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      Management Analysis, Tools, And TechniquesRemove Management Analysis, Tools, And Techniques →

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      • August 2002 (Revised November 2016)
      • Background Note

      Customer Profitability and Lifetime Value

      By: Elie Ofek
      Introduces the central concepts involved in determining customer lifetime value, with detailed analysis and examples from the realm of direct marketing. Implications for marketing strategy and customer relationship management are briefly discussed. View Details
      Keywords: Customer Value and Value Chain; Customer Relationship Management; Customization and Personalization; Product Marketing; Sales; Marketing Strategy; Management Analysis, Tools, and Techniques; Consumer Products Industry
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      Ofek, Elie. "Customer Profitability and Lifetime Value." Harvard Business School Background Note 503-019, August 2002. (Revised November 2016.)
      • May 2002 (Revised May 2003)
      • Case

      Sa Sa Cosmetics

      By: David E. Bell and Iris T. Li
      Sa Sa Cosmetics has had spectacular success as a low-price retailer of branded cosmetics. But recently, growth has slackened. What are the causes? This case describes recent strategic initiatives and provides market research data to aid the students in diagnosis. View Details
      Keywords: Crisis Management; Management Analysis, Tools, and Techniques; Brands and Branding; Marketing Strategy; Distribution; Beauty and Cosmetics Industry; Beauty and Cosmetics Industry
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      Bell, David E., and Iris T. Li. "Sa Sa Cosmetics." Harvard Business School Case 502-085, May 2002. (Revised May 2003.)
      • Article

      Applying the Balanced Scorecard in Healthcare Provider Organizations

      By: Syeda Noorein Inamdar and Robert S. Kaplan
      Keywords: Balanced Scorecard; Health; Organizations; Health Industry
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      Inamdar, Syeda Noorein, and Robert S. Kaplan. "Applying the Balanced Scorecard in Healthcare Provider Organizations." Journal of Healthcare Management 47, no. 3 (May–June 2002): 179–196.
      • February 2002 (Revised April 2002)
      • Case

      Chengwei Ventures and the hdt* Investment

      By: G. Felda Hardymon, Josh Lerner and Ann Leamon
      Bo Feng, cofounder and principal in Chengwei Ventures, one of the first sovereign venture capital firms in China, is trying to decide on the proper business model for hdt, the product of a merger between two portfolio companies. This case discusses the best way for the... View Details
      Keywords: Venture Capital; Mergers and Acquisitions; Customer Relationship Management; Sovereign Finance; Management Analysis, Tools, and Techniques; Entrepreneurship; Internet and the Web; Applications and Software; Markets; Business Model; Financial Services Industry; China
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      Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Chengwei Ventures and the hdt* Investment." Harvard Business School Case 802-089, February 2002. (Revised April 2002.)
      • February 2002 (Revised February 2006)
      • Case

      Volvo Trucks (A): Penetrating the U.S. Market

      By: Michael E. Porter and Orjan Solvell
      Volvo Trucks has worked on a global strategy for several decades. Beginning in the mid-1970s, the company decided to enter the largest market for trucks: the United States. Over time, the company has struggled to get a significant share of the U.S. market and at the... View Details
      Keywords: Market Entry and Exit; Competitive Strategy; Five Forces Framework; Truck Transportation; Global Strategy; Globalized Markets and Industries; Manufacturing Industry; Retail Industry; United States; Europe
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      Porter, Michael E., and Orjan Solvell. "Volvo Trucks (A): Penetrating the U.S. Market." Harvard Business School Case 702-418, February 2002. (Revised February 2006.)
      • February 2002 (Revised March 2004)
      • Case

      Volvo Trucks (B): Acquisition of RVI

      By: Michael E. Porter and Orjan Solvell
      Supplements the (A) case. View Details
      Keywords: Market Entry and Exit; Competitive Strategy; Five Forces Framework; Truck Transportation; Global Strategy; Globalized Markets and Industries; Manufacturing Industry; Retail Industry; United States; Europe
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      Porter, Michael E., and Orjan Solvell. "Volvo Trucks (B): Acquisition of RVI." Harvard Business School Case 702-419, February 2002. (Revised March 2004.)
      • February 2002 (Revised May 2006)
      • Case

