retailers and content creators. Iconically's competitive moat lies in its ability to integrate technology with user-centric design, delivering solutions that enhance customer engagement and operational efficiency. In the market, Iconically is perceived as a forward-thinking, agile player that adapts quickly to changing consumer preferences and technological advancements.
The industry landscape in which Iconically operates is shaped by rapid technological changes, evolving consumer behaviors, and increasing competition. The proliferation of digital platforms has transformed how consumers interact with brands, placing a premium on personalized and seamless experiences. Regulatory shifts, particularly in data privacy and security, also impact how companies operate and engage with customers. Moreover, competitive dynamics are intensifying, with both established players and new entrants vying for market share. To remain competitive, Iconically must navigate these trends while identifying opportunities for differentiation and growth.
This moment is strategically significant for Iconically due to several converging factors. The acceleration of digital transformation, spurred by recent global events, has created new opportunities for companies that can offer digital solutions at scale. Additionally, shifts in consumer behavior towards online and direct-to-consumer channels present an opportunity for Iconically to expand its reach. The cost of inaction in this rapidly evolving landscape is high; failure to adapt could result in missed opportunities and decreased market relevance. Therefore, exploring adjacency markets is not only timely but essential for sustaining Iconically's growth trajectory.
Iconically faces several strategic pathways, each with its own set of trade-offs. One option is to double down on its current markets, enhancing its existing offerings and deepening customer relationships. This approach minimizes risk but may limit growth potential. Alternatively, Iconically can pursue new adjacency markets—such as agencies and DTC brands—that align with its core competencies. While this path offers significant upside, it requires careful consideration of market entry strategies, competitive positioning, and resource allocation. Leaders may disagree on the balance between focusing on core markets versus exploring new ones, each path offering distinct advantages and challenges.
Strategic risks in pursuing new markets include potential misalignment between product offerings and market needs, resource constraints, and competitive responses. Success hinges on Iconically's ability to effectively adapt its solutions to meet the unique demands of new markets while maintaining its brand integrity. Concretely, success involves achieving measurable growth in market share, customer acquisition, and revenue within targeted segments. It also requires seamless integration of new market strategies with existing operations, ensuring strategic coherence across the organization.
The core decision at the heart of this case study revolves around identifying the most promising adjacency markets and defining the strategic requirements for successful expansion. Students are tasked with evaluating potential markets, determining necessary product and workflow adaptations, and formulating a strategic plan that ensures alignment with Iconically's growth objectives. This decision requires a nuanced understanding of market dynamics, competitive positioning, and strategic execution.
Exploring this strategic challenge is meaningful for students as it mirrors real-world business scenarios that involve complex decision-making and strategic planning. It offers a practical opportunity to apply skills in consulting, marketing, finance, and operations, bridging the gap between academic learning and professional application. By engaging with this case, students gain insights into the intricacies of strategic growth initiatives, preparing them for careers in dynamic and fast-evolving business environments.
Growth Strategy
Marketing
Strategic Planning
Groov
Go-to-Market Strategy for College Athletic Programs
Groov operates at the nexus of healthcare, sports, and technology, with a business model centered on the manufacture and sale of personalized performance insoles. These insoles are designed using advanced software that analyzes individual biomechanics to optimize athletic performance and mitigate injury risks. Revenue is generated through direct sales to consumers via an e-commerce platform and partnerships with sports teams. Groov's competitive advantage lies in its proprietary technology and its ability to customize products at scale, setting it apart from traditional insole manufacturers. The market perceives Groov as an innovative company with a strong commitment to enhancing athletic performance through personalized solutions.
In the broader industry landscape, several macro trends are shaping the future of sports equipment. There is a growing emphasis on personalized and data-driven products as athletes and teams seek to gain competitive edges. Regulatory changes, particularly those involving athlete safety standards, are driving demand for products that can demonstrably reduce injury risks. Additionally, technological advancements in manufacturing and data analytics are enabling companies like Groov to offer more sophisticated and tailored products. However, competitive dynamics are intensifying, with both established brands and new entrants vying for market share, making differentiation increasingly crucial.
