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      • September 2000 (Revised May 2002)
      • Teaching Note

      Tradeoffs: Juggling Careers in Professional Services Firms with Private Life TN

      By: Thomas J. DeLong
      Teaching Note for (9-801-463). View Details
      Keywords: Service Industry
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      DeLong, Thomas J. "Tradeoffs: Juggling Careers in Professional Services Firms with Private Life TN." Harvard Business School Teaching Note 801-137, September 2000. (Revised May 2002.)
      • June 2000 (Revised July 2000)
      • Case

      ORIX KK

      By: Malcolm S. Salter and Andrew Eggers
      Describes the challenges facing a Japanese financial services company as it attempts to maintain its ability to attract and retain talented employees. The CEO's ideas of corporate governance and evidence from the competitive labor environment suggest the need for more... View Details
      Keywords: Corporate Governance; Compensation and Benefits; Motivation and Incentives; Management Analysis, Tools, and Techniques; Geographic Location; Financial Services Industry; Japan
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      Salter, Malcolm S., and Andrew Eggers. "ORIX KK." Harvard Business School Case 800-272, June 2000. (Revised July 2000.)
      • April 2000 (Revised October 2002)
      • Background Note

      Career Strategies and Tactics in Professional Service Firms

      By: Ashish Nanda, Thomas J. DeLong and Scot H. Landry
      Presents suggestions for ensuring a good start in a professional services career. View Details
      Keywords: Personal Development and Career; Performance Expectations; Performance Effectiveness; Customization and Personalization; Practice; Valuation; Performance Evaluation; Business Startups; Competency and Skills; Learning; Talent and Talent Management; Management Skills; Consulting Industry
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      Nanda, Ashish, Thomas J. DeLong, and Scot H. Landry. "Career Strategies and Tactics in Professional Service Firms." Harvard Business School Background Note 800-375, April 2000. (Revised October 2002.)
      • April 2000 (Revised August 2002)
      • Case

      The Holland House

      By: William J. Poorvu and Michael A. Everett-Lane
      In November 1993, Edward Geffner, executive director of Project Renewal, Inc. (PRI), is proposing that his not-for-profit firm develop Holland House at 351 West 42nd Street in New York City into a single- room occupancy hotel for homeless people. He has put together a... View Details
      Keywords: Buildings and Facilities; Nonprofit Organizations; Social Entrepreneurship; Welfare; Construction; Poverty; Property; Real Estate Industry; Construction Industry; New York (city, NY)
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      Poorvu, William J., and Michael A. Everett-Lane. "The Holland House." Harvard Business School Case 800-362, April 2000. (Revised August 2002.)
      • March 2000 (Revised February 2005)
      • Case

      Thomas Weisel Partners (B): Year One

      By: Thomas J. DeLong, Ashish Nanda and Scott D Landry
      After its launch in February 1999, Thomas Weisel Partners experiences rapid growth in its first year. This case details the inaugural year's development and probes what steps the firm should take to continue the momentum. View Details
      Keywords: Competitive Strategy; Financial Institutions; Management Teams; Growth Management; Financial Services Industry
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      DeLong, Thomas J., Ashish Nanda, and Scott D Landry. "Thomas Weisel Partners (B): Year One." Harvard Business School Case 800-331, March 2000. (Revised February 2005.)
      • February 2000 (Revised January 2008)
      • Case

      Merrill Lynch: Integrated Choice

      By: V. Kasturi Rangan and Marie Bell
      Merrill Lynch, a full-service brokerage firm with $1.5 trillion in client assets, is under attack from both discount and electronic brokerage firms. It responds with Integrated Choice, a suite of products designed to capture clients from the do-it-yourself investor who... View Details
      Keywords: Distribution Channels; Marketing Strategy; Product Launch; Organizational Change and Adaptation; Risk and Uncertainty; Financial Services Industry
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      Rangan, V. Kasturi, and Marie Bell. "Merrill Lynch: Integrated Choice." Harvard Business School Case 500-090, February 2000. (Revised January 2008.)
      • February 2000 (Revised October 2000)
      • Case

      Open Market, Inc.: The E-Commerce Wars

      By: James I. Cash Jr., Janis Lee Gogan, Michael Haselkorn and Mani Subramani
      Continues the story of Open Market, Inc., a company founded in 1994 to support electronic commerce on the Internet. Despite a very successful initial public offering, the firm had reached a growth plateau, and the management team was considering several strategic... View Details
      Keywords: Entrepreneurship; Technological Innovation; Management; Growth and Development Strategy; Marketing Channels; Product Marketing; Product Development; Competitive Strategy; Corporate Strategy; Web Services Industry; Web Services Industry
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      Cash, James I., Jr., Janis Lee Gogan, Michael Haselkorn, and Mani Subramani. "Open Market, Inc.: The E-Commerce Wars." Harvard Business School Case 800-255, February 2000. (Revised October 2000.)
      • January 2000 (Revised March 2000)
      • Case

