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      • Faculty Publications  (1,016)

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      • May 2002
      • Case

      Mellon Investor Services

      By: Thomas J. DeLong
      James Aramanda, head of Mellon Investor Services, must decide how to change the focus of his business. He works with consultants to create a change strategy to enhance a business that is already doing well. Will he be able to interest his professionals in changing the... View Details
      Keywords: Organizational Change and Adaptation; Change Management; Innovation Leadership; Growth and Development Strategy; Business Strategy; Management Teams; Financial Services Industry; Insurance Industry; United States
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      DeLong, Thomas J. "Mellon Investor Services." Harvard Business School Case 402-036, May 2002.
      • March 2002 (Revised June 2002)
      • Case

      EMCF: A New Approach at an Old Foundation

      By: Allen S. Grossman and Daniel F. Curran
      Michael Bailin, president of the Edna McConnell Clark Foundation (EMCF), embarked on a three-year effort to transform the foundation's grant-making in theory and practice. This case details his efforts to move from an "initiatives-based" approach in philanthropy to a... View Details
      Keywords: Business Model; Philanthropy and Charitable Giving; Leadership; Management Practices and Processes; Performance Expectations; Non-Governmental Organizations; Cognition and Thinking; Customization and Personalization; Theory
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      Grossman, Allen S., and Daniel F. Curran. "EMCF: A New Approach at an Old Foundation." Harvard Business School Case 302-090, March 2002. (Revised June 2002.)
      • March 2002 (Revised May 2007)
      • Case

      Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)

      By: V.G. Narayanan and Lisa Brem
      The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details
      Keywords: Customers; Customer Relationship Management; Price; Perspective; Marketing; Competitive Advantage; Financial Services Industry; Banking Industry; Canada
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      Narayanan, V.G., and Lisa Brem. "Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)." Harvard Business School Case 102-072, March 2002. (Revised May 2007.)
      • March 2002 (Revised November 2003)
      • Case

      Satellite Radio

      By: Thomas R. Eisenmann and Alastair Brown
      In early 2002, XM and Sirius were fighting for control of the emerging U.S. market for satellite radio. Each company targeted consumers in automobiles, providing 100 channels of CD-quality audio for a monthly subscription fee of $10-$13. Wall Street analysts predicted... View Details
      Keywords: Growth and Development Strategy; Price; Risk and Uncertainty; Problems and Challenges; Network Effects; Partners and Partnerships; Information Technology; Business Model; Investment Return; Media and Broadcasting Industry; Media and Broadcasting Industry; United States
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      Eisenmann, Thomas R., and Alastair Brown. "Satellite Radio." Harvard Business School Case 802-175, March 2002. (Revised November 2003.)
      • February 2002 (Revised March 2002)
      • Case

      Customer Profitability and Customer Relationship Management at RBC Financial Group

      By: V.G. Narayanan and Lisa Brem
      The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details
      Keywords: Competitive Advantage; Price; Customer Relationship Management; Marketing; Customer Value and Value Chain; Financial Services Industry; Banking Industry; Canada
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      Narayanan, V.G., and Lisa Brem. "Customer Profitability and Customer Relationship Management at RBC Financial Group." Harvard Business School Case 102-043, February 2002. (Revised March 2002.)
      • February 2002 (Revised April 2002)
      • Case

      Chengwei Ventures and the hdt* Investment

      By: G. Felda Hardymon, Josh Lerner and Ann Leamon
      Bo Feng, cofounder and principal in Chengwei Ventures, one of the first sovereign venture capital firms in China, is trying to decide on the proper business model for hdt, the product of a merger between two portfolio companies. This case discusses the best way for the... View Details
      Keywords: Venture Capital; Mergers and Acquisitions; Customer Relationship Management; Sovereign Finance; Management Analysis, Tools, and Techniques; Entrepreneurship; Internet and the Web; Applications and Software; Markets; Business Model; Financial Services Industry; China
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      Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Chengwei Ventures and the hdt* Investment." Harvard Business School Case 802-089, February 2002. (Revised April 2002.)
      • January 2002 (Revised October 2007)
      • Case

      Grantham, Mayo, Van Otterloo & Co., 2001

      By: Joshua Musher and Andre F. Perold
      Asset manager GMO underperforms the market during the 1996-2000 stock market bubble because of the focus on absolute risk. After suffering significant client withdrawals, performance again shines when the bubble collapses. Did they win the battle only to lose the war?... View Details
      Keywords: Customers; Asset Management; Stocks; Investment; Price Bubble; Mathematical Methods; Risk and Uncertainty
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      Musher, Joshua, and Andre F. Perold. "Grantham, Mayo, Van Otterloo & Co., 2001." Harvard Business School Case 202-049, January 2002. (Revised October 2007.)
      • 2002
      • Case

      Creating the Customer-Centric Team: Coordinating Sales and Marketing

      By: Benson P. Shapiro
      Keywords: Marketing; Groups and Teams; Sales; Customer Focus and Relationships
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      Shapiro, Benson P. "Creating the Customer-Centric Team: Coordinating Sales and Marketing." Harvard Business School Publishing Case, 2002. (Note #9-999-006.)
      • 2002
      • Article

      Looking at Your World Through Your Customer's Eyes: Cross-National Differences in Buyer-Seller Alliances

      By: Rohit Deshpandé and John U. Farley
      Keywords: Customers; Alliances; Global Range
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      Deshpandé, Rohit, and John U. Farley. "Looking at Your World Through Your Customer's Eyes: Cross-National Differences in Buyer-Seller Alliances." Journal of Relationship Marketing 1, nos. 3/4 (2002): 3–22.
      • 2002
      • Article

      Personalization and Personality: Some Effects of Customizing Message Style Based on Consumer Personality