Strategically, the timing for Groov's expansion into collegiate athletics is critical. The NCAA's recent policy changes, granting athletes more say in their equipment choices, present a unique opportunity for Groov to engage directly with this influential demographic. Failure to capitalize on this moment could result in lost market share to competitors who move more swiftly. Moreover, the integration of performance technology into sports is accelerating, and Groov must act decisively to maintain its leadership position.
Groov faces several strategic pathways. It could focus on direct partnerships with NCAA programs, emphasizing the performance and safety benefits of its insoles. Alternatively, it could engage in broader marketing campaigns targeting athletes directly, leveraging endorsements and testimonials. Each approach involves trade-offs in terms of resource allocation, market penetration speed, and brand positioning. Leaders may disagree on the best path, balancing immediate returns against long-term brand building.
The strategic risks include potential resistance from athletic departments concerned about costs or changes to existing vendor relationships. Success for Groov means securing partnerships with a significant number of collegiate programs, resulting in increased sales and brand recognition. It also involves navigating the complexities of institutional decision-making and proving the insoles' value to athletes and coaches alike.
The core decision revolves around designing a comprehensive strategy to penetrate the collegiate market effectively. This involves understanding the needs and constraints of athletic programs, crafting compelling messaging, and determining the most effective channels for engagement. The case challenges students to devise actionable strategies that can drive Groov's growth in this new market.
For students, this case is a rare opportunity to engage with a live, strategic challenge that combines elements of marketing, sales, and business development. It requires them to apply analytical skills, creativity, and strategic thinking to a complex, real-world scenario. The case provides a platform to explore the interplay between technology and sports, understand market dynamics, and develop strategies that can have a tangible impact on a company's growth trajectory.
Growth Strategy
Marketing
Sales & Business Development
Florida State University
The Case of Maxine Cramer
Maxine Cramer is a 24-year-old multiracial female who identifies as bisexual. She has three children all under the age of four - Joseph (3), Timothy (15 months), and Noa (6 months). Maxine is a single parent to all three children. She lives in public housing and receives government assistance, but it is not enough to cover all of their expenses. Maxine tried to work multiple jobs to earn the money they needed to survive, but had difficulty finding consistent, reliable, affordable daycare. After Joseph was born, Maxine turned to sex work. She has three long-term customers that are all married men. Maxine’s mother, Joanne, recently learned of Maxine’s occupation. She is concerned for the safety of her grandchildren especially because one of the men visits Maxine at the home. Without talking to Maxine, Joanne decides to report her daughter for child neglect and endangerment.
Case Management
Economic Development, Work and Occupations
Facilitation, Mediation, Conflict Resolution
Individual and Family Advocacy
Vurbalize
Ethical & Responsible AI Policy for Sales Engagement
Vurbalize operates at the intersection of technology and customer service, offering AI-powered solutions that drive personalized engagement. The company generates revenue through a subscription model, providing clients with access to its suite of AI tools designed to enhance customer interactions. Vurbalize's competitive moat lies in its proprietary algorithms that deliver superior customer insights, enabling businesses to tailor their services effectively. The company is perceived as a leader in the AI-driven engagement space, known for its innovation and customer-centric approach.
The industry landscape is rapidly evolving, influenced by technological advancements and changing regulatory requirements. AI and machine learning have revolutionized customer engagement, offering unprecedented opportunities for personalization and efficiency. However, these technologies also raise significant ethical concerns, particularly related to data privacy, transparency, and algorithmic bias. Regulatory bodies worldwide are increasingly scrutinizing AI applications, pushing for greater accountability and ethical standards. Additionally, customer expectations are shifting, with increasing demand for transparent and fair AI practices.
This moment is strategically important for Vurbalize due to the growing focus on ethical AI practices and upcoming regulatory changes. As governments implement stricter regulations on data privacy and AI usage, companies must proactively address these concerns to avoid legal repercussions and reputational damage. The cost of inaction could be significant, potentially resulting in loss of customer trust, legal penalties, and competitive disadvantage. Vurbalize must act swiftly to align its AI practices with ethical standards and regulatory expectations.
