Jon Metzler Joins the IBD Faculty Mentor Team

Jon Metzler speaking on panelIBD is excited to welcome our newest Faculty Mentor to the Spring IBD program, Jon Metzler.  Jon is a Lecturer at Berkeley Haas, where he teaches competitive advantage in technology, telecom and media markets (Strategy for the IT Firm), and international business.  He teaches MBA and undergraduate students at Berkeley Haas, and has led EWMBA students on Seminar in International Business (SIB) class trips to Japan. Jon is also associated faculty for the UC Berkeley for Center for Japanese Studies, and a faculty mentor at Berkeley SkyDeck, our local accelerator for Berkeley-affiliated startups.

When Jon is not teaching, mentoring or leading SIB class trips to Japan, he is managing the consulting firm that he founded in 2007, Blue Field Strategies.  Blue Field Strategies helps clients accelerate service innovation through market research and entry support, investment sourcing and due diligence, and market and policy advocacy.  Jon has supported new business launches in online media, print, edtech, wireless infrastructure, geolocation, events and services.

Jon is also an alumnus of Berkeley Haas, where he earned his MBA/MA-Asian Studies. He co-founded the Berkeley Asia Business Conference, now called the Bridge Conference.  

Jon can now add IBD Faculty Mentor to his extensive resume, and we are thrilled to have him on our team.  Recently we tracked down Jon to ask him some questions about himself and his career. Please check out his answers below.  

IBD:  What excites you most about being an IBD Faculty Mentor, and what would you like to get out of the experience?

Jon Metzler: “ What I enjoy most about teaching is working with students and getting to know them — how they think, what they aspire to, and then working with them to help them grow.  I also come from a client services (consulting) background and derive satisfaction from helping clients, so IBD is very aligned with both of these!”

IBD:  What skills or qualities do you hope to bring to your new role and/or offer to our IBD MBA students?

Jon and David Richardson, IBD Executive Director eating soft cream

Jon and David Richardson, IBD Executive Director eating soft cream

Jon Metzler:  “I have launch experience in print, wireless broadband, events, edtech, wireless infrastructure and innovation spaces, and have experience helping clients assess new opportunities and figure out how to go to market, or, as incumbents, how to harness a growing market.  In general, I enjoy helping new enterprises get off the ground and hope to bring this to the IBD program.”

IBD:  What brought you to Berkeley Haas, and how has your experience been teaching these last 4+ years?

Jon Metzler: First, some context.  When I was a student at Haas (MBA/MA-Asian Studies), I really enjoyed the balance of tenured and professional faculty, and with regards to the professional faculty, I always enjoyed the pragmatism of classes led by practitioners.  

Fast forward to 2014.  There were two paths that led me to teaching at Haas. First, I felt like I had value to provide to students after years working at startups and in services, particularly in the fields of tech and telecom. This is what eventually led to teaching Strategy for the Information Technology Firm. Secondly,  my Master’s thesis advisor (Steve Vogel in PoliSci) suggested that I teach on Japan. This is what led to leading SIBs on Japan in the EWMBA program, and a business in Japan class in the UGBA program.”

Jon Metzler- moderating panelIBD:  Tell us about being the Founder & President of Blue Field Strategies, and how this work relates to what you can offer to IBD students or clients?

Jon Metzler:  “I will answer this question as:  I feel that teaching and consulting feed each other — consulting allows me to deep dive into current industry issues, and teaching helps me digest and synthesize that into more broadly applicable lessons and material.“

IBD:  What do you like to do when you aren’t teaching, mentoring or working at Blue Field?

Jon Metzler: I am board chairman of a non-profit in San Francisco – the Japan Society of Northern California. It’s a 113-year-old non-profit, and I take that heritage and history seriously. It’s been fun working with the board and staff making sure a venerable institution is addressing market needs today.

I also have two children, one in sixth-grade and one in third-grade. Both are far smarter than I am. This keeps me on my toes!  And also helps me keep perspective on what’s important.

Lastly, I play – albeit not well – soccer as often as my schedule and body permit.”

The IBD team feels very fortunate to have Jon as a Faculty Mentor, and we look forward to his contributions to the upcoming 2019 IBD Spring program.  

Meet the 2019 IBD Team Leads!

By Danner Doud-Martin

The fall semester is in full swing at Berkeley Haas — and so is IBD as we prepare for the approaching new year and the 2019 Full-Time MBA IBD program that launches in January.  IBD Executive Director David Richardson has been traveling the world, talking to potential IBD clients about projects.  IBD Faculty Director Frank Schultz and Associate Director Danner Doud-Martin recently spent a week interviewing IBD student Team Lead applicants.  

Beginning with a list of 60 Team Lead applicants, we ended up interviewing 28 MBA candidates, then selecting a final list of 16 Team Leads.  We are very excited about this new group of diverse and remarkable students and what they bring to the IBD program. They all have incredible stories that influenced their interest in being part of IBD.  

Per our tradition of wanting to give the IBD community a chance to know them, we asked the newly selected Team Leads to share something about themselves and why they applied to be a Team Lead.  Below you will find their answers, as well as a little bit about the amazing careers they have experienced before coming to Berkeley Haas. Enjoy!

2019 IBD Team Leads:

 

Adriana Bonifaz

Adriana Bonifaz

Adriana Bonifaz, MBA Candidate ’20

Adriana has spent the majority of her career in Lima, Peru working for the Banco de Credito del Peru as a Program Manager in the Innovation Center.   When she isn’t working or leading events fostering camaraderie among her colleagues, you might find her singing.

“I think being in IBD will give me more than one good lesson that I will take forever.  I believe that having the opportunity to work with people from a different culture, with different ways of looking at the world, and also with a diverse team of students, is going to help me open my mind to new ideas. In a global world it is really important to be open and to understand there are many different faces to the same coin. One must have the willingness and mindset to embrace them all and take the best of each version, so we all become better. Finally, and also very important, I want to build long-lasting relationship with my teammates and clients.” – Adriana

Alix Slosberg in front of the Taj Mahal

Alix Slosberg in front of the Taj Mahal

Alix Slosberg, MBA/MPH Candidate ‘20

Prior to Haas, Alix worked for Social Finance Inc., a nonprofit impact investing firm specializing in pay for success projects. Prior to working for Social Finance, Alix spent a year working for the Clinton Health Access Initiative in Swaziland.  In her free time, Alix has taught herself how to play the guitar.

