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      • Faculty Publications  (610)

      Marketing PlanningRemove Marketing Planning →

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      • January 2011
      • Case

      AIC Netbooks: Optimizing Product Assembly

      By: Steven C. Wheelwright and Sunru Yong
      AIC Systems, located in Taichung, Taiwan, is a manufacturer of printed circuit boards, primarily for motherboards and video cards for personal computers. The firm is considered an original design manufacturer (ODM) and takes an active role in innovating and designing... View Details
      Keywords: Performance Management; Quantitative Analysis; Manufacturing; Production Planning; Production Management; Diversification; Production; Performance Efficiency; Product Design; Performance Improvement; Mobile Technology; Manufacturing Industry; Electronics Industry; Taiwan
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      Wheelwright, Steven C., and Sunru Yong. "AIC Netbooks: Optimizing Product Assembly." Harvard Business School Brief Case 114-245, January 2011.
      • January 2011
      • Case

      Sidoti & Company: Launching a Micro-Cap Product

      By: Boris Groysberg, Paul M. Healy and Sarah Abbott
      It is 2010 and Sidoti & Company, a New York-based brokerage firm specializing in small capitalization stocks, has just launched a new product- micro cap stock research. The firm has hired a group of five analysts who will produce written research reports on micro-cap... View Details
      Keywords: Business Model; Financial Strategy; Product Launch; Strategic Planning; Corporate Strategy; Financial Services Industry; New York (city, NY)
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      Groysberg, Boris, Paul M. Healy, and Sarah Abbott. "Sidoti & Company: Launching a Micro-Cap Product." Harvard Business School Case 411-072, January 2011.
      • 2011
      • Teaching Note

      UFIDA (A) (TN)

      By: F. Warren McFarlan, Bin Yang and E. Chen
      The five-case UFIDA series is about China's largest supplier of management/ERP software, its 20-year evolution, and current strategic challenges. The (A) case is the cornerstone of the series. It introduces the company's history, strategic turning points, current... View Details
      Keywords: Business History; Competition; Computer Software; Emerging Markets; Strategy; Applications and Software; China
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      McFarlan, F. Warren, Bin Yang, and E. Chen. "UFIDA (A) (TN)." Tsinghua University Teaching Note, 2011.
      • 2011
      • Teaching Note

      UFIDA (C) (TN)

      By: F. Warren McFarlan, Donglin Xia and E. Chen
      This case documents the evolution of UFIDA's management control system over a decade as it grew five-fold from a 325 million RMB to a 1.66 billion RMB company, while its staff grew by more than three-fold. View Details
      Keywords: Budgeting; Computer Software; Emerging Markets; Management Controls; Performance Management; Planning; China; Applications and Software; China
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      McFarlan, F. Warren, Donglin Xia, and E. Chen. "UFIDA (C) (TN)." Tsinghua University Teaching Note, 2011.
      • 2011
      • Teaching Note

      UFIDA (D) (TN)

      By: F. Warren McFarlan, Ping He, Xiohua Wu and Lijuan Liu
      This case describes the financing decisions of a software company at difference stages of its development. Started from 1988 as an individual business, along with the "Reform and Open" policy of China, the firm has experienced tremendous growth, and has become a... View Details
      Keywords: Accounting; Computer Software; Emerging Markets; Financial Strategy; IPO; Investments; China; Applications and Software; China
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      McFarlan, F. Warren, Ping He, Xiohua Wu, and Lijuan Liu. "UFIDA (D) (TN)." Tsinghua University Teaching Note, 2011.
      • 2011
      • Teaching Note

      UFIDA (E) (TN)

      By: F. Warren McFarlan, Donghong Li and Lijuan Liu
      In 2004, China's largest management software provider UFIDA began internationalization. In the subsequent 6 years, UFIDA entered Hong Kong, Singapore, Japan, Thailand, Vietnam and other overseas Asian markets. Nonetheless, UFIDA's overseas business footprint was still... View Details
      Keywords: Computer Software; Corporate Strategy; Emerging Markets; Globalization; China; Applications and Software; China
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      McFarlan, F. Warren, Donghong Li, and Lijuan Liu. "UFIDA (E) (TN)." Tsinghua University Teaching Note, 2011.
      • October 2010 (Revised June 2014)
      • Case

      Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard

      By: Robert S. Kaplan and Ricardo Reisen de Pinho
      A new management team at VW do Brazil develops and deploys a strategy map and Balanced Scorecard to accomplish a turnaround and cultural change after eight consecutive years of financial losses and market share declines. The team uses the strategy map to align... View Details
      Keywords: Business Cycles; Developing Countries and Economies; Management Teams; Leadership; Balanced Scorecard; Strategic Planning; Balance and Stability; Motivation and Incentives; Communication Strategy; Competitive Advantage; Auto Industry; Brazil; Germany
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      Kaplan, Robert S., and Ricardo Reisen de Pinho. "Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard." Harvard Business School Case 111-049, October 2010. (Revised June 2014.)
      • October 2010
      • Article

