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  • September 1999 (Revised April 2001)
  • Case

Credit Suisse (A) (Abridged)

By: W. Earl Sasser and William E. Fulmer
Credit Suisse is looking for ways to differentiate itself from current and likely competitors. After two years of restructuring, the bank's leadership wants profitable growth. It has decided to emphasize customer service. View Details
Keywords: Restructuring; Competitive Advantage; Customer Satisfaction; Banks and Banking; Growth and Development Strategy; Banking Industry; Retail Industry
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Sasser, W. Earl, and William E. Fulmer. "Credit Suisse (A) (Abridged)." Harvard Business School Case 800-154, September 1999. (Revised April 2001.)
  • 05 Jun 2007
  • First Look

First Look: June 5, 2007

available to its customer-facing employees. In the spring of 2003, Bankinter introduced an Excel-based program called the Mortgage Simulator that helped branch managers calculate the price of a mortgage and estimate the View Details
Keywords: Martha Lagace
  • February 2008 (Revised February 2008)
  • Supplement

Lincoln Financial Group (B): Making LFD a Reality

LFG reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate strategy, and sales... View Details
Keywords: Organizational Change and Adaptation; Customer Focus and Relationships; Financial Services Industry
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Godes, David B., and David Lane. "Lincoln Financial Group (B): Making LFD a Reality." Harvard Business School Supplement 508-029, February 2008. (Revised February 2008.)
  • October 2020 (Revised March 2024)
  • Case

Experimentation at Yelp

By: Iavor Bojinov and Karim R. Lakhani
Over the last decade, experimentation has become integral to the research and development processes of technology companies—including Yelp—for understanding customer preferences and mitigating innovation risks. The case describes Yelp's journey with experimentation,... View Details
Keywords: Customer Relationship Management; Collaborative Innovation and Invention; Risk Management; Advertising; Research and Development; Technology Industry
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Bojinov, Iavor, and Karim R. Lakhani. "Experimentation at Yelp." Harvard Business School Case 621-064, October 2020. (Revised March 2024.)
  • 23 Mar 2017
  • Cold Call Podcast

Cost-cutting Leads to Turbulence in the Airline Industry

Keywords: Re: Susanna Gallani; Air Transportation; Travel
  • 29 May 2015
  • Blog Post

Personalized Emails Get Responses

When contacting candidates of interest, customization is required to be impactful. If you spend a few extra minutes to personalize your email, then a student is far more likely to respond. Personalization doesn't have to be over the top.... View Details
Keywords: All Industries
  • 20 Nov 2017
  • Research & Ideas

How Independent Bookstores Have Thrived in Spite of Amazon.com

line of research “technology reemergence.” It began with his study of the Swiss watch industry, which collectively reinvented itself (and thus survived) in the wake of digital watches. Five years ago, he set out to discover how independent bookstores View Details
Keywords: by Carmen Nobel (with video by Amelia Kunhardt); Retail

    Rob Markey

    Rob Markey is a Senior Lecturer of Business Administration in the Technology and Operations Unit at Harvard Business School. He teaches Managing Service Operations in the MBA elective curriculum. The course focuses on how to effectively design,... View Details

    • 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
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    Kaplan, Robert S. "Mobil USM&R (A): Linking the Balanced Scorecard." Harvard Business School Case 197-025, September 1996. (Revised September 1999.)
    • September 24, 2024
    • Article

    4 Steps That Can Optimize Your Sales Process

    By: Frank V. Cespedes, Scott Peterson and Daniel Weinfurter
    Sales is a performance art where outcomes matter, so most advice here focuses on closing the sale. But a close is the result of actions and choices that occur earlier in the process: how much time and effort to spend on customer discovery (understanding what and to... View Details
    Keywords: Sales; Customer Satisfaction; Growth and Development Strategy; Competitive Advantage
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    Cespedes, Frank V., Scott Peterson, and Daniel Weinfurter. "4 Steps That Can Optimize Your Sales Process." Harvard Business Review (website) (September 24, 2024).
    • 18 Feb 2013
    • Research & Ideas

