Publications

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

April 1998 (Revised September 1998)
Case

Classic Pen Company, The: Developing an ABC Model

Classic Pen has diversified from its core blue and black pen business by introducing new specialized colors. But costs have risen and margins on blue and black pens are decreasing. The controller turns to activity-based costing (ABC) for an explanation. View Details

Keywords: Activity Based Costing and Management; Manufacturing Industry

April 1998 (Revised May 1998)
Background Note

Investing to Develop Future Capabilities

Keywords: Investment

1988
Book

Dynamic Manufacturing: Creating the Learning Organization

By: Robert H. Hayes, Steven C. Wheelwright and Kim B. Clark

January 1998
Teaching Note

Chemical Bank TN

Teaching Note for (9-195-210). View Details

Keywords: Banking Industry

1998
Book

Advanced Management Accounting

By: Robert S. Kaplan and Anthony A. Atkinson

Keywords: Management; Cost Accounting

1998
Book

Cost and Effect: Using Integrated Cost Systems to Drive Profitability and Performance

By: Robert S. Kaplan and Robin Cooper

Keywords: Cost vs Benefits

1998
Article

Innovation Action Research: Creating New Management Theory and Practice

Keywords: Innovation and Invention; Research; Management; Theory; Practice

November 1997
Teaching Note

Activity-Based Management at Stream International TN

Teaching Note for (9-196-134). View Details

Keywords: Indiana

November 1997
Teaching Note

Co-operative Bank, The TN

Teaching Note for (9-195-196). View Details

Keywords: Banking Industry

November 1997 (Revised May 1998)
Teaching Note

Indianapolis: Activity-Based Costing of City Services (A) and (B) TN

Teaching Note for (9-196-115) and (9-196-117). View Details

Keywords: Activity Based Costing and Management; City

October 1997
Teaching Note

Mobil USM&R Series TN

Teaching Note for (9-197-025), (9-197-120), (9-197-121), (9-197-026), (9-197-027), and (9-197-028). View Details

Keywords: Mining Industry; Energy Industry; United States

October 1997
Teaching Note

United Way of Southeastern New England (UWSENE) TN

Teaching Note for (9-197-036). View Details

Keywords: United States

June 1997 (Revised May 1998)
Case

Mobil USM&R (A1)

First of a two-part case on the development and use of a Balanced Scorecard (BSC) at Mobil's US Marketing and Refining Division. Split from the original (A) case to give students an opportunity to suggest objectives and measures for the division's initial BSC, without... View Details

Keywords: Balanced Scorecard; Measurement and Metrics; Restructuring; Corporate Strategy; Organizational Change and Adaptation; Growth and Development Strategy; Management Teams; Marketing Strategy; Motivation and Incentives; Mining Industry; Energy Industry; United States

June 1997 (Revised May 1998)
Case

Mobil USM&R (A2)

Second of a two-part case on the development and use of a Balanced Scorecard (BSC) at Mobil's US Marketing and Refining Division. This case describes the completed BSC, and how this was linked to the BSCs of the independent business units and the internal service... View Details

Keywords: Balanced Scorecard; Performance Evaluation; Management Teams; Management Practices and Processes; Executive Compensation; Motivation and Incentives; Corporate Strategy; Energy Industry; Mining Industry; United States

June/July 1997
Article

Why Does Business Need a Balanced Scorecard? Part II

By: Robert S. Kaplan and David Norton

Keywords: Balanced Scorecard

Article

Why Does Business Need a Balanced Scorecard? Part II

By: Robert S. Kaplan and David Norton

Keywords: Balanced Scorecard

April 1997
Case

Peoria Engine Plant (A): (Abridged)

By: Robert S. Kaplan and Amy P. Hutton

Describes the cost control system used at an automobile engine plant for labor and overhead costs. The finance staff prepares daily, weekly, and monthly variance reports against budgets. Department supervisors, finance staff, and the plant manager discuss the use and... View Details

Keywords: Motivation and Incentives; Cost Management; Financial Reporting; Performance Improvement; Budgets and Budgeting; Auto Industry

April 1997
Case

Romeo Engine Plant (Abridged)

By: Robert S. Kaplan and Amy P. Hutton

A newly reopened automobile engine plant has been organized along total quality and teamwork principles. Employees now solve problems and ensure quality, rather than watch parts being produced. New operating and financial systems have been installed to promote... View Details

Keywords: Cost Accounting; Cost Management; Groups and Teams; Employees; Performance Improvement; Auto Industry