      Unleashing the Power of Marketing

      By: Beth Comstock, Ranjay Gulati and Stephen A Liguori
      The article examines marketing management at General Electric Co. (GE). The transformation of the company's marketing department into an integral part of product development, product management, and strategic planning after years of relative neglect is considered.... View Details
      Keywords: Product Development; Product Marketing; Strategic Planning; Human Resources; Marketing Strategy; Customer Relationship Management; Marketing; Advertising Industry; Technology Industry
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      Comstock, Beth, Ranjay Gulati, and Stephen A Liguori. "Unleashing the Power of Marketing." Harvard Business Review 88, no. 10 (October 2010): 90–98.
      • September 2010
      • Case

      NetApp

      By: Das Narayandas and Elizabeth A. Kind
      NetApp had undertaken an award-winning overhaul and upgrading of its channel strategy design that accounted for 46 percent of North America sales in 2006. Nonetheless, NetApp senior management announced they expected to grow revenue another 30% in fiscal 2007 with half... View Details
      Keywords: Advertising; Business Model; Design; Revenue; Planning; Problems and Challenges; Sales; Manufacturing Industry; Computer Industry; Information Technology Industry
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      Narayandas, Das, and Elizabeth A. Kind. "NetApp." Harvard Business School Case 511-058, September 2010.
      • September 2010 (Revised February 2011)
      • Case

      Red Lobster

      By: David E. Bell and Jason Riis
      Red Lobster, a 40-year-old chain of seafood restaurants, has just completed some market research revealing an opportunity to shift its target customer segment. The chain is in the final stages of a 10-year plan of rejuvenation under CEO Kim Lopdrup. When he took over... View Details
      Keywords: Advertising; Customer Satisfaction; Marketing Strategy; Consumer Behavior; Research; Segmentation; Food and Beverage Industry
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      Bell, David E., and Jason Riis. "Red Lobster." Harvard Business School Case 511-052, September 2010. (Revised February 2011.)
      • July 2010
      • Supplement

      Marketing Analysis Toolkit: Customer Lifetime Value Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      Customers are increasingly being viewed as assets that bring value to the firm. Customer lifetime value is a metric which allows managers to understand the overall value of their customer base and relate it to three customer strategies firms employ: asset acquisition -... View Details
      Keywords: Competency and Skills; Customer Relationship Management; Customer Value and Value Chain; Decisions; Framework; Management Practices and Processes; Marketing; Marketing Strategy; Strategic Planning; Mathematical Methods; Value
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Customer Lifetime Value Analysis (CW)." Harvard Business School Spreadsheet Supplement 511-702, July 2010.
      • July 2010 (Revised January 2017)
      • Background Note

      Marketing Analysis Toolkit: Customer Lifetime Value Analysis (2024)

      By: Thomas Steenburgh and Jill Avery
      Customers are increasingly being viewed as assets that bring value to the firm. Customer lifetime value is a metric that allows managers to understand the overall value of their customer base and relate it to three customer strategies firms employ: asset... View Details
      Keywords: Customer Lifetime Value; Return On Investment; Customer Acquisition; Customer Retention; Customer Churn; "Marketing Analytics"; Marketing; Customer Relationship Management; Customer Focus and Relationships; Customer Value and Value Chain; Management Analysis, Tools, and Techniques; Marketing Strategy; Measurement and Metrics; Strategic Planning; Value
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      Steenburgh, Thomas, and Jill Avery. "Marketing Analysis Toolkit: Customer Lifetime Value Analysis (2024)." Harvard Business School Background Note 525-017, July 2010. (Revised January 2017.)
      • July 2010
      • Case

      Metabical: Positioning and Communications Strategy for a New Weight Loss Drug

      By: John A. Quelch and Heather Beckham
      Cambridge Sciences Pharmaceuticals (CSP) expects final approval for its revolutionary weight loss drug, Metabical. Metabical will be the only weight loss drug with FDA approval that is also clinically proven to be effective for moderately overweight people. Barbara... View Details
      Keywords: Product Positioning; Marketing Communications; Product Launch; Consumer Behavior; Pharmaceutical Industry; United States
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      Quelch, John A., and Heather Beckham. "Metabical: Positioning and Communications Strategy for a New Weight Loss Drug." Harvard Business School Brief Case 104-240, July 2010.
      • July 2010
      • Supplement