“The opportunity to be an IBD Team Lead is a significant reason I came to Haas. I am really excited to apply the management concepts we’ve been learning in class to a real-world client project, and to have the experience of leading an international engagement from beginning to end – starting with team selection and concluding with an in-country presentation with company leadership.” – Alix

 

Brian Bell

Brian Bell

Brian Bell, MBA Candidate ’20

After spending four years working at the Acara Institute on the Environment at the University of Minnesota, Brian lived and worked in South and Central America as the Director of Programs at Agora Partnerships.  Agora is an entrepreneurship organization serving growing ventures in Latin America.  Brian also enjoys running marathons and cycling.

“From leadership experience to emerging market travel, from collaborative teamwork to new shared experiences, the opportunity for IBD lead was a reason I came to Haas and I’m excited to take on the challenge! For me IBD is a real opportunity to work closely with passionate Haasies and a committed management team, while having a big impact on a real world growth challenge.” – Brian

 

Fay Yu

Fay Yu

Fay Yu, MBA Candidate ’20

Throughout her career Fay has worked on multiple projects as a consultant with Deloitte including a two year stint in San José, Costa Rica.  She also coordinated logistics for Deloitte’s international pro bono consulting trip to Darién, Panamá, where she and her colleagues delivered sustainable technology based solutions at 5 local organizations.  

“When I think about the IBD experience, I am most excited about the opportunity to learn about the unique business problems faced by our client and deep-dive into the culture that influences them this coming summer!” – Fay

 

Felix Schadeck

Felix Schadeck

Felix Schadeck, MBA Candidate ’20

When Felix is not working for INNPACT, an Impact Investing-focused Consulting firm located in Luxembourg City, he serves as the Founder and President of MPG Responsibility Now, a non-profit that builds and operates schools for refugee children from Myanmar.  

I am most excited about the opportunity of being placed in a business and cultural environment that will be new to our whole team. I’ve always found that tackling a steep learning curve with like-minded people makes for exceptional bonding opportunities and has the potential to create friendships that last a lifetime.” – Felix

 

Jennifer Nixon in Peru

Jennifer Nixon in Peru

Jennifer Nixon, MBA Candidate ’20

Before joining her peers at Haas, Jennifer was a Deputy Chief Operations Officer in the U.S. Army.  Jennifer has received numerous awards for her service, including the Bronze Star Medal, a wartime award given for exceptionally commendable service affecting a large scale of responsibility.  She is also a dedicated Godmother.

“I am excited to jump into the unknown. A team I’ve never worked with, an industry I’ve never experienced, and a culture and country I’ve likely never been to! The whole point of business school for me is to pivot into the corporate world – one that is altogether unfamiliar to me – prepared to be an effective leader. Being an IBD Team Lead will allow me to do exactly that. Doing this job in the safety of the school environment will help to build my confidence in the skills I bring to the table and allow me to see how those skills work in a corporate environment.” – Jennifer

 

Joseph Bird, MBA Candidate ’20

Joseph Bird running a marathon

Joseph Bird running a marathon

Most of Joseph career has been in India working for various NGO’s, social enterprises and most recently as the CEO of Reality Tours & Travel, in Mumbai, India. When he has free time, Joseph is climbing mountains, cycling across countries and running half, full and ultra marathons to raise funds for various causes.

“I’m really excited to take of the role of IBD team lead as it represents a great opportunity to take my experience leading teams across the social impact spear in India and apply those skills to new cultures and industries. To me, IBD represents a unique opportunity to take what I’m learning here in the classroom and apply it to create positive change with our program partners.” – Joseph Bird

 

Joshua Summer, MBA Candidate ’20

Josh joins Haas as U.S. Army Veteran, where he was Captain and served all over the world, specifically in Afghanistan and South Korea.  Like Jennifer, he has received many honors and awards for his service. Josh is also a Service to School ambassador and mentors veterans applying to graduate programs.  Josh speaks conversational German.

Joshua Summer

Joshua Summer

“I applied to be a Team Lead to challenge myself in a global setting. Knowing that business is increasingly global, I was excited at the opportunity to step outside of the classroom and gain first-hand experience working with international clients. Also, as a veteran, I have a lot of experience with formal leadership.  With IBD, I am excited to practice more informal leadership with classmates from diverse backgrounds. Finally, IBD will provide an invaluable opportunity for me to learn about and practice consulting, managing clients, and working remotely. I am excited to not just develop personally but to make Haas proud by leading a team to solve an important business problem for an organization in need.” – Josh

Julian Florez, MBA Candidate ’20

Julian has spent his career working as a consultant for StratCo Consultores S.A. located in Bogata, Colombia.  StratCo is a spinoff of McKinsey by two partners who started McKinsey’s Colombian operation.  Julian focus is in the financial sector. As a student at Universidad de los Andes in Bogotá,  Julian went abroad as an exchange student in both Portugal and France.

Julian Florez in Chicago

Julian Florez in Chicago

“Being part of IBD was one of my goals while being at Haas. I wanted to be exposed to work with people from different backgrounds, build a relationship with an international client and get to know a different culture in a work environment. This is why I did not doubt when I had the opportunity to apply to be a Team Lead. I am sure we are going to build a close-knit working environment and that we are going to learn from each other past experiences, which will help us do a great job for our client!” – Julian

 

Katharine Hawthorne

Katharine Hawthorne

Katharine Hawthorne, MBA Candidate ’20

Until last December 2017, Katharine was a professional dancer and founder of Katharine Hawthorne Dance.  Concurrently, she worked at the Bixby Center for Global Reproductive Health at the University of California, San Francisco, as a senior contract manager.  Jennifer speaks conversational Mandarin and French.

“I value creativity and collaboration, and working in a global business context requires these skills in spades.  As an IBD team lead, I am excited to facilitate a group of my peers, question my own cultural assumptions, and make a meaningful contribution to an organization.” – Katharine

 

Kyle Rolnick

Kyle Rolnick

Kyle Rolnick, MBA Candidate ’20

Prior to attending Haas and working for Epic Systems, a medical records software company, Kyle lived in Rio de Janeiro, Brazil.  For three years he taught ESL and created English language courses for students preparing them for a public service exam. He left Rio a Brazilian music lover and karaoke enthusiast.  