      By: Youngme Moon
      Keywords: Identity; Customers; Customer Focus and Relationships
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      Moon, Youngme. "Personalization and Personality: Some Effects of Customizing Message Style Based on Consumer Personality." Journal of Consumer Psychology 12, no. 4 (2002): 313–326.
      • November 2001 (Revised January 2002)
      • Case

      OSI Group

      By: Ray A. Goldberg and Hal Hogan
      Discusses the challenges facing a global food service supplier and the company's ability to partner with major customers, such as McDonald's. View Details
      Keywords: Problems and Challenges; Food; Globalization; Service Delivery; Partners and Partnerships; Service Operations; Customers
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      Goldberg, Ray A., and Hal Hogan. "OSI Group." Harvard Business School Case 902-408, November 2001. (Revised January 2002.)
      • November 2001 (Revised October 2017)
      • Case

      GuestFirst Hotel (A): Customer Loyalty

      By: Frances X. Frei and Dennis Campbell
      Provides a hotel context in which to explore the link between customer loyalty and financial performance, using four years of hotel data. Challenges students to find the extent of the relationship between loyalty and performance. View Details
      Keywords: Motivation and Incentives; Mathematical Methods; Finance; Performance; Relationships; Customer Focus and Relationships; Data and Data Sets; Accommodations Industry
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      Frei, Frances X., and Dennis Campbell. "GuestFirst Hotel (A): Customer Loyalty." Harvard Business School Case 602-099, November 2001. (Revised October 2017.)
      • 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.)
      • November 2001 (Revised August 2005)
      • Case

      BigEast Bank (A): Credit Card Approval

      By: Frances X. Frei and Dennis Campbell
      BigEast is considering adopting a relationship-centric view in its credit card approval process. This would shift the bank's current practice of analyzing applications based on the merits of a single product to one where the customer's existing relationship is... View Details
      Keywords: Customers; Forecasting and Prediction; Banks and Banking; Analytics and Data Science; Managerial Roles; Relationships; Adoption; Banking Industry
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      Frei, Frances X., and Dennis Campbell. "BigEast Bank (A): Credit Card Approval." Harvard Business School Case 602-098, November 2001. (Revised August 2005.)
      • October 2001 (Revised November 2002)
      • Case

      Herman Miller(B): Creating Innovation Streams

      By: Sandra J. Sucher and Stacy McManus
      In 1997, Mike Volkema faced the difficulty of attempting to revitalize a once dynamic organization. Volkema wondered how he could incorporate advances made within subsidiaries, such as Miller SQA's business model innovation, into the company as a whole while also... View Details
      Keywords: Innovation and Invention; Innovation and Management; Product Design; Product Development; Product; Supply Chain Management; Business Model; Service Delivery; Customer Value and Value Chain; Manufacturing Industry; Consumer Products Industry
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      Sucher, Sandra J., and Stacy McManus. "Herman Miller(B): Creating Innovation Streams." Harvard Business School Case 602-024, October 2001. (Revised November 2002.)
      • October 2001 (Revised October 2017)
      • Supplement

      Pilgrim Bank (B): Customer Retention

      By: Frances X. Frei and Dennis Campbell
      Supplements the (A) case. View Details
      Keywords: Customer Relationship Management; Banking Industry
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      Frei, Frances X., and Dennis Campbell. "Pilgrim Bank (B): Customer Retention." Harvard Business School Supplement 602-095, October 2001. (Revised October 2017.)
      • September 2001 (Revised August 2004)
      • Case

      Rapid Rewards at Southwest Airlines

      By: Frances X. Frei and Corey B. Hajim
      Southwest Airlines is well known as the low-fare airline that has achieved ongoing financial success in one of the most financially troubled industries in the United States. Told from the perspectives of two Southwest customers--a frequent flier and a more typical... View Details
      Keywords: Customer Relationship Management; Air Transportation; Service Operations; Service Delivery; Air Transportation Industry
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      Frei, Frances X., and Corey B. Hajim. "Rapid Rewards at Southwest Airlines." Harvard Business School Case 602-065, September 2001. (Revised August 2004.)
      • September 2001 (Revised July 2002)
      • Case

      Fraud Prevention at Omni Bank

      By: Frances X. Frei and Hanna Rodriguez-Farrar
      Omni Bank is undergoing a merger and has two important decisions ahead. First, should it enforce the use of its model-driven approach to interacting with customers at the recently acquired Friends Savings and Loan branches. Friends has a culture of personal touch with... View Details
      Keywords: Mergers and Acquisitions; Business Model; Crime and Corruption; Customer Relationship Management; Decisions; Banks and Banking; Banking Industry
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      Frei, Frances X., and Hanna Rodriguez-Farrar. "Fraud Prevention at Omni Bank." Harvard Business School Case 602-068, September 2001. (Revised July 2002.)
      • August 2001 (Revised March 2008)
      • Supplement

      Kirk Arnold

      By: Nitin Nohria and Alan Price
      Supplements NerveWire, Inc. View Details
      Keywords: Recruitment; Value; Mission and Purpose; Partners and Partnerships; Business Model; Customer Value and Value Chain; Investment Return; Economic Slowdown and Stagnation; Problems and Challenges; Consulting Industry; Newton
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      Nohria, Nitin, and Alan Price. "Kirk Arnold." Harvard Business School Supplement 402-020, August 2001. (Revised March 2008.)
      • summer 2001
      • Article

      Branding Means Connecting

      By: Nancy F. Koehn
      Keywords: Brands and Branding; Customer Relationship Management
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      Koehn, Nancy F. "Branding Means Connecting." New Business: Entrepreneurial Pursuits at Harvard Business School (summer 2001).
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