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      • January 2007 (Revised October 2008)
      • Case

      H&R Block 2006

      By: Peter Tufano
      Mark Ernst, the Chairman, CEO and President of H&R Block, has to decide how to respond to a competitive threat posed by a competitor's refund-lending product. Block is the largest U.S. tax preparation firm, which competes not only on its tax preparation services, but... View Details
      Keywords: Ethics; Financing and Loans; Personal Finance; Taxation; Corporate Social Responsibility and Impact; Competition; Financial Services Industry
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      Tufano, Peter, Arijit Roy, and Emily McClintock. "H&R Block 2006." Harvard Business School Case 307-091, January 2007. (Revised October 2008.)
      • January 2007 (Revised December 2007)
      • Case

      Digital China Holdings Limited: Managing the Transition from a Product-oriented to a Service-oriented Company

      By: F. Warren McFarlan, Guoqing Chen, Kai Reimers and Xunhua Guo
      Digital China is the largest Chinese independent systems integrator (IBM and HP are larger). Describes their history and their current strategy and invites the student to advise them as to how they should continue to grow in the future. This is the closest China... View Details
      Keywords: History; Information Technology; Service Operations; Growth and Development Strategy; Technology Industry; China
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      McFarlan, F. Warren, Guoqing Chen, Kai Reimers, and Xunhua Guo. "Digital China Holdings Limited: Managing the Transition from a Product-oriented to a Service-oriented Company." Harvard Business School Case 307-093, January 2007. (Revised December 2007.)
      • December 2006 (Revised January 2007)
      • Case

      Chief Timothy Adeola Odutola and Nigeria's Manufacturing Sector

      By: Nitin Nohria, Anthony Mayo, Foluke Otudeko and Mark Benson
      Chief Timothy Adeola Odutola was an important contributor to Nigeria's manufacturing sector, creating a multimillion-dollar conglomerate including three factories, a retail franchise, a cattle ranch, a 5,000-acre plantation, a sawmill, and an exporting business before... View Details
      Keywords: History; Business Conglomerates; Corporate Social Responsibility and Impact; Corporate Entrepreneurship; Success; Leadership Style; Business History; Market Entry and Exit; Personal Development and Career; Business Startups; Manufacturing Industry; Nigeria
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      Nohria, Nitin, Anthony Mayo, Foluke Otudeko, and Mark Benson. "Chief Timothy Adeola Odutola and Nigeria's Manufacturing Sector." Harvard Business School Case 407-027, December 2006. (Revised January 2007.)
      • December 2006 (Revised February 2007)
      • Case

      Opportunity International: Measurement and Mission

      By: Herman B. Leonard, Marc J. Epstein and Melissa Tritter
      After a "first career" in business, HBS graduate Christopher Crane becomes CEO of a worldwide microfinance network. The organization's twin challenges are: 1) developing metrics to give it an accurate picture of its situation and impacts, and 2) generating rapid... View Details
      Keywords: Microfinance; Measurement and Metrics; Problems and Challenges; Growth and Development Strategy; Business and Stakeholder Relations; Business Model; Nonprofit Organizations; Philanthropy and Charitable Giving; Financial Services Industry
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      Leonard, Herman B., Marc J. Epstein, and Melissa Tritter. "Opportunity International: Measurement and Mission." Harvard Business School Case 307-067, December 2006. (Revised February 2007.)
      • December 2006 (Revised September 2007)
      • Case

      Ponsse: From Finland to Global

      By: David E. Bell and Mary L. Shelman
      Finland-based Ponsse Oyj, with 2005 turnover of $250 million, is the only dedicated forest equipment company of size that remained in a consolidating industry. Competitors included global giants such as John Deere and Komatsu. Since his arrival at Ponsse in 2004, CEO... View Details
      Keywords: Globalized Firms and Management; Globalized Markets and Industries; Growth and Development Strategy; Performance Capacity; Expansion; Forest Products Industry; Forestry Industry; Russia; Finland; United States; Brazil
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      Bell, David E., and Mary L. Shelman. "Ponsse: From Finland to Global." Harvard Business School Case 507-002, December 2006. (Revised September 2007.)
      • November 2006
      • Case

