Customer Service Excellence - Publications - Faculty & Research - Harvard Business School

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January 2016
Teaching Note

Groom Energy Solutions: Selling Efficiency

By: Michael W. Toffel, Kira Fabrizio and Stephanie van Sice

This case examines a start-up service provider that helps clients improve the energy efficiency of their factories, warehouses, and commercial and office spaces by integrating and installing lighting, heating, and cooling technologies. The company seeks to double... View Details

Keywords: Energy Efficiency; Energy Efficiency Paradox; Environment; Environmental Strategy; Growth; Energy; Energy Conservation; Entrepreneurship; Environmental Sustainability; Energy Industry

Effects of an Information Sharing System on Employee Creativity, Engagement, and Performance

Many service organizations rely on information sharing systems to boost employee creativity to meet customer needs. We conducted a field experiment in a retail chain, based on a registered report accepted by JAR, to test whether an information sharing system recording... View Details

18 Aug 2010
Working Paper Summaries

The Role of Organizational Scope and Governance in Strengthening Private Monitoring

Keywords: by Lamar Pierce & Michael W. Toffel

October 2023 (Revised March 2024)
Case

Fantuan

By: Feng Zhu and David Lane

In 2023, CEO Randy Wu was considering the optimal growth strategy for Fantuan, a restaurant food delivery platform that had expanded from its 2014 founding in Vancouver, Canada to serve the Chinese demand for Asian cuisine in urban markets across Australia, Canada, the... View Details

Keywords: Business Startups; Customer Focus and Relationships; Diasporas; Entrepreneurship; Digital Platforms; Growth Management; Business Strategy; Diversification; Expansion; Growth and Development Strategy; Service Industry; Service Industry; United States; Canada; United Kingdom; Australia

Tsedal Neeley

Tsedal Neeley is the Senior Associate Dean and Chair of the MBA program at Harvard Business School, where she is the Naylor Fitzhugh Professor of Business Administration, Faculty Chair of the... View Details

June 2018
Case

Verona Group

By: Robert L. Simons and Sarah Abbott

Are a salesperson's struggles her own fault or the result of a problematic job design? Anna George works as a salesperson at Verona Group, a company that designs and wholesales high-end women's apparel. She had spent nearly 20 years in sales with another fashion label... View Details

Keywords: Jobs and Positions; Design; Analysis; Performance; Measurement and Metrics; Salesforce Management; Organizational Design

May 2014
Case

Groupon, Inc.

By: Krishna G. Palepu, Blythe J. McGarvie and James Weber

Internet coupon site "Groupon" grew revenues rapidly and went public, but struggled to impress investors or operate profitably. Did it have a sustainable business model? Groupon sold coupons called Groupons which purchasers used to acquire goods or services at... View Details

Keywords: Accounting; Corporate Governance; Entrepreneurship; Financial Management; Financial Reporting; Financial Statements; Organizational Culture; Strategy; Web Services Industry; United States

September 1999 (Revised September 1999)
Case

Convergys Corporation

By: Stephen P. Bradley and Kelley Porter

Focuses on the important issue of capturing the synergies between the two sides of the business, Information Management Group (IMG) and Customer Management Group (CMG). In addition, the case also addresses strategic issues from each of the individual businesses. For... View Details

Keywords: Customer Focus and Relationships; Customer Satisfaction; Growth and Development Strategy; Management Practices and Processes; Service Delivery; Service Operations; Strategy; Competitive Strategy; Corporate Strategy; Service Industry; Service Industry

July 2013 (Revised January 2014)
Case

Experience! The Finger Lakes: The Groupon Partnership Decision

By: Lynda M. Applegate, Chekitan S. Dev, Gabriele Piccoli and Arnold B. Peinado

In 2010, Experience! The Finger Lakes (ExperienceFLX), a tour operator offering guided tours and concierge services in the Finger Lakes region of New York State, was at a crossroads. The business was poised for growth, and its owners, Laura and Alan Falk, were... View Details

Keywords: Marketing Strategy; Social Marketing; United States

February 2022
Case

Agora (A)

By: Lindsay N. Hyde, Thomas R. Eisenmann and Tom Quinn

Agora was a civic technology (civic tech) startup founded by Elsa Sze, who wanted to enhance the connection between political officials and their constituents by facilitating virtual “town halls,” making underrepresented voices heard and benefiting elected and... View Details

Keywords: Civic Technology; Government Administration; Conferences; Business Startups; Business Strategy

September 1996 (Revised September 1999)
Case

Mobil USM&R (A): Linking the Balanced Scorecard

By: Robert S. Kaplan

The CEO of the marketing and refining division of a major oil company is in the midst of implementing a profit turnaround. He transforms the strongly centralized, functionally-organized division into 17 independent business units and 14 internal service companies. The... View Details

