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  • All HBS Web  (5,557)
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  • July 2004 (Revised January 2007)
  • Case

H&R Block and "Everyday Financial Services"

By: Peter Tufano and Daniel Schneider
H&R Block, the U.S. market leader in tax preparation services, must decide whether to offer financial services to its low-income clients. H&R Block is facing increased competition from branded and nonbranded tax preparers, and the number of returns prepared by the... View Details
Keywords: Financial Management; Income; Taxation; Product Development; Financial Services Industry; United States
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Tufano, Peter, and Daniel Schneider. H&R Block and "Everyday Financial Services". Harvard Business School Case 205-013, July 2004. (Revised January 2007.)

    Managing Human Assets

    The time has come for American managers to rethink the traditional relationship between management and workers. The personnel practices of the past are an obstacle today, blocking the higher productivity and quality levels your firm will need to succeed in the... View Details

    • August 1984
    • Case

    Competitive Positioning in the Dishwasher Industry (D): General Electric (GE)

    By: Joseph L. Bower
    Keywords: Product Positioning; Competitive Strategy; Consumer Products Industry
    Citation
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    Bower, Joseph L. "Competitive Positioning in the Dishwasher Industry (D): General Electric (GE)." Harvard Business School Case 385-048, August 1984.
    • August 1984
    • Case

    Competitive Positioning in the Dishwasher Industry (A): The Dishwasher Market

    By: Joseph L. Bower
    Keywords: Product Positioning; Competitive Strategy; Consumer Products Industry
    Citation
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    Bower, Joseph L. "Competitive Positioning in the Dishwasher Industry (A): The Dishwasher Market." Harvard Business School Case 385-045, August 1984.
    • Fast Answer

    Financial databases: certification and training

    Certification: This is a foundational certification covering core functionality within Datastream, designed to get you started The Datastream Certification allows you to demonstrate your knowledge of a product that is widely... View Details
    • September 2013
    • Exercise

    An Exercise in Designing a Travel Coffee Mug

    By: Elie Ofek and Michael Norris
    In recent years design has emerged as a critical factor in the success of many new products. This case exercise provides a hands-on way to experience the design process and offers a structured approach for incorporating key considerations that can aid in effective... View Details
    Keywords: New Product Development; Innovation; Market Research; Competitive Positioning; Design; Product Development; Consumer Products Industry
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    Ofek, Elie, and Michael Norris. "An Exercise in Designing a Travel Coffee Mug." Harvard Business School Exercise 514-042, September 2013.
    • 13 Nov 2013
    • Research & Ideas

    Should Men’s Products Fear a Woman’s Touch?

    really goes away. Since the dawn of advertising, retailers have made a point of marketing separate lines of branded products for men and women in many categories, even in cases where their functions are essentially the same. It's a... View Details
    Keywords: by Carmen Nobel; Consumer Products; Consumer Products; Consumer Products
    • 25 Apr 2005
    • Research & Ideas

    New Learning at American Home Products

    capabilities in maintaining and upgrading product portfolios through acquisition and divestiture. Acquisitions were financed almost wholly out of retained earnings and income received from divestitures. The resulting overall View Details
    Keywords: by Alfred D. Chandler Jr.; Chemical; Health; Manufacturing; Pharmaceutical
    • 2008
    • Working Paper

    Positions of Power and Status: Reciprocity in the Venture Capital Industry

    By: Mikolaj J. Piskorski
    This paper proposes a straightforward way of differentiating between central network positions that confer power and those that confer status. I argue that actors achieve high status by receiving numerous exchanges from actors who in turn receive numerous exchanges... View Details
    Keywords: Venture Capital; Partners and Partnerships; Power and Influence; Social and Collaborative Networks; Status and Position; Financial Services Industry; United States
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    Piskorski, Mikolaj J. "Positions of Power and Status: Reciprocity in the Venture Capital Industry." Harvard Business School Working Paper, No. 08-068, February 2008.
    • 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.)
    • 21 Oct 2019
    • Blog Post

    Know Your Audience: Recruiting HBS Students for Consumer Products

    connecting with the Career & Professional Development office for referrals. “The connection with our office has been an important source of referrals for Consumer Products companies, even for those companies who do not plan to post a... View Details
    Keywords: Consumer Products / Retail
    • 17 Sep 2012
    • Research & Ideas

    Blue Skies, Distractions Arise: How Weather Affects Productivity

    which you can capture whether people are cognitively distracted is to actually look at the errors they make when they are entering data," says Gino, who, as a native of Italy, was in a good position to detect transcription errors. “People... View Details
    Keywords: by Carmen Nobel
    • Web

