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  1. ROYO GROUP: RETOS DEL LEAN MANAGEMENT EN EL ENTORNO … DO1-158

    Royo Group is a company that manufactures and sells bathroom furniture. In 2010, after the generational change in the company's leadership, it was decided to implement lean management at an industrial level to improve competitiveness, both in terms of quality, and service and cost. Initially, the implementation was not too successful, because the improvements achieved were not consolidated. However, in 2012 the course was corrected, the implementation approach and the company began a stage of sustained improvement that has reached today.

    Academic Area:
    Operations & Supply Chain Management
  2. Innovation at play: Gold certificate financing by Am … DF1-226-I

    Mariam Fatima has recently joined Amana Bank as a member of the New Product Initiatives Division. Seeing the need for a Shariah-compliant pawn service (Qard Hasan) in Sri Lanka, Fatima presents this product gap to her team. During two years, she and her team develop a pawn service that complies with Islamic banking principles - finally offering lower-middle-class individuals the opportunity to borrow money more securely.

    Academic Area:
    Finance | Innovation
  3. La Sonrisa Máxima AJ-EF-020

    Secunda is Prima’s employee and a dentist in one of Prima’s dental clinics. Secunda and Prima are going to open a new clinic together in Spain under a new Sociedad Anónima. They have mistakenly made investments on account of the new company. Leasing over equipment has been entered into with a third party, for equipment to be used in the clinic.

    The students are asked to regularise this de facto situation with a long-term solution. Furthermore, the relationship of both parties as partners must be regulated, and in particular, Secunda’s dual role as a dentist and director.

    Academic Area:
    Finance | Entrepreneurship | Others | Innovation | Law
  4. Jordan's Sovereign Sukuk: A dual solution to bo … DF1-221-I

    The Sukuk sector is the fastest growing sector of the Islamic Finance Industry. Indeed, it grew by 14% within just one year (between 2014 and 2015). The total outstanding Sukuk globally stood at US$ 342 billion at the end of 2015. Sukuk has been widely embraced globally as Sovereign Sukuk has been issued by various countries such as UK, Malaysia, Hong-Kong and South Africa. Supranational entities such as World Bank affiliates International Finance Facility for Immunization (IFFI), the Islamic Development Bank Group and even companies such as Dubai Islamic Bank, Goldman Sachs and Zorly Energy have all issued Sukuk.

    The Jordan Sovereign Sukuk transaction was the pioneer Sovereign Sukuk issuance by the country. Jordan, which is one of ICD’s member countries, has been very active for the past couple of years in terms of Islamic Finance regulations and framework given that it has four Islamic banks in operation in Jordan and passed the Islamic Finance Sukuk Law in 2012.

    Academic Area:
    Finance | Innovation
  5. Valuation & Accounting: You can't have one … CF1-126-B-I

    Theresa has been hired for her first job as a junior equity research analyst in an investment bank. The first assignment that her boss gives her is to help with the coverage of the oil sector. She uses a Top-down approach in the sector analysis looking at macro, sector and then company specific issues. Theresa has to decide which will be the best company to include in the model portfolio from a selection of European and American companies. To make this decision, Theresa needs to compare the financial ratios of the different companies, paying special attention to inventory ratios, which are key to the sector. Furthermore, the oil sector recently experienced an unexpected and sharp fall in the Brent price that is impacting the financial reports of the companies and their stock prices. During a coffee break, she saw a senior analyst named Bruno. They talked about her report and he warned her to check that the ratios are comparable. The case ends with Theresa recalculating her numbers and being surprised by the results.

    This case is intended for master level degrees. The case "The Oil Sector: The importance of inventory ratios" is similar, but intended for undergraduates, if that's your target.

    Academic Area:
    Financial Accounting | Cost Accounting & Management Control
  6. The Oil Sector: The importance of inventory ratios CF1-126-A-I

    Theresa has been hired for her first job as a junior equity research analyst in an investment bank. The first assignment that her boss gives her is to help with the coverage of the oil sector. She uses a Top-down approach in the sector analysis looking at macro, sector and then company specific issues. Theresa has to decide which will be the best company to include in the model portfolio from a selection of European and American companies. To make this decision, Theresa needs to compare the financial ratios of the different companies, paying special attention to inventory ratios, which are key to the sector. Furthermore, the oil sector recently experienced an unexpected and sharp fall in the Brent price that is impacting the financial reports of the companies and their stock prices. During a coffee break, she saw a senior analyst named Bruno. They talked about her report and he warned her to check that the ratios are comparable. The case ends with Theresa recalculating her numbers and being surprised by the results.

    This case is intended for undergraduates. The case "Valuation & Accounting: You can't have one without the other" is similar, but intended for master degrees, if that is your target.

    Academic Area:
    Financial Accounting | Cost Accounting & Management Control
  7. Capital Privado y Creación de Valor: El Caso Donalds … DF1-220

    Ignacio Vercesi was analyzing the information he had of Donaldson, S.A., potential target for acquisition of the private equity company where he was founding parnter.

    Donaldson S.A. was a small Spanish firm in retail, with reknown and traditional brands. It was going through difficulties as a consequence of the changes in the new consumption tendencies and the recent economic crisis.

    Even though the company was in what Mr. Vercesi considered was an unsustainable situation, the owners of Donaldson with whom he had been in contact considered unacceptable any offer below book value. The mayority of Donaldson's capital was owned by a family, and the company wasn't public.

    Academic Area:
    Finance
  8. General Hospital Coronary Unit DO1-157-I

    This case begins by telling about what happened to a woman named Carmen when she thought she may have been having a heart attack so she called 911. After answering a number of questions, the operator transferred her call to a doctor. She had to explain her situation again and answer even more questions. Then the ambulance came, where she answered the same questions again. Next, she went to the emergency room where a different doctor asked her the same questions, some tests were done and then told her she needed an X-ray. Unfortunately, after waiting two more hours, she was told that she the tests needed to be redone because the doctor hadn’t signed the authorization for the first ones. She finally got the results and although everything was normal, she still had to be admitted for further tests. Due to a shortage of beds, she had to be moved to another hospital (General Hospital). But she still did not get a bedroom and had to go through the process of answering the same questions for a doctor and nurse again…

    Lopez Vega, a cardiac surgeon at General Hospital, and his colleagues agreed that the way patients were handled needed to be changed. In order to make improvements, they did a failure mode effect analysis in order to expose recurring errors and inefficiencies. At the end of the case, readers are asked to analyze the hospital service chain problems they saw in Carmen’s story and the process flow diagrams with the associated failure models. Then they are asked how they would apply the recommendations to eliminate or reduce the root causes of process failure.

    Academic Area:
    Operations & Supply Chain Management
  9. Communicating intangibles during a process of change … DF1-219-I

    At a time when public opinion of the financial sector was low at best, "la Caixa", a Catalonian bank founded in 1904, found itself in need of a transformation from a savings bank into a banking foundation. In order to communicate this transformation, "la Caixa" would need to convey that while the transformation would entail numerous changes in terms of its legal framework and corporate structure, it would still maintain the values and identity that identified it from its inception.

    Academic Area:
    Finance
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