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Marketing-managing customer relationship, market positioning, target marketing, product strategy, distribution, retailing and supply chain management, integrated marketing communications.

Undergraduate and graduate students in international marketing; business administration; strategic decision making and general management courses.

The case study focuses on the current scenario within the Indian automotive lubricants industry, in order to provide an understanding of the marketing challenges, especially in retailing and distribution, faced by organisations within this highly competitive sector. The case examines the implementation of marketing strategies into practice and provides an insight into the importance of branding, market segmentation, market positioning, product and pricing strategies and customer relationship management (CRM).

The case study enables the students to understand and analyse: the current business environment and dynamics of emergence in the Indian automotive lubricants market; the critical success factors for doing business in the Indian automotive lubricants market and the associated opportunities and challenges; the importance of distribution and retailing strategies in the Indian context; Izo's growth and expansion strategy in India; and Izo's sales management and CRM systems and there importance to the success of the business.

Teaching note.

The case focuses on brief elaboration, importance, objectives and components. While there are many ways to elaborate a brief, the overriding goal is to outline the most relevant guidelines for campaign design, and the decisions required to launch an advertising campaign.

This case may be used for the first marketing course in MBA curricula, as well as in executive education programs addressing communications and advertising strategy issues.

On a cold July afternoon in 2005, Matías Ruiz faced a difficult challenge. After months of long presentations and detailed discussions, the budget for a new advertising campaign had been finally approved. Ever since its arrival in Argentina, the company had concentrated all its efforts on positioning its corporate brand. Now with a firm standing in the domestic market, the time had come to advertise Lubrax, Petrobras' lubricant brand. Bearing in mind that the goal was to build a unique and independent brand identity for Lubrax while preserving its links to Petrobras, Ruiz's team, along with Diálogo Publicidad, a local advertising agency, had prepared three TV advertisements. Ruiz had to choose the most suitable campaign with an approved budget of US$ 3 million – 40 percent below the sum he had hoped to raise. At least one of those ads had to be launched in late October 2005, in time for the category's seasonal consumer sales peak. To do that, Ruiz needed to make a decision and to present a complete proposal to Lubrax's Marketing Director. This case study describes the questions confronting Ruiz at that time – Which ad should we pick? What brand image do we want for Lubrax? What is it that we wish to communicate? What is our goal? What segment are we addressing?

The case provides an insight into the use of advertising campaigns as a marketing tool, describing the company's competition, consumers, distribution channels and organizational hurdles. As a result, it may be used to help students: understand communications complexities, delving into each step in the process and taking stock of relevant decisions involved; learn about the research studies and data analyses required to build a communications plan that fits in with a company's strategy; manage a specific marketing budget; gain experience on advertising campaign development and subsequent evaluation; and survey the mix of marketing drivers needed to boost business sustainability. It will enable students to realize both the significance of thorough brief preparation to pursue a company's strategic goals and the importance of ensuring the ad chosen matches that brief.

Teaching notes are available; please contact your librarian for access.

The learning outcomes are as follows: to analyze the multidimensional and complex crises, and market stature of a company that was a market and industry leader in a developing country; to evaluate and interpret the outcomes of decisions pertaining declining profits, outstanding receivables, branding, marketing and radical reforms to overcome the challenges of sustainable growth, customers and employees’ loyalty, market stature and leadership crises; and to design strategic solutions for sustaining its leadership position and combating severe challenges.

The purpose of this paper is to ponder upon various crises that Pakistan State Oil (PSO) was facing, so that learners can critically analyze, assess and design strategic solutions for it. PSO was the state-run market leader in the petroleum industry. The company had been struggling to combat multiple types of turmoil at a time. Its huge fund of receivables was blocked in circular debt that caused the company budget constraints and deficits. Due to a government policy shift, the demand for its furnace oil substantially reduced and profits plummeted. The countless internal and external crises posed severe menace to its competitive position vis-a-vis its rivals. This qualitative case study garners data from eight interviews from senior managers in the petroleum industry and adds content analysis technique to acquire pertinent data from renowned media sources and subsequent analysis. The drastic crises left PSO with dearth of funds and declining profitability. Consequently, due to limited marketing budget, creativity of its marketing team for devising effective marketing programs to raise market share was compromised. PSO underwent the issues of brand sustainability, sustainable growth, customers and employees’ loyalty, and market stature to financial and leadership crises. However, despite limitations, it still enjoyed a market leadership position among its rivals in the industry by occupying more than half of the chunk of market in the petroleum industry. This is a unique case study of a state-owned giant company facing multidimensional menaces. It offers tremendous learning opportunities for students who can devise creative strategic solutions and link theories and models with practice.

Graduate (MBA), MS, PhD (management and administrative sciences); Suitable for teaching in chapters: Anywhere but ideally near the middle or end of the above courses.

Teaching notes are available for educators only.

CCS 11: Strategy.

Strategic Management and Organization Theory and Design.

Advanced undergraduate and MBA students taking courses in Strategic Management and Organization Theory and Design.