“I applied to be a Team Lead because I’m excited about the IBD program and wanted to lead a team of very talented students to make a positive impact on an international organization. I love hands-on learning and see this opportunity as a great way to help leverage everyone’s existing skills while building on them by tackling unique problems in unique cross-cultural settings. I have high expectations for our experience and want everyone to walk away from it not only proud of the work we did, but also proud of their personal growth through it.” – Kyle

Nicholas Matcheck

Nicholas Matcheck

 

Nicholas Matcheck, MBA Candidate ’20

After departing the Navy in 2016, Nick went on a language learning sabbatical in Latin America and Spain.  He then became an Economic Development Specialist/NGO Advisor in the Peace Corps in Capiibary, Paraguay.  Before coming to Haas, Nick earned his Certificate in Project Management from University of California, Los Angeles.

“I love working with great people on important projects and I know IBD at Haas will be that kind of experience. Working overseas will be even more exciting. I can’t wait to find out my project and team and get started!” – Nick

 

Nina Ho

Nina Ho

Nina Ho, MBA Candidate ’20

Nina spent the last year before coming to Haas as a senior consultant at Clerestory Consulting, a boutique consulting firm specializing in change management, technology adoption, and process improvement. Nina has numerous certifications; including Project Management Professional (PMP), Lean Six Sigma Green Belt, and HCI Talent Acquisition Specialist.

“There are two things I am hoping to get out IBD.  First, I want to make a lasting impact; as a lead, I see my role as a facilitator, ensuring that both my team can thrive and our client feels supported.  Secondly, I am excited to travel and experience a new culture. Much of my personal learning has come from spending time with people who have lived very differently than I have.” – Nina

 

Perrie Briskin – MBA/MPH Candidate ’20

Perrie Briskin

Perrie Briskin

Prior to Haas, Perrie worked for Population Services International (PSI) in Washington and Yangon, Myanmar.  Her super fun job was as an Associate Producer working in New York with clients like The Notorious B.I.G. Estate, Wiffle Ball, and Kobayashi, ESPN, Kellogg’s, and the Billie Jean King’s Foundation.

Working internationally prior to Haas was one of the most formative experiences of my life. I applied to be an IBD Team Lead for the opportunity to guide my peers in an experience that I hope will be just as meaningful.” – Perrie

 

Roland Ekop

Roland Ekop

Roland Ekop, MBA Candidate ’20

Roland has spent the majority of his career as Management Consulting Senior Analyst for Accenture in Nigeria.  Roland is a dedicated volunteer and has offered his services pro bono for nonprofit organizations through the Accenture Corporate Citizenship Volunteer program and to the Independent Petroleum Producers Group (IPPG) Nigeria.  

Beyond my interests in consulting projects, I applied for a Team Lead role because I wanted to work at the heart of a project – at the intersection of the interests of the client, the project and team members. In addition, leading a team of MBA classmates, providing and receiving feedback, and working towards a common project goal is certainly the prototypical experiential learning opportunity.” – Roland

 

Stephen Collins, MBA Candidate ’20

Stephen Collins

Stephen Collins

Stephen career has been at Prophet, a management consulting firm headquartered in Atlanta, Georgia. As a senior associate, Stephen worked on multiple consulting projects both in Atlanta and around the globe.  He also volunteered his time and expertise for the non-profit arm of Prophet and led the Atlanta office team in organizing service days and pro bono projects.  

I can’t wait to get to know my client and immerse myself fully in their industry, customer base, and challenges. Working with a new team, in a new industry, in a new geography is always a thrill and I can’t wait to see what IBD has in store for me!” – Stephen

~

Our newest Team Leads will start their IBD journey in January 2019, on the first day of spring semester at the “Big Reveal” IBD class.  Until then, they will have to wait patiently until they find out more about their IBD project, their project client, and where they will travel for their in-country project destinations.  Stay tuned for more on the IBD student Team Leads and their projects.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Annual IBD Conference Awards

This is the sixth year that the IBD staff awarded IBD teams with the best photos and blogs.  The competition is always fierce as so many amazing moments are captured by our IBD students around the world.  Here are the 2018 winners.

Best IBD 2018 Photos

Best Aesthetic Photo -Winner:  TEAM YGA

YGA- Art (1)

FTMBA’s: Daniel Mombiedro​, ​Joanne​ ​Lee​, ​Clara​ ​Jiang​, and ​Enrique​ ​San Martin Petit

Best Team Photo – Winner:  TEAM FORD

Ford-Team (1)

FTMBA’s: James Westhafer, Sandra Tamer, Joesph Akoni, John Sheffield, Alyssa Warren

Best Aesthetic Photo – Honorable Mention: TEAM SEEDLINKSeedlink-Art (1)

FTMBA’s: Paola​ ​Blanco​, ​Nanor​ ​Asadorian​, ​Ralph​ ​Boyajian​,​​ ​Conor​ ​Farese​, and ​Dean​ ​Guo

Best Team Photo – Honorable Mention: TEAM PSI

PSI Team in Masai Mara on Safari (1)

FTMBA’s: Sara Farsio, Jennifer Richard, Deitrich Davidheiser, Nick Greczyna, and Kamellia Saroop

Best IBD 2018 Blog

With so many great blogs written by our students describing a day in the life of their IBD project, it was nearly impossible to pick the best one.  This year ended in a tie between Team Ford and Team Think Beyond Plastic (TBP). Team Ford did a wonderful job of describing their project and how they spent their time in China working through the question that Ford asked them to solve.  Team TBP’s blog was notable because every team member contributed to the blog, sharing their own personal reflections and learnings from their in-country project experience.

This year IBD created a new award category called “Beyond Yourself.”  We presented this award to Team WCS because they wrote not just one, but two blogs detailing their IBD in-country experience, and at the same time created a video of their team experience of diving over 100 feet off the coast of Belize.  All five IBD team members obtained diver certification for this experience, which they memorialized by videoing themselves unveiling the UC Berkeley Cal Flag underwater. See the IBD Team Belize video here.