      The Pine Street Initiative at Goldman Sachs

      By: Boris Groysberg, Scott A. Snook and David Lane
      Almost five years had passed since Goldman Sachs launched its innovative leadership development initiative called Pine Street. Focused primarily on developing Goldman's most senior managers, Pine Street had evolved significantly since its inception in November of 1999.... View Details
      Keywords: Executive Education; Personal Development and Career; Leadership Development; Business Education; Financial Services Industry
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      Groysberg, Boris, Scott A. Snook, and David Lane. "The Pine Street Initiative at Goldman Sachs." Harvard Business School Case 407-053, November 2006.
      • October 2006 (Revised January 2008)
      • Case

      Allianz AG: Becoming a European Company

      By: Jay W. Lorsch and Alexis Chernak
      Focuses on the decision made by leadership at Allianz AG, the German insurance and financial services company, to complete a cross-border merger with the Italian insurance and financial services company, RAS. Allianz, however, could not complete the cross-border merger... View Details
      Keywords: Mergers and Acquisitions; Business Organization; Decision Choices and Conditions; Cross-Cultural and Cross-Border Issues; Governing and Advisory Boards; Laws and Statutes; European Union; Germany; Italy
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      Lorsch, Jay W., and Alexis Chernak. "Allianz AG: Becoming a European Company." Harvard Business School Case 407-049, October 2006. (Revised January 2008.)
      • September 2006 (Revised November 2006)
      • Case

      Cathy Benko: WINning at Deloitte (A)

      By: Kathleen L. McGinn, Deborah M. Kolb and Cailin B. Hammer
      Jim Quigley, CEO of Deloitte and Touche's consulting practice, asks senior partner Cathy Benko to lead Deloitte & Touche's much publicized Initiative for the Retention and Advancement of Women (WIN). Benko, already the Lead Client Service Partner on one of Deloitte's... View Details
      Keywords: Motivation and Incentives; Leadership Development; Talent and Talent Management; Personal Development and Career; Gender; Consulting Industry; United States
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      McGinn, Kathleen L., Deborah M. Kolb, and Cailin B. Hammer. "Cathy Benko: WINning at Deloitte (A)." Harvard Business School Case 907-026, September 2006. (Revised November 2006.)
      • September 2006 (Revised December 2006)
      • Case

      Arizona Department of Public Health: The Challenges of Preparing for a Public Health Emergency

      By: Lynda M. Applegate, Ajay Vinze, T. S. Raghu and Minu Ipe
      In the post-9/11 era information technology enablement for emergency preparedness and response have taken on increased significance. Public health organizations like ADHS play a critical role in any statewide preparation for large scale emergencies. With issues like... View Details
      Keywords: Problems and Challenges; Information Technology; Health Care and Treatment; Business Processes; Service Delivery; National Security; Health Industry; Public Administration Industry; Arizona
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      Applegate, Lynda M., Ajay Vinze, T. S. Raghu, and Minu Ipe. "Arizona Department of Public Health: The Challenges of Preparing for a Public Health Emergency." Harvard Business School Case 807-016, September 2006. (Revised December 2006.)
      • August 2006 (Revised March 2008)
      • Case

      iPod vs. Cell Phone: A Mobile Music Revolution?

