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      • October 2009
      • Supplement

      Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)

      By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
      [Continuation of "A" and "B" cases.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of... View Details
      Keywords: Mergers and Acquisitions; Horizontal Integration; Financial Institutions; Business Processes; Risk Management; Strategy; Market Transactions; Assets; System; Saving; Banking Industry; New York (state, US)
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      Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)." Harvard Business School Supplement 210-028, October 2009.
      • February 2009 (Revised November 2016)
      • Exercise

      Congo River Basin Project: Role for Dr. Beni

      By: Kathleen L. McGinn, Anne Starks Acosta, Deborah M. Kolb and Cailin B. Hammer
      The director of a research coalition and the founder/coordinator of an NGO consortium meet to discuss the possibility of jointly drafting a proposal for an integrated research and development project in the Congo River basin. Approved projects will receive an annual... View Details
      Keywords: Decision Choices and Conditions; Negotiation Process; Projects; Research and Development; Non-Governmental Organizations; Cooperation; Congo Basin
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      McGinn, Kathleen L., Anne Starks Acosta, Deborah M. Kolb, and Cailin B. Hammer. "Congo River Basin Project: Role for Dr. Beni." Harvard Business School Exercise 909-041, February 2009. (Revised November 2016.)
      • February 2009 (Revised November 2016)
      • Exercise

      Congo River Basin Project: Role for Dr. Campos

      By: Kathleen L. McGinn, Anne Starks Acosta, Deborah M. Kolb and Cailin B. Hammer
      The director of a research coalition and the founder/coordinator of an NGO consortium meet to discuss the possibility of jointly drafting a proposal for an integrated research and development project in the Congo River basin. Approved projects will receive an annual... View Details
      Keywords: Decision Choices and Conditions; Negotiation Process; Projects; Research and Development; Non-Governmental Organizations; Cooperation; Congo Basin
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      McGinn, Kathleen L., Anne Starks Acosta, Deborah M. Kolb, and Cailin B. Hammer. "Congo River Basin Project: Role for Dr. Campos." Harvard Business School Exercise 909-040, February 2009. (Revised November 2016.)
      • 2008
      • Book

      Execution Premium: Linking Strategy to Operations for Competitive Advantage

      By: Robert S. Kaplan and David P. Norton
      In a world of stiffening competition, business strategy is more crucial than ever. Yet most organizations struggle in this area--not with formulating strategy but with executing it, or putting their strategy into action. Owing to execution failures, companies realize... View Details
      Keywords: Management Analysis, Tools, and Techniques; Operations; Performance; Strategic Planning; Business Strategy
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      Kaplan, Robert S., and David P. Norton. Execution Premium: Linking Strategy to Operations for Competitive Advantage. Harvard Business Press, 2008.
      • March 2008
      • Case

      Cambrian House

      By: Peter A. Coles, Karim R. Lakhani and Andrew P. McAfee
      Cambrian House builds internet-based products and services by relying entirely on its user community for all aspects of its innovation and new product development process. Users suggest ideas for new products and services and also participate in a monthly voting... View Details
      Keywords: Decision Choices and Conditions; Voting; Technological Innovation; Knowledge Management; Marketing Strategy; Open Source Distribution; Product Development; Strategic Planning; Business and Community Relations; Internet
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      Coles, Peter A., Karim R. Lakhani, and Andrew P. McAfee. "Cambrian House." Harvard Business School Case 608-016, March 2008.
      • January 2008 (Revised March 2011)
      • Case

      Henry J. Kaiser and the Art of the Possible

      By: Anthony J. Mayo, Mark Benson and David Chen
      From his humble beginnings as a local salesman in New York, Henry J. Kaiser rose to become one of the leading industrialists of 20th century America. Though he had no technical engineering training, Kaiser mastered the management and execution of plans for several... View Details
      Keywords: History; Mission and Purpose; Transition; Management Practices and Processes; Construction; Corporate Entrepreneurship; Leadership Style; Business History; Business Growth and Maturation; Civil Society or Community; Business Strategy; Planning; Construction Industry; Shipping Industry; United States
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      Mayo, Anthony J., Mark Benson, and David Chen. "Henry J. Kaiser and the Art of the Possible." Harvard Business School Case 408-072, January 2008. (Revised March 2011.)
      • January 2008
      • Article

      Mastering the Management System

      By: Robert S. Kaplan and David P. Norton
      Companies have always found it hard to balance pressing operational concerns with long-term strategic priorities. The tension is critical: World-class processes won't lead to success without the right strategic direction, and the best strategy in the world will get... View Details
      Keywords: Framework; Management Analysis, Tools, and Techniques; Management Systems; Operations; Performance Improvement; Strategy
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      Kaplan, Robert S., and David P. Norton. "Mastering the Management System." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 62–77.
      • December 2007 (Revised April 2008)
      • Exercise

      The Elcer Products Transaction: Confidential Information for Elcer Products Division President

