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      • Faculty Publications  (1,019)

      Supply Chain ManagementRemove Supply Chain Management →

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      • 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
      • Technical Note

      Note on the Asset Management Industry

      By: Clayton S. Rose and Scott Waggoner
      This note provides an overview of the structure and function of the asset management industry, with a primary focus on the U.S. It was designed to support the HBS MBA course "Managing the Financial Firm." View Details
      Keywords: Asset Management; Business or Company Management; Industry Structures; Financial Services Industry; United States
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      Rose, Clayton S., and Scott Waggoner. "Note on the Asset Management Industry." Harvard Business School Technical Note 311-013, July 2010.
      • July 2010
      • Technical Note

      Note on the Banking Industry

      By: Clayton S. Rose and Scott Waggoner
      This note provides an overview of the structure and function of the banking industry, with a primary focus on the U.S. It was designed to support the HBS MBA course "Managing the Financial Firm." View Details
      Keywords: Banks and Banking; Business or Company Management; Industry Structures; Banking Industry; United States
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      Rose, Clayton S., and Scott Waggoner. "Note on the Banking Industry." Harvard Business School Technical Note 311-011, July 2010.
      • July 2010
      • Technical Note

      Note on the Insurance Industry

      By: Clayton S. Rose and Scott Waggoner
      This note provides an overview of the structure and function of the Insurance industry, with a primary focus on the U.S. It was designed to support the HBS MBA course "Managing the Financial Firm." View Details
      Keywords: Insurance; Business or Company Management; Industry Structures; Insurance Industry; United States
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      Rose, Clayton S., and Scott Waggoner. "Note on the Insurance Industry." Harvard Business School Technical Note 311-012, July 2010.
      • June 2010 (Revised January 2011)
      • Teaching Note

      Scientific Glass Incorporated: Inventory Management (Brief Case)

      By: Steven C. Wheelwright and William Schmidt
      Teaching Note for 4208 View Details
      Keywords: Inventory Control; Inventory Management; Materials Management; Order Processing; Warehousing; Logistics; Supply Chain Management
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      Wheelwright, Steven C., and William Schmidt. "Scientific Glass Incorporated: Inventory Management (Brief Case)." Harvard Business School Teaching Note 104-209, June 2010. (Revised January 2011.)
      • 2010
      • Book

      The New Science of Retailing: How Analytics Are Transforming the Supply Chain and Improving Performance

      By: Marshall Fisher and Ananth Raman
      Retailers today are drowning in data but lacking in insight: They have huge volumes of information at their disposal. But they're unsure of how to sort through it and use it to make smart decisions. The result? They're struggling with profit-sapping supply chain... View Details
      Keywords: Profit; Knowledge Use and Leverage; Logistics; Supply Chain Management; Mathematical Methods; Retail Industry
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      Fisher, Marshall, and Ananth Raman. The New Science of Retailing: How Analytics Are Transforming the Supply Chain and Improving Performance. Harvard Business Press, 2010.
      • May 2010 (Revised January 2014)
      • Case

      Water Shortage and Property Investing in Mexico City

      By: John D. Macomber, Regina Garcia-Cuellar and Griffin James
      A commercial property company evaluates water risks including the government's ability to remedy, the company's operating exposure and mitigation, and whether to relocate because of water risk. A real estate fund manager assesses investment prospects in Mexico City in... View Details
      Keywords: Private Equity; Investment; Risk Management; Infrastructure; Privatization; Business and Government Relations; Partners and Partnerships; Financial Services Industry; Real Estate Industry; Utilities Industry; Mexico City
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      Macomber, John D., Regina Garcia-Cuellar, and Griffin James. "Water Shortage and Property Investing in Mexico City." Harvard Business School Case 210-085, May 2010. (Revised January 2014.)
      • April 2010
      • Teaching Note

      Supply Chain Partners: Virginia Mason and Owens & Minor (TN) (A), (B), and (A) (Abridged)