Best Blog Winners - Team Ford and TBP

Best Blog Winners – Team Ford and TBP

Team Ford : James Westhafer, Sandra Tamer, Joesph Akoni, John Sheffield, Alyssa Warren

Blog: Ford Shanghai – 2018 IBD

Team Think Beyond Plastic: Catherine​ ​Soler​, ​Leslie​ ​Brian​, ​Kelly​ ​Lamble​, ​Scott​ ​Peacock​ and ​Sipian​ ​Wan

Blog: How Three Weeks in the Bay Islands Changed our Perspective on Plastic

Blog: Continued Reflections on Our Plastic Use

Team Wildlife CS: Hima​ Erukulla​​, ​Andrew​ Lee​, Jerry Philip​, Srinivas Rajamani, ​ ​​Nik​ Reddy​​

Team WCS - Winners of the "Beyond Yourself Award"

Team WCS – Winners of the “Beyond Yourself Award”

Beyond Yourself:

IBD Team Belize aka Team Unbelizable – Week 1

IBD Team Belize aka Team Unbelizable – Week 2

WCS Video 

Click here to see all the photos from the IBD Conference

Ford Shanghai – 2018 IBD

Members: James Westhafer (team lead), Sandra Tamer, Alyssa Warren, John Sheffield, Joe Akoni

Figure : The Ford Asia-Pacific headquarters in the Shanghai neighborhood of Pudong

Figure : The Ford Asia-Pacific headquarters in the Shanghai neighborhood of Pudong

The Ford-Shanghai team was tasked with a very unique problem in their IBD project: How can Ford improve their customer experience in the “pre-drive” space (before a journey starts) and the”post-drive” space (after the journey ends).  It was a relevant problem for multi-national company because so much of Ford’s internal effort is spent on the “in-flight” (during the journey) customer experience. We spent the spring semester at Berkeley researching customer use cases, benchmarking the competitive landscape, and speaking with as many Ford employees as possible to better educate ourselves on this unique problem.  We knew that our in-country experience in China at the end of the spring semester would be immersive and we came in with high expectations. Our time in Shanghai exceeded these expectations and gave us a level of exposure and experience that none of us thought was possible when we were sitting at our gate ready to board our flight to China on May 11.

After registering at the front desk of the Shanghai Information Center in the skyscraper-laden Shanghai neighborhood of Pudong and passing through the facial-recognition security checkpoint, we arrived on the 36th floor of Ford’s Shanghai office.  Our first day was filled with meetings of Ford executives, in groups ranging from strategy to Ford Smart Mobility to their Autonomous/Electric vehicle division.  It was the epitome of “drinking from the firehose” as we continued to educate ourselves on a very complex topic. We soon realized that talking and listening is only one component, and to fully understand the travel woes in urban China, our team had to experience it for ourselves.  We spent the entire second day of our project moving through Shanghai: subways at rush hour, the bus during non-peak hours, the dock-less bike share program, Didi (Uber equivalent in China), and even more.  

    

Experiencing the true urban China mobility experience first-hand was essential for our understanding of the true pains of residents and Ford customers.  It’s these pain points that drive Ford’s strategy in product development and partnership selection and an area that we believed to be a key area of focus in our project.  We didn’t have much time to debrief after our mobility outing because we were scheduled to travel to Beijing on Thursday for all-day meetings on Friday. We wanted to meet with other key Chinese mobility players to better understand their strategies for addressing customer pain points in the pre and post-drive space.  The partners we visited—Didi (Uber equivalent in China), Mobike (China’s most promising and successful dock-less bike company) and Shouqi (Didi competitor)—would be a great data point on how other companies in China were thinking about similar mobility problems.

 

After a marathon day of meetings, we were able to unwind a bit and take in the local flavors of northern China.  There was an eventful Beijing night that included the local favorite dish of Peking duck and a Chinese alcohol specialty, Bijou.  The next day, the team made a memorable trip to the Great Wall of China that far-exceeded everyone’s expectations. We had a great tour guide that educated us on all-things Chinese history and helped put the grandeur of the Great Wall into perspective.  It was a highlight of our trip and certainly a lifetime memory for all of us.

An amazing day trip to Huanghugcheng, north of Beijing, to visit a relatively tourist-less portion of the Great Wall

An amazing day trip to Huanghugcheng, north of Beijing, to visit a relatively tourist-less portion of the Great Wall

We got back to work the following Monday and began designing and creating a comprehensive interview guide that would help to validate (or disprove) some of our customer painpoint takeaways from our mobility outing and various meetings from the week before.  We lined up a number of Ford employees and other Shanghai residents that ranged from ages 23 to 60 in order to help our team better understand mobility trends and personal travel pain points in urban China. We had some very interesting and thought-provoking conversations that validated some of our personal painpoint takeaways, but also some unique nuggets that we used to develop some preliminary recommendations.  

As the week progressed, we had more meetings and team brainstorms to start landing on what our final recommendations would be to the Ford team.  There were many long nights as our team sifted through the massive amounts of data and information that we had in front of us from the 2 weeks of immersive meetings and interviews.  We left the Ford office on Friday on the second week of our in-country visit with a clear (yet ambitious) presentation outline that we would delve into during our last week.

Figure 7: The Ford team working through some slides in “CR-9 War Room”, the designated space for the team during their stay in Shanghai.  Lots of snacks, coffee and water were needed.

Figure 7: The Ford team working through some slides in “CR-9 War Room”, the designated space for the team during their stay in Shanghai. Lots of snacks, coffee and water were needed.

The final week in Shanghai consisted of long working sessions to perfect the slide deck that would be presented to senior Ford leadership at 8am on Thursday May 31st, the last day of the project.  The climax of the in-country experience came on Wednesday May 30th when the team worked from 7:30am until 10:30pm at night, which included a final run through of the presentation in our hotel room while eating one last meal of Shanghai’s famous “soup dumplings”.  