Vurbalize faces several strategic pathways in addressing these challenges. One option is to enhance its existing AI systems with improved transparency and bias mitigation features. This path involves investing in research and development to refine algorithms and ensure compliance with ethical standards. Alternatively, Vurbalize could focus on developing comprehensive policies and training programs to educate stakeholders on ethical AI usage. Each path presents trade-offs, such as balancing innovation with regulatory compliance and managing resource allocation effectively.
The strategic risks associated with this initiative include potential technical challenges in developing unbiased AI systems and the risk of misalignment between policy development and implementation. Success for Vurbalize involves establishing itself as an industry leader in ethical AI, characterized by robust policies that enhance customer trust and ensure compliance. This requires clear communication of ethical standards, effective stakeholder engagement, and continuous monitoring of AI systems to address emerging concerns.
The core decision at hand is the design of a comprehensive ethical framework for AI-driven customer engagement. This involves determining the appropriate balance between automation and human oversight, ensuring transparency in AI operations, and addressing potential biases in algorithmic content. The case ultimately asks students to develop a set of policies and guardrails that uphold ethical standards while enabling Vurbalize to maintain its competitive edge.
Exploring this case is meaningful for students as it provides insights into the strategic challenges of integrating ethics into business operations. It develops skills relevant to consulting, policy development, and strategic decision-making, emphasizing the importance of ethical leadership in today's tech-driven world. By engaging with this case, students gain a deeper understanding of the complexities of AI ethics and the impact of these considerations on organizational success and reputation.
Corporate Social Responsibility
Legal, Regulatory, Compliance
SUNY Potsdam
Designing a Culturally Responsive Art Curriculum Integrating Traditional Beading and Weaving (Exemplar: Curriculum Design)
Educators are increasingly called upon to design culturally responsive curricula that honor Indigenous knowledge systems while meeting contemporary educational standards, fostering student engagement, and integrating reflective, portfolio-based assessment. However, many teachers lack concrete models for how to responsibly integrate traditional cultural practices—such as beadwork and weaving—into formal classroom instruction without reducing them to surface-level activities or disconnected craft projects.
At the same time, instructional design students and pre-service educators often struggle to demonstrate how culturally grounded curriculum design can be structured, assessed, and documented in ways that are academically rigorous, standards-aligned, and transferable to real classroom settings. While lesson plans may exist in isolation, fewer exemplars show how multi-week units, formative and summative assessments, reflective practice, and portfolio documentation can be woven together into a coherent instructional system.
This case addresses the opportunity to design a complete, culturally responsive art curriculum that integrates Haudenosaunee beadwork and weaving traditions into a structured, multi-unit learning experience. The project demonstrates how Indigenous art practices, collaboration with cultural experts, hands-on making, reflection, and digital portfolio development can be intentionally scaffolded into a standards-aligned instructional product ready for classroom implementation—while also serving as a durable exemplar for future educators and instructional designers.
Education Quality and STEM Education
Innovation
Organizational Culture
Product Design & Development
Research, Analysis, Evaluation
Training & Development
Tucson Hebrew Academy
Civic Superstars: Designing a Youth Mentorship Event for Aspiring Changemakers
Leadership isn’t just for adults—it’s a skill that can and should be nurtured early in life. But many middle school students lack exposure to youth mentors who reflect their energy, potential, and lived experiences. Civic participation, advocacy, and public speaking can feel intimidating without relatable role models or hands-on practice.
This case study challenges students to conceptualize and pilot a one-day “Civic Superstars” mentorship event, where high school and college students mentor middle schoolers in leadership, advocacy, and project planning. Hosted in partnership with local educational and community institutions such as the Tucson Hebrew Academy and Tucson JCC, the program should blend inspiration, interactivity, and skill-building into a vibrant civic experience.
The outcome is not just an event—it’s a movement to cultivate the next generation of civic-minded leaders by equipping them with the tools, stories, and confidence they need to make a difference.
Community Organization and Social Action
Public Administration
Training & Development
Happy Valley Meat Company
Sustainability & Animal Welfare Measurement Framework
Happy Valley Meat Company operates with a business model centered around ethical meat sourcing, focusing on transparency and quality assurance from farm to table. The company generates revenue by supplying high-quality meat products to restaurants, retailers, and direct consumers. Its competitive moat lies in its commitment to sustainability and animal welfare, which differentiates it from many competitors in the meat industry. Happy Valley is perceived as a forward-thinking, responsible company, which enhances its appeal to increasingly conscientious consumers.
