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Recognize the interest groups of the business as stakeholders and shareholders. Understand the role of strategic corporate social responsibility (CSR) in attaining competitive advantage for the firm. Apply the techniques of financial statement analysis such as common-sized financial statements and ratio analysis. Analyze the overall financial position of the company such as its liquidity, solvency and profitability position. Evaluate the appropriateness of various CSR activities given the size of the company, its business model and financial position. Create a suitable CSR policy draft incorporating the critical elements of a CSR policy that enables the firm to operationalize it and fulfill the disclosure norms.

The management of Ball Industry Limited (BIL) had overlooked the mandatory requirement of CSR policy formulation. The company had not yet spent anything on CSR since the regulation had come into force. The company’s financial position was not healthy. Still, it fell under the regulatory clause as a borderline case and must spend 2% of its average three years’ profit on CSR activities. The company had previously ignored the requirement of formally drafting a CSR policy and deciding about the actions it might want to carry out. Now that the regulator had started sending show-cause notices to several companies who had not yet begun CSR, BIL was under immense time pressure to draft its CSR policy and initiate the relevant CSR activities. Emily, the chief operating officer of BIL, was assigned the task of preparing the blueprint of the CSR policy of the company and made it available for discussion in the upcoming meeting. The task at hand was to formulate a sound CSR policy under the constrained financial state considering its strategic planning, including the SWOT analysis, competitive environment and the overall general market and economic conditions. She submitted that rather than a vanilla CSR activity, strategic CSR would support the firm to differentiate itself from competitors. She was struggling to formulate a CSR strategy that could achieve both economic and social goals.

The case will be most suitable for use in undergraduate and graduate courses.

Teaching notes are available for educators only.

CSS 1: Accounting and finance.

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

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

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

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

Teaching notes are available for educators only.

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

CSS 3: Entrepreneurship.

By late March 2014, the ridesharing company Uber was on a roll, rapidly expanding service to untapped markets and gaining new, enthusiastic customers, as well as a few vocal and visible detractors. Uber’s innovative organization of the supply-demand matching process produced eager customers who recruited others. Buzz marketing and aggressive recruitment of drivers augmented growth.

This case presents Uber as an example of a middleman adding real value for consumers and upstream suppliers (limo drivers). Unlike Tesla, which battled to sell cars directly to the public, Uber created value by adding a layer between limos and prospective riders, organizing the market for convenience and transparency for both sides. Where Uber stirred up the competitive equivalent of a hornet’s nest was with expansion from the livery car market into the taxi service market with UberX. The material allows for a lively discussion around disruptive digital technology and the firm’s business model.