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April 2002 (Revised September 2003)
Case

Stephen Brown at John Hancock Financial Services

By: Robin J. Ely

Describes a major organizational transformation process at John Hancock Financial Services in which CEO Stephen Brown takes a series of measured steps to turn the old-line mutual insurance company into a competitive, performance-oriented financial services firm. At the... View Details

Keywords: Change Management; Leadership; Organizational Change and Adaptation; Organizational Culture; Alignment; Competitive Strategy; Financial Services Industry

2007
Other Unpublished Work

Practice Segmentation in Professional Services

By: John J. Gabarro, Thomas J. DeLong and Robert Lees

Keywords: Service Operations; Segmentation; Service Industry

Article

Market Heterogeneity and Local Capacity Decisions in Services

By: Dennis Campbell and Frances X. Frei

We empirically document factors that influence how local operating managers use discretion to balance the tradeoff between service capacity costs and customer sensitivity to service time. Our findings, using data from one of the largest financial services providers in... View Details

Keywords: Customer Satisfaction; Cost; Standards; Service Delivery; Service Operations; Performance Capacity; Performance Productivity; Financial Services Industry; United States

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June 2012 (Revised July 2012)
Case

Business-driven Research at IBM Research India

By: Willy Shih, Margaret Pierson, Pankaj Agarwal, Diego Medicina and Juan Prajogo

What is the right mix between business-driven and pure research? This case considers the question in the setting of IBM Research India, where a management push for balance between exploratory research and the fulfillment of business needs meets some resistance from... View Details

Keywords: R＆D; Computer Services Industries; IT R＆D; Internet; Web-enabled Application; Technological Planning; Emerging Technologies; Information Technology; Internet and the Web; Research and Development; Projects; Practice; India

January 2003 (Revised March 2005)
Case

Planning in Professional Service Firms

By: Ashish Nanda

In this case, four consultants discuss business planning issues that they are each having within their respective consulting firms. The case addresses how professional compensation, project staffing, hours worked, overhead costs, and billing rates impact profitability. View Details

Keywords: Business or Company Management; Strategic Planning; Profit; Consulting Industry

August 2013
Teaching Note

Multiasistencia: Redefining the Relationship with Its Service Professionals

By: F. Asis Martinez-Jerez

Multiasistencia, a major Spanish BPO of insurance repairs, is changing the relational contract with its service profesionals from a referral model to a guaranteed workload one. View Details

Keywords: Outsourcing; Incentives; Relational Contracts; Business Model; Motivation and Incentives; Job Cuts and Outsourcing; Contracts; Insurance Industry; Spain

April 2003
Case

IBM Canada: Global Services (B)

By: Michael L. Tushman, David Kiron and Wendy Smith

Supplements the (A) case. View Details

Keywords: Leading Change; Technological Innovation; Organizational Change and Adaptation; Change Management; Management Teams; Information Technology; Organizational Structure; Information Technology Industry; Canada

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August 1998 (Revised December 1998)
Case

Wells Fargo Online Financial Services (B)

By: Robert S. Kaplan and Nicole Tempest

Describes how the Balanced Scorecard built by the Online Financial Services (OFS) group is used to select the highest-priority initiatives for the organization. Currently, initiatives arise continually throughout the organization, and management spends considerable... View Details

Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Financial Services Industry; Financial Services Industry

April 2004 (Revised June 2004)
Teaching Note

Starbucks: Delivering Customer Service (TN)

By: Youngme E. Moon and John A. Quelch

Teaching Note to (9-504-016). View Details

Keywords: Customer Relationship Management; Food and Beverage Industry

January 2015 (Revised March 2015)
Case

Oberoi Hotels: Train Whistle in the Tiger Reserve

By: Ryan W. Buell, Ananth Raman and Vidhya Muthuram

Celebrated as one of the world's premiere luxury hotel brands, Oberoi Hotels attracts and serves some of the most quality-sensitive guests in the world. The case considers the challenge of how an organization, with a standardized service model, can repeatedly delight... View Details

Keywords: Service Quality; Service Management; Service Quality Competition; Customer Management; Customer Service Excellence; Employee Empowerment; Employee Engagement; Employee Training; India; Hospitality; Hotel Industry; Service Delivery; Service Operations; Customer Satisfaction; Employees; Quality; Accommodations Industry; India

