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Publications

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      • Faculty Publications  (84)

      Attorney and Client RelationshipsRemove Attorney and Client Relationships →

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      • July 2008 (Revised December 2009)
      • Case

      Infosys' Relationship Scorecard: Measuring Transformational Partnerships

      By: Francisco de Asis Martinez-Jerez, Robert S. Kaplan and Katherine Miller
      This case analyzes Infosys' innovative approach to measuring performance in client relations. Infosys' strategy is evolving to build transformational partnerships from its original position as an outsourcer of end-to-end IT projects. A transformational partner helps... View Details
      Keywords: Partners and Partnerships; Performance Evaluation; Attorney and Client Relationships; Job Cuts and Outsourcing; Balanced Scorecard; Competitive Strategy; Commercialization; Competitive Advantage; Economic Growth; Growth and Development Strategy; Consulting Industry; Information Technology Industry; India
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      Martinez-Jerez, Francisco de Asis, Robert S. Kaplan, and Katherine Miller. "Infosys' Relationship Scorecard: Measuring Transformational Partnerships." Harvard Business School Case 109-006, July 2008. (Revised December 2009.)
      • January 2008
      • Supplement

      Joe Bachelder: Reflections

      By: Brian Hall and James K. Sebenius
      After Charles Suarez's failed compensation negotiations with Victor, Suarez's attorney, Joe Batchelder, joined class discussions of the case in a course taught by Professor Brian Hall. Professor James Sebenius also interviewed Joe Bachelder at length on this case and... View Details
      Keywords: Courts and Trials; Attorney and Client Relationships; Negotiation Deal; Executive Compensation; Knowledge Sharing; Talent and Talent Management; Perspective; Organizations
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      Hall, Brian, and James K. Sebenius. "Joe Bachelder: Reflections." Harvard Business School Supplement 908-030, January 2008.
      • January 2009
      • Article

      Bank Debt and Corporate Governance

      By: Victoria Ivashina, Vinay Nair, Anthony Saunders, Nadia Massoud and Roger Stover
      In this paper, we investigate the disciplining role of banks and bank debt in the market for corporate control. We find that relationship bank lending intensity and bank client network have positive effects on the probability of a borrowing firm becoming a target. This... View Details
      Keywords: Corporate Governance; Borrowing and Debt; Banks and Banking; Business and Stakeholder Relations; Governance Controls; Managerial Roles
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      Ivashina, Victoria, Vinay Nair, Anthony Saunders, Nadia Massoud, and Roger Stover. "Bank Debt and Corporate Governance." Review of Financial Studies 22, no. 1 (January 2009): 41–77.
      • February 2007
      • Case

      Behavioral Finance at JP Morgan

      By: Malcolm P. Baker and Aldo Sesia
      Following a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like... View Details
      Keywords: Banks and Banking; Investment Funds; Behavioral Finance; Competitive Advantage; Asset Management; Marketing Strategy; Product Marketing; Customer Focus and Relationships; Banking Industry; Financial Services Industry; United States; Europe
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      Baker, Malcolm P., and Aldo Sesia. "Behavioral Finance at JP Morgan." Harvard Business School Case 207-084, February 2007.
      • July 2005 (Revised August 2008)
      • Background Note

      Attorney-Client Privilege

      By: Lynn S. Paine and Christopher Bruner
      Provides a brief summary of the requirements of the attorney-client privilege--an important mechanism for protecting client confidences under U.S. law. Discusses the application of the privilege in a corporate context. View Details
      Keywords: Business Ventures; Interpersonal Communication; Crime and Corruption; Law; Attorney and Client Relationships
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      Paine, Lynn S., and Christopher Bruner. "Attorney-Client Privilege." Harvard Business School Background Note 306-013, July 2005. (Revised August 2008.)
      • April 2005 (Revised May 2005)
      • Case

      Exel PLC--Supply Chain Management at Haus Mart

      By: Zeynep Ton and Steven C. Wheelwright
      Exel plc is a global third-party logistics provider, serving clients such as Home Depot, Dell, Unilever, and Marks & Spencer. Describes the range of activities Exel performs for its clients and the capabilities the company has developed. Exel traditionally focused on... View Details
      Keywords: Job Cuts and Outsourcing; Supply Chain Management; Logistics
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      Ton, Zeynep, and Steven C. Wheelwright. "Exel PLC--Supply Chain Management at Haus Mart." Harvard Business School Case 605-080, April 2005. (Revised May 2005.)
      • April 2005 (Revised January 2006)
      • Case

