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“MDCM, Inc. (B): Strategic IT Portfolio Management” examines the steps involved in developing a portfolio of IT projects aligned with a company's strategic objectives. Specifically, the case describes a situation where a firm has launched a transformation strategy but has yet to develop a complementary IT strategy. Students must select the optimal portfolio of projects aligned with the strategic objectives and define the global project execution strategy. The projects have both risks and dependencies. U.S.-based MDCM, Inc. specializes in medical device contract manufacturing and assembly. For the past five years, MDCM had grown by making more than twenty acquisitions of companies based outside the United States. This growth strategy enabled MDCM to better match its services to its customers, who had become larger and more global. In MDCM (A), the CIO of MDCM needed to determine the company's IT strategy and objectives. In doing so, he needed to ensure that they were properly aligned with the company's overall strategy and the new organization developed under an initiative called Horizon 2000. In a lecture prior to the cases, students should be introduced to the framework of IT portfolio management and how it can help focus IT efforts. In MDCM (B), the CIO has performed an audit of MDCM's IT and found twelve projects that are potential investment candidates for the next three years. The challenge for the IT Portfolio Management team is to identify the priority and appropriate sequence of investments to be made. The case assumes that students have knowledge of corporate IT. More specifically, the case is targeted for those who are or plan to become executives who would manage IT strategy and IT investment decisions either directly or in an oversight role. This case is the second in a series; the first is the case “MDCM, Inc. (A): IT Strategy Synchronization.”

For this case, students create a portfolio management process and apply it to the IT project portfolio of a global manufacturing company. Students will learn how to balance risk and return of projects and short-term vs. long-term wins. They also create an activity network diagram, stressing the importance of understanding global resource constraints and execution timing. Students also learn the nuances of portfolio selection, e.g., outsourcing decision making and build vs. buy for a global firm.

Mergers and acquisitions (M&A) are often very complex management endeavors. Analyzes the IT component of M&A for two financial institutions. Students are tasked with assisting Mike Farrell, the CIO of New Millennium Financial (NMF), a new company created through the merger of FinStar Financial and D&L Bank, in determining the optimal combined IT portfolio. To accomplish this task the strategic business objectives of the firm must be clearly understood and the IT projects in the pipelines of both institutions analyzed. Students must make an IT portfolio management decision and answer the question: What is the optimal IT strategy and project portfolio for NMF?

To apply a framework to manage a company's IT portfolio, i.e., understand the company's strategic context, develop business objectives that align with its strategy, assess IT investments, and develop a portfolio of IT projects that support the objectives. The framework is iterative, i.e., IT investments are assessed on a regular basis based on their performance and risk/return tradeoffs. Also to introduce a leading Web-based tool, ProSight, that helps managers organize IT portfolios.

“MDCM, Inc. (A): IT Strategy Synchronization” examines the issues of formulating an IT strategy and a set of IT objectives aligned with corporate strategy. Specifically, the case describes a firm that has grown rapidly through global acquisitions. As a result of these acquisitions, the new conglomerate is not responsive to the competitive environment. The firm has therefore launched a new transformation strategy called Horizon 2000, but it has yet to develop a corresponding IT strategy. Students solve Case A by applying the management by business objective framework and develop an executive-level IT strategy for the firm. This case is the first in a series; the second is the case “MDCM, Inc. (B): Strategic IT Portfolio Management.”

The objective of the case is to have students analyze a firm's strategy and define the IT objectives for the firm. A key takeaway is that IT objectives should be systematically linked to corporate strategy. Students learn a framework and process for aligning IT objectives with business strategy. The framework consists of mapping corporate strategy to business objectives, to overall IT strategy, and finally mapping to specific IT objectives.

In May 2009 the Office of the Chief Actuary for the U.S. Social Security Administration projected that by 2016 the Social Security Trust Fund would begin to spend more money than it took in through tax revenue. Further, by 2037 the balance in the Trust Fund would be down to zero, necessitating cuts in benefits to retirees. The U.S. Social Security system thus faced a long-term financial problem that needed to be addressed sooner rather than later. The experience of other countries in reforming their own systems of old-age insurance might provide some guidance for U.S. policymakers as they attempt to deal with the long-run fiscal challenges facing the U.S. Social Security system. This case focuses on reforms of old-age insurance systems in three countries: Australia, Mexico, and Sweden.

This case gives students the opportunity to debate the variety of approaches that could be used to reform the U.S. Social Security system. It also gives insight into how countries around the world have structured their old-age insurance systems.

Marketing

Primary target: Marketing and communications undergraduate students, especially coming from emerging countries. Secondary target: MBA students studying Principles of Marketing, Integrated Marketing Communications (a similar version of this case, has been used for the MBA students at Yeditepe Univ. Istanbul, Turkey in the “Strategic Marketing and Management” course. The submitted case is an expanded version, with the 2008 crisis data added, as well as being tailor-made for the Emerald Emerging Markets Case Studies).

Global brands are all around us but the true winners are global brands with a local touch in every market they operate. However, this is easily said than done. This case looks into a well-known global carbonated drinks brand in Turkey and what it has done to become a true global brand with a local touch, especially at hard times when the country was facing a major economic crisis in 2001, and then later in 2008 during the global crisis. In this case, we see how this international brand reacted under these harsh circumstances, what they have done to be able to move closer to the hearts of Turkish consumers. We also see the importance of continuation of marketing and communication efforts for brands when economic conditions are not so good. Consumers are quick to respond to brands which keep talking to them, keeping the dialogue channels open and give those brands credit long after the crisis is over. Brand M sets a good example in this regard, showing how research can be used for setting tangible measures. The questions posed: How could market research help an international brand to move closer to its local customers? How should international brands act when economic conditions are not that promising? How could a brand be built upon learned knowledge in one economic crisis to the other? The case tries to answer these questions based on an emerging country experience, showing ways of becoming a global brand with a local touch.

To show the importance of branding and market research findings for an international brand while operating in a local market. Although it is iterated that consistent, continuous and sustainable communication is important for brand's marketing, in general advertising budgets are the first to be cut when economic trouble sets in. This case will help in showing that brands which choose to continue advertising during economic crisis actually make long-term marketing investments and this will be exhibited with the help of market data obtained from an emerging country. The case also sets an example on how the message given should be adopted to the current economic conditions. To simulate difficulties of being an international brand with a local touch. Although it is common knowledge that decision-making in business life is crucial for the continuation of business, we do not come across many cases showing us volatile market conditions, coupled with drastic changes taking place in the economy overnight. This case sets out to do that, based on an emerging country example. On the other hand, 2008 global economic crisis showed us all that today's global managers should be better prepared for such sudden changes wherever they may be based.

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