Keywords: Organizational Change and Adaptation; Measurement and Metrics; Management Practices and Processes; Organizational Design; Balanced Scorecard; Corporate Strategy; Mining Industry; Energy Industry

March 2009 (Revised September 2011)
Case

UBS and Auction Rate Securities (A)

By: Daniel Baird Bergstresser, Shawn A. Cole and Siddharth Bhaskar Shenai

UBS, a global financial services company, must decide whether to continue to support the market for Auction Rate Securities in the face of a growing financial crisis. These instruments, underwritten by UBS, were marketed to clients as highly liquid and safe... View Details

Keywords: Cost vs Benefits; Financial Crisis; Asset Pricing; Financial Liquidity; Financial Instruments; Government Legislation; Risk and Uncertainty; Financial Services Industry

February 2024
Case

Chime Solutions

By: Shai Bernstein, William R. Kerr, Christopher Stanton, Raymond Kluender and Mel Martin

Just two years after launching its 10k by 2020 initiative to hire 10,000 employees by 2020, the COVID-19 pandemic forced Chief Executive Officer Mark Wilson to send nearly all of his staff at Chime Solutions (Chime) to work from home. Chime was a customer contact firm... View Details

Keywords: Working Capital; Service Operations; Recruitment; Performance; Change Management; Retention; Financial Institutions; Employee Relationship Management; Talent and Talent Management; Growth Management; Mission and Purpose; Service Industry; Service Industry; United States

April 2000 (Revised May 2000)
Case

Capital One Financial Corporation

By: Bharat N. Anand, Michael G. Rukstad and Christopher Paige

Designed to explore the structure, implementation, and sustainability of an information-based strategy (IBS) undertaken by Capital One during the 1990s. Particular issues of interest are the impact of mass customization on industry structure, the ability to transfer... View Details

Keywords: Competitive Strategy; Customization and Personalization; Industry Structures; Internet and the Web; Innovation Strategy; Knowledge Use and Leverage; Financial Services Industry; United States

September 2022 (Revised January 2023)
Case

DBS: Purpose-Driven Transformation

By: Ranjay Gulati, Adina Wong, Dawn H. Lau and Joseph Mesfin

Singapore-based bank DBS went through three waves of purpose-driven transformation, overhauling the bank’s systems, upgrading employee skills, and re-centering its customer focus, with the bank’s purpose growing bolder with each key milestone achieved. Find out how the... View Details

Keywords: Transformation; Alignment; Business Strategy; Balanced Scorecard; Technology Adoption; Mission and Purpose; Change Management; Financial Services Industry; Financial Services Industry; Asia; Singapore

2008
Simulation

Pricing Simulation: Universal Car Rental

By: John T. Gourville

This web-based simulation presents an engaging context in which students develop their knowledge of pricing by managing a rental car operation (Universal) in Florida and improve regional performance by developing a pricing strategy. The simulation involves three... View Details

Keywords: Competition; Consumer Behavior; Price; Profit; Renting or Rental; Service Industry; Service Industry; Miami; Orlando; Tampa

March 2022 (Revised August 2022)
Case

Swvl: Smart Mobility for the Masses

By: Krishna Palepu, Esel Çekin and Menna Hassan

The case focuses on strategy and governance issues at Swvl, a tech-enabled mass mobility marketplace. It describes the journey of CEO and Chairman Mostafa Kandil on his journey from founding the company to its listing on Nasdaq. Since its founding in Egypt in 2017,... View Details

Keywords: Corporate Governance; Growth and Development Strategy; Initial Public Offering; Innovation and Invention; Business Startups; Transportation Industry; Technology Industry; Middle East; North Africa

July 2007 (Revised February 2010)
Case

Launching Telmore (A)

By: Ramon Casadesus-Masanell, Celso Fernandez and Moritz Jobke

When the Danish mobile phone service provider Telmore entered the market in October 2000, few people took notice. Its business model was not perceived as particularly aggressive or threatening to the industry. Less than three years later, Telmore's creative adaptation... View Details

Keywords: Business Model; Disruptive Innovation; Market Entry and Exit; Creativity; Adaptation; Competitive Advantage; Telecommunications Industry; Denmark

02 May 2017
First Look

First Look at New Research: May 2, 2017

moral of this story is not how to do crisis management faster and better in a lightning-fast digital world. It’s that even the nimblest and deftest crisis management response cannot contain the damage of going straight to “call security” and crossing the last line of... View Details

Keywords: Carmen Nobel

February 2016 (Revised June 2016)
Case

Janalakshmi Financial Services' HR Dilemma

By: Doug J. Chung and Radhika Kak

Janalakshmi Financial Services (JFS), an Indian microfinance institution, had grown rapidly by providing financial products to its main customer base, the urban poor. However, the company was facing several challenges. JFS’s productivity was declining, and it was... View Details

Keywords: Microfinance; Salesforce Management; Compensation and Benefits; Sales; Strategy; Financial Services Industry

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