The broader industry landscape is undergoing significant shifts driven by regulatory changes, technological advancements, and evolving consumer preferences. Regulatory bodies are imposing stricter sustainability requirements, pushing companies towards greater transparency in their operations. Technological innovations, particularly in data analytics, are enabling more precise tracking and reporting of sustainability metrics. Meanwhile, consumers are becoming more discerning, prioritizing ethical sourcing and environmental impact in their purchasing decisions. These macro trends create both challenges and opportunities for Happy Valley Meat Company as it seeks to maintain its competitive edge.
This moment is strategically important because the convergence of regulatory and consumer pressures necessitates immediate action. Delaying the development of a comprehensive sustainability framework could result in competitive disadvantages and potential regulatory penalties. On the other hand, proactively addressing these demands positions Happy Valley as an industry leader, potentially capturing greater market share and strengthening consumer loyalty.
The strategic options available include developing an in-house framework or partnering with external experts for its creation. An in-house approach allows for greater control and alignment with existing business practices but may require significant time and resource investment. Partnering with external experts could expedite the process and bring in specialized knowledge, but it might also limit customization and increase dependency on third parties. Stakeholders within the company may have differing opinions on the optimal path forward, creating a need for careful consideration of trade-offs.
Strategic risks include potential misalignment between the framework's capabilities and stakeholder expectations, as well as the risk of implementation challenges that could delay its effectiveness. Success is defined by the creation of a credible, transparent, and actionable framework that meets regulatory standards and enhances consumer trust. This involves setting clear, measurable objectives and ensuring that the framework is adaptable to future industry changes.
The core decision revolves around the design and implementation strategy of the sustainability framework. The question at the heart of this case study is how Happy Valley Meat Company can best develop a system that balances immediate regulatory compliance with long-term strategic goals.
This case is meaningful for students as it intersects critical business domains such as data management, sustainability, and strategic planning. It provides an opportunity to apply theoretical knowledge in a practical setting, fostering skills that are highly valued in consulting, operations, and sustainability roles. Engaging with this case prepares students for the complexities of real-world decision-making, where strategic foresight and adaptability are paramount.
Data Management
Sustainability & ESG
Tribeca Macadamia Nut Project
Implementation of Whole Foods Distribution Strategy
The Tribeca Macadamia Nut Project is a macadamia nut farm located in state of Rio in Brazil. We are pleased to introduce our new product, Tribeca Macadamia Nut Milk, which is a dairy-free alternative milk made from high-quality macadamia nuts grown on our farm. We are looking to enter the US market and sell our product in Whole Foods stores. Our Tribeca Macadamia Nut Milk is a delicious, creamy, and nutritious alternative to dairy milk. It is rich in healthy fats, vitamins, and minerals, and is low in calories and carbohydrates. Our macadamia nuts are carefully selected, roasted, and ground to make a smooth and silky milk that is perfect for baking, cooking, or enjoying on its own. Our product is vegan, gluten-free, and non-GMO.There is a growing demand for plant-based milk alternatives, and macadamia nut milk is gaining popularity due to its unique taste, health benefits, and versatility. Whole Foods is a leading retailer of natural and organic foods, and our product aligns well with their values and target market. We believe that there is a significant opportunity for our product to succeed in Whole Foods stores.
Growth Strategy
Marketing
Operations
Purchasing, Logistics, Supply Chain
Sales & Business Development
Interfaith Community Services (ICS)
Strategic Volunteer Recruitment & Retention Plan for ICS Help at Home Expansion
Interfaith Community Services (ICS) is one of Tucson’s largest and most trusted nonprofits, with a mission to help individuals and families achieve stability and independence. Among its core programs, Senior & Disability Services (“Help at Home”) enables older and disabled adults to live safely and independently at home through services like wellness calls, friendly visits, transportation, meal delivery, light yard work, and administrative assistance.