By the end of 2011, five years short of its centennial anniversary, UMW Holdings was one of the biggest corporations in Malaysia, registering revenues of RM13.5 billion (US$4.5 billion), and net profit after tax of RMI billion (US$0.33 billion). By that time, it had 110 subsidiaries, operating in four core businesses of automotive assembly and distribution of Toyota lines of products, automotive components and lubricants original equipment manufacturing (OEM) and replacement equipment manufacturing (REM), heavy equipment, and oil and gas drilling service. In September 2011, the company had targeted its Toyota automotive business to contribute to 50 percent of its revenues, while the other 50 percent would come from its other three businesses, by the year 2015. However, as of the first quarter of 2012, Datuk Syed Hisham Syed Wazir, the Group CEO and his management team realized that, at 72 percent, the automotive business was still the main contributor to the Group's revenues. As the company's Toyota assembly operation was limited exclusively to the Malaysian market, plus in the face of greater competition within the automotive industries, the company needed to set strategies to achieve its 50:50 plan. The case stimulates discussion on strategy formulation of a mature corporation, involved in diversified business portfolio.

Understanding the process of industry analysis, as well as the formulation and implementation of business-level and corporate strategies, enables case analysts to extend the concepts to many business situations.

Teaching notes are available for educators only. Please contact your library to gain login details or email support@emeraldinsight.com to request teaching notes.

Inventory management plays a critical role in managing business profitability. Through this case, the participants will understand the role of managing inventory for timely workshop operations. Further, too much inventory can erode business margins and occupy storage space. This case also highlights the selection of an appropriate inventory review policy for managing the spare parts inventory.

Retailing.

Undergraduate and Master's level business and management courses.

This case looks at the second largest oil company in India (Bharat Petroleum Corporation Limited (BPCL)) and examines an innovative services marketing concept that they introduced into the market in India for the first time, namely, one-stop truck shops. These new format truck-stops were targeted at the highway-based truckers in India who earlier had to stop off at multiple locations to eat and re-fuel increasing their on-road time and reducing their efficiency, much to the chagrin of their truck-fleet owners.

Students will be expected to build their knowledge of retailing in developing markets using the example of BPCL as a learning tool. The case examines differences in consumer behavior in developed vs developing markets, paying particular attention to the required need to differentiate the retail approach to suit the market.

Teaching note (with photographs).

Business strategy and human resource management.

Undergraduate Business and Management.

This case spotlights Oilfield Services branch in Abu Dhabi, United Arab Emirates. It focuses on various problems encountered whilst operating in Abu Dhabi. Oilfield Services was first established in Dubai in 1995, primarily to meet the growing demand of quality human resources in the oilfield, shipping, and fabrication sectors in the Middle East and Persian Gulf region. The case highlights the challenges of motivation and compensating staff and the importance of strategic decision making.

This case can be used to teach decision making, cost/benefit analysis, employee motivation, and compensation and elements relating to international business strategy.

A teaching note is available on request.

The case study “Maruti Suzuki – toward cleaner mobility” has been written keeping in view the requirements in the field of strategic management. The key learning objectives are as follows:• Analysis of business environment.• Product development strategy – creating market segment to gain competitive advantage by leveraging available organizational capabilities.• Strategic decision-making – understanding strategic decision-making process in a complex and highly competitive business scenario.

Maruti Suzuki, a leader in Indian automotive market with around 50% market share in passenger cars, was likely to face intense competition because of disruption by electric vehicles. As electric vehicles adoption was increasing globally in developed countries, automotive companies shaped their strategy accordingly to stay relevant. Maruti Suzuki was yet to be ready with electric vehicles and approached this space differently than other competitors. However, with Indian Government pushing toward cleaner mobility, it was yet to be seen how the company would manage to comply with legislations and compete effectively in marketplace. Indian Auto major, Maruti Suzuki, was on the edge to decide future strategy on electric vehicles to sustain its leadership position. The Indian automotive sector was going through the transformation where auto original equipment manufacturers were bringing electric vehicles and supporting policies from government likely to accelerate its adoption. Maruti Suzuki was striving to counter the competition with available resources to create competitive advantage in changing environment and continue to remain profitable with leadership position in Indian automotive market. The company had successfully maintained its leading position over three decades and transformed the automotive space with its strategies ahead of the curve. Now the company was standing at crossroads with regard to future technology on cleaner mobility. Mr Bhargava had to decide whether to throw the hat in EV ring or wait for other alternate technology disruption.

Management studies and executive development programs.

Teaching notes are available for educators only.

CSS 11: Strategy

A successful, multigeneration manufacturing family business, with progressive human resources policies, weighs the pros and cons with family owners and company employees of selling the business to meet the challenge of global competition.

Students are expected to integrate decision-making tools and frameworks to create decisions under uncertainty. Students are expected to understand the general business process of fuel retail industry.

PT. Pertamina Retail (PTPR) is a subsidiary of PT. Pertamina, an Indonesian state-owned oil and natural gas company. In the first quarter of 2020, PTPR’s sales volume decreased due to the COVID-19 pandemic’s large-scale social restrictions. Iin Febrian was just appointed as President Director in March 2020; he must formulate a survival strategy facing COVID-19 pandemic uncertainties. The case elaborates on PTPR’s decision to expand immediately or hold. Scenarios and expected values have been given to simplifying the calculation of a decision tree. The case also challenges students to think critically on providing a strategy to survive during the COVID-19 pandemic and beyond using decision tree analysis and BCG Matrix or Ansoff Matrix.

BA level and MBA program in Decision Analysis Course or Strategic Management Course.

Teaching notes are available for educators only.

CSS 11: Strategy.