      Volvo Trucks (C): Closing Volvo Global Trucks

      By: Michael E. Porter and Orjan Solvell
      Supplements the (A) case. View Details
      Keywords: Market Entry and Exit; Competitive Strategy; Five Forces Framework; Truck Transportation; Global Strategy; Globalized Markets and Industries; Manufacturing Industry; Retail Industry; United States; Europe
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      Porter, Michael E., and Orjan Solvell. "Volvo Trucks (C): Closing Volvo Global Trucks." Harvard Business School Case 702-444, February 2002. (Revised May 2006.)
      • January 2002
      • Case

      Intrinsix: Managing Growth at an Electronic Design Service Company

      By: H. Kent Bowen and Courtney Purrington
      Intrinsix is a 15-year-old semiconductor design services company that wants to continue its growth and market reach and appears to be ready for an initial public offering (IPO). This case leads up to this strategic decision point by tracing the growth of Intrinsix from... View Details
      Keywords: Decisions; Initial Public Offering; Growth Management; Management Analysis, Tools, and Techniques; Management Style; Marketing Strategy; Problems and Challenges; Competitive Strategy; Electronics Industry
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      Bowen, H. Kent, and Courtney Purrington. "Intrinsix: Managing Growth at an Electronic Design Service Company." Harvard Business School Case 602-067, January 2002.
      • January 2002 (Revised May 2003)
      • Case

      ProfitLogic

      By: Richard G. Hamermesh, Michael J. Roberts and Taslim Pirmohamed
      Describes an "application software" company that has been through several evolutions--from consulting firm to applications service provider (ASP). The firm has received significant venture funding to pursue the ASP model but this has not worked, at least at the time... View Details
      Keywords: History; Business Model; Venture Capital; Cash Flow; Decision Choices and Conditions; Balanced Scorecard; Information Technology Industry; Service Industry
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      Hamermesh, Richard G., Michael J. Roberts, and Taslim Pirmohamed. "ProfitLogic." Harvard Business School Case 802-110, January 2002. (Revised May 2003.)
      • January 2002 (Revised February 2002)
      • Case

      Postgirot Bank and Provment AB: Managing the Cost of IT Operations

      By: F. Warren McFarlan and Nancy Bartlett
      Describes a specific approach for measuring the efficiency of the groups of computers inside an organization and suggests ways this tool may be used to reduce the company's computing investment while maintaining service. It is a software-enabled industrial engineering... View Details
      Keywords: Cost Management; Investment; Management Analysis, Tools, and Techniques; Management Style; Information Technology; Applications and Software
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      McFarlan, F. Warren, and Nancy Bartlett. "Postgirot Bank and Provment AB: Managing the Cost of IT Operations." Harvard Business School Case 302-061, January 2002. (Revised February 2002.)
      • January 2002 (Revised February 2002)
      • Case

      Valuing the AOL Time Warner Merger

      By: Lynda M. Applegate, Rena Miller and John N Rei
      On January 11, 2000, AOL and Time Warner announced their intention to merge, creating what AOL CEO Stephen Case and Time Warner CEO Gerald Levin called the 21st century's first fully integrated communications, media, and entertainment company. This case, prepared from... View Details
      Keywords: Mergers and Acquisitions; Management Analysis, Tools, and Techniques; Valuation; Situation or Environment; Media and Broadcasting Industry; Media and Broadcasting Industry
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      Applegate, Lynda M., Rena Miller, and John N Rei. "Valuing the AOL Time Warner Merger." Harvard Business School Case 802-098, January 2002. (Revised February 2002.)
      • December 2001
      • Case

      iSteelAsia-2001

      By: F. Warren McFarlan and Iris T. Li
      Presents a follow-up one year later. Shows how this online steel distributor has now reached breakeven. Focuses on the new challenges for the future. View Details
      Keywords: Management Analysis, Tools, and Techniques; Economy; Goods and Commodities; Cross-Cultural and Cross-Border Issues; Information; Knowledge Use and Leverage; Problems and Challenges; Steel Industry; China; United States
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      McFarlan, F. Warren, and Iris T. Li. "iSteelAsia-2001." Harvard Business School Case 302-074, December 2001.
      • December 2001 (Revised May 2003)
      • Background Note

      Queueing Theory

      By: V.G. Narayanan and George Batta
      Explains the assumptions behind and the insights from a simple queueing model. View Details
      Keywords: Mathematical Methods; Theory; Management Analysis, Tools, and Techniques; Motivation and Incentives; Service Delivery
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      Narayanan, V.G., and George Batta. "Queueing Theory." Harvard Business School Background Note 102-023, December 2001. (Revised May 2003.)
      • December 2001 (Revised February 2008)
      • Case