While ICS has a strong volunteer base—many from its 120+ partner faith communities—volunteer availability is uneven across geographies and service types. Demand is growing fastest among Spanish-speaking seniors and those living on Tucson’s South Side, yet these communities remain underrepresented in ICS’s current volunteer reach.
At the same time, ICS is exploring ways to make volunteering more flexible, appealing to a broader range of community members, including younger volunteers and bilingual helpers, and expanding beyond Monday–Friday to include Saturdays. The organization sees a need for a comprehensive, forward-looking recruitment and retention strategy that balances volunteer supply with geographic and programmatic demand—particularly for Help at Home services—while sustaining engagement over time.
This project will give students the opportunity to design a strategic plan to grow and diversify ICS’s volunteer base, leveraging data, community insights, and targeted outreach approaches to ensure the organization can meet current and future service needs.
Community Organization and Social Action
Data Management
Growth Strategy
Market Research
Marketing
Operations
Organizational Culture
Public Administration
Strategic Planning
Dave's Sweet Tooth
Subscription Models for Gourmet Food Brands
Dave's Sweet Tooth operates as a premium confectionery brand specializing in handcrafted toffee. The company generates revenue through direct-to-consumer online sales and partnerships with select retail outlets. Its competitive edge lies in the quality and uniqueness of its products, which are perceived as superior to mass-produced alternatives due to their artisanal crafting and use of high-quality ingredients. The brand enjoys strong customer loyalty, attributed to its consistent delivery of exceptional taste and innovative flavors.
The food and beverage industry is undergoing significant transformations driven by changing consumer preferences and technological advancements. There is a growing demand for personalized and convenient purchasing experiences, reflected in the rise of subscription models across various sectors. Regulatory shifts towards transparency and sustainability are also influencing consumer choices, prompting companies to adapt their offerings and operations accordingly. In this competitive landscape, Dave's Sweet Tooth must navigate evolving customer expectations while maintaining its brand integrity and quality standards.
Strategically, the timing to explore subscription models is opportune as consumer behavior increasingly favors convenience and personalization. The subscription model aligns with these trends, offering customers the ease of regular deliveries and the excitement of discovering new flavors. However, the cost of inaction could result in missed opportunities to capitalize on these trends and strengthen customer engagement. Competitors who successfully implement similar models may capture market share and erode Dave's Sweet Tooth's competitive advantage.
The company faces several strategic paths, each with its trade-offs. Pursuing a subscription model could lead to increased customer retention and predictable revenue streams. However, it requires significant investment in marketing, logistics, and possibly product development. Alternatively, focusing on expanding existing retail partnerships might offer immediate revenue growth but could limit direct customer interactions. Leadership may differ on the emphasis between maintaining product exclusivity and pursuing broader market reach.
Strategic risks include potential overextension of operational capacity, dilution of brand exclusivity, and misalignment with customer preferences. Success concretely looks like a well-subscribed program that enhances customer loyalty, increases average order value, and maintains the brand's premium positioning. The subscription model should deliver financial returns that justify the initial investment and operational adjustments.
The core decision revolves around designing a subscription offering that resonates with the brand's identity while meeting customer expectations. Students must address questions related to product selection, pricing, marketing strategies, and operational feasibility. The challenge lies in crafting a solution that balances these elements to deliver a viable and sustainable business model.
This strategic exploration is meaningful for students as it mirrors real-world challenges in consulting, marketing, and operations. It requires a blend of creativity, analytical thinking, and decision-making under uncertainty, preparing students for dynamic business environments.
Entrepreneurship
Marketing
Operations
True Religion
Developing a Customer-Centric Supply Chain Strategy for True Religion
As part of its revitalization efforts, True Religion aims to become more customer-centric by reorienting its supply chain strategy. The challenge is to design a supply chain that reflects and responds to customer needs, streamlining processes and policies to enhance customer experience. To achieve this, True Religion needs to assess its current supply chain, evaluate customer expectations, and identify ways to integrate customer feedback into supply chain planning.
This project invites students to develop innovative solutions that align supply chain agility with the brand’s mission and product offerings. Success will be measured by True Religion’s ability to reduce turn-around times, optimize inventory, and meet eCommerce demands effectively.