      By: David B. Yoffie, Travis D. Merrill and Michael Slind
      In 2006, a nascent market for music-enabled mobile phones was emerging to challenge Apple Computer's dominant position in the digital music industry. Through its iPod line of portable digital music devices and its iTunes Music Store, Apple controlled more than half of... View Details
      Keywords: Music Entertainment; Emerging Markets; Brands and Branding; Sales; Opportunities; Price; Business Model; Mobile and Wireless Technology; Digital Platforms; Service Delivery; Communications Industry; Music Industry
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      Yoffie, David B., Travis D. Merrill, and Michael Slind. "iPod vs. Cell Phone: A Mobile Music Revolution?" Harvard Business School Case 707-419, August 2006. (Revised March 2008.)
      • July 2006 (Revised March 2010)
      • Case

      Symantec vs. McAfee: Competing in the Consumer Anti-virus Industry

      By: Ramon Casadesus-Masanell and Jordan Mitchell
      Symantec and McAfee hold 53.6% and 18.8% respectively, of the anti-virus software market as of 2006. While the market is concentrated with five firms controlling over 90%, Microsoft is on the eve of releasing a consumer security subscription packed called OneCare Live.... View Details
      Keywords: Business Model; Market Entry and Exit; Competitive Strategy; Software; Information Technology Industry
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      Casadesus-Masanell, Ramon, and Jordan Mitchell. "Symantec vs. McAfee: Competing in the Consumer Anti-virus Industry." Harvard Business School Case 707-413, July 2006. (Revised March 2010.)
      • June 2006 (Revised January 2012)
      • Case

      Teena Lerner: Dividing the Pie at Rx Capital (A)

      By: Boris Groysberg, Victoria Winston and Robin Abrahams
      Teena Lerner started her own hedge fund firm in 2001 after nearly 20 years as a star biotechnology analyst and hedge fund manager. After the start-up phase, her firm became highly profitable. In 2004, however, one of her four analysts lost a lot of money for the firm.... View Details
      Keywords: Managerial Roles; Investment Funds; Performance; Business Startups; Compensation and Benefits; Corporate Finance; Financial Services Industry
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      Groysberg, Boris, Victoria Winston, and Robin Abrahams. "Teena Lerner: Dividing the Pie at Rx Capital (A)." Harvard Business School Case 406-088, June 2006. (Revised January 2012.)
      • June 2006 (Revised April 2007)
      • Case

      Nephila: Innovation in Catastrophe Risk Insurance

      By: Kenneth A. Froot and Michael Heinrich
      At the cross-section of capital markets and the catastrophe insurance space stands the hedge fund Nephila. Nephila must decide how best to take advantage of the newly presented market opportunities post hurricanes Katrina, Wilma, and Rita. Nephila has a plethora of... View Details
      Keywords: Hedge Fund; Investment Management; Uncertainty; Risk and Uncertainty; Natural Disasters; Insurance; Capital Markets; Investment Funds; Financial Services Industry; Financial Services Industry; Bermuda
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      Froot, Kenneth A., and Michael Heinrich. "Nephila: Innovation in Catastrophe Risk Insurance." Harvard Business School Case 206-130, June 2006. (Revised April 2007.)
      • May 2006 (Revised November 2006)
      • Case

      Willa Seldon at Tides Center (A)

      By: Linda A. Hill and Emily Stecker
      Willa Seldon, an African-American woman with 16 years of for-profit experience, was hired as executive director of Tides Center, a nonprofit in San Francisco, CA. Tides Center was a fiscal sponsor dedicated to supporting individuals and groups working toward social... View Details
      Keywords: For-Profit Firms; Nonprofit Organizations; Transition; Change Management; Leadership Style; Performance; Customer Satisfaction; San Francisco
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      Hill, Linda A., and Emily Stecker. "Willa Seldon at Tides Center (A)." Harvard Business School Case 406-072, May 2006. (Revised November 2006.)
      • April 2006 (Revised March 2007)
      • Case

