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      • September 2005 (Revised January 2006)
      • Case

      Restating Revenues and Earnings at INVESTools, Inc. (A)

      By: Michael D. Kimbrough and F. Warren McFarlan
      Relates the events leading up to the announcement in February 2005 that INVESTools, a Utah-based provider of investor education services, would be restating prior-year financial statements due to inappropriate revenue recognition. View Details
      Keywords: Accounting; Accounting Audits; Financial Statements; Capital Markets; Currency Exchange Rate; Corporate Disclosure; Financial Services Industry; Financial Services Industry; Utah
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      Kimbrough, Michael D., and F. Warren McFarlan. "Restating Revenues and Earnings at INVESTools, Inc. (A)." Harvard Business School Case 106-009, September 2005. (Revised January 2006.)
      • July 2005
      • Case

      Harvard Business School and the Making of a New Profession

      By: Rakesh Khurana, Tarun Khanna and Daniel Penrice
      Since its founding in 1908, Harvard Business School's mission has been to perform a much-needed service for American society by turning business management into a profession. One of the most important factors in the founding of HBS and the nation's other new business... View Details
      Keywords: Business Education; Mission and Purpose; Alignment; Social Issues; Practice
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      Khurana, Rakesh, Tarun Khanna, and Daniel Penrice. "Harvard Business School and the Making of a New Profession." Harvard Business School Case 406-025, July 2005.
      • April 2005 (Revised June 2006)
      • Case

      Yahoo! Messenger: Network Integration

      By: Thomas R. Eisenmann and Alison Berkley Wagonfeld
      Describes Yahoo!'s management of the launch of version 6.0 of its Instant Messenger (IM) product, which incorporates features from 12 other Yahoo! properties, including Search, Music, Games, Photos, Personals, News, and Shopping. The integration of features from so... View Details
      Keywords: Integration; Business Units; Digital Platforms; Internet and the Web; Competitive Advantage; Web Services Industry; Web Services Industry; United States
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      Eisenmann, Thomas R., and Alison Berkley Wagonfeld. "Yahoo! Messenger: Network Integration." Harvard Business School Case 805-102, April 2005. (Revised June 2006.)
      • December 2004
      • Teaching Note

      Yield Curves and Bond Ratings Tutorial (TN)

      By: William E. Fruhan Jr.
      Teaching Note to (9-204-712). View Details
      Keywords: Internet and the Web; Education; Debt Securities; Service Operations; Measurement and Metrics; Performance Evaluation; Education Industry
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      Fruhan, William E., Jr. "Yield Curves and Bond Ratings Tutorial (TN)." Harvard Business School Teaching Note 205-051, December 2004.
      • September 2004 (Revised December 2004)
      • Case

      Metso Paper: Globalization of Finnish Metal Workshops

      By: Lynda M. Applegate, Marikka Heikkila and Kalle Lyytinen
      Metso Paper, the world's largest producer of paper machines, aims to transform itself into a knowledge- and information-based service and solution provider for the paper industry by aggressively exploiting information technologies. In the fall of 2002, Jorma Hujala, a... View Details
      Keywords: Production; Customer Value and Value Chain; Information Technology; Corporate Strategy; Knowledge Management; Machinery and Machining; Expansion; Service Delivery; Manufacturing Industry; Pulp and Paper Industry; Finland
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      Applegate, Lynda M., Marikka Heikkila, and Kalle Lyytinen. "Metso Paper: Globalization of Finnish Metal Workshops." Harvard Business School Case 805-057, September 2004. (Revised December 2004.)
      • September 2004 (Revised February 2007)
      • Case

      Hedging Currency Risks at AIFS

      By: Mihir A. Desai, Vincent Dessain and Anders Sjoman
      The American Institute for Foreign Studies (AIFS) organizes study abroad programs and cultural exchanges for American students. The firm's revenues are mainly in U.S. dollars, but most of its costs are in eurodollars and British pounds. The company's controllers review... View Details
      Keywords: Foreign Direct Investment; Investment Funds; Financial Strategy; Forecasting and Prediction; Revenue; Credit Derivatives and Swaps; Currency; Currency Exchange Rate; Education Industry; North and Central America
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      Desai, Mihir A., Vincent Dessain, and Anders Sjoman. "Hedging Currency Risks at AIFS." Harvard Business School Case 205-026, September 2004. (Revised February 2007.)
      • June 2004 (Revised July 2005)
      • Case