The final presentation on Thursday morning was a wild success.  We presented to the head of Asia Pacific Ford Smart Mobility and the head of Asia Pacific Strategy for Ford along with a number of other Ford executives.  After presenting our findings and making final recommendations on Ford’s strategy in China, the VP of Strategy for Asia Pacific (formerly a partner at Bain Consulting in Shanghai) said that the presentation “exceeded his expectations” and that he saw really tangible ideas that could make a difference in China.  He even started brainstorming with Ford’s lead on Connected Services on how some of our recommendations could be piloted in China! It was a very rewarding ending to the project and validated the hard work that we put in throughout the spring semester. It was an absolutely amazing experience for all 5 members of the team and will certainly be a highlight of our two years at Haas.  We want to publicly thank the Ford team for their help and support throughout the project. It was a joy working with the Shanghai team and we are happy that our recommendations could have a lasting impact for the company. From the entire team, xiè xie for everything, Ford!

The Ford team on the 36th floor of the Shanghai Information Tower in Pudong on the last day of their project.  Thanks for everything Ford!

The Ford team on the 36th floor of the Shanghai Information Tower in Pudong on the last day of their project. Thanks for everything Ford!

 

Seva Team Blog – 2018 IBD

Written by Jocelyn Brown, Rachel Lee, Grant Hannigan, Josue Chavarin, and Gagan Dhaliwal

May 21, 2018

It’s 110 degrees outside. Every bump of the road jostles us back and forth as we sit on stretchers in the back of the hospital ambulance. Weaving down dirt roads that look way too narrow for our vehicle, let alone two lanes of traffic, the driver uses the siren to announce our arrival, to both wandering buffalo and massive trucks filled with just-cut sugarcane. Within minutes of leaving the hospital, we are passing small farming villages. Goats, stray dogs and buffalo rest in the shade of ramshackle structures, along with villagers who stare at us as we drive by. Little fans in the back of the ambulance blow hot air in our faces, making it feel like we’re in the middle of a hot, dry sauna.

After stopping to ask directions several times, we finally locate our first interviewee. Today, Gagan and I are interviewing patients who visited Dr. Shroff’s Charity Eye Hospital in Mohammadi, India, and were told that they needed cataract surgery but haven’t come back yet to schedule it. We’re hoping to learn, through our teenage translators Srishti and Gracy, why they haven’t come back to the hospital. Every trip we take outside of the hospital walls has taught us an incredible amount about the surrounding communities and their day-to-day lives. We also usually come back exhausted and completely wiped from the Indian heat after only a few hours.

The first man we meet is prone on a cot underneath a straw hut and comes out to meet us. He’s shirtless, hunched from the waist around a wooden walking stick, and wearing thick, coke-bottle glasses. The first thing our translator tells us after introducing us is that he drinks alcohol. He doesn’t have any family members who can take him back to the hospital, and so he relies on others for transportation. Boiling in the sun, struggling to get any concrete details about why he might not want to come back to Shroff’s, we quickly decide to move on.

Our next interview is the opposite experience. We pull up to through the center of another village and step out of the ambulance. All of the houses around us seem to be made out of mud and straw. Several children seem to be the only ones who have any energy as they run around playing with each other and a stray dog. The community outreach coordinator for the hospital learns that our next patient is out working in the fields. While other members of the community go fetch him, chairs and water are suddenly precured from nowhere. We see very few women, just glimpses of their colorful garb from open doorways. As we wait for our interviewee, a small crowd of children and interested men starts to form. By the time our interviewee has arrived, a crowd has fully surrounded our little half-moon of chairs.

We’ve worked with our translators ahead of time so they know the types of questions we’re hoping to understand: how did you first hear about Shroff’s? What motivated you to seek care there? Did you understand what the doctor told you about cataract surgery? Why haven’t you returned to Shroff’s for surgery? We receive very brief answers in return: I was very satisfied with my experience. I wouldn’t change anything; the doctors and facilities are the best. Now surrounded with a full crowd of villagers, I wonder how much this man feels like sharing with these foreigners who have suddenly descended upon him and his home.

Conducting our interview with a local farmer

Conducting our interview with a local farmer

As our translators work to glean why this man hasn’t returned to the hospital for surgery (he doesn’t have the time), Gagan and I start to realize the enormity of our task. Our goal is to find untapped sources of new paying patient revenue, so that the hospital can work towards financial sustainability. But as our interviews in the community continue (we only make it through two more before we’re completely wiped by the heat), we realize we will not find the patients we’re looking for here.

We discover that the sugar cane farmers are paid 1-2 times a year for their crop and are making at most $5,000 a year. If these villagers are challenged with the basics of transportation and finding the time to make the trip to the hospital, none of our fancy, MBA pricing models are going to make any bit of difference in this community. Our impression that these patients would price shop for their surgery is immediately dispelled once we realize the simple, minimal lifestyle that describes 80% of this entire state of 200 million people. It’s only Monday of our second week and we certainly have our work cut out for us to identify sources of paying patients.

We gathered quite the crowd!

We gathered quite the crowd!

IBD Team Belize aka Team Unbelizable – Week 2

Written by Hima Erukulla,  Andrew Lee, Jerry Philip, Srinivas Rajamani and Nik Reddy

Week 2

Backdrop of beautiful water sceneryIt had been nearly 2 months, 4 grueling Saturdays, 1 week in-country experience since the “Big Reveal” of our IBD project in May, but the energy and excitement of the team was still intact. It was due in no small to our project which was to develop a sustainable business model for WCS GLovers Reef Research Station Belize. That the entire project was set against the backdrop of a tropical island was icing on the cake.

Diving on the Weekend

Travel to island named Marisol

Travel to island named Marisol

As Friday dawned, island fever crept on us and we decided to give ourselves a break. Starting Friday afternoon we spent our time at the nearby island named Marisol. We made a lot of connections on this trip, but one of the most impressionable people that we met was our transporter – Seth.

While the PADI certified folks snorkeled in the gorgeous lagoon, two of us were sweating towards getting our PADI certification as we had a special event planned for Sunday. On Sunday morning, five of us along with a couple of dive instructors dove in the Glover’s Reef Atoll to unfurl the CAL flag at a depth of 100 feet underwater!

Team dove in the Glover’s Reef Atoll to unfurl the CAL flag at a depth of 100 feet underwater!

Team dove in the Glover’s Reef Atoll to unfurl the CAL flag at a depth of 100 feet underwater!