Operations
Purchasing, Logistics, Supply Chain
Noodle
Introducing Noodle Co-Op: Scalable, Cost-Effective Co-Op Programs for Universities
In today’s competitive higher education landscape, institutions are seeking innovative ways to attract, retain, and prepare students for meaningful careers. Noodle Co-Op, powered by CapSource, is a cutting-edge solution designed to help universities integrate Northeastern-style co-op programs in a scalable, cost-effective way.
This technology + services solution allows institutions to provide students with structured, career-focused experiences that enhance their education and improve post-graduate outcomes. With CapSource’s flexible workflow technology and extensive industry network, schools can embed career exploration and hands-on learning into their academic programs—without the heavy infrastructure costs and administrative burdens typically associated with co-op models.
True Religion
True Religion Case Assessment Library serve as a dynamic tool to engage next-generation talent, foster deeper brand understanding, and create meaningful career pathways. Given True Religion's focus on authenticity, culture, and premium craftsmanship, the library aligns perfectly with our brand’s evolving strategy.
True Religion has successfully positioned itself at the intersection of fashion, culture, and commerce. The brand is known for its iconic denim, bold designs, and commitment to staying connected with younger audiences through collaborations and culturally relevant partnerships. This case library extends this connection by allowing students and emerging professionals to explore business challenges, from managing fashion trends to revitalizing brand presence across retail and e-commerce channels.
Additionally, as True Religion emphasizes accessibility while maintaining premium appeal, this case library is designed to educate participants about the brand’s mission to democratize fashion without losing its essence. By involving young talent in problem-solving exercises around real scenarios—such as expanding activewear lines or leveraging nostalgia-driven marketing—True Religion is identifying individuals who align with its values and brand vision. This process not only strengthens brand loyalty but also helps the company tap into new, creative minds to fill roles that resonate with both the brand’s heritage and future ambitions.
Ultimately, this initiative would contribute to True Religion’s growth by providing participants with a hands-on introduction to the business. This library serves as a recruitment pipeline, inviting those who excel in these challenges to find fulfilling full-time roles within the company, thereby aligning talent development with the brand’s ongoing strategy to solidify its presence in the fashion world
Clark University
Clark University is deepening its industry partnerships and enhancing the flexibility of its business school faculty by converting previous projects into case studies. These case studies are designed to be utilized in asynchronous courses, providing students with real-world business challenges that can be tackled independently. By repurposing past projects, the university aims to offer students practical learning opportunities that align with current industry needs while allowing faculty to integrate these resources seamlessly into their curricula.
Digital Marketing
Entrepreneurship
Growth Strategy
Marketing
Operations
Talent Management
Jewish Philanthropies of Southern Arizona
The Importance of Civic Engagement for JPSACivic engagement is essential for JPSA because it strengthens the Jewish community’s role as an active, contributing force in broader society. By engaging in civic initiatives, JPSA can foster meaningful relationships with diverse communities, advocate for shared values, and ensure that Jewish voices are heard in critical conversations about policy, social justice, and communal well-being.JPSA’s involvement in civic engagement promotes leadership development among young professionals, empowering them to become informed and proactive citizens who can advocate for issues that impact both the Jewish community and society at large. By participating in civic projects, JPSA members gain hands-on experience in coalition-building, public service, and social impact—skills that not only benefit their personal and professional growth but also contribute to the resilience and influence of the Jewish community.Moreover, civic engagement aligns with Jewish values such as tikkun olam (repairing the world) and tzedek (justice), reinforcing JPSA’s commitment to ethical leadership and social responsibility. Through strategic partnerships, volunteer initiatives, and advocacy efforts, JPSA can help address local and national challenges, strengthen interfaith and intercultural collaborations, and enhance the visibility of Jewish leadership in civic life.By prioritizing civic engagement, JPSA positions itself as a bridge between the Jewish community and broader social movements, ensuring that Jewish perspectives and concerns are integrated into the collective efforts to build a more just, inclusive, and equitable society.