      Marketing Analysis Toolkit: Pricing and Profitability Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      Pricing is one of the most difficult decisions marketers make and the one with the most direct and immediate impact on the firm's financial position. This toolkit will introduce the fundamental terminology and calculations associated with pricing and profitability... View Details
      Keywords: Management Analysis, Tools, and Techniques; Marketing Strategy; Decisions; Strategic Planning; Price; Partners and Partnerships; Cost; Demand and Consumers; Revenue; Profit; Mathematical Methods; Measurement and Metrics
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Pricing and Profitability Analysis (CW)." Harvard Business School Spreadsheet Supplement 511-701, July 2010.
      • July 2010 (Revised December 2011)
      • Background Note

      Marketing Analysis Toolkit: Pricing and Profitability Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Pricing is one of the most difficult decisions marketers make and the one with the most direct and immediate impact on the firm's financial position. This toolkit will introduce the fundamental terminology and calculations associated with pricing and profitability... View Details
      Keywords: Forecasting and Prediction; Price; Profit; Management Analysis, Tools, and Techniques; Marketing Strategy; Demand and Consumers; Measurement and Metrics; Strategic Planning; Mathematical Methods; Retail Industry
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Pricing and Profitability Analysis." Harvard Business School Background Note 511-028, July 2010. (Revised December 2011.)
      • 2010
      • Case

      Playa Dorado

      By: W. Earl Sasser
      Playa Dorada Beach & Resort in Boca Raton, Florida, faces a growing seasonal demand for tennis services. The number of guests is expected to double in the next few years, and while the tennis facilities are a popular and well-promoted amenity at the resort, court space... View Details
      Keywords: Demand and Consumers; Management Analysis, Tools, and Techniques; Expansion; Planning; Mathematical Methods; Price; Profit; Sales; Operations; Growth and Development Strategy; Marketing; Performance Capacity; Accommodations Industry; Florida
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      Sasser, W. Earl. "Playa Dorado." Watertown, MA: Harvard Business Publishing Case, 2010. (Brief Case.)
      • 2010
      • Book

      The Squam Lake Report: Fixing the Financial System

      By: as part of the Squam Lake Working Group Scharfstein, David S.
      In the fall of 2008, fifteen of the world's leading economists-representing the broadest spectrum of economic opinion-gathered at New Hampshire's Squam Lake. Their goal: the mapping of a long-term plan for financial regulation reform. The Squam Lake... View Details
      Keywords: Financial Crisis; Financial Markets; Governing Rules, Regulations, and Reforms; Business and Government Relations
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      Scharfstein, David S., as part of the Squam Lake Working Group. The Squam Lake Report: Fixing the Financial System. Princeton, NJ: Princeton University Press, 2010.
      • May 2010
      • Case

      Alpen Bank: Launching the Credit Card in Romania

      By: V. Kasturi Rangan and Sunru Yong
      In 2006, the country manager for Alpen Bank in Romania, Gregory Carle, considers whether to recommend the launch of a credit card business. The firm rejected the idea several years earlier because of poor economic conditions in Romania. However, Romania is experiencing... View Details
      Keywords: Consumer Credit; International Business; International Marketing; Product Introduction; Service Management; Credit Cards; Globalized Firms and Management; Product Positioning; Marketing Strategy; Service Delivery; Personal Finance; Product Launch; Banking Industry; European Union; Romania
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      Rangan, V. Kasturi, and Sunru Yong. "Alpen Bank: Launching the Credit Card in Romania." Harvard Business School Brief Case 104-559, May 2010.
      • April 2010
      • Case

      Metabical: Pricing, Packaging, and Demand Forecasting Recommendations for a New Weight Loss Drug

      By: John A. Quelch and Heather Beckham
      Metabical is a new weight loss drug from Cambridge Sciences Pharmaceuticals intended for moderately overweight individuals. In anticipation of final FDA approval, the senior director of marketing, Barbara Printup, prepares for the product launch and must make several... View Details
      Keywords: Return On Investment; Forecasting; Pricing Policies; Demand Planning; Marketing Strategy; Price; Consumer Behavior; Investment Return; Forecasting and Prediction; Product Launch; Planning; Brands and Branding; Pharmaceutical Industry
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      Quelch, John A., and Heather Beckham. "Metabical: Pricing, Packaging, and Demand Forecasting Recommendations for a New Weight Loss Drug." Harvard Business School Brief Case 104-183, April 2010.
      • April 2010
      • Supplement

      Metabical: Pricing, Packaging, and Demand Forecasting Recommendations for a New Weight Loss Drug, Faculty Spreadsheet (Brief Case)

      By: John A. Quelch and Heather Beckham
      Keywords: Return On Investment; Forecasting; Pricing Policies; Demand Planning; Demand and Consumers; Price; Forecasting and Prediction; Investment Return
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      Quelch, John A., and Heather Beckham. "Metabical: Pricing, Packaging, and Demand Forecasting Recommendations for a New Weight Loss Drug, Faculty Spreadsheet (Brief Case)." Harvard Business School Spreadsheet Supplement 104-187, April 2010.
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