      Procter & Gamble: Global Business Services

      By: Thomas J. DeLong, Warren Brackin, Alex Cabanas, Phil Shellhammer and David L. Ager
      Dave Walker, vice-president of business service opportunities and chairman of the governance team at Procter & Gamble, must decide what to do with P&G's 5,700 employee Global Business Services (GBS) group. GBS brought together internal services such as finance,... View Details
      Keywords: Business Units; Change Management; Decision Making; Globalized Firms and Management; Job Cuts and Outsourcing; Organizational Design
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      DeLong, Thomas J., Warren Brackin, Alex Cabanas, Phil Shellhammer, and David L. Ager. "Procter & Gamble: Global Business Services." Harvard Business School Case 404-124, June 2004. (Revised July 2005.)
      • March 2004 (Revised August 2004)
      • Case

      Restricting Foods of Minimal Nutritional Value in Texas Public Schools

      By: Ray A. Goldberg and Hal Hogan
      The Commission of Agriculture in Texas wants to improve the nutritional quality of the school lunch program to help fight obesity in students. It needs the cooperation of the soft drink industry to change their products and the manner in which they provide financial... View Details
      Keywords: Government and Politics; Business and Government Relations; Nutrition; Food; Quality; Education; Education Industry
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      Goldberg, Ray A., and Hal Hogan. "Restricting Foods of Minimal Nutritional Value in Texas Public Schools." Harvard Business School Case 904-420, March 2004. (Revised August 2004.)
      • November 2003 (Revised August 2005)
      • Case

      First Commonwealth Financial Corporation

      By: Robert S. Kaplan
      First Commonwealth Financial Corp., a financial institution in central and southwestern Pennsylvania, implemented the Balanced Scorecard for describing and implementing its new customer-focused strategy. Its founder and chairman decided that the Balanced Scorecard also... View Details
      Keywords: Balanced Scorecard; Corporate Strategy; Customers; Corporate Governance; Governing and Advisory Boards; Customer Relationship Management; Executive Compensation; Financial Services Industry; Financial Services Industry; Pennsylvania
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      Kaplan, Robert S. "First Commonwealth Financial Corporation." Harvard Business School Case 104-042, November 2003. (Revised August 2005.)
      • August 2003
      • Case

      Mercury Computer Systems: The Evolution from Integrated Technology to Open Standard

      By: Rebecca Henderson and Nancy Confrey
      For 20 years, Mercury Computer Systems has thrived, providing products and services that support ultrafast processing of real time data. Now Jay Bertelli, the CEO, faces a critical question: How can the firm compete once the standards on which its products are based... View Details
      Keywords: Analytics and Data Science; Open Source Distribution; Strategic Planning; Competitive Strategy; Competitive Advantage; Information Technology; Information Technology Industry
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      Henderson, Rebecca, and Nancy Confrey. "Mercury Computer Systems: The Evolution from Integrated Technology to Open Standard." Harvard Business School Case 704-424, August 2003.
      • July 2003
      • Case

      De La Salle Academy

      By: Thomas J. DeLong and David Ager
      Brother Brian Carty, headmaster and founder of De La Salle Academy, a private school for academically talented, economically disadvantaged children in grades six to eight in New York City, is scheduled to meet with the school's board of directors to discuss how the... View Details
      Keywords: Middle School Education; Corporate Accountability; Governing and Advisory Boards; Organizational Design; Management Succession; Corporate Social Responsibility and Impact; Business and Community Relations; Philanthropy and Charitable Giving; Education Industry
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      DeLong, Thomas J., and David Ager. "De La Salle Academy." Harvard Business School Case 404-024, July 2003.
      • June 2003
      • Case

      Memphis City Schools

      By: Rosabeth M. Kanter and Kevin Morris
      Associate Superintendent Marieta Harris needs a plan for continuing the momentum of systemic change in this urban school district while facing shifts of leadership and curriculum philosophy, uneven progress on reforms, new tests that put a high proportion of schools on... View Details
      Keywords: Curriculum and Courses; Leading Change; Transition; Education Industry
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      Kanter, Rosabeth M., and Kevin Morris. "Memphis City Schools." Harvard Business School Case 303-133, June 2003.
      • May 2003
      • Module Note

      Building Capabilities for Experimentation, Learning, and Prototyping

      By: Stefan H. Thomke
      Describes the conceptual foundations and pedagogy for a module on managing experimentation, learning, and prototyping in the development of products and services. Can also be used as part of a more general course on Managing Technology and Innovation. Shows how... View Details
      Keywords: Service Delivery; Product Development; Learning; Technological Innovation; Information Technology; Management
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      Thomke, Stefan H. "Building Capabilities for Experimentation, Learning, and Prototyping." Harvard Business School Module Note 603-089, May 2003.
      • May 2003
      • Module Note