      By: James K. Sebenius and Guhan Subramanian
      In a six-party negotiation exercise, the TNDA Corp. plans to sell Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the Elcer Divisional management role. Challenges include how... View Details
      Keywords: Mergers and Acquisitions; Managerial Roles; Negotiation Deal; Negotiation Process; Negotiation Tactics
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      Sebenius, James K., and Guhan Subramanian. "The Elcer Products Transaction: Confidential Information for Elcer Products Division President." Harvard Business School Exercise 908-036, December 2007. (Revised April 2008.)
      • December 2007 (Revised April 2008)
      • Exercise

      The Elcer Products Transaction: Confidential Information for Euro Elektrische Keramische Vorrichtungen (Euro EKV), GmbH

      By: James K. Sebenius
      In a six-party negotiation exercise, the TNDA Corp. plans to sell the Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the Euro Elektrische Keramische Vorrichtungen, GmbH... View Details
      Keywords: Mergers and Acquisitions; Managerial Roles; Negotiation Deal; Negotiation Process; Negotiation Tactics
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      Sebenius, James K. "The Elcer Products Transaction: Confidential Information for Euro Elektrische Keramische Vorrichtungen (Euro EKV), GmbH." Harvard Business School Exercise 908-033, December 2007. (Revised April 2008.)
      • November 2007 (Revised March 2009)
      • Case

      Allston: Brand vs. Architecture

      By: Andre F. Perold, Arthur I Segel and Christopher M. Gordon
      Harvard President Lawrence Summers had presided over the final interviews of world-renowned architects being considered for the science complex planned for Harvard's expanded campus in Allston. The selection process had absorbed nine months in 2005 and amplified the... View Details
      Keywords: Decision Choices and Conditions; Brands and Branding; Design; Urban Development; Selection and Staffing; Construction Industry; Boston
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      Perold, Andre F., Arthur I Segel, and Christopher M. Gordon. "Allston: Brand vs. Architecture." Harvard Business School Case 208-079, November 2007. (Revised March 2009.)
      • November 2007
      • Article

      A Model of Consumer Learning for Service Quality and Usage

      By: Raghuram Iyengar, Asim Ansari and Sunil Gupta
      In many services, e.g., the wireless service industry, consumers choose a service plan based on their expected consumption. In such situations, consumers experience two forms of uncertainty. First, consumers may be uncertain about the quality of their service provider... View Details
      Keywords: Experience and Expertise; Customer Value and Value Chain; Learning; Price; Knowledge Use and Leverage; Marketing Strategy; Consumer Behavior; Service Delivery; Quality; Risk and Uncertainty; Service Industry
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      Iyengar, Raghuram, Asim Ansari, and Sunil Gupta. "A Model of Consumer Learning for Service Quality and Usage." Journal of Marketing Research (JMR) 44, no. 4 (November 2007): 529–544.
      • November 2007
      • Article

      Solve the Succession Crisis by Growing Inside-Outside Leaders

      By: Joseph L. Bower
      This article includes a one-page preview that quickly summarizes the key ideas and provides an overview of how the concepts work in practice along with suggestions for further reading. In his interviews and data analysis, Harvard Business School professor Bower found... View Details
      Keywords: Talent and Talent Management; Leadership Development; Management Practices and Processes; Management Succession; Planning
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      Bower, Joseph L. "Solve the Succession Crisis by Growing Inside-Outside Leaders." Harvard Business Review 85, no. 11 (November 2007).
      • August 2006
      • Case

      Dreyer's Slow Churned(TM) Ice Cream

      By: Noel H. Watson, Steven C. Wheelwright and Brian DeLacey
      Examines capacity forecasting and planning in a complex new product introduction scenario. The introduction at Dreyer's, a large dairy snack manufacturer, involves not only a new product but a new manufacturing process and product package, thus implying a significant... View Details
      Keywords: Advertising; Forecasting and Prediction; Growth and Development Strategy; Brands and Branding; Product Launch; Product Development; Planning; Food and Beverage Industry; United States
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      Watson, Noel H., Steven C. Wheelwright, and Brian DeLacey. "Dreyer's Slow Churned(TM) Ice Cream." Harvard Business School Case 607-018, August 2006.
      • November 2005 (Revised March 2006)
      • Case

      Genentech - Capacity Planning

      By: Daniel C. Snow, Steven C. Wheelwright and Alison Berkley Wagonfeld
      While facilitating a complex clinical approval process over the next two to three years for a family of new cancer drugs, Genentech must develop a long-term capacity plan for a major class of new cancer products. Adding to the complexity and uncertainty is the fact... View Details
      Keywords: Factories, Labs, and Plants; Growth and Development Strategy; Management Style; Management Teams; Time Management; Product; Product Development; Business Processes; Performance Capacity; Planning; Risk and Uncertainty; Complexity; Pharmaceutical Industry
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      Snow, Daniel C., Steven C. Wheelwright, and Alison Berkley Wagonfeld. "Genentech - Capacity Planning." Harvard Business School Case 606-052, November 2005. (Revised March 2006.)
      • September 2004
      • Case