      By: V.G. Narayanan and Lisa Brem
      Teaching Note for [109076], [109077], and [110063].. View Details
      Keywords: Medical Devices and Supplies Industry
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      Narayanan, V.G., and Lisa Brem. "Supply Chain Partners: Virginia Mason and Owens & Minor (TN) (A), (B), and (A) (Abridged)." Harvard Business School Teaching Note 110-056, April 2010.
      • April 2010 (Revised September 2011)
      • Case

      Supply Chain Partners: Virginia Mason and Owens & Minor (A) (Abridged)

      By: V.G. Narayanan and Lisa Brem
      Owens & Minor (O&M) performed lean inventory services for Virginia Mason (VM) as its Alpha Vendor, but the outdated industry pricing model created perverse incentives and could not capture O&M's costs. Together, O&M and VM created an activity-based pricing model: Total... View Details
      Keywords: Supply Chain Management; Partners and Partnerships; Activity Based Costing and Management; Business Model; Non-Governmental Organizations; Nonprofit Organizations; Motivation and Incentives; Asset Pricing; Cost Accounting; Fair Value Accounting; Medical Devices and Supplies Industry
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      Narayanan, V.G., and Lisa Brem. "Supply Chain Partners: Virginia Mason and Owens & Minor (A) (Abridged)." Harvard Business School Case 110-063, April 2010. (Revised September 2011.)
      • March 2010 (Revised April 2014)
      • Case

      American Well: The Doctor Will E-See You Now

      By: Elie Ofek and Ron Laufer
      What is next for healthcare IT provider American Well, whose innovative Online Care technology allows physicians to deliver care to patients online in real time? Using American Well's platform, patients with non-emergency health concerns can communicate with physicians... View Details
      Keywords: Entrepreneurship; Health Care and Treatment; Technological Innovation; Growth and Development Strategy; Market Entry and Exit; Service Delivery; Online Technology; Health Industry
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      Ofek, Elie, and Ron Laufer. "American Well: The Doctor Will E-See You Now." Harvard Business School Case 510-061, March 2010. (Revised April 2014.)
      • February 2010
      • Case

      Revitalizing Dell

      By: Jan W. Rivkin
      Dell Inc., with its vaunted Direct Model, defined success in the personal computer industry for more than a decade. Starting in the mid-2000s, however, the company fell on hard times. In 2009, Michael Dell and his management team must figure out why the Direct Model... View Details
      Keywords: Business Model; Change Management; Industry Growth; Competitive Strategy; Competitive Advantage; Computer Industry
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      Rivkin, Jan W. "Revitalizing Dell." Harvard Business School Case 710-442, February 2010.
      • February 2010
      • Case

      Go Mobile: The Phirbol Franchise

      By: Rajiv Lal and Natalie Kindred
      To grow Phirbol, a telecom retail franchise chain in Delhi, India's underdeveloped markets, its founders were exploring ways to offer more value to the franchisees. In mid-2009, the Phirbol franchise was comprised of some 150 franchisees that had converted their small... View Details
      Keywords: Business Model; Business Startups; Innovation and Management; Brands and Branding; Service Operations; Franchise Ownership; Value Creation; Telecommunications Industry; Delhi
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      Lal, Rajiv, and Natalie Kindred. "Go Mobile: The Phirbol Franchise." Harvard Business School Case 510-020, February 2010.
      • February 2010 (Revised June 2022)
      • Case

      Dollarama Inc.

      By: Andre F. Perold
      Dollarama is the leading operator of dollar stores in Canada. The firm performed extraordinarily well after a leveraged buyout in 2004 and recently executed a highly successful IPO. The company sources its goods primarily from Asia. It has strong brand recognition and... View Details
      Keywords: Price; Growth and Development Strategy; Product Positioning; Supply Chain; Competitive Advantage; Valuation; Consumer Products Industry; Retail Industry; Canada
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      Perold, Andre F. "Dollarama Inc." Harvard Business School Case 210-041, February 2010. (Revised June 2022.)
      • February 2010
      • Background Note