Back at Glover’s in the afternoon it hit us that it was our last day there. We spent the rest of the evening exchanging goodbyes, clicking pictures, swapping stories and went to bed reminiscing on all the good times.

 

Journey to Belize City

We were up early Monday morning as the boat was slated to leave at 6:30 AM with 9:00AM ETA in Belize City. Since the UCF students were traveling back with us it was slightly cramped but as the boat gently swayed we were too immersed in the vast ocean to be bothered with anything. Half an hour our ride, as we ventured deep into the ocean, one of the boat engines died with a with loud pop. Immediately, the boat started rocking violently with angry waves lashing at it. The boat captain cautiously maneuvered close to an island to send a signal to a rescue boat which was summoned to rescue us in the middle of the ocean. It was a long and choppy boat ride and, at one point, the fear was palpable in everyone’s face when the boat’s only working engine groaned, threatening to give up. Fortunately, we were safely transferred to the rescue boat before the engine could give out. We reached Belize City nearly two hours late, tired and extremely glad, given how precariously close the boat came to capsizing.

Final Presentation and Wrap up

We spent the rest of the week in WCS office working feverishly on the final report and presentation. Fortunately the World Cup semis coincided with two conveniently long lunch breaks.

Watching World Cup Semi Champs

Watching World Cup Semi Champs

Friday morning we presented our findings spanning our experience at the research station, journey, recommendations, and implementation playbook. As the presentation progressed it appeared as if WCS was connecting with the various sections, pausing to clarify, corroborating their earlier findings and having internal discussions as well.  At close, our audience seemed satisfied with the work and were eager to present our recommendations to the headquarters in New York. They then took us for an fantastic lunch at a popular restaurant that we were meaning to go to and gifted us Glover’s Station merchandise for our efforts.

After providing a final rundown of our analysis and models developed, we left the WCS office one last time after much hand shaking and mutual appreciation for getting to work on such a wonderful project together. We ended the evening celebrating the successful completion of our assignment in Belize City. 

Celebration lunch

Celebration lunch

Forever grateful to IBD and Haas for an amazing project. This assignment has been a rewarding opportunity to learn and an ideal setting to form lasting bonds!

 

 

GRRS Promo Video

https://berkeley.box.com/s/kzgo6ybzz75jkhw136ywkck1e54thzni

IBD Team Belize aka Team Unbelizable – Week 1

Written by Hima Erukulla,  Andrew Lee, Jerry Philip, Srinivas Rajamani and Nik Reddy

Sea Turtle at Belize Barrier Reef

Sea Turtle at Belize Barrier Reef

IBD Team Belize aka Team Unbelizable – Week 1

From the time we learned about our IBD summer project in May, we knew we were up for an amazing experience. Our assignment was to develop a sustainable business model for WCS Glover’s Reef Research Station in Belize. We spent most of June developing work streams to explore the business problem. Through extensive customer interviews, routine client interactions and pouring over their financial data we came up with the hypothesis that student groups are the most attractive customer segment and Glover’s should focus on scaling this customer segment to become sustainable. The next step was in- country experience to answer the questions – “how to scale” and “is the solution feasible”. It was now time to travel to the clients office in Belize.

Belize Barrier Reef

Belize Barrier Reef

June 25th – July 1st

Lobster for lunchOur first stop upon arrival in Belize was San Pedro. San Pedro is a popular tourist destination about 2 hour boat ride away from Belize City. It’s most prized possession is the Belize Barrier Reef, the second largest reef on the planet.

Three of us (Andrew, Jerry and Srinivas) arrived earlier on 06/27. We were either already PADI certified or got certified on short notice to be ready for some of the best dives in the world – Half Moon Caye, Great Blue Hole, the Aquarium as well as other local dives. We captured extensive footage of green turtle, reef shark, rays, variety of fish, corals reefs and an interesting tug of war with a nurse shark.

The remaining two of us arrived on June 30th and the team was back together. The team was also fortunate to be in-country during the famous, annual Lobster Festival. We made friends with a local bartender, Dion Samuels, who acted as our unofficial tour guide for the weekend. With his guidance, we were able to explore the local cuisine and popular bars for a couple of days before bidding a fond farewell to San Pedro on July 1st, Sunday.

July 2nd

Monday morning we met the client at their office in Belize City and gave a presentation to update them on the work done so far. The presentation was well received, and the client appreciated our efforts and were looking forward to hearing our solutions.

After a quick lunch, it was time to visit the station itself. Glover’s Reef Research Station is located on the Middle Caye island of the Glovers Atoll, about a 3-hour boat ride from Belize City. We reached the island late afternoon, and after a quick orientation and a sumptuous dinner we called it a night after what was a very long, day.

July 3rd – July 8th

Life on Tropical Paradise: A typical day started at 8:00AM after breakfast which was served from 7-8am.

Morning: (8:00AM – 12PM)

Dining overlooking the oceanMornings were our high productivity time and we reserved it for brainstorming. We would meet in the library, which was a long room with a narrow center table, a few chairs, white board and two wall fans. It was far cry from the conference rooms we were accustomed to at Haas.

We would then discuss our potential solutions with the operations manager, Kenneth, to check for its feasibility in implementation. We would also walk around the island to interview the staff to learn about the facilities and its operations. Our goal was to evaluate if the station had capacity to handle an increase in customer volume.

Afternoon (12:00PM -5:00PM)

Lunch was served in a cozy dining area adjoining the kitchen. They were both located on the second floor overlooking the ocean. Pristine beach views made for a luxurious dining experience to an otherwise modest and rustic dining area.

Afternoons, we worked in the wet lab and focused on execution work. We would usually break into solo or smaller groups to work on feasibility/ROI analysis and other research and documentation tasks. Our favorite hangout spot by far, for work or pleasure, was the Wet Lab. The Wet Lab at Glover’s is a large square open air area, filled with benches, tables, chairs and HAMMOCKS. There was also a 360 degree view of the island – an ideal setting to temper the tediousness in execution tasks.

Evening (5:00PM -10:00PM)After Volleyball

Volleyball Time. We played volleyball with the staff every day. Initially it was Haas vs. GRRS/Belize Coast Guard but soon we mixed up the teams. These volleyball matches got quite intense, but they were a lot of fun. There was also a match between the UCF students and Haas & GRRS. Naturally, Haas dominated UCF, even winning the first game with a 21-0 sweep.