      PayPal Merchant Services

      By: Thomas R. Eisenmann and Lauren Barley
      In early 2006, PayPal management is deciding how to respond to Google's entry into online payments. PayPal, owned by eBay, has targeted online merchants outside eBay's auction community for its next wave of expansion. Google represents a potential threat to PayPal's... View Details
      Keywords: Internet and the Web; Competition; Expansion; Service Operations; Auctions; Web Services Industry; Web Services Industry
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      Eisenmann, Thomas R., and Lauren Barley. "PayPal Merchant Services." Harvard Business School Case 806-188, April 2006. (Revised March 2007.)
      • April 2006 (Revised October 2006)
      • Case

      Best Buy Co., Inc.: Customer-Centricity

      By: Rajiv Lal, Carin-Isabel Knoop and Irina Tarsis
      With FY2005 sales of $27.3 billion, Richfield, Minn.-based Best Buy Co., Inc. was the leading retailer of consumer electronics, home-office products, and related services in North America. Its operations included the distinct store formats Best Buy, Future Shop in... View Details
      Keywords: Customer Focus and Relationships; Service Operations; Business Earnings; Financial Crisis; Failure; Business Model; Leadership; Segmentation; Value Creation; Electronics Industry; United States; Canada; Mongolia
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      Lal, Rajiv, Carin-Isabel Knoop, and Irina Tarsis. "Best Buy Co., Inc.: Customer-Centricity." Harvard Business School Case 506-055, April 2006. (Revised October 2006.)
      • April 2006 (Revised October 2006)
      • Case

      Chrysanthemum and Dragon: JAFCO Asia in China

      By: Rawi E. Abdelal and David Lane
      In the autumn of 2002, JAFCO Asia, a subsidiary of JAFCO Co., Ltd., became the first foreign private equity firm to open an office in Beijing's Haidian Science Park. JAFCO was the only Japanese private equity firm operating in China. As such, Managing Director Vincent... View Details
      Keywords: History; International Relations; Business and Shareholder Relations; Business and Government Relations; Expansion; Market Entry and Exit; Performance Effectiveness; Foreign Direct Investment; Business Strategy; Financial Services Industry; China; Beijing; Japan
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      Abdelal, Rawi E., and David Lane. "Chrysanthemum and Dragon: JAFCO Asia in China." Harvard Business School Case 706-012, April 2006. (Revised October 2006.)
      • April 2006
      • Background Note

      Informing Service Management with Customer Data

      By: Frances X. Frei and Dennis Campbell
      Taught as the third module in a Harvard Business School course on Managing Service Operations. Explores the role of data analysis in ongoing service management. Describes how to realize the maximum amount of value from analyses and use this information in... View Details
      Keywords: Decision Making; Design; Analytics and Data Science; Service Operations; Mathematical Methods; Value
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      Frei, Frances X., and Dennis Campbell. "Informing Service Management with Customer Data." Harvard Business School Background Note 606-097, April 2006.
      • April 2006
      • Background Note

      Designing Sustainable Service Models

      By: Frances X. Frei
      Taught as the second module in a Harvard Business School course on Managing Service Operations. Addresses the challenge of designing service models that effectively incorporate a customer operating role, as well as how to align operations to deliver value to both the... View Details
      Keywords: Business Model; Customers; Design; Managerial Roles; Consumer Behavior; Service Operations; Power and Influence; Value
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      Frei, Frances X. "Designing Sustainable Service Models." Harvard Business School Background Note 606-031, April 2006.
      • February 2006 (Revised October 2006)
      • Case

      Veridian: Putting a Value on Values

      By: Rakesh Khurana, Joel Podolny and Jaan Margus Elias
      David Langstaff, the CEO of Veridian, a defense company, struggles with the decision of selling the company. Langstaff has concerned himself with inculcalating his organization with the values necessary for superior achievement over the long term. But as a fiduciary,... View Details
      Keywords: Cash; Corporate Governance; Financial Markets; Law; Leadership; Patents; Values and Beliefs; Service Industry; Service Industry
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      Khurana, Rakesh, Joel Podolny, and Jaan Margus Elias. "Veridian: Putting a Value on Values." Harvard Business School Case 406-028, February 2006. (Revised October 2006.)
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