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      • May 1998 (Revised February 2007)
      • Case

      Morningstar, Inc.

      By: Andre F. Perold and Markus Mullarkey
      Morningstar, Inc., a publisher of information for mutual fund investors, is considering alternative strategies for broadening its subscriber base and increasing its revenues. Potential strategies include tailoring information for the defined contribution pension fund... View Details
      Keywords: Investment Funds; Asset Management; Revenue; Financial Strategy; Publishing Industry; Financial Services Industry; United States
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      Perold, Andre F., and Markus Mullarkey. "Morningstar, Inc." Harvard Business School Case 298-140, May 1998. (Revised February 2007.)
      • May 1998 (Revised October 2001)
      • Case

      Taco Bell Inc. (1983-1994)

      By: Lynda M. Applegate, Leonard A. Schlesinger and Dave DeLong
      Details the actions of John Martin, newly named CEO, as he leads Taco Bell through a decade of incremental and radical changes. By the end of the case, total system sales within Taco Bell, a Mexican style fast-food restaurant chain and a division of PepsiCo, have grown... View Details
      Keywords: Business Subsidiaries; Transformation; Economic Growth; Food; Leadership Style; Growth and Development Strategy; Organizational Design; Performance Effectiveness; Food and Beverage Industry; Service Industry; Mexico
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      Applegate, Lynda M., Leonard A. Schlesinger, and Dave DeLong. "Taco Bell Inc. (1983-1994)." Harvard Business School Case 398-129, May 1998. (Revised October 2001.)
      • April 1998 (Revised June 1999)
      • Case

      Bausch & Lomb, Inc.: Pressure to Perform

      By: Robert L. Simons, Alex C. Sapir '97 and Indra Reinbergs
      Bausch & Lomb is the subject of press attacks and experiences a sharp fall in stock price when management practices are exposed. Aggressive goal setting, supported by financial market expectations, is discussed as a precursor to a series of events that results in... View Details
      Keywords: Performance Expectations; Management Practices and Processes; Ethics; Financial Markets; Financial Statements; Business and Shareholder Relations
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      Simons, Robert L., Alex C. Sapir '97, and Indra Reinbergs. "Bausch & Lomb, Inc.: Pressure to Perform." Harvard Business School Case 198-009, April 1998. (Revised June 1999.)
      • April 1998 (Revised November 1999)
      • Case

      Hamilton Financial Investments: A Franchise Built on Trust

      By: Robert L. Simons and Antonio Davila
      Provides a vehicle for students to evaluate risk management in the fast-paced mutual funds industry. A new risk manager has been hired to install new management controls and procedures. A series of decisions will determine how much business and franchise risk the... View Details
      Keywords: Risk Management; Management Teams; Managerial Roles; Forecasting and Prediction; Investment Funds; Performance Evaluation; Corporate Strategy; Change Management; Financial Services Industry; Banking Industry
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      Simons, Robert L., and Antonio Davila. "Hamilton Financial Investments: A Franchise Built on Trust." Harvard Business School Case 198-089, April 1998. (Revised November 1999.)
      • March 1998 (Revised November 2004)
      • Case

      FAG Kugelfischer-A German Restructuring

      By: Stuart C. Gilson
      A large German manufacturer of ball bearings and precision machinery experiences severe financial difficulty brought on by poor management practices, an ill-conceived acquisition of a former East German ball-bearings company, and an industry recession. The company... View Details
      Keywords: Accounting; Acquisition; Restructuring; Economic Slowdown and Stagnation; Machinery and Machining; Policy; Resignation and Termination; Management Practices and Processes; Performance Evaluation; Business and Shareholder Relations; Business and Stakeholder Relations; Europe; Germany; United States
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      Gilson, Stuart C. "FAG Kugelfischer-A German Restructuring." Harvard Business School Case 298-046, March 1998. (Revised November 2004.)
      • February 1998 (Revised November 1998)
      • Case

      Novartis (A): Being a Global Leader

      By: Srikant M. Datar and Carin-Isabel Knoop
      For the Novartis leaders, the decision to "use stretch budgets again next year" highlights the tension between candor and empowerment and command-and-control, between the new and the old, between high performance and business as usual, between Ciba and Sandoz.... View Details
      Keywords: Goals and Objectives; Leading Change; Organizational Culture; Performance; Budgets and Budgeting
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      Datar, Srikant M., and Carin-Isabel Knoop. "Novartis (A): Being a Global Leader." Harvard Business School Case 198-041, February 1998. (Revised November 1998.)
      • January 1998 (Revised March 1998)
      • Case

      Staples (C)

