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  • June 1998 (Revised August 2001)
  • Case

Wells Fargo Online Financial Services (A)

By: Robert S. Kaplan and Nicole Tempest
Wells Fargo, the industry leader in electronic banking, has implemented a Balanced Scorecard in its online financial services group (OFS) to track and measure performance. The OFS group develops and supports services that allow existing and future banking customers to... View Details
Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Banking Industry; Financial Services Industry
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Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (A)." Harvard Business School Case 198-146, June 1998. (Revised August 2001.)
  • January 2007 (Revised August 2007)
  • Case

Fulton County School System: Implementing the Balanced Scorecard

By: Robert S. Kaplan and Monica Nah Lee
Illustrates the adaptation and implementation of a private sector management tool, the Balanced Scorecard, to a public school district. As part of a continuous improvement initiative, the Director of Planning and Policy facilitates the development of a strategy map and... View Details
Keywords: Education; Governance; Leadership; Balanced Scorecard; Performance Improvement; Strategy; Education Industry
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Kaplan, Robert S., and Monica Nah Lee. "Fulton County School System: Implementing the Balanced Scorecard." Harvard Business School Case 107-029, January 2007. (Revised August 2007.)
  • March 2022 (Revised March 2025)
  • Technical Note

Ethical Analysis: Society

By: Nien-hê Hsieh
How should managers determine and deliver on their responsibilities to society? This note summarizes prevailing approaches to this question and outlines an approach centered on what distinguishes society from other key constituencies, such as investors or customers.... View Details
Keywords: Social and Collaborative Networks; Management Analysis, Tools, and Techniques; Organizational Structure; Corporate Social Responsibility and Impact; Ethics; Analysis
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Hsieh, Nien-hê. "Ethical Analysis: Society." Harvard Business School Technical Note 322-119, March 2022. (Revised March 2025.)
  • 2019
  • Working Paper

Intelligent Artificiality: Algorithmic Microfoundations for Strategic Problem Solving

By: Mihnea Moldoveanu
This paper introduces algorithmic micro-foundations for formulating and solving strategic problems. It shows how the languages and disciplines of theoretical computer science, “artificial intelligence,” and computational complexity theory can be used to devise a set of... View Details
Keywords: Problems and Challenges; Analysis; Strategy; Framework; Management Analysis, Tools, and Techniques; Mathematical Methods
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Moldoveanu, Mihnea. "Intelligent Artificiality: Algorithmic Microfoundations for Strategic Problem Solving." Harvard Business School Working Paper, No. 19-072, January 2019. (Revised February 2019.)
  • 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.)
  • 26 Feb 2007
  • Research & Ideas

The Power of the Noncompete Clause

passed, often twelve to twenty-four months. Such a clause, for instance, sparked a public legal battle two years ago when Google hired away a top Microsoft executive, Kai-Fu Lee. But disputes and tensions over noncompetes are not isolated... View Details
Keywords: by Martha Lagace
  • August 2002 (Revised January 2003)
  • Case

Siebel Systems: Anatomy of a Sale, Part 1

By: John A. Deighton and Das Narayandas
How does a $2 million software sale happen? This case traces efforts by Siebel Systems to sell lead management software to discount broker Quick & Reilly. The buying process is mapped out over four years. Covers in detail the last six months—from Siebel's initial... View Details
Keywords: Leadership; Management Analysis, Tools, and Techniques; Marketing Strategy; Consumer Behavior; Organizational Structure; Behavior; Competition; Applications and Software; Technology Industry
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Deighton, John A., and Das Narayandas. "Siebel Systems: Anatomy of a Sale, Part 1." Harvard Business School Case 503-021, August 2002. (Revised January 2003.) (request a courtesy copy.)
  • September 1999 (Revised February 2004)
  • Case

WebSpective Software, Inc. (A)

By: Michael J. Roberts, Joseph B. Lassiter III, John T. Gourville and Sun Ming Wong
Describes the situation at WebSpective, a software company that develops products to help companies manage the network of servers that support their Websites. Describes the use of "concept engineering" tools to interview customers, determine their needs and the... View Details
Keywords: Entrepreneurship; Management Practices and Processes; Customers; Customer Focus and Relationships; Communication Intention and Meaning; Product Development; Product Marketing; Management Analysis, Tools, and Techniques; Customer Satisfaction; Marketing Strategy; Information Technology Industry
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Roberts, Michael J., Joseph B. Lassiter III, John T. Gourville, and Sun Ming Wong. "WebSpective Software, Inc. (A)." Harvard Business School Case 800-136, September 1999. (Revised February 2004.)
  • August 2002 (Revised February 2003)
  • Case

Siebel Systems: Anatomy of a Sale, Part 2

By: John A. Deighton and Das Narayandas
How does a $2 million software sale happen? This case traces efforts by Siebel Systems to sell lead management software to discount broker Quick & Reilly. The buying process is mapped out over four years. Covers in detail the last six months--from Siebel's initial... View Details
Keywords: Business Cycles; Leadership; Management Analysis, Tools, and Techniques; Marketing Strategy; Consumer Behavior; Organizational Structure; Behavior; Competition; Applications and Software; Technology Industry
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Deighton, John A., and Das Narayandas. "Siebel Systems: Anatomy of a Sale, Part 2." Harvard Business School Case 503-022, August 2002. (Revised February 2003.)
  • June 1993 (Revised May 1997)
  • Case

SKA (Sweden)