      Protege Partners: The Capacity Challenge

      By: Randolph B. Cohen
      In February 2005, Jeffrey Tarrant (HBS '85) and Ted Seides (HBS '99) considered their strategy for Protege Partners, founded in July 2002 as a fund of hedge funds (FOHF) specializing in small hedge funds. Protege's assets under management had grown to $1.1 billion, and... View Details
      Keywords: Organizational Change and Adaptation; Business Growth and Maturation; Investment Funds; Financial Services Industry
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      Cohen, Randolph B., and Brian DeLacey. "Protege Partners: The Capacity Challenge." Harvard Business School Case 205-100, April 2005. (Revised January 2006.)
      • February 2005 (Revised March 2013)
      • Case

      Phase Zero: Introducing New Services at IDEO (A)

      By: Amy C. Edmondson and Laura Feldman
      Focuses on whether world-renowned product design firm IDEO's new customer service fits with the firm's strategic position and organization capabilities. Over the course of IDEO's 13-year history, an increasing share of revenues are a result of "Phase 0"... View Details
      Keywords: Strategy; Service Operations; Product Design; Infrastructure; Customer Focus and Relationships; Innovation and Invention; Service Industry; Boston; United States
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      Edmondson, Amy C., and Laura Feldman. "Phase Zero: Introducing New Services at IDEO (A)." Harvard Business School Case 605-069, February 2005. (Revised March 2013.)
      • January 2004 (Revised September 2004)
      • Background Note

      Confidentiality in Settlement Negotiations: Ethics & Law

      By: Michael A. Wheeler, Dana Nelson and Gillian Morris
      Legal policy has a long history of protecting confidentiality of negotiations that are designed to produce settlement. However, within the past several decades there has been a significant push toward openness. Compelling arguments support confidentiality: It helps... View Details
      Keywords: Ethics; Lawsuits and Litigation; Attorney and Client Relationships; Policy; Corporate Disclosure; Negotiation
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      Wheeler, Michael A., Dana Nelson, and Gillian Morris. "Confidentiality in Settlement Negotiations: Ethics & Law." Harvard Business School Background Note 904-057, January 2004. (Revised September 2004.)
      • January 2004 (Revised May 2004)
      • Background Note

      Professional Associations

      By: Ashish Nanda
      This case discusses why society grants professional associations the rights of certification and self-regulation. In exercising these rights, professional associations serve client interests but also the interest of member practitioners. The case discusses how... View Details
      Keywords: Governance; Conflict of Interests; Society
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      Nanda, Ashish. "Professional Associations." Harvard Business School Background Note 904-054, January 2004. (Revised May 2004.)
      • 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.)
      • November 2001 (Revised September 2002)
      • Case

      International Management Group (IMG)

      By: Bharat N. Anand and Kate Attea
      In 2001, International Management Group (IMG) is the dominant company in the sports management industry. Its founder and CEO, Mark McCormack, is credited with having created the industry of sports management in the early 1960s. Over the next 40 years, IMG's expansion... View Details
      Keywords: Customer Focus and Relationships; Finance; Organizational Structure; Planning; Relationships; Conflict of Interests; Competition; Corporate Strategy; Expansion; Sports Industry
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      Anand, Bharat N., and Kate Attea. "International Management Group (IMG)." Harvard Business School Case 702-409, November 2001. (Revised September 2002.)
      • March 2001 (Revised May 2001)
      • Case

      &Samhoud Service Management

      By: Thomas J. DeLong, Ashish Nanda and Monica Mullick
      &Samhoud, a small service management consulting firm in the Netherlands, grapples with the dilemma of firing its largest client while introducing Heskett's theory of the service profit chain. View Details
      Keywords: Mission and Purpose; Management Practices and Processes; Customer Focus and Relationships; Customer Relationship Management; Consulting Industry; Netherlands
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      DeLong, Thomas J., Ashish Nanda, and Monica Mullick. "&Samhoud Service Management." Harvard Business School Case 801-398, March 2001. (Revised May 2001.)
      • September 2000
      • Background Note

      Professional Services Module Five: Serving Clients Effectively

      By: Thomas J. DeLong, Ashish Nanda and Scot H. Landry
      It is imperative for the internal systems and processes to be connected to the external processes of client management, competitive adaptation, and service delivery. View Details
      Keywords: Competency and Skills; Customer Relationship Management; Knowledge Acquisition; Service Delivery; Performance Effectiveness; Adaptation; Competitive Strategy
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      DeLong, Thomas J., Ashish Nanda, and Scot H. Landry. "Professional Services Module Five: Serving Clients Effectively." Harvard Business School Background Note 801-011, September 2000.
      • February 2000 (Revised March 2004)
      • Case