April 18, 2023
Article

The Rebirth of Software as a Service

By: Frank V. Cespedes and Jacco van der Kooij

Traditional sales models focus on customer acquisition and the “funnel” or “pipeline” metrics that dominate talk about sales. But this approach falls short when applied to a recurring revenue business, where the customer life cycle looks more like a bowtie, not a... View Details

Keywords: Customers; Sales; Technology Industry

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Research Summary

Recent Strategies in the U.S. Grocery Industry

Rajiv Lal's work comparing the benefits of EDLP and Hi-Lo strategies in the grocery industry indicates that while EDLP grocery retailers may not be able to benefit from traditional costs savings associated with this strategy, these retailers still benefit from the use... View Details

October 2022
Case

Volt Lines: Leading a B2B Service Provider through a Crisis (A)

By: Navid Mojir and Gamze Yucaoglu

Volt Lines was a next-generation transportation service in Istanbul, Turkey. The company was trying to disrupt the traditional corporate transportation market by developing software that allowed it to offer subscription-based transportation. Under the subscription... View Details

Keywords: Business To Business Marketing; B2B Marketing; B2B Pricing; Subscription Model; Crisis Marketing; Startup; Service Management; Information Technology; Transportation; COVID-19 Pandemic; Disruptive Innovation; Digital Platforms; Business Model; Price; Crisis Management; Opportunities; Transportation Industry; Transportation Industry; Turkey

November 2023
Case

Riiid: Scaling AI Educational Services Globally

By: John Jong-Hyun Kim, Nancy Dai and Ruru Hoong

This article explores the definition and evolution of AI, its applications in education, and the role of AI, particularly in K-12 education. It discusses the founding of Riiid, an AI-driven educational technology company, and its journey in the education sector, with a... View Details

Keywords: AI and Machine Learning; Economic Sectors; Technological Innovation; Education Industry; South Korea; Asia

February 2005 (Revised March 2013)
Case

Phase Zero: Introducing New Services at IDEO (A)

By: Amy C. Edmondson and Laura Feldman

Focuses on whether world-renowned product design firm IDEO's new customer service fits with the firm's strategic position and organization capabilities. Over the course of IDEO's 13-year history, an increasing share of revenues are a result of "Phase 0"... View Details

Keywords: Strategy; Service Operations; Product Design; Infrastructure; Customer Focus and Relationships; Innovation and Invention; Service Industry; Boston; United States

2013
Article

Local Industrial Structures and Female Entrepreneurship in India

By: Ejaz Ghani, William R. Kerr and Stephen O'Connell

We analyze the spatial determinants of female entrepreneurship in India in the manufacturing and services sectors. We focus on the presence of incumbent female-owned businesses and their role in promoting higher subsequent female entrepreneurship relative to male... View Details

Keywords: Entrepreneurship; Gender; Manufacturing Industry; Manufacturing Industry; India

November 2008 (Revised June 2009)
Case

Sole-Sourcing the Intel 386: A Company and Industry Transformed

By: Richard S. Tedlow and David Ruben

Intel's precedent-breaking decision not to second-source its groundbreaking 386 microprocessor in 1986 propelled Intel to new heights and fundamentally transformed the computer industry. View Details

Keywords: Decisions; Technological Innovation; Production; Information Infrastructure; Transformation; Brands and Branding; Product Development; Computer Industry; United States

25 Mar 2011
Working Paper Summaries

How Do Incumbents Fare in the Face of Increased Service Competition?

Keywords: by Ryan W. Buell, Dennis Campbell & Frances X. Frei; Banking

2007
Other Unpublished Work

Professional Service Firms: A Breed Apart

By: John J. Gabarro, Thomas J. DeLong and Robert Lees

Keywords: Service Operations; Service Industry

December 1998 (Revised December 1999)
Case

Morgan Stanley Dean Witter Private Client Services

By: Thomas J. DeLong, David M. Darst, Ann K Rusher and Catherine M. Conneely

The 1997 merger of retail giant Dean Witter and investment bank Morgan Stanley was a year old when Bob Sculthorpe was appointed director of Private Client Services (PCS) at Morgan Stanley Dean Witter (MSDW). The firm was still operating under two separate broker-dealer... View Details

Keywords: Mergers and Acquisitions; Business Divisions; Investment Banking; Brands and Branding; Salesforce Management; Competitive Strategy; Retail Industry

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