By: David F. Hawkins
Management is debating a proposal to capitalize R&D. While Swedish GAAP permits capitalization, the general practice is to expense R&D as incurred. View Details
Keywords: Financial Statements; Financial Reporting; Framework; Balanced Scorecard; Policy; Accounting Industry; Sweden
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Hawkins, David F. "SKA (Sweden)." Harvard Business School Case 193-166, June 1993. (Revised May 1997.)
  • March 2006
  • Background Note

Customer-Introduced Variability in Service Operations

By: Frances X. Frei
Presents a typology of customer-introduced variability and offers guidance on how to manage each type. Central to the ideas developed is how to mitigate the effects of the apparent trade-off between reducing variability and diminishing the service experience or... View Details
Keywords: Customers; Six Sigma; Consumer Behavior; Service Operations; Performance Efficiency
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Frei, Frances X. "Customer-Introduced Variability in Service Operations." Harvard Business School Background Note 606-063, March 2006.
  • 31 Oct 2023
  • HBS Case

Checking Your Ethics: Would You Speak Up in These 3 Sticky Situations?

McKinsey, serving as managing director of the Boston office and leader of the global merger integration practice during that period. “These dilemmas will happen, and they will... View Details
Keywords: by Michael Blanding; Consulting
  • January 1991 (Revised March 1992)
  • Case

USA Today

By: Robert L. Simons
USA Today is a national newspaper struggling to achieve profitability. This case focuses on the use of management control systems to identify emerging opportunities and the formulation of new strategies. The interactive system used by top managers--the Friday... View Details
Keywords: Strategy; Competitive Advantage; Management Analysis, Tools, and Techniques; Managerial Roles; Forecasting and Prediction; Growth and Development Strategy; Risk Management; Labor and Management Relations; Organizational Change and Adaptation; Risk and Uncertainty; Journalism and News Industry; United States
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Simons, Robert L. "USA Today." Harvard Business School Case 191-004, January 1991. (Revised March 1992.)
  • September 1990
  • Case

Bain & Co., Inc.: Growing the Business

By: Michael Y. Yoshino
Raises management issues facing Bain & Co. in formulating its future global strategy and implementation of that strategy. View Details
Keywords: Global Strategy; Management; Business or Company Management; Goals and Objectives; Growth and Development Strategy; Management Analysis, Tools, and Techniques; Strategy; Expansion; Consulting Industry; Service Industry
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Yoshino, Michael Y. "Bain & Co., Inc.: Growing the Business." Harvard Business School Case 391-069, September 1990.
  • January 2008 (Revised August 2011)
  • Case

ProntoWash: Washing the World's Cars to a Tango Beat

ProntoWash management considers whether franchising and the Balanced Scorecard could be combined to help customer-facing employees provide consistent service across the world and capture relevant management information. In 2007, ProntoWash, an international car-wash... View Details
Keywords: Customer Focus and Relationships; Growth and Development Strategy; Balanced Scorecard; Management Systems; Franchise Ownership; Performance Consistency; Argentina
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Martinez Jerez, F. Asis, and Katherine M. Miller. "ProntoWash: Washing the World's Cars to a Tango Beat." Harvard Business School Case 108-037, January 2008. (Revised August 2011.)
  • 04 Sep 2013
  • What Do You Think?

How Relevant is Long-Range Strategic Planning?

have to be applied more selectively, depending on such things as the industry, the nature of competition, and the speed with which a particular organization's environment is changing. And there is a question... View Details
Keywords: by James Heskett
  • July 2000 (Revised October 2000)
  • Case

Cisco Systems: Are You Ready? (A)

By: James L. Heskett and John P. Morgridge
An Internet service provider, INS, in which Cisco Systems has a minority ownership stake, receives an offer of $3.1 billion from Cisco's rival Lucent. Cisco's management has to decide whether to act on a request from INS management that Cisco make a counteroffer. The... View Details
Keywords: Corporate Strategy; Management Analysis, Tools, and Techniques; Ownership Stake; Strategic Planning; Innovation and Management; Technology; Information Technology Industry; Web Services Industry
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Heskett, James L., and John P. Morgridge. "Cisco Systems: Are You Ready? (A)." Harvard Business School Case 901-002, July 2000. (Revised October 2000.)
  • August 1997
  • Case

Natural Blends, Inc.

By: H. Kent Bowen, Ramchandran Jaikumar and Karen Krause
Describes the continuous flow process used to generate orange juice concentrate. Production involves several tightly coupled process steps with varying production rates and setup times. Given production constraints and customer requirements, management choices must be... View Details
Keywords: Customer Focus and Relationships; Decisions; Management Analysis, Tools, and Techniques; Product; Performance Capacity; Performance Productivity
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Bowen, H. Kent, Ramchandran Jaikumar, and Karen Krause. "Natural Blends, Inc." Harvard Business School Case 698-012, August 1997.
  • 2000
  • Book

The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment

By: Robert S. Kaplan and D. P. Norton
Keywords: Balanced Scorecard
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Kaplan, Robert S., and D. P. Norton. The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment. Boston, MA: Harvard Business School Press, 2000.
  • June 2005
  • Article

How the Balanced Scorecard Complements the McKinsey 7-S Model

By: R. S. Kaplan
Keywords: Balanced Scorecard
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Kaplan, R. S. "How the Balanced Scorecard Complements the McKinsey 7-S Model." Strategy & Leadership 33, no. 3 (June 2005): 41–46.
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