    2018 Financial Risk and Regulation Survey - Behavioral Finance & Financial Stability

    Schillers website Consistent with their positive views on the effectiveness of the bank-focused regulation passed since 2008, discussed below, participants rated banks as only moderately likely to be at the center of a View Details
    • April 2025
    • Case

    Thrivent: From Insurance Agents to Financial Advisors

    By: Hubert Joly, Leonard A. Schlesinger and Tom Quinn
    Thrivent, a midwestern financial services company with a centuries-long history rooted in Lutheranism, had reached $10 billion in revenue mostly by selling life insurance. In the 2020s, however, CEO Terry Rasmussen began a transformation process centered around the... View Details
    Keywords: Change Management; Transformation; Talent and Talent Management; Customer Focus and Relationships; Customer Value and Value Chain; Forecasting and Prediction; Employee Relationship Management; Retention; Selection and Staffing; Job Design and Levels; Human Capital; Leading Change; Mission and Purpose; Organizational Change and Adaptation; Organizational Culture; Financial Services Industry; Financial Services Industry; United States; Minneapolis
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    Joly, Hubert, Leonard A. Schlesinger, and Tom Quinn. "Thrivent: From Insurance Agents to Financial Advisors." Harvard Business School Case 325-047, April 2025.
    • 2021
    • Working Paper

    Accounting for Product Impact in the Interactive Media and Services Industry

    By: DG Park, George Serafeim and Katie Trinh
    We apply the product impact measurement framework of the Impact-Weighted Accounts Initiative (IWAI) in two competitor companies within the interactive media and services industry. We design a monetization methodology that allows us to calculate monetary impact... View Details
    Keywords: Product Innovation; Impact; Impact Investing; Impact Measurement; ESG; ESG (Environmental, Social, Governance) Performance; ESG Ratings; Social Corporate Responsibility; Corporate Social Responsibility; Social Impact; Product Design; Product Positioning; Society; Product; Environmental Sustainability; Measurement and Metrics; Framework; Corporate Social Responsibility and Impact; Social Media; Technology Industry
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    Park, DG, George Serafeim, and Katie Trinh. "Accounting for Product Impact in the Interactive Media and Services Industry." Harvard Business School Working Paper, No. 21-134, June 2021.
    • August 1984
    • Case

    Competitive Positioning in the Dishwasher Industry (E): Sears' Dishwasher Dilemma

    By: Joseph L. Bower
    Keywords: Product Positioning; Competitive Strategy; Consumer Products Industry
    Citation
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    Bower, Joseph L. "Competitive Positioning in the Dishwasher Industry (E): Sears' Dishwasher Dilemma." Harvard Business School Case 385-049, August 1984.
    • 29 Sep 2008
    • Research & Ideas

    Financial Crisis Caution Urged by Faculty Panel

    Harvard Business School faculty members, looking at the U.S. financial crisis from a variety of disciplines, urged caution and prudent analysis in a recent panel discussion. The discussion titled "Turmoil on the Street: Fathoming the... View Details
    Keywords: by Martha Lagace; Financial Services
    • 05 Jul 2004
    • What Do You Think?

    Work-Life: Is Productivity in the Balance?

    Summing Up This month's column sought to pose a trade-off between improved work-life balance and productivity. In general, many among the large number of respondents rejected the notion. As Brian O'Leary put it, " ... finding a work-life balance will not undermine... View Details
    Keywords: by James Heskett
    • August 1983
    • Background Note

    Note on Replicating Options with Position on Stock and Cash

    By: Andre F. Perold
    Keywords: Stocks; Cash
    Citation
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    Perold, Andre F. "Note on Replicating Options with Position on Stock and Cash." Harvard Business School Background Note 284-006, August 1983.
    • December 2002
    • Article

    Something Old, Something New: A Longitudinal Study of Search Behavior and New Product Introduction

    By: Riitta Katila and Gautam Ahuja
    We examine how firms search, or solve problems, to create new products. According to organizational learning research, firms position themselves in a unidimensional search space that spans a spectrum from local to distant search. Our findings in the global robotics... View Details
    Keywords: Problem Solving; New Products; Organizational Learning; Uncertainty; Organizational Research; Knowledge Management; Robotics; Organizational Behavior; Organizational Effectiveness; Innovation Adoption; Strategy; Product Design; Business Processes; Product Development
    Citation
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    Katila, Riitta, and Gautam Ahuja. "Something Old, Something New: A Longitudinal Study of Search Behavior and New Product Introduction." Academy of Management Journal 45, no. 6 (December 2002): 1183–1194.
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