      Cachet Technologies

      By: Paul A. Gompers and Howard Reitz
      Describes the decision facing Danny Lewin, Jonathan Seelig, and Tom Leighton, the founders of Cachet Technologies, an MIT spin-out. The firm has done poorly in the annual MIT business plan competition and the founders have to decide whether to continue. View Details
      Keywords: Decision Making; Business Startups; Business Plan; Failure; Cooperative Ownership; Business Strategy; Financial Services Industry
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      Gompers, Paul A., and Howard Reitz. "Cachet Technologies." Harvard Business School Case 200-031, January 2000. (Revised March 2000.)
      • December 1999 (Revised December 2000)
      • Case

      Charles Schwab: A Category of One

      By: Stephen P. Bradley and Thomas H. Esperson
      Examines Charles Schwab's on-line discount brokerage firm and questions whether or not Schwab has effectively balanced the old and new world of stock trading, and has remained a leader between giants like Merrill Lynch and Internet pure plays like E-Trade. Also looks... View Details
      Keywords: Financial Institutions; Banks and Banking; Technological Innovation; Goals and Objectives; Growth and Development Strategy; Growth Management; Competition; Competitive Strategy; Competitive Advantage; Financial Services Industry; Financial Services Industry
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      Bradley, Stephen P., and Thomas H. Esperson. "Charles Schwab: A Category of One." Harvard Business School Case 700-043, December 1999. (Revised December 2000.)
      • November 1999 (Revised November 2000)
      • Background Note

      Overview of the Professional Services Course, An

      By: Thomas J. DeLong and Ashish Nanda
      Provides an overview of the HBS MBA Professional Services Course. Presents a structure and an outline intended to serve as a reference and provide orientation to students as the course progresses. View Details
      Keywords: Business Education; Curriculum and Courses; Personal Development and Career
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      DeLong, Thomas J., and Ashish Nanda. "Overview of the Professional Services Course, An." Harvard Business School Background Note 800-229, November 1999. (Revised November 2000.)
      • November 1999 (Revised February 2000)
      • Case

      Granny's Goodies, Inc.

      By: Das Narayandas and Katherine B. Korman
      The young entrepreneurs of Granny's Goodies, Inc., a corporate gift package specialist, face the challenge of finding ways to create consistent revenue streams and reduce sales costs. Outside of a few long-term contracts, the two founders have had to work very hard for... View Details
      Keywords: Budgets and Budgeting; Customer Relationship Management; Entrepreneurship; Cost Management; Marketing Strategy; Product Design; Problems and Challenges; Sales; Segmentation; Service Industry
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      Narayandas, Das, and Katherine B. Korman. "Granny's Goodies, Inc." Harvard Business School Case 500-049, November 1999. (Revised February 2000.)
      • November 1999 (Revised February 2000)
      • Case

      Woodland Partners: Field of Dreams?

      By: Thomas J. DeLong, Ashish Nanda and Theodore D. Seides
      Elizabeth Lilly, Richard Rinkett, and Richard Jensen are pondering whether to launch a new investment management firm and, if so, what growth strategy to chart for the potential firm. View Details
      Keywords: Goals and Objectives; Decision Making; Problems and Challenges; Business Startups; Business Processes; Growth and Development Strategy; Financial Services Industry
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      DeLong, Thomas J., Ashish Nanda, and Theodore D. Seides. "Woodland Partners: Field of Dreams?" Harvard Business School Case 800-070, November 1999. (Revised February 2000.)
      • November 1999 (Revised May 2001)
      • Case

      AGENCY.COM (A): Launching an Interactive Service Agency

      By: Ashish Nanda, Thomas J. DeLong and Scot H. Landry
      Having recently launched one of Silicon Valley's first start-ups, cofounders Chan Suh and Kyle Shannon ponder whether their interactive consulting firm is prepared to bid for work from a very large client. View Details
      Keywords: Business Startups; Internet and the Web; Problems and Challenges; Business Strategy; Decision Making; Entrepreneurship; Consulting Industry; Information Technology Industry
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      Nanda, Ashish, Thomas J. DeLong, and Scot H. Landry. "AGENCY.COM (A): Launching an Interactive Service Agency." Harvard Business School Case 800-061, November 1999. (Revised May 2001.)
      • November 1999 (Revised July 2003)
      • Case

      Pre-Paid Legal Services, Inc.