    Breaking Through a Growth Stall

    increases," write the authors of How to Identify the Best Customers for Your Business, published in the Winter 2013 issue of the MIT Sloan Management Review. “Ineffective opportunity View Details
    Keywords: by Sean Silverthorne
    • 30 Mar 2003
    • Research & Ideas

    The Future of IT Consulting

    example is the IT product firms that incorporate certification and training for their own consultants, independent consultants, and customer professionals. Microsoft, Sun, and Novell are examples of these kinds of companies. Q: What are... View Details
    Keywords: by Sarah Jane Johnston; Consulting
    • Research Summary

    The Ownership of Deep Metaphors

    By: Gerald Zaltman
    Deep metaphors are basic orienting structures of human thought. They guide in subtle and overt ways how customers and managers process information about any product, service, or activity and event. It is essential for a firm to understand deep metaphors as they are... View Details
    • 12 Jun 2006
    • Research & Ideas

    The Promise of Channel Stewardship

    they see no way out; and customers . . . ? Despite much talk of customer-focused companies, customers are often ignored when it comes to distribution. Most participants agree on the problem, but solutions... View Details
    Keywords: by V. Kasturi Rangan & Marie Bell; Consumer Products
    • 05 Jul 2022
    • What Do You Think?

    Have We Seen the Peak of Just-in-Time Inventory Management?

    becoming a statistic.” The challenge of balancing interests is that a wide variety of interests may describe any one stakeholder. As John points out: “Sometimes you have to decide which employee values does the business need to foster in order to align to your View Details
    Keywords: by James Heskett; Manufacturing; Shipping; Transportation
    • 13 Apr 2011
    • Working Paper Summaries

    The ‘IKEA Effect’: When Labor Leads to Love

    Keywords: by Michael I. Norton, Daniel Mochon & Dan Ariely; Consumer Products
    • TeachingInterests

    MBA Required Curriculum Marketing

    Marketing

    The objectives of this course are to demonstrate the role of marketing in the company; to explore the relationship of marketing to other functions; and to show how effective marketing builds on a thorough understanding of buyer behavior to create... View Details

    • April 2008 (Revised October 2008)
    • Case

    TD Canada Trust (A): The Green and the Red

    By: Dennis Campbell and Brent Kazan
    The case series illustrates the role of performance measurement and analytics in translating TD-Canada Trust's service model of "comfortable banking" into operational terms. In 2000, in a banking market where consumers and regulators were typically hostile to mergers... View Details
    Keywords: Mergers and Acquisitions; Customer Focus and Relationships; Customer Satisfaction; Commercial Banking; Profit; Balanced Scorecard; Organizational Change and Adaptation; Banking Industry; Canada
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    Campbell, Dennis, and Brent Kazan. "TD Canada Trust (A): The Green and the Red." Harvard Business School Case 108-005, April 2008. (Revised October 2008.)
    • September 2025
    • Article

    Using Satellites and Phones to Evaluate and Promote Agricultural Technology Adoption: Evidence from Smallholder Farms in India

    By: Shawn Cole, Tomoko Harigaya, Grady Killeen and Aparna Krishna
    This paper evaluates a low-cost, customized soil nutrient management advisory service in India. As a methodological contribution, we examine whether and in which settings satellite measurements may be effective at estimating both agricultural yields and treatment... View Details
    Keywords: Measurement and Metrics; Mathematical Methods; Analytics and Data Science; Agriculture and Agribusiness Industry; India
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    Cole, Shawn, Tomoko Harigaya, Grady Killeen, and Aparna Krishna. "Using Satellites and Phones to Evaluate and Promote Agricultural Technology Adoption: Evidence from Smallholder Farms in India." Journal of Development Economics 176 (September 2025).
    • January 2002 (Revised March 2004)
    • Case

    Computer Associates International, Inc.

    In late 2000, Computer Associates (CA) changed its business model and the way it recognized revenue, ostensibly to better serve its stakeholders. The new subscription-based license model offered customers greater flexibility. Clients could subscribe to any CA software... View Details
    Keywords: Business Model; Valuation; Corporate Disclosure; Revenue Recognition; Corporate Governance; Technology Industry
    Citation
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    Hutton, Amy P., and Suma Raju. "Computer Associates International, Inc." Harvard Business School Case 102-061, January 2002. (Revised March 2004.)
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