      By: Myra M. Hart, Marco Iansiti and Barbara Feinberg
      The search for appropriate hardware and software to support the launch of a new large-scale retail operation forces the management team to define their goals at a very detailed level and to make all underlying assumptions explicit. View Details
      Keywords: Goals and Objectives; Information Infrastructure; Applications and Software; Business Startups; Management Teams; Retail Industry
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      Hart, Myra M., Marco Iansiti, and Barbara Feinberg. "Staples (C)." Harvard Business School Case 898-159, January 1998. (Revised March 1998.)
      • January 1998 (Revised February 1998)
      • Case

      Timberjack Parts: Packaged Software Selection Project

      By: F. Warren McFarlan, Mark Keil and Darryl S. Romanow
      This case provides a realistic, current, and detailed view of software procurement in an international business environment where the competition in enterprise-wide software solutions is growing. Focuses on the selection of packaged software to serve multiple sites... View Details
      Keywords: Applications and Software; Information Technology; Analytics and Data Science; Multinational Firms and Management; Operations; Management Practices and Processes; Computer Industry; Information Technology Industry
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      McFarlan, F. Warren, Mark Keil, and Darryl S. Romanow. "Timberjack Parts: Packaged Software Selection Project." Harvard Business School Case 398-085, January 1998. (Revised February 1998.)
      • January 1998
      • Case

      Connecticut Spring and Stamping Corp. (C)

      By: H. Kent Bowen, Massimo Russo and Steven J. Spear
      Andy Youmans, executive vice president of CSSC, joins a group of U.S. executives on a tour of Japanese factories that practice the TPS. Three of the factories produce products similar to CSSC's, and even though they use similar equipment, they are significantly more... View Details
      Keywords: Managerial Roles; Performance Improvement; System; Organizational Change and Adaptation; Performance Productivity; Training; Quality; Business Ventures; Competency and Skills; Production; Adoption
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      Bowen, H. Kent, Massimo Russo, and Steven J. Spear. "Connecticut Spring and Stamping Corp. (C)." Harvard Business School Case 698-039, January 1998.
      • January 1998
      • Case

      Connecticut Spring and Stamping Corporation (B)

      By: H. Kent Bowen, Massimo Russo and Steven J. Spear
      Connecticut Spring and Stamping Corp. (CSSC), a 50-year-old spring manufacturing and metal stamping firm, is experiencing slow sales growth and feeling the impact of global competition. The company has over 800 customers but little understanding of those customers'... View Details
      Keywords: Globalization; Competency and Skills; Organizational Change and Adaptation; Production; Customer Relationship Management; Quality; Training; Performance Efficiency; Cost Management; Sales; System
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      Bowen, H. Kent, Massimo Russo, and Steven J. Spear. "Connecticut Spring and Stamping Corporation (B)." Harvard Business School Case 698-038, January 1998.
      • January 1998 (Revised May 1999)
      • Case

      General Scanning, Inc. (A)

      By: H. Kent Bowen, Sean McClenaghan and Charles Tillen
      General Scanning, Inc. was founded by Jean Montagu and Pierre Brosens, two MIT mechanical engineers with an interest in developing innovative products based on the early application of lasers. They invented proprietary technology for laser beam positioning and scanning... View Details
      Keywords: Transition; Entrepreneurship; Management Practices and Processes; Product Development; Strategic Planning; Research and Development; Risk and Uncertainty; Commercialization; Manufacturing Industry
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      Bowen, H. Kent, Sean McClenaghan, and Charles Tillen. "General Scanning, Inc. (A)." Harvard Business School Case 698-036, January 1998. (Revised May 1999.)
      • 1998
      • Chapter

      Wage Bargaining, Labour Markets and Macroeconomic Performance in the Netherlands

      By: Gunnar Trumbull, Anne Wren, Bob Hancke and David Soskice
      Keywords: Labor and Management Relations; Macroeconomics; Performance; Netherlands
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      Trumbull, Gunnar, Anne Wren, Bob Hancke, and David Soskice. "Wage Bargaining, Labour Markets and Macroeconomic Performance in the Netherlands." In The German and Dutch Economies: Who Follows Whom? edited by Lei Delsen and Eelke de Jong. New York: Physica-Verlag, 1998.
      • December 1997 (Revised April 1998)
      • Case

      www.springs.com

      By: F. Warren McFarlan and Melissa Dailey
      Business Week's June 1997 "Rising Star" profile of Springs Industries' president and COO, Crandall Bowles, reported that she was poised to become one of the top two or three women executives in the country. In November 1997, the company announced Bowles' appointment to... View Details
      Keywords: Information Technology; Operations; Product Marketing; Management; Strategy; Consumer Products Industry; South Carolina
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      McFarlan, F. Warren, and Melissa Dailey. "www.springs.com." Harvard Business School Case 398-091, December 1997. (Revised April 1998.)
      • December 1997 (Revised March 1998)
      • Case

