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      • Faculty Publications  (308)

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      • February 2007 (Revised November 2011)
      • Case

      Esquel Group: Integrating Business Strategy and Corporate Social Responsibility

      By: F. Warren McFarlan, William C. Kirby and Tracy Manty
      Focuses on the experience of China's largest shirt manufacturer in managing various aspects of government relations in China. Identifies a wide variety of social initiatives it has undertaken. View Details
      Keywords: Growth and Development Strategy; Corporate Social Responsibility and Impact; Business and Government Relations; Apparel and Accessories Industry; Manufacturing Industry; China
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      McFarlan, F. Warren, William C. Kirby, and Tracy Manty. "Esquel Group: Integrating Business Strategy and Corporate Social Responsibility." Harvard Business School Case 307-076, February 2007. (Revised November 2011.)
      • 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.)
      • January 2007 (Revised December 2008)
      • Case

      The Challenges of Launching a Start-Up in China: Dorm99.com

      By: William C. Kirby, F. Warren McFarlan and Tracy Manty
      After graduating from Harvard Business School in June 2006, Ken Pao and Bill Li were ready to fully commit to the Internet start-up they had been working on since they first stepped foot on the business school campus. They moved to Beijing, rounded out their management... View Details
      Keywords: Business Startups; Joint Ventures; Entrepreneurship; Product Launch; Business and Government Relations; Internet; China
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      Kirby, William C., F. Warren McFarlan, and Tracy Manty. "The Challenges of Launching a Start-Up in China: Dorm99.com." Harvard Business School Case 307-075, January 2007. (Revised December 2008.)
      • December 2006 (Revised February 2009)
      • Case

      China Merchants Bank: Here Just For You

      By: F. Warren McFarlan, GuoQing Chen, HengYuan Zhu, Bin Yang, Michael Shih-ta Chen, G.A. Donovan, Waishun Lo and Yan Yang
      Founded in 1987, China Merchants Bank (CMB) is a pioneer in the use of technical innovation and IT as a competitive tool in the rapidly evolving Chinese banking sector. With a relatively small branch network when compared to its larger competitors, CMB uses an... View Details
      Keywords: Credit Cards; Information Technology; Technological Innovation; Innovation Leadership; Competitive Strategy; Initial Public Offering; Emerging Markets; Opportunities; Banking Industry; China; Hong Kong
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      McFarlan, F. Warren, GuoQing Chen, HengYuan Zhu, Bin Yang, Michael Shih-ta Chen, G.A. Donovan, Waishun Lo, and Yan Yang. "China Merchants Bank: Here Just For You." Harvard Business School Case 307-081, December 2006. (Revised February 2009.)
      • November 2006 (Revised March 2008)
      • Case

      Kendall Square Research Corporation

      By: F. Warren McFarlan
      Kendall Square Research was a small competitor in the supercomputer industry. Sales grew rapidly in 1992 and early 1993 and the company sold stock to the public for the first time. Analysts forecast higher earnings for 1993, then the company's revenue recognition... View Details
      Keywords: Revenue Recognition; Standards; Accounting Audits; Computer Industry
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      McFarlan, F. Warren. "Kendall Square Research Corporation." Harvard Business School Case 307-010, November 2006. (Revised March 2008.)
      • October 2006
      • Background Note

      China's Financial Markets: 2006

      By: F. Warren McFarlan, Li Jin and Tracy Manty
      Provides an overview of capital markets in mainland China, evaluating the up-to-date performance of key components of the markets, highlighting concerns as China strives to modernize its financial system to meet global competition and support its fast growing economy. View Details
      Keywords: Developing Countries and Economies; Capital Markets; Financial Markets; Financial Strategy; Global Strategy; Markets; Competition; China
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      McFarlan, F. Warren, Li Jin, and Tracy Manty. "China's Financial Markets: 2006." Harvard Business School Background Note 307-058, October 2006.
      • September 2006 (Revised August 2007)
      • Background Note

      The History of Credit Agencies in the United States

      By: F. Warren McFarlan and Tracy Manty
      Provides a brief background on the history of credit agencies in the United States. Focuses on the mature process of data collection on an American consumer and how credit agencies share the information to determine proper credit risk and worthiness of a consumer. The... View Details
      Keywords: Credit; United States
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      McFarlan, F. Warren, and Tracy Manty. "The History of Credit Agencies in the United States." Harvard Business School Background Note 307-057, September 2006. (Revised August 2007.)
      • July 2006 (Revised June 2007)
      • Case

      Cathay Pacific

      By: F. Warren McFarlan, Waishun Lo and Fred Young
      Explores the various aspects of information technology that can be outsourced. Cathay Pacific outsourced a significant part of its vital operations from Hong Kong to Sydney, Australia. View Details
      Keywords: Job Cuts and Outsourcing; Globalized Economies and Regions; Information Technology; Air Transportation Industry; Sydney; Hong Kong
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      McFarlan, F. Warren, Waishun Lo, and Fred Young. "Cathay Pacific." Harvard Business School Case 307-009, July 2006. (Revised June 2007.)
      • June 2006 (Revised January 2007)
      • Case

      Dana Hall: Funding a Mission (A)

