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      • April 2002 (Revised May 2005)
      • Case

      GE's Digital Revolution: Redefining the E in GE

      By: Christopher A. Bartlett and Meg Glinska
      This case details the implementation of the e-business initiative--the last of Jack Welch's four company-wide strategic thrusts. First, it summarizes the 20-year change process that Welch led, detailing the initiatives he put in place. It then traces how Gerry Podesta,... View Details
      Keywords: Change Management; Transformation; Decision Choices and Conditions; Leadership Style; Business or Company Management; Organizational Culture; Organizational Structure; Performance Effectiveness; Corporate Strategy; Internet and the Web
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      Bartlett, Christopher A., and Meg Glinska. "GE's Digital Revolution: Redefining the E in GE." Harvard Business School Case 302-001, April 2002. (Revised May 2005.)
      • April 2002
      • Background Note

      Local Institutions and Global Strategy

      By: Tarun Khanna
      Explores how location affects a firm's strategy and identifies the different ways location affects industry structure, choice of a firm's position, and the sustainability of that position. The intellectual foundations lie in an appreciation of institutional economics.... View Details
      Keywords: Global Range; Global Strategy; Product Positioning; Market Transactions; Industry Structures; Negotiation Deal; Organizational Design; Outcome or Result; Strategic Planning
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      Khanna, Tarun. "Local Institutions and Global Strategy." Harvard Business School Background Note 702-475, April 2002.
      • April 2002
      • Supplement

      Merrill Lynch: Integrated Choice

      By: V. Kasturi Rangan
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      Rangan, V. Kasturi. "Merrill Lynch: Integrated Choice." Harvard Business School Video Supplement 502-802, April 2002.
      • March 2002 (Revised May 2002)
      • Case

      Astel Manufacturing Company

      By: Joseph L. Bower
      The FBI indicates that three purchasing agents are suspected recipients of bribes. After an inconclusive investigation, the agents leave. The superiors are unsure what to do. A rewritten version of an earlier case. View Details
      Keywords: Crime and Corruption; Ethics; Problems and Challenges; Decision Choices and Conditions; Government and Politics; Resignation and Termination
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      Bower, Joseph L. "Astel Manufacturing Company." Harvard Business School Case 302-112, March 2002. (Revised May 2002.)
      • February 2002 (Revised May 2003)
      • Case

      Endeca Technologies (A)

      By: G. Felda Hardymon, Josh Lerner and Ann Leamon
      Steve Papa, CEO of Endeca Technologies, must decide among two term sheets raising the same amount of badly needed money for his young software company. One deal is led by insiders and, is offered at a lower price. It continues a board that has worked very well and... View Details
      Keywords: Venture Capital; Cost vs Benefits; Financial Condition; Financing and Loans; Management Skills; Financial Strategy; Corporate Finance; Decision Choices and Conditions; Information Technology Industry
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      Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Endeca Technologies (A)." Harvard Business School Case 802-141, February 2002. (Revised May 2003.)
      • 2002
      • Book

      Strategic Asset Allocation: Portfolio Choice for Long-Term Investors

      By: John Y. Campbell and Luis M. Viceira
      Keywords: Investment Portfolio
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      Campbell, John Y., and Luis M. Viceira. Strategic Asset Allocation: Portfolio Choice for Long-Term Investors. Oxford: Oxford University Press, 2002. (Winner of TIAA-CREF Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security presented by TIAA-CREF Institute.)
      • January 2002 (Revised November 2010)
      • Case

      Strategic Planning at NFTE

      By: Allen S. Grossman and Daniel F. Curran
      The National Foundation for Teaching Entrepreneurship (NFTE), is a successful nonprofit poised on the verge of explosive growth. The senior management contracted with McKinsey consultants to help guide the process. The founders of NFTE brought it from a small program... View Details
      Keywords: Entrepreneurship; Growth and Development Strategy; Growth Management; Organizational Change and Adaptation; Organizational Structure; Partners and Partnerships; Nonprofit Organizations
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      Grossman, Allen S., and Daniel F. Curran. "Strategic Planning at NFTE." Harvard Business School Case 302-002, January 2002. (Revised November 2010.)
      • January 2002
      • Case