Volleyball was followed by dinner. Similar to lunch, the dinner menu was elaborate and included salad, a couple of main dishes, a side dish, dessert and fruit drinks. To say that every meal at Glover’s was exceptionally delicious is a gross understatement. All thanks to Rushell – chatty, patient and a brilliant chef. We would then retreat to the hammocks in the Wet Lab and relax in the fierce but warm tropical breeze for some reading, reflection, banter and bonding. Of course, we also hydrated with some fresh coconut water. Despite spending an entire day together on a remote island, we still looked forward to this time to get know each other more, form stronger bonds and become better friends.

Playing VolleyballAs blissful as this life sounds, it was not without its challenges. Andrew, Jerry, Nik and Srini were crammed into a tiny room and had to deal with a particularly stubborn gecko every night. Nik invariably made the gecko’s daily musings the topic of every breakfast meal. Sand flies did have a feast on some more than others. A/C was a luxury we could only dream about and internet was at best intermittent and non-existent at worst. Despite these challenges, time spent on this tropical paradise was productive, relaxing, fun. The team was able to make beautiful memories to last us a lifetime.

Stay tuned for part two which covers deep sea diving on the weekend, an “adventurous” boat ride back, and wrapping up in the main office in Belize City.

Hydrating with Coconut Water

 

 

Check out next weeks Haas In the World Blog for the second student blog from Team Belize which will include a video.

Haas Goes to China; Experiences a Fusion of Culture and Technology

Written by Nausher Cholavaram, Rohan Balwani, Tanya Gupta, Pradeep Khanal, and Edi Lim

Team Yirendai after Final Presentation

Team Yirendai after Final Presentation

We just returned from China after completing a two-week stint with Yirendai, a FinTech company based in Beijing. Our time was filled with experiences that enriched us professionally, personally, and culturally. We learned about the booming economy in China and the uncertainty that comes with it. We also talked to company leads and learned how they think about company strategy. The two weeks were also great exposure to Chinese culture both at and outside of work. We tried different types of Chinese food, watched traditional Chinese opera, and participated in some heavy bargaining when shopping.

Client and project overview

Yirendai, our client, is a leading FinTech company in China. It is a dominant player in the Chinese peer-to-peer (P2P) lending industry and has recently expanded into the Online Wealth Management space. Having made a huge impact in China, Yirendai is now setting their sights on the US!  Yirendai enlisted our help to explore options for their expansion into the US market.

This ask posed a very interesting challenge for us. On one hand, China is far ahead in the world of FinTech with their ubiquitous use of technology for making payments and conducting business via mobile phones. For example, we saw panhandlers and street musicians display QR codes for WePay to facilitate donations, and we ate at a food court where no cash or credit cards were accepted. On the other hand, we learned that Chinese investors don’t possess the same level of sophisticated planning and diversification that investors in other markets do. When we synthesized all of our learnings and presented our final presentation to Yirendai, they had very incisive questions and couldn’t help themselves but become excited by the ideas we presented.

Project Details

Team Yirendai in IBD Class at Haas

Team Yirendai in IBD Class at Haas

We started the research for our project while in the US. We spent 3 weeks researching P2P Lending and Wealth Management industries in general and our client’s business in particular. We read hundreds of documents about both industries, downloaded P2P lending apps to learn their features and user experience, conducted surveys, and interviewed contacts about their investing behaviors. We had insightful exchanges with our clients where we validated our understanding from field studies with their expert knowledge. The work was intense but totally worth it.

As we arrived in China, we prepared our recommendation. We surveyed the problem-solving toolkit – financial modeling, SWOT, business model canvas, and go-to-market strategy framework – we learned at Haas and implemented them to build our recommendation. We had several discussions about customer segmentation, product differentiation, and customer acquisition strategy with our client’s CFO, Head of Online Wealth Management, Director of Investor Relations, and Head of Product Management. Their invaluable input helped mold our recommendation.

Cultural Immersion

Though China has been lauded for its recent economic advancement, it has a long history of rich culture and tradition. Besides our client, Yirendai, our team was very excited about the Great Wall. We went to the Jinshanling section, which was very scenic and less crowded. Walking 6 hours on the Great Wall didn’t feel enough. We were astonished by its grandeur and humbled by its expanse. Our day at the Great Wall was definitely one of the finest experiences of our stay in China.

Team Yirendai at the Great Wall of China

Team Yirendai at the Great Wall of China

Beijing is full of other historical and cultural sites as well. We visited the Forbidden City, a historical palace museum in Beijing. We toured the Tiananmen Square and other important sites in Beijing including the Temple of Heaven, the Summer Palace, and the Lama Temple. We went to the popular Antique market and also playfully immersed ourselves in a  bit of haggling at Beijing’s popular Pearl and Silk markets.

It was a little disheartening to see sun only twice due to poor air quality during our 2-week stay in Beijing, but we remain hopeful the measures being implemented currently will continue to make improvements.

Following our final presentation, our client treated us to a traditional Beijing style dinner along with Beijing Opera – quite a fitting end to our 2 weeks stay in Beijing.

Team Yirendai at the Beijing Opera

Team Yirendai at the Beijing Opera

The China trip was incredible and the IBD experience, priceless. It was like opening the wardrobe and venturing into a new world, both professionally and culturally, with talented fellow Haasies! Our relationship with the client did not end with the conclusion of the project. We are still in touch through WeChat and plan to meet our client on their next visit to the US for a roadshow in the second half of 2018.

 

Using Human-Centered Design to Improve Patients’ Lives

By Melea Atkins, Kathryn Balestreri, Bree Jenkins, Ben Lauing, and Hannah Levinson

There were bright pink and orange and blue post-its everywhere. It looked just like the Innovation Lab at Haas had looked weeks before as we ran through an exercise during our Problem-Finding, Problem-Solving class. But we were 6,500 miles away from Haas, many of the post-its were written in Portuguese, and the stakes were high.