      Valhalla Partners Due Diligence

      By: William A. Sahlman and Dan Heath
      The Valhalla Partners venture capitial firm introduced a new approach to the due-diligence process. An internal due-diligence report analyzes Telco Exchange, a startup company in the IT software space. An extended excerpt examines the trade-offs involved in the new... View Details
      Keywords: Communication Technology; Risk Management; Venture Capital; Business Plan; Corporate Entrepreneurship; Investment; Mobile and Wireless Technology; Corporate Finance; Financial Services Industry; Telecommunications Industry
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      Sahlman, William A., and Dan Heath. "Valhalla Partners Due Diligence." Harvard Business School Case 805-033, September 2004.
      • September 2004 (Revised August 2007)
      • Case

      Enterprise IT at Cisco (2004)

      By: Andrew P. McAfee, F. Warren McFarlan and Alison Berkley Wagonfeld
      Illustrates the challenges associated with centralizing IT decisions at Cisco after a decade of decentralized planning and project funding. When Brad Boston became Cisco's new CIO in 2001, he found that managers were starting to get frustrated with the results of their... View Details
      Keywords: Management; Resource Allocation; Information Technology; Problems and Challenges; Business Ventures; Change Management; Entrepreneurship; Projects; Planning; Corporate Finance; Information Technology Industry
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      McAfee, Andrew P., F. Warren McFarlan, and Alison Berkley Wagonfeld. "Enterprise IT at Cisco (2004)." Harvard Business School Case 605-015, September 2004. (Revised August 2007.)
      • March 2004 (Revised February 2006)
      • Case

      Salt Lake Organizing Committee, The: 2002 Olympics

      By: H. Kent Bowen, Bryce LaPierre and Courtney Purrington
      After two and a half years of effort, Fraser Bullock, COO of the 2002 Winter Olympics, faced projected deficits and post-9/11 security requirements only five months before the opening ceremony. Summarizes the organizational structure and processes put in place by... View Details
      Keywords: Framework; Knowledge Dissemination; Business or Company Management; Managerial Roles; Organizational Design; Organizational Structure; Planning; Practice; Risk and Uncertainty; Safety; Sports; System
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      Bowen, H. Kent, Bryce LaPierre, and Courtney Purrington. "Salt Lake Organizing Committee, The: 2002 Olympics." Harvard Business School Case 604-092, March 2004. (Revised February 2006.)
      • February 2004
      • Case

      New HP, The: The Clean Room and Beyond

      By: Leslie A. Perlow and Elizabeth Kind
      When the $19 billion merger of Silicon Valley legend Hewlett-Packard and Houston-based PC giant Compaq Computer Corp. legally closed on May 3, 2002, both companies had already devoted an immense amount of time preparing for the challenges that lay ahead. Chief among... View Details
      Keywords: Horizontal Integration; Management Teams; Management Style; Problems and Challenges; Employees; Organizational Culture; Computer Industry; San Francisco
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      Perlow, Leslie A., and Elizabeth Kind. "New HP, The: The Clean Room and Beyond." Harvard Business School Case 404-064, February 2004.
      • December 2003 (Revised March 2004)
      • Case

      FIRA: Confronting the Mexican Agricultural Crisis

      By: James E. Austin, Michael Chu and Cate Reavis
      In fall 2003, Mexico's agriculture sector was facing a crisis brought on largely by a surge in cheap U.S. imports resulting from NAFTA and inaccessible and/or expensive terms of credit for Mexican agricultural producers. It was getting harder for Mexican producers to... View Details
      Keywords: Development Economics; Public Sector; Trade; Financial Instruments; Crisis Management; Markets; Strategic Planning; Partners and Partnerships; Competitive Strategy; Agriculture and Agribusiness Industry
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      Austin, James E., Michael Chu, and Cate Reavis. "FIRA: Confronting the Mexican Agricultural Crisis." Harvard Business School Case 304-032, December 2003. (Revised March 2004.)
      • August 2003
      • Case

      Mercury Computer Systems: The Evolution from Integrated Technology to Open Standard

      By: Rebecca Henderson and Nancy Confrey
      For 20 years, Mercury Computer Systems has thrived, providing products and services that support ultrafast processing of real time data. Now Jay Bertelli, the CEO, faces a critical question: How can the firm compete once the standards on which its products are based... View Details
      Keywords: Analytics and Data Science; Open Source Distribution; Strategic Planning; Competitive Strategy; Competitive Advantage; Information Technology; Information Technology Industry
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      Henderson, Rebecca, and Nancy Confrey. "Mercury Computer Systems: The Evolution from Integrated Technology to Open Standard." Harvard Business School Case 704-424, August 2003.
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