      Lycos (A): The Tripod Decision

      By: Giovanni M. Gavetti, Jan W. Rivkin and Elizabeth Johnson
      The Internet portal Lycos has acquired Tripod, a provider of home-page-building tools, and now must decide how to integrate the acquisition. View Details
      Keywords: Integration; Organizational Structure; Situation or Environment; Mergers and Acquisitions; Internet and the Web; Decision Choices and Conditions; Web Services Industry
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      Gavetti, Giovanni M., Jan W. Rivkin, and Elizabeth Johnson. "Lycos (A): The Tripod Decision." Harvard Business School Case 702-435, January 2002.
      • January 2002 (Revised September 2022)
      • Case

      Aqualisa Quartz: Simply a Better Shower

      By: Youngme E. Moon and Kerry Herman
      Harry Rawlinson is managing director of Aqualisa, a major U.K. manufacturer of showers. He has just launched the most significant shower innovation in recent history: the Quartz shower. The shower provides significant improvements in terms of quality, cost, and ease of... View Details
      Keywords: Problems and Challenges; Product Launch; Consumer Behavior; Product Positioning; Technological Innovation; Decision Choices and Conditions; Sales; Strategy; Manufacturing Industry; Consumer Products Industry; United Kingdom
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      Moon, Youngme E., and Kerry Herman. "Aqualisa Quartz: Simply a Better Shower." Harvard Business School Case 502-030, January 2002. (Revised September 2022.)
      • January 2002 (Revised May 2003)
      • Case

      ProfitLogic

      By: Richard G. Hamermesh, Michael J. Roberts and Taslim Pirmohamed
      Describes an "application software" company that has been through several evolutions--from consulting firm to applications service provider (ASP). The firm has received significant venture funding to pursue the ASP model but this has not worked, at least at the time... View Details
      Keywords: History; Business Model; Venture Capital; Cash Flow; Decision Choices and Conditions; Balanced Scorecard; Information Technology Industry; Service Industry
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      Hamermesh, Richard G., Michael J. Roberts, and Taslim Pirmohamed. "ProfitLogic." Harvard Business School Case 802-110, January 2002. (Revised May 2003.)
      • January 2002
      • Exercise

      Socrates, Inc.

      By: Alan D. MacCormack and Kerry Herman
      Socrates, Inc., a provider of e-learning tools and technologies to educational institutions and, potentially, corporations, must decide which of several opportunities to pursue next and which priorities to focus on in terms of better structuring the firm's processes... View Details
      Keywords: Business Plan; Business Startups; Internet and the Web; Opportunities; Business Processes; Organizational Structure; Decision Choices and Conditions; Organizational Design; Education Industry; Information Technology Industry
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      MacCormack, Alan D., and Kerry Herman. "Socrates, Inc." Harvard Business School Exercise 602-115, January 2002.
      • December 2001
      • Background Note

      A Note on Critical Moments in Negotiation

      By: Michael A. Wheeler and Gillian Morris
      This case provides an introduction to the wide field of literature that addresses the presence of critical moments--moments that fundamentally can change the negotiation. Critical moments have been examined by a range of theorists and scientists, from mathematicians to... View Details
      Keywords: Negotiation Tactics; Decision Choices and Conditions; Change; Negotiation Process; Body of Literature
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      Wheeler, Michael A., and Gillian Morris. "A Note on Critical Moments in Negotiation." Harvard Business School Background Note 902-163, December 2001.
      • December 2001 (Revised February 2006)
      • Background Note

      An Options-led Approach to Making Strategic Choices

      By: Jan W. Rivkin
      Summarizes some of the pitfalls of conventional strategic planning processes and proposes an alternative approach to making strategic choices. View Details
      Keywords: Decisions; Management Practices and Processes; Strategic Planning; Strategy
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      Rivkin, Jan W. "An Options-led Approach to Making Strategic Choices." Harvard Business School Background Note 702-433, December 2001. (Revised February 2006.)
      • 2001
      • Book

