CASE STUDY REPORT GUIDELINES

Content Format

Cov. Page

Include Case Title, Your name (and team members if applicable), Course/Section

Executive Summary

The audience of this section are the busy executives.

This section should contain the key issues, key findings, solutions, recommendation and conclusion.

Executives should be able to grasp all the key points without reading the entire report

Introduction / Background

Current context or situation analysis and/or background including objectives

Basic facts and numbers

Why the case study is important / significant

Analysis / Discussion

Analysis of relevant facts and numbers of the case

Identification of key issues and root causes base on the analysis

Theoretical implications, could include:

Assumptions / hypothesis

Justification/Predicted Outcome

Application / relevance of course material - ability to use course material to identify the root causes and analyze the key issues

It is important that all creative ideas be founded upon some logic or rationale and a thorough understanding of context and expected changes/impact.

Recommendations

Solutions should be based on analysis

Demonstrate the ability to use course material to recommend real solutions

Conclusion

Should be based on your analysis and recommendations

References

Refer to Seneca's Guide to Research & Citation

Appendices

All charts, tables, figures and other related items can be placed here and referenced in the

report.

General Guidelines

The questions at the end of the case study are meant for guiding your thought process.

You should use the questions to:

Identify key issues and root causes

Guide your analysis

Formulate your recommendations

You should NEVER write the case study report by answering the questions one by one.

CASE:

Case - Husky Canada

John has been working for Red Cross (https://www.redcross.ca/) as a Purchasing Director for 10 years. He has recently been hired by Husky Energy (https://huskyenergy.com/) to be the Chief Procurement Officer for their global operations. Red Cross is a non-profit charity organization. As the Purchasing Director, you are accountable to the International Head Office and also to the numerous donors around the world. Red Cross's purchase are mainly humanitarian aids from numerous suppliers in different countries. Husky Energy is one of the largest oil company based in Calgary, Canada. As the Chief Procurement Officer, John found majority of his purchase for Husky are capital equipment (e.g. machinery for oil exploration projects) from mostly Canadian suppliers.

Your first task is to pick a truck for delivering aids. The comparison of the 2 models under consideration are shown below: Model A Model B

Model A Model B Purchase price $120,000 - $180,000

Expected life 10 years - 12 years

Maintenance ($/year) $5,000 - $4,000

Downtime per year (down time cost = @$100 per hour) 250 hour - 200 hour

Fuel economy

Diesel price = $2/L

Average mileage = 50,000 km per year 11L/100 km - 9L/100 km

Salvage value $5,000 - $10,000

John's boss asked him to make a presentation to top management on how he plans to manage the procurement function. After the meeting with top management, you will need to present your recommendation on the truck purchase. You are considering using the TCO approach to make your recommendation.

Discussion questions: 1. Compare and contrast the purchasing environment between Husky and Red Cross 2. What adjustments John needs to make to be successful in his new role at Husky? 3. What recommendations would you provide John? 4. How would you justify your recommendation for purchasing the truck using the TCO model?