      Venture Law Group (A)

      By: Thomas J. DeLong, Ashish Nanda and Scott D Landry
      Craig Johnson, Venture Law Group's (VLG) chairman, founded VLG in 1993 with a goal of "zero voluntary turnover." In late 1998, Johnson faces the departure of three important partners, prompting himself to ask what VLG can do in the midst of an "economic hurricane" that... View Details
      Keywords: Business Model; Customer Relationship Management; Partners and Partnerships; Retention; Legal Services Industry
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      DeLong, Thomas J., Ashish Nanda, and Scott D Landry. "Venture Law Group (A)." Harvard Business School Case 800-065, February 2000. (Revised March 2004.)
      • March 1999
      • Article

      Practices for Managing Information Flows Within Organizations

      By: Joel Demski, Tracy Lewis, Dennis Yao and Huseyin Yildirim
      Firm organization determines how coworkers communicate and how information flows within the firm. Banking, accounting, consulting, and legal firms process proprietary information which their clients wish to protect. The firm's ability to safeguard and manage... View Details
      Keywords: Information Management; Management Practices and Processes; Safety; Governance Controls; Customer Focus and Relationships
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      Demski, Joel, Tracy Lewis, Dennis Yao, and Huseyin Yildirim. "Practices for Managing Information Flows Within Organizations." Journal of Law, Economics & Organization 15, no. 1 (March 1999): 107–131. (Harvard users click here for full text.)
      • February 1999 (Revised June 2000)
      • Case

      Alexander Bandelli (A)

      By: Thomas J. DeLong and Catherine M. Conneely
      Alexander Bandelli has the opportunity to redefine the way real estate business is done in the Northeast region. He has just joined Ronsini and Fitch and has been asked by senior management to move to a client focus rather than the older, traditional transaction focus.... View Details
      Keywords: Change Management; Customer Focus and Relationships; Management Teams; Real Estate Industry; Northeastern United States
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      DeLong, Thomas J., and Catherine M. Conneely. "Alexander Bandelli (A)." Harvard Business School Case 899-146, February 1999. (Revised June 2000.)
      • September 1998 (Revised August 1999)
      • Background Note

      Networks and Networking Software: Technology Note

      By: Stephen P. Bradley and Kelley Porter
      Used to educate students about client and enterprise software. View Details
      Keywords: Applications and Software; Networks; Information Infrastructure
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      Bradley, Stephen P., and Kelley Porter. "Networks and Networking Software: Technology Note." Harvard Business School Background Note 799-031, September 1998. (Revised August 1999.)
      • December 1997 (Revised August 1998)
      • Case

      Shanghai Real Estate (A)

      By: Lynn S. Paine and Harold F. Hogan Jr
      An independent consultant from the United States must decide what to do when faced with his client's apparent violation of an agreement with a third party. The consultant is American, the client is a Chinese real estate developer, and the third party is a French... View Details
      Keywords: Ethics; Contracts; Cross-Cultural and Cross-Border Issues; Law; Agreements and Arrangements; Alliances; Corporate Accountability; Consulting Industry; Real Estate Industry; China; United States; France
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      Paine, Lynn S., and Harold F. Hogan Jr. "Shanghai Real Estate (A)." Harvard Business School Case 398-088, December 1997. (Revised August 1998.)
      • March 1997 (Revised January 1999)
      • Case

      Cambridge Technology Partners: Corporate Venturing (August 1996)

      By: Paul A. Gompers and Catherine M. Conneely
      Concerns the decision of Jim Sims, president and CEO of Cambridge Technology Partners (CTP) to form a corporate venture capital subsidiary. CTP is a fast-growing information technology consulting firm that has been presented with many investment opportunities from... View Details
      Keywords: Decisions; Venture Capital; Leadership; Information Technology; Investment; Opportunities; Customer Focus and Relationships; Business Startups; Business Subsidiaries; Information Technology Industry; Consulting Industry; Cambridge
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      Gompers, Paul A., and Catherine M. Conneely. "Cambridge Technology Partners: Corporate Venturing (August 1996)." Harvard Business School Case 297-033, March 1997. (Revised January 1999.)
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