The São Paulo IBD team was facilitating a three-hour rapid ideation workshop at the major pharmaceutical company Novartis, leading a group of 16 senior-level employees through the human-centered design cycle to generate ideas about why patients don’t adhere to their medication. Our fear that directions would be lost in translation given the language barrier was immediately assuaged as people openly shared personal journeys with chronic illness and others wrote down observations. One woman shared her personal experience being treated by a physician for a chronic illness. He chose not to pursue aggressive treatment because he didn’t want to impose physical pain on his patient. She was left feeling out of control over her own life, and her emotional and physical suffering only increased over time. This led to an insight around shared decision-making and that a personal physician relationship is foundational to patient engagement and medication adherence.

Sticky notes

After the workshop, we received such a thoughtful WhatsApp message (the primary mode of communication – even for Novartis professionals!): This was so great, I’ve worked here for so long but I forgot that I’ve been the patient too.

Leading this workshop was a transformational Haas experience. When facilitating, we were pushed to command a room of people who were senior to us, whose primary language was different from ours, and who had no prior exposure to design thinking tools. The workshop also strengthened the bond of our IBD team, as we all worked together to ensure the success of the experience. Our team was especially fortunate to have Kathryn Balestreri, who brought design thinking expertise from her work as an innovation consultant and through Haas at Work. 

The Novartis Brazil team collaborates in small groups

The Novartis Brazil team collaborates in small groups

This human-centered design approach landed well with the Novartis team, and we realized how well it lent itself to the overarching goal of our project: helping patients better adhere to heart failure medication. Through our research and 71 interviews with subject matter experts, physicians, startups, and heart failure patients over the course of our project, it was abundantly clear that we wouldn’t be able to identify the root cause of non-adherence to heart failure medication without truly understanding why patients behave the way they do. Thus, when it came to generating solutions for Novartis, we generated six key insights about how we might positively impact patient behavior and improve adherence, used these insights to power ideas, and ultimately converged on one idea to create a prototype and action plan for Brazil. We called the prototype “Rede Integrade de Acolhimento” (RIA), which means “smile” in Portuguese. This is a title that a Novartis employee generated during the final prototyping stage of the ideation workshop.

In our final client call, the project manager requested materials about leading human-centered design workshops, because she wanted to replicate the workshop for Novartis teams in other Latin American countries. Hearing not only that Novartis was interested in our ideas, but also that they wanted to use some of the tools that we’d brought felt like a true success.

Bree Jenkins leads our team through our own ideation workshop

Bree Jenkins leads our team through our own ideation workshop

IBD Team Makerere, Changing the Trajectory of Uganda’s Tourism Sector

Team Makerere together in front of a lakeWritten by Elizabeth Andrada, Luca Cosentino, ​Tamara Pace-Emerson, ​

Logan Gallogly, and ​Renee Medina

Changing the trajectory of Uganda’s tourism sector

Our IBD team worked with the government of Uganda and a team focused on enhancing public and private sector partnerships at Makerere University, Uganda’s largest university, to redefine the country’s tourism strategy. Many sectors have invested a lot of time and money to improve the country’s tourism sector, however, there were a few elements missing in both the strategies and execution that prevented Uganda’s tourism sector from thriving.

Making an impact with a dedicated audience

Our team had a once in a lifetime opportunity to present our final recommendations to the Prime Minister of Uganda, Governor of the Central Bank of Uganda and Minister of Tourism of Uganda, in addition to many other members of government and private sector leaders in the country. Our three weeks in country culminated in this exciting event, which was followed by a private dinner with the mentioned stakeholders (several of whom are UC Berkeley alums!) that evening. The dinner gave us an opportunity to discuss our final presentation in a less formal environment, share more details of our findings, and highlight the key resource requirements so Uganda can successfully implement our recommendations.

Our project approach

Before heading to Kampala (the country’s capital), our team conducted secondary research on the tourism industry in Uganda and studied tourism strategy for the neighboring East African countries such as Rwanda, Kenya and Tanzania. Based on the research, surveys and focus groups with classmates as well as our weekly client calls, our team developed a set of initial hypotheses related to improving the current state of tourism in Uganda.

IBD Team Makerere posingDespite our pre-work and research, we quickly discovered once we had arrived in-country that there was a lot to learn with many more nuances and local considerations to keep in mind when thinking about our final recommendations. We spent the first week conducting interviews with more than 15 stakeholders across the tourism sector, which changed our perceptions of the primary challenges facing the Uganda tourism sector. We spent the second week traveling around the country as tourists ourselves in order to understand first-hand the differentiators and challenges to a thriving tourism sector in the country.

Where we visited

Our team used Kampala, Uganda’s largest city, as our home base, but because many of the country’s key tourist sites are outside of the city, we also wanted to spend time visiting these destinations. This primary research would help inform our final recommendations related to a tourist’s experience in the country. Our team had the opportunity to visit:

  • Jinga, the source of the Nile River (where the Nile meets Lake Victoria) and to do a sunset kayaking trip on the Nile;
  • Entebbe and the Uganda Wildlife Conservation Education Centre where we got to pet cheetahs and feed lions and baby elephants;
  • Murchison Falls National Park, where we participated in a traditional safari game drive and saw giraffes, hippos, elephants, lions, bison, buffalo, birds and countless other animals as well as hike to the top of the two waterfalls in the park;
  • Lake Bunyoni, the second deepest lake in the world and the deepest lake in Africa, where we stayed at an eco-lodge and had the opportunity to boat, swim and hike; and
  • Queen Elizabeth National Park, where we participated in a second game drive and enjoyed views of the Rwenzori mountain range while having an authentic ‘Rolex’ breakfast.

IBD Team Makerere in front of body of waterOur final recommendations and project culmination

The team developed four final recommendations for our client, focusing on marketing as well as the tourist and business experience. As mentioned, we had the unique opportunity to present our findings and final recommendations to the Prime Minister as well as other government and private sector stakeholders.

Our IBD experience was a highlight of our time thus far at Haas and is one that we will never forget. Our team created a meaningful bond as we sought to provide an actionable roadmap for the country’s leaders to make it a top tourist destination. We feel so honored to have had the opportunity to make an impact and to change the trajectory of the tourism industry in Uganda. We look forward to visiting Uganda again to see the progress that has been made in implementing our recommendations.