Child Welfare
Community Organization and Social Action
Corporate Social Responsibility
Operations
Organizational Culture
Montclair State University
Montclair State University is deepening its industry partnerships and enhancing the flexibility of its business school faculty by converting previous projects into case studies. These case studies are designed to be utilized in asynchronous courses, providing students with real-world business challenges that can be tackled independently. By repurposing past projects, the university aims to offer students practical learning opportunities that align with current industry needs while allowing faculty to integrate these resources seamlessly into their curricula.
Plum Borough School District
Real-World Industry Challenges to Explore Careers & Skills
Understanding different careers isn’t just about reading job descriptions—it’s about experiencing the kinds of challenges professionals face in the real world. The Career Exploration Case Study Library is designed to immerse you in authentic industry scenarios, exposing you to the language, skills, and problem-solving approaches used by professionals in various fields.
Each case study places you in the role of a decision-maker within an industry, helping you explore career paths by tackling real business challenges, analyzing data, and developing critical thinking skills.
What You’ll Gain from the Case Studies:value=
Corporate Social Responsibility
Entrepreneurship
Marketing
Operations
Organizational Culture
Product Design & Development
Purchasing, Logistics, Supply Chain
Reporting, Financial Planning & Analysis
Sales & Business Development
Software Design & Development
Talent Management
Spill the Honey
The "Spill the Honey Civic Engagement Projects" are designed to foster meaningful dialogue, promote social justice, and strengthen community bonds through a variety of innovative and impactful initiatives. These projects, such as building community art installations, facilitating Shabbat dinners that explore shared history, and organizing event series to promote dialogue between Black and Jewish communities, aim to empower participants to take action and advocate for positive change. Each project offers hands-on experiences that encourage collaboration, education, and the celebration of shared cultural values
Long Island University C.W. Post (LIU Post)
The Long Island University Business Case Library offers a collection of case studies focused on real-world business challenges and innovations. These cases, such as the "3DWooW Case Study" and "Postum's Fork in the Road," are designed to help students explore strategic decision-making, technological innovation, and the complexities of business management. By engaging with these case studies, students can enhance their understanding of business concepts and prepare for the dynamic challenges they will face in their professional careers.
Solé Bicycles
Solé Bicycles' Small Business Case Library, available through CapSource, offers a curated collection of real-world business challenges and scenarios faced by Solé Bicycles, a company known for its stylish and affordable bicycles. This resource is designed to engage students and emerging professionals in practical problem-solving, providing insights into the operations, marketing strategies, and growth initiatives of a small business in the competitive bicycle industry. By working through these cases, participants can develop a deeper understanding of the complexities involved in running a small business and gain valuable experience that can be applied to their future careers.
Sources
University of Arizona
The University of Arizona Case Library focuses on ethical dilemmas and challenges faced in various professional settings. These case studies are designed to help students critically analyze complex situations, explore ethical decision-making processes, and apply theoretical knowledge to real-world scenarios. By engaging with these cases, students can develop a deeper understanding of ethical principles and prepare themselves for the ethical challenges they may encounter in their professional careers.
Claremont Graduate University
The Claremont Graduate University Cybersecurity Case Library offers a collection of case studies that address critical issues in cybersecurity, with a focus on real-world challenges such as cyberbullying and child online safety. These cases, like "Lost in the Digital Playground," provide students with opportunities to analyze and develop solutions for complex cybersecurity problems, equipping them with the knowledge and skills needed to protect vulnerable populations in the digital world. The library is designed to enhance students' understanding of cybersecurity and prepare them for ethical decision-making in their professional careers.
Desert Unity Project
As part of the Desert Unity Project, you’ll have the opportunity to design and lead a meaningful community impact project that brings people together, celebrates our shared values, and addresses real needs in Tucson.
To help spark your creativity and give you a head start, we’ve built this library of civic engagement challenges. These are project ideas you can use as-is, adapt, or build upon—designed in partnership with local organizations supported by Jewish Philanthropies of Southern Arizona (JPSA).
Each challenge represents a real issue or opportunity in our city—from inclusion and aging to interfaith solidarity and cultural celebration. These projects are designed to:
- Foster collaboration across communities
- Address local needs with compassion
- Build your skills in leadership, design, and communication
- Deepen your connection to Jewish values like tikkun olam (repairing the world) and tzedek (justice)
How to Use the Library
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Explore: Browse the projects. You’ll find ideas related to art, service, education, food, wellness, advocacy, and more.