      Appendix to 'Strategic Asset Allocation: Portfolio Choice for Long-Term Investors'

      By: Luis M. Viceira and John Y. Campbell
      Keywords: Strategy; Resource Allocation; Assets; Decision Choices and Conditions; Investment
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      Viceira, Luis M., and John Y. Campbell. Appendix to 'Strategic Asset Allocation: Portfolio Choice for Long-Term Investors'. Oxford University Press, 2001.
      • November 2001
      • Case

      Charles Schwab Corp.: Introducing A New Brand

      By: Rajiv Lal and David Kiron
      As the financial services industry converges, how should Charles Schwab, widely known as a discount brokerage firm, position its brand? This case presents elements of the company's overall brand strategy--including brand assets, choice of target audience, and media... View Details
      Keywords: Growth and Development Strategy; Brands and Branding; Marketing Strategy; Financial Services Industry
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      Lal, Rajiv, and David Kiron. "Charles Schwab Corp.: Introducing A New Brand." Harvard Business School Case 502-020, November 2001.
      • November 2001 (Revised April 2005)
      • Case

      Lonestar

      By: Michael A. Wheeler and Georgia Levenson
      Explores the legal and ethical responsibilities of a manager who believes that he has heard of a serious instance of sexual harassment, but who has been implored by the victim not to report it. Discussion can focus on the immediate problem or be expanded to a broader... View Details
      Keywords: Working Conditions; Management Practices and Processes; Ethics; Crisis Management; Legal Liability
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      Wheeler, Michael A., and Georgia Levenson. "Lonestar." Harvard Business School Case 902-006, November 2001. (Revised April 2005.)
      • October 2001 (Revised March 2002)
      • Case

      Bluefin Robotics

      By: Joseph B. Lassiter III and David Kiron
      Concentrates on the consequences of the choice of corporate partners on the growth alternatives available to a new company, in a new industry, based on a new technology. View Details
      Keywords: Business Startups; Partners and Partnerships; Markets; Growth and Development Strategy; Technological Innovation
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      Lassiter, Joseph B., III, and David Kiron. "Bluefin Robotics." Harvard Business School Case 802-005, October 2001. (Revised March 2002.)
      • fall 2001
      • Article

      Finding the Right CEO: Why Boards Often Make Poor Choices

      By: Rakesh Khurana
      Keywords: Management; Governance; Decision Choices and Conditions
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      Khurana, Rakesh. "Finding the Right CEO: Why Boards Often Make Poor Choices." MIT Sloan Management Review 43, no. 1 (fall 2001): 91–96.
      • October 2001
      • Teaching Note

      Merrill Lynch: Integrated Choice (Abridged)TN

      By: F. Warren McFarlan
      Teaching Note for (9-301-081). View Details
      Keywords: Financial Services Industry
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      McFarlan, F. Warren. "Merrill Lynch: Integrated Choice (Abridged)TN." Harvard Business School Teaching Note 302-040, October 2001.
      • August 2001 (Revised March 2016)
      • Case

      Doral Costa

      By: William J. Poorvu, John H. Vogel Jr., Arthur I. Segel and Amy Silverstein
      Doral Costa is a proposed 277,803 square foot Class A office park development in Miami, FL. Trammell Crow Co. would like to develop this office park in joint venture with a partner. Samantha Spar, the acquisitions partner at Titan Associates, a large real estate... View Details
      Keywords: Buildings and Facilities; Joint Ventures; Acquisition; Investment; Partners and Partnerships; Decision Choices and Conditions; Fair Value Accounting; Construction; Property; Real Estate Industry; Consulting Industry; Miami
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      Poorvu, William J., John H. Vogel Jr., Arthur I. Segel, and Amy Silverstein. "Doral Costa." Harvard Business School Case 802-023, August 2001. (Revised March 2016.)
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