      Borealis

      By: Robert S. Kaplan and Bjorn N. Jorgensen
      When Borealis, a European producer of plastics, used a traditional, time-consuming budgeting process, the budget was quickly out of date in a competitive environment characterized by continually changing input and output prices and dynamic market conditions. This case... View Details
      Keywords: Activity Based Costing and Management; Budgets and Budgeting; Forecasting and Prediction; Investment; Governance Controls; Balanced Scorecard; Management Systems; Manufacturing Industry; Europe
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      Kaplan, Robert S., and Bjorn N. Jorgensen. "Borealis." Harvard Business School Case 102-048, December 2001. (Revised February 2008.)
      • October 2001 (Revised October 2017)
      • Case

      Store24 (A): Managing Employee Retention

      By: Frances X. Frei and Dennis Campbell
      Provides a retailing context in which employee retention strategies are explored through analyzing detailed store-level data. View Details
      Keywords: Retention; Management Analysis, Tools, and Techniques; Analytics and Data Science; Strategy; Mathematical Methods; Retail Industry
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      Frei, Frances X., and Dennis Campbell. "Store24 (A): Managing Employee Retention." Harvard Business School Case 602-096, October 2001. (Revised October 2017.)
      • Article

      Leading Change with the Balanced Scorecard

      By: Robert S. Kaplan and David P. Norton
      Keywords: Leadership; Change; Balanced Scorecard
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      Kaplan, Robert S., and David P. Norton. "Leading Change with the Balanced Scorecard." Financial Executive 17, no. 6 (September 2001): 64–66.
      • June 2001 (Revised October 2001)
      • Case

      Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard

      By: Srikant M. Datar, Marc J. Epstein and Jeremy Cott
      In early 2000, Verizon Communications implemented a Human Resources Balanced Scorecard to evaluate the effectiveness of and payoffs from human resource management. This case describes the benefits of the scorecard and the challenges of measurement and implementation.... View Details
      Keywords: Balanced Scorecard; Human Resources; Telecommunications Industry
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      Datar, Srikant M., Marc J. Epstein, and Jeremy Cott. "Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard." Harvard Business School Case 101-102, June 2001. (Revised October 2001.)
      • June 2001
      • Case

      GE's Early Dispute Resolution Initiative (A)

      By: Michael A. Wheeler and Gillian Morris
      GE's chief litigation counsel sought to rationalize litigation flow by viewing it as a manufacturing process. By applying the principles of Six Sigma, P.D. Villareal created an Early Dispute Resolution (EDR) system that enabled both lawyers and managers to work... View Details
      Keywords: Corporate Governance; Governing Rules, Regulations, and Reforms; Lawsuits and Litigation; Six Sigma; Organizational Change and Adaptation; Problems and Challenges; Conflict and Resolution; Energy Industry; Technology Industry; United States
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      Wheeler, Michael A., and Gillian Morris. "GE's Early Dispute Resolution Initiative (A)." Harvard Business School Case 801-395, June 2001.
      • June 2001 (Revised July 2001)
      • Case

      Boston Lyric Opera

      By: Robert S. Kaplan and Dennis Campbell
      The Boston Lyric Opera was the fastest growing opera company in North America during the 1990s. Having successfully completed a move to a larger facility in 1999, the board and general director recognize the need to develop a formal strategic planning and governance... View Details
      Keywords: Balanced Scorecard; Strategic Planning; Arts; Growth and Development Strategy; Governing and Advisory Boards; Fine Arts Industry; Massachusetts
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      Kaplan, Robert S., and Dennis Campbell. "Boston Lyric Opera." Harvard Business School Case 101-111, June 2001. (Revised July 2001.)
      • June 2001 (Revised February 2005)
      • Background Note

      Creative Destruction of Industrial Age Management Principles and Creative Construction of Information Age Management Principles

      By: Richard L. Nolan
      Traces the creative destruction of industrial age management principles and creative construction of new management principles more appropriate for the information age. Includes self-administered questionnaire to permit managers to assess the status of the... View Details
      Keywords: Transformation; Disruptive Innovation; Goals and Objectives; Management Analysis, Tools, and Techniques; Personal Development and Career; System; Information Technology
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      Nolan, Richard L. "Creative Destruction of Industrial Age Management Principles and Creative Construction of Information Age Management Principles." Harvard Business School Background Note 301-153, June 2001. (Revised February 2005.)
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