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Reflect: What speaks to you? What community issues matter most to you?
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Choose or Customize: Pick a challenge that inspires you—or modify one to fit your vision and talents.
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Build Your Team: Work with peers, mentors, and local partners to shape and carry out your project.
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Make It Real: You’ll turn your idea into action and present your impact at the end of the program.
Why are these Great Project?
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Rooted in Community – Does it respond to a local need?
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Culturally Respectful – Does it uplift the diverse identities of Tucson?
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Collaborative – Are you working with others meaningfully?
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Creative – Does it bring a fresh idea or approach?
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Impactful – Will it leave a mark beyond this moment?
You are not just students—you are changemakers, connectors, and community builders. Let these challenges be your starting point. Tucson is your canvas. Your values are your guide. Let’s build something beautiful together.
Community Organization and Social Action
Entrepreneurship
Innovation
International Affairs
Strategic Planning
CapSource Technologies
CapSource OpenCases are up-to-date open innovation challenges based on completed Capstone Projects and Live Cases that we previously coordinated for our 150+ university partners. Each of these plug-and-play “Case Studies” is based on a real organization with a real challenge and can be used as an engaging context for homework, group projects, or class discussions.
Florida State University
The Florida State University College of Social Work Case Library provides a collection of case studies designed to help students explore various professional areas within social work. These cases are specifically created to prepare students for real-world social work projects and clients by offering practical scenarios that simulate real challenges. Each case focuses on different aspects of social work, allowing students to deepen their understanding and develop the skills necessary for their future careers in the field.
SUNY Potsdam
The Instructional Design and Education Technology Case Library serves as a living repository of assignment-driven learning experiences, exemplary student work, and applied instructional design practice emerging from SUNY Potsdam’s graduate programs in Educational Technology, Instructional Design, and Curriculum & Instruction.
The library is intentionally designed to address a persistent challenge in higher education: preserving institutional learning, pedagogical insight, and high-quality student outcomes beyond the lifecycle of a single course, LMS instance, or faculty tenure. Rather than functioning as a static portfolio gallery, the library curates complete learning design cases that document both process and product—including assignment context, design decisions, timelines, iterations, assessment criteria, and final deliverables.
Cases in the library span culminating project work, practicum and internship experiences, professional development workshops, curriculum design initiatives, and emerging learning technology projects (including AI, XR/VR, podcasting, and digital media). Each case is structured to be instructionally reusable, enabling future students to understand how exemplary work was created—not just what the final artifact looks like.
Instructional Uses
The library supports multiple instructional use cases, including:
- Scaffolding complex, multi-week projects
- Providing exemplars without undermining student originality
- Supporting mentoring and peer-to-peer learning across cohorts
- Building durable institutional memory that resists digital decay
- Showcasing applied instructional design practice to external partners and employers
Over time, this library is intended to grow into a center of excellence for learning design—authored by students, curated by faculty, and accessible to educators, institutions, and collaborators seeking models for authentic, reflective, and technology-enabled teaching and learning.
Data Management
Education Quality and STEM Education
Information Technology (IT)
Innovation
Product Design & Development
Research & Development
Research, Analysis, Evaluation
Technology Commercialization
Training & Development
Social Venture Partners Tucson
Lend your talent, expertise, and experience to drive community-level change through direct work with the organizations in our 2Gen Collaboration. The cornerstone of our capacity-building work is delivering multi-year commitments of financial and human capital for our Nonprofit Partners. Over the duration of our multi-year commitment to each nonprofit, SVP A-teams complete projects in a variety of areas such as strategic planning, board development, marketing, human resources, policy development, financial management, and more. Our A-Team work is designed to stabilize, strengthen and scale nonprofits to deliver results. Timeframe: Short and long-term options available, projects available year-round. Advisory Teams and strategic projects build the capacity of each nonprofit in the 2Gen Collaboration to better serve individual agency clients and the greater vision of 2Gen, a community of nonprofit programs and resources that support and uplift whole families. SVP creates lasting change in our community through relationship building, strategic project work, coaching, and working side-by-side with fellow SVP Partners and nonprofit leaders.