      Marketing Analysis Toolkit: Situation Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Before managers can begin to formulate marketing strategies for their businesses, they must have a strong understanding of the internal and external marketing environments in which they are operating. In this note, we present three methods for collecting and analyzing... View Details
      Keywords: Five Forces Framework; SWOT Analysis; Marketing Strategy; Demand and Consumers; Industry Structures; Strategic Planning
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Situation Analysis." Harvard Business School Background Note 510-079, February 2010.
      • 2010
      • Working Paper

      When Open Architecture Beats Closed: The Entrepreneurial Use of Architectural Knowledge

      By: Carliss Y. Baldwin
      This paper describes how entrepreneurial firms can use superior architectural knowledge to open up a technical system to gain strategic advantage. The strategy involves, first, identifying "bottlenecks" in the existing system, and then creating a new open architecture... View Details
      Keywords: Entrepreneurship; Investment Return; Growth and Development Strategy; Product Design; Organizational Design; Competitive Advantage; Technology Industry
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      Baldwin, Carliss Y. "When Open Architecture Beats Closed: The Entrepreneurial Use of Architectural Knowledge." Harvard Business School Working Paper, No. 10-063, February 2010. (Revised July 2010, October 2010.)
      • January 2010 (Revised March 2013)
      • Case

      HubSpot: Lower Churn through Greater CHI

      By: F. Asis Martinez Jerez, Thomas Steenburgh, Jill Avery and Lisa Brem
      HubSpot, a web marketing startup is under pressure from VCs to rapidly acquire new customers and to maintain a low level of customer churn. In the case, students explore the drivers of customer churn and uncover opportunities to increase customer retention across the... View Details
      Keywords: Business Startups; Customer Relationship Management; Customer Satisfaction; Customer Value and Value Chain; Forecasting and Prediction; Consumer Behavior; Happiness; Consulting Industry
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      Martinez Jerez, F. Asis, Thomas Steenburgh, Jill Avery, and Lisa Brem. "HubSpot: Lower Churn through Greater CHI." Harvard Business School Case 110-052, January 2010. (Revised March 2013.)
      • January 2010 (Revised February 2010)
      • Case

      IFP, Indonesia

      By: Roy D. Shapiro
      IFP, Ltd. is a Europe-based multinational mining and minerals company contemplating an investment to produce forest products in Indonesia. The primary case decisions are 1) how to assess political and operating risk, 2) how to integrate economic and political risk... View Details
      Keywords: Developing Countries and Economies; Investment; Geographic Location; Risk Management; Supply Chain Management; Business and Government Relations; Forest Products Industry; Indonesia
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      Shapiro, Roy D. "IFP, Indonesia." Harvard Business School Case 610-052, January 2010. (Revised February 2010.)
      • January 2010 (Revised December 2011)
      • Case

      Jiamei Dental: Private Health Care in China

      By: William C. Kirby and G.A. Donovan
      With the recent announcement from the Chinese government that the country's healthcare system was going to undergo reform, Jiamei Dental Chairman Liu Jia wondered what that meant for his 15 year-old dental clinic business. Founded in 1993, Jiamei Dental Medical... View Details
      Keywords: Private Sector; Economic Slowdown and Stagnation; Entrepreneurship; Governing Rules, Regulations, and Reforms; Policy; Health Care and Treatment; Private Ownership; Partners and Partnerships; Competition; Expansion; Health Industry; China
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      Kirby, William C., and G.A. Donovan. "Jiamei Dental: Private Health Care in China." Harvard Business School Case 910-404, January 2010. (Revised December 2011.)
      • January 2010
      • Case

      DR Corporation

      By: Roy D. Shapiro
      DR Corporation is a manufacturer of major appliances. The traffic manager is facing a decision of selecting a carrier for the inbound movement of motors. The primary case decisions are 1) what factors are critical to the decision; 2) how to calculate the tradeoffs... View Details
      Keywords: Cost vs Benefits; Decision Choices and Conditions; Managerial Roles; Logistics; Supply Chain Management; Truck Transportation; Consumer Products Industry
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      Shapiro, Roy D. "DR Corporation." Harvard Business School Case 610-049, January 2010.
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