      Mid Ocean Limited: Trading Catastrophe Index Options

      By: Kenneth A. Froot and Markus Mullarkey
      An insurance industry executive must evaluate the potential of a set of newly-offered catastrophe insurance derivatives. The background addresses the roles of traditional reinsurance and securitization efforts in providing risk transfer and risk financing in the "cat"... View Details
      Keywords: Commodity Market; Derivatives; Insurance; Capital Markets; Natural Disasters; Risk Management; Financial Management; Financial Strategy; Performance Evaluation; Insurance Industry; Bermuda
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      Froot, Kenneth A., and Markus Mullarkey. "Mid Ocean Limited: Trading Catastrophe Index Options." Harvard Business School Case 298-073, December 1997. (Revised March 1998.)
      • December 1997
      • Case

      Making the Grade (A)

      By: Robert L. Simons
      Focuses on the dilemma of a young professor at a graduate school of business. He must decide what final grade to give a student who has worked extremely hard, but he is constrained by the school's "forced curve" grading policy. Designed to explore the multiple purposes... View Details
      Keywords: Design; Management Systems; Performance Evaluation; Motivation and Incentives; Education Industry
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      Simons, Robert L. "Making the Grade (A)." Harvard Business School Case 198-083, December 1997.
      • December 1997 (Revised October 1999)
      • Case

      Citibank: Performance Evaluation

      By: Robert L. Simons and Antonio Davila
      Citibank has introduced a new, comprehensive performance-scorecard system. A regional president struggles with a tough decision: how to evaluate an outstanding branch manager who has scored poorly on an important customer satisfaction measure. This case provides a... View Details
      Keywords: Performance Evaluation; Balanced Scorecard; Business Strategy; Customer Satisfaction; Performance Expectations; Decisions; Motivation and Incentives; Quality; Banking Industry
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      Simons, Robert L., and Antonio Davila. "Citibank: Performance Evaluation." Harvard Business School Case 198-048, December 1997. (Revised October 1999.)
      • December 1997
      • Case

      Wriston Manufacturing Corporation

      By: Janice H. Hammond
      Wriston Manufacturing is a broad-line maker of components for the automotive industry. It has developed a network of nine plants as its product line has grown. Newer, higher-volume products tend to be made in newer, focused, high-volume plants, while older product... View Details
      Keywords: Decision Choices and Conditions; Cost Management; Business or Company Management; Production; Performance Efficiency; Auto Industry
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      Hammond, Janice H. "Wriston Manufacturing Corporation." Harvard Business School Case 698-049, December 1997.
      • November 1997 (Revised April 2017)
      • Teaching Note

      Compagnie du Froid, S.A.

      By: Robert Simons, Antonio Dávila, Kathryn Rosenberg and Jennifer Packard
      Teaching Note for (9-197-085). View Details
      Keywords: Management Control Systems; Strategy And Execution; Variance Analysis; Performance Measurement; Food and Beverage Industry; Europe
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      Simons, Robert, Antonio Dávila, Kathryn Rosenberg, and Jennifer Packard. "Compagnie du Froid, S.A." Harvard Business School Teaching Note 198-035, November 1997. (Revised April 2017.)
      • November 1997 (Revised April 2017)
      • Teaching Note

      Purity Steel Corporation, 2012

      By: Robert Simons and Antonio Dávila
      Teaching Note for (9-197-082). View Details
      Keywords: Strategy And Execution; Management Control Systems; Performance Measurement; ROI; Transfer Pricing; Steel Industry
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      Simons, Robert, and Antonio Dávila. "Purity Steel Corporation, 2012." Harvard Business School Teaching Note 198-038, November 1997. (Revised April 2017.)
      • October 1997 (Revised March 1998)
      • Case

      Daewoo's Globalization: Uz-Daewoo Auto Project

      By: John A. Quelch
      The top management at Daewoo is reviewing its close relationship with the Uzbekistan government, focusing especially on the performance of Uz-Daewoo Auto, a strategic alliance to manufacture and market passenger cars. View Details
      Keywords: Globalized Economies and Regions; Alliances; Developing Countries and Economies; Manufacturing Industry; Auto Industry; Uzbekistan; South Korea
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      Quelch, John A., and Chanhi Park. "Daewoo's Globalization: Uz-Daewoo Auto Project." Harvard Business School Case 598-065, October 1997. (Revised March 1998.)
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