      By: Paul M. Healy and Jacob Cohen
      Pre-Paid Legal Services' business model reveals two key issues--managing the sales force and sales growth and managing claims. Students analyze the economics of the business and consider how to measure firm performance, how to evaluate and reward the sales force, and... View Details
      Keywords: Financial Management; Financial Strategy; Salesforce Management; Marketing Strategy; Accrual Accounting; Business Cycles; Forecasting and Prediction; Insurance; Business Growth and Maturation; Insurance Industry
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      Healy, Paul M., and Jacob Cohen. "Pre-Paid Legal Services, Inc." Harvard Business School Case 100-037, November 1999. (Revised July 2003.)
      • November 1999
      • Case

      Long-Term Capital Management, L.P. (A)

      By: Andre F. Perold
      Long-Term Capital Management, L.P. (LTCM) was in the business of engaging in trading strategies to exploit market pricing discrepancies. Because the firm employed strategies designed to make money over long horizons--from six months to two years or more--it adopted a... View Details
      Keywords: Fluctuation; Capital; Financial Liquidity; Financing and Loans; Investment Funds; Investment Portfolio; Corporate Governance; Governing Rules, Regulations, and Reforms; Management; Risk Management; Marketing; Motivation and Incentives; Financial Services Industry
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      Perold, Andre F. "Long-Term Capital Management, L.P. (A)." Harvard Business School Case 200-007, November 1999.
      • November 1999
      • Case

      Long-Term Capital Management, L.P. (C)

      By: Andre F. Perold
      Long-Term Capital Management, L.P. (LTCM) was in the business of engaging in trading strategies to exploit market pricing discrepancies. Because the firm employed strategies designed to make money over long horizons--from six months to two years or more--it adopted a... View Details
      Keywords: Fluctuation; Capital; Financial Liquidity; Financing and Loans; Investment Funds; Investment Portfolio; Corporate Governance; Governing Rules, Regulations, and Reforms; Management; Risk Management; Markets; Motivation and Incentives; Financial Services Industry
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      Perold, Andre F. "Long-Term Capital Management, L.P. (C)." Harvard Business School Case 200-009, November 1999.
      • October 1999
      • Case

      ZEFER: Building a Business at Hyperspeed

      By: John T. Gourville and Joseph B. Lassiter III
      In the past 18 months, ZEFER has gone from a several-person Internet consulting firm to a major player in the information-technology services industry. In particular, in the past six months, it has grown from 40 to 400 professionals, has hired a seasoned management... View Details
      Keywords: Growth and Development; Recruitment; Venture Capital; Acquisition; Organizational Culture; Managerial Roles; Growth Management; Information Technology Industry
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      Gourville, John T., and Joseph B. Lassiter III. "ZEFER: Building a Business at Hyperspeed." Harvard Business School Case 500-032, October 1999.
      • September 1999 (Revised June 2001)
      • Case

      eBay, Inc.

      By: Stephen P. Bradley and Kelley Porter
      eBay was the world's largest and most popular person-to-person trading community on the Internet. In early 1999, the company was doing very well and seemed to have solved many of its early problems. However, on March 30, 1999, Amazon.com announced that it was entering... View Details
      Keywords: Technological Innovation; Growth and Development Strategy; Marketing Strategy; Planning; Competition; Competitive Strategy; Competitive Advantage; Web Services Industry; Web Services Industry
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      Bradley, Stephen P., and Kelley Porter. "eBay, Inc." Harvard Business School Case 700-007, September 1999. (Revised June 2001.)
      • September 1999 (Revised October 2000)
      • Case

      Eggrock Partners, LLC (A)

      By: Thomas J. DeLong, Myra M. Hart and Sharon Peyus
      Explores the challenges of choosing how to grow a professional services firm (PSF). Before developing a growth strategy, the partners need to agree on what business(es) the company should be in. Each of the three partners has differing views of what the company should... View Details
      Keywords: Entrepreneurship; Business or Company Management; Growth and Development Strategy; Business Model; Expansion; Business Processes; Industry Structures; Customer Focus and Relationships; Employees; Partners and Partnerships; Service Industry
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      DeLong, Thomas J., Myra M. Hart, and Sharon Peyus. "Eggrock Partners, LLC (A)." Harvard Business School Case 800-047, September 1999. (Revised October 2000.)
      • September 1999
      • Case

      Trisha Wilson of Wilson & Associates

      By: Teresa M. Amabile and Sarah S. Khetani
      Texan entrepreneur Trisha Wilson has founded an interior design firm and watched it grow into one of the most successful firms in the hospitality design services industry. After 20 years of building a company that is truly a reflection of her own personality, Wilson... View Details
      Keywords: Entrepreneurship; Employees; Innovation and Management; Management; Business or Company Management; Management Succession; Organizational Culture; Strategy; Service Industry; Texas
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      Amabile, Teresa M., and Sarah S. Khetani. "Trisha Wilson of Wilson & Associates." Harvard Business School Case 800-001, September 1999.
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