      Product Development Process Design and Improvement

      By: Stefan H. Thomke
      Describes the conceptual foundations and pedagogy for a module on the design and improvement of processes for the development of products and services. Can also be used as part of a more general course on Managing Technology and Innovation. Central to Managing Product... View Details
      Keywords: Product Development; Design; Performance Improvement; Innovation and Management; Information Technology; Customers; Information Management; Business Processes; Learning; Transformation; Service Operations
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      Thomke, Stefan H. "Product Development Process Design and Improvement." Harvard Business School Module Note 603-090, May 2003.
      • April 2003
      • Tutorial

      ABC Pen Factory Tutorial

      By: Robert S. Kaplan
      To preview this online product, Authorized Faculty can call our customer service department at 1-800-545-7685 or 617-783-7600. Illustrates, via a guided audio tour accompanied by dynamically changing spreadsheets, the role for activity-based cost systems. The numerical... View Details
      Keywords: Factories, Labs, and Plants
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      "ABC Pen Factory Tutorial." Harvard Business School Tutorial 103-704, April 2003.
      • February 2003 (Revised March 2007)
      • Case

      Safe to Say at Prudential Financial

      By: Amy C. Edmondson and Corey B. Hajim
      The CEO initiated a cultural change process at Prudential Financial to support a major business reorientation. Prudential, historically a privately held ("mutual") insurance company, went public in 2001. The cultural change was intended to prepare the organization to... View Details
      Keywords: Growth and Development Strategy; Risk and Uncertainty; Private Ownership; Going Public; Transformation; Organizational Culture
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      Edmondson, Amy C., and Corey B. Hajim. "Safe to Say at Prudential Financial." Harvard Business School Case 603-093, February 2003. (Revised March 2007.)
      • February 2003 (Revised May 2008)
      • Case

      AFP Provida

      By: Michael E. Porter, Arturo L. Condo and Andrea Prado
      Describes the evolution of AFP Provida, one of the early entrants into the Chilean pension fund system established in 1981. By 1999, AFP Provida was not only the largest pension fund administrator in Chile, but also the largest in Latin America in terms of number of... View Details
      Keywords: Developing Countries and Economies; Globalized Firms and Management; Industry Clusters; Competitive Advantage; Expansion; Financial Services Industry; Chile
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      Porter, Michael E., Arturo L. Condo, and Andrea Prado. "AFP Provida." Harvard Business School Case 703-424, February 2003. (Revised May 2008.)
      • 2003
      • Casebook

      Professional Services: Text and Cases

      By: Thomas J. DeLong and Ashish Nanda
      DeLong and Nanda's Professional Services: Text and Cases is the first casebook to be published on the management of professional service firms (law firms, architecture, financial services, consulting). It includes a comprehensive selection of case studies that... View Details
      Keywords: Professional Service Firms; Management; Cases
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      DeLong, Thomas J., and Ashish Nanda. Professional Services: Text and Cases. New York: McGraw-Hill/Irwin, 2003.
      • January 2003 (Revised February 2003)
      • Case

      Office Depot, Inc.: Business Transformation (A)

      By: James L. Heskett, Dan Maher, Daniel F. OBrien, Thomas Watson and Jeffrey F. Rayport
      The company's management is considering the possibility of launching a rebranding campaign around the promises "What you need. What you need to know." The questions are whether and when to launch the campaign in view of the large number of training efforts and... View Details
      Keywords: Corporate Entrepreneurship; Advertising Campaigns; Brands and Branding; Business Strategy; Technology Adoption; Transformation; Market Timing; Growth and Development; Training; Retail Industry
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      Heskett, James L., Dan Maher, Daniel F. OBrien, Thomas Watson, and Jeffrey F. Rayport. "Office Depot, Inc.: Business Transformation (A)." Harvard Business School Case 803-111, January 2003. (Revised February 2003.)
      • October 2002 (Revised April 2007)
      • Case

      Dell Computers (A): Field Service for Corporate Clients

      By: Frances X. Frei, Amy C. Edmondson and Corey B. Hajim
      Explores the highly successful PC and low-end server manufacturer's entry into the large-scale server market in the United States. A key difference of this new market is the intense service element required to support the larger hardware. Specifically, the industry... View Details
      Keywords: Information Infrastructure; Customer Relationship Management; Job Cuts and Outsourcing; Service Operations; Business or Company Management; Emerging Markets; Problems and Challenges; Service Delivery; Computer Industry; United States
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      Frei, Frances X., Amy C. Edmondson, and Corey B. Hajim. "Dell Computers (A): Field Service for Corporate Clients." Harvard Business School Case 603-067, October 2002. (Revised April 2007.)
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