      By: F. Warren McFarlan, Herman B. Leonard and Melissa Tritter
      Dana Hall is a private all-girls school in New England facing a crisis in its mission. As social norms shift away from single-sex education, the school's enrollment is falling and deficits are becoming the norm. At the same time, the modern vision for girls' education... View Details
      Keywords: Crisis Management; Financing and Loans; Nonprofit Organizations; Mission and Purpose; Strategic Planning; Education Industry; England
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      McFarlan, F. Warren, Herman B. Leonard, and Melissa Tritter. "Dana Hall: Funding a Mission (A)." Harvard Business School Case 306-090, June 2006. (Revised January 2007.)
      • June 2006 (Revised January 2007)
      • Supplement

      Dana Hall: Funding a Mission (B)

      By: F. Warren McFarlan, Herman B. Leonard and Melissa Tritter
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      McFarlan, F. Warren, Herman B. Leonard, and Melissa Tritter. "Dana Hall: Funding a Mission (B)." Harvard Business School Supplement 306-100, June 2006. (Revised January 2007.)
      • June 2006 (Revised January 2007)
      • Supplement

      Dana Hall: Funding a Mission (C)

      By: F. Warren McFarlan, Herman B. Leonard and Melissa Tritter
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      McFarlan, F. Warren, Herman B. Leonard, and Melissa Tritter. "Dana Hall: Funding a Mission (C)." Harvard Business School Supplement 306-106, June 2006. (Revised January 2007.)
      • March 2006
      • Teaching Note

      Restating Revenues and Earnings at INVESTools Inc. (TN) (A), (B),(C) and (D)

      By: Michael D. Kimbrough and F. Warren McFarlan
      Keywords: Earnings Management; Revenue; Financial Services Industry
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      Kimbrough, Michael D., and F. Warren McFarlan. "Restating Revenues and Earnings at INVESTools Inc. (TN) (A), (B),(C) and (D)." Harvard Business School Teaching Note 106-066, March 2006.
      • Article

      Organization Design and Effectiveness over the Innovation Life Cycle

      By: George Westerman, F. Warren McFarlan and Marco Iansiti
      Keywords: Organizational Design; Performance Effectiveness; Innovation and Invention
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      Westerman, George, F. Warren McFarlan, and Marco Iansiti. "Organization Design and Effectiveness over the Innovation Life Cycle." Organization Science 17, no. 2 (March–April 2006): 230–238.
      • February 2006 (Revised December 2006)
      • Teaching Note

      Otis Elevator: Accelerating Business Transformation with IT (TN)

      By: F. Warren McFarlan
      Keywords: Construction Industry
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      McFarlan, F. Warren. "Otis Elevator: Accelerating Business Transformation with IT (TN)." Harvard Business School Teaching Note 306-086, February 2006. (Revised December 2006.)
      • 2006
      • Casebook

      Corporate Information Strategy and Management: Text and Cases

      By: Lynda M. Applegate, Robert D. Austin and F. Warren McFarlan
      Keywords: Information; Strategy; Management; Cases
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      Applegate, Lynda M., Robert D. Austin, and F. Warren McFarlan. Corporate Information Strategy and Management: Text and Cases. 7th ed. New York: McGraw-Hill/Irwin, 2006.
      • October 2005
      • Article

      Information Technology and the Board of Directors

      By: Richard Nolan and F. Warren McFarlan
      Keywords: Information Technology; Governance
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      Nolan, Richard, and F. Warren McFarlan. "Information Technology and the Board of Directors." Harvard Business Review 83, no. 10 (October 2005).
      • September 2005 (Revised January 2006)
      • Case

      Restating Revenues and Earnings at INVESTools, Inc. (A)

      By: Michael D. Kimbrough and F. Warren McFarlan
      Relates the events leading up to the announcement in February 2005 that INVESTools, a Utah-based provider of investor education services, would be restating prior-year financial statements due to inappropriate revenue recognition. View Details
      Keywords: Accounting; Accounting Audits; Financial Statements; Capital Markets; Currency Exchange Rate; Corporate Disclosure; Financial Services Industry; Education Industry; Utah
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      Kimbrough, Michael D., and F. Warren McFarlan. "Restating Revenues and Earnings at INVESTools, Inc. (A)." Harvard Business School Case 106-009, September 2005. (Revised January 2006.)
      • September 2005 (Revised January 2006)
      • Supplement

      Restating Revenues and Earnings at INVESTools, Inc. (B)

      By: Michael D. Kimbrough and F. Warren McFarlan
      Keywords: Earnings Management; Revenue; Financial Services Industry
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      Kimbrough, Michael D., and F. Warren McFarlan. "Restating Revenues and Earnings at INVESTools, Inc. (B)." Harvard Business School Supplement 106-010, September 2005. (Revised January 2006.)
      • September 2005 (Revised January 2006)
      • Supplement

      Restating Revenues and Earnings at INVESTools, Inc. (C)

      By: Michael D. Kimbrough and F. Warren McFarlan
      Keywords: Business Earnings; Taxation
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      Kimbrough, Michael D., and F. Warren McFarlan. "Restating Revenues and Earnings at INVESTools, Inc. (C)." Harvard Business School Supplement 106-011, September 2005. (Revised January 2006.)
      • September 2005 (Revised January 2006)
      • Supplement

      Restating Revenues and Earnings at INVESTools, Inc. (D)

      By: Michael D. Kimbrough and F. Warren McFarlan
      Keywords: Earnings Management; Revenue; Financial Services Industry
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      Kimbrough, Michael D., and F. Warren McFarlan. "Restating Revenues and Earnings at INVESTools, Inc. (D)." Harvard Business School Supplement 106-013, September 2005. (Revised January 2006.)
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