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(983)
- Faculty Publications (189)
- February 2005 (Revised March 2013)
- Case
Phase Zero: Introducing New Services at IDEO (A)
By: Amy C. Edmondson and Laura Feldman
Focuses on whether world-renowned product design firm IDEO's new customer service fits with the firm's strategic position and organization capabilities. Over the course of IDEO's 13-year history, an increasing share of revenues are a result of "Phase 0"... View Details
Keywords: Strategy; Service Operations; Product Design; Infrastructure; Customer Focus and Relationships; Innovation and Invention; Service Industry; Boston; United States
Edmondson, Amy C., and Laura Feldman. "Phase Zero: Introducing New Services at IDEO (A)." Harvard Business School Case 605-069, February 2005. (Revised March 2013.)
- 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
Tufano, Peter, and Daniel Schneider. H&R Block and "Everyday Financial Services". Harvard Business School Case 205-013, July 2004. (Revised January 2007.)
- January 2004 (Revised March 2005)
- Background Note
Managing Client Conflicts
By: Ashish Nanda
This case describes the two types of client conflict--conflict of duty and conflict of service--that professionals manage. It delineates how the management of these conflicts affects the scale and scope of service that professionals provide. View Details
Nanda, Ashish. "Managing Client Conflicts." Harvard Business School Background Note 904-059, January 2004. (Revised March 2005.)
- December 2003 (Revised April 2004)
- Case
Sherif Mityas at A.T. Kearney (A): Negotiating a Client Service Predicament
By: Ashish Nanda
Sherif Mityas, recently promoted as project manager at A.T. Kearney, faced a client service challenge in his very first project experience. Mityas had been working closely for six weeks with the management team of the U.S. subsidiary of a Japan-headquartered consumer... View Details
Keywords: Management; Conflict of Interests; Business Subsidiaries; Trust; Consumer Products Industry; Japan; United States
Nanda, Ashish, and Kelley Elizabeth Morrell. "Sherif Mityas at A.T. Kearney (A): Negotiating a Client Service Predicament." Harvard Business School Case 904-031, December 2003. (Revised April 2004.)
- September 2003 (Revised April 2013)
- Case
Holt Lunsford Commercial
By: Arthur I Segel and John H. Vogel Jr.
Holt Lunsford is debating how to grow his Dallas-based commercial real estate services firm and how to advise a long-time client who is wondering whether to lease or buy an industrial warehouse. Focuses on the highly competitive and increasingly institutionalized $50... View Details
Keywords: Decision Choices and Conditions; Investment; Growth and Development Strategy; Leasing; Competition; Corporate Strategy; Real Estate Industry; Service Industry
Segel, Arthur I., and John H. Vogel Jr. "Holt Lunsford Commercial." Harvard Business School Case 804-012, September 2003. (Revised April 2013.)
- June 2003 (Revised December 2003)
- Background Note
The Essence of Professionalism: Managing Conflict of Interest
By: Ashish Nanda
This case argues that central to being a professional is the pledge to manage conflicts of interest such that client interest is placed foremost. View Details
Keywords: Conflict of Interests
Nanda, Ashish. "The Essence of Professionalism: Managing Conflict of Interest." Harvard Business School Background Note 903-120, June 2003. (Revised December 2003.)
- October 2002 (Revised April 2007)
- Case
Dell Computers (A): Field Service for Corporate Clients
By: Frances X. Frei, Amy C. Edmondson and Corey B. Hajim
Explores the highly successful PC and low-end server manufacturer's entry into the large-scale server market in the United States. A key difference of this new market is the intense service element required to support the larger hardware. Specifically, the industry... View Details
Keywords: Information Infrastructure; Customer Relationship Management; Job Cuts and Outsourcing; Service Operations; Business or Company Management; Emerging Markets; Problems and Challenges; Service Delivery; Computer Industry; United States
Frei, Frances X., Amy C. Edmondson, and Corey B. Hajim. "Dell Computers (A): Field Service for Corporate Clients." Harvard Business School Case 603-067, October 2002. (Revised April 2007.)
- January 2002 (Revised October 2007)
- Case
Grantham, Mayo, Van Otterloo & Co., 2001
By: Joshua Musher and Andre F. Perold
Asset manager GMO underperforms the market during the 1996-2000 stock market bubble because of the focus on absolute risk. After suffering significant client withdrawals, performance again shines when the bubble collapses. Did they win the battle only to lose the war?... View Details
Keywords: Customers; Asset Management; Stocks; Investment; Price Bubble; Mathematical Methods; Risk and Uncertainty
Musher, Joshua, and Andre F. Perold. "Grantham, Mayo, Van Otterloo & Co., 2001." Harvard Business School Case 202-049, January 2002. (Revised October 2007.)
- November 2001 (Revised September 2002)
- Case
International Management Group (IMG)
By: Bharat N. Anand and Kate Attea
In 2001, International Management Group (IMG) is the dominant company in the sports management industry. Its founder and CEO, Mark McCormack, is credited with having created the industry of sports management in the early 1960s. Over the next 40 years, IMG's expansion... View Details
Keywords: Customer Focus and Relationships; Finance; Organizational Structure; Planning; Relationships; Conflict of Interests; Competition; Corporate Strategy; Expansion; Sports Industry
Anand, Bharat N., and Kate Attea. "International Management Group (IMG)." Harvard Business School Case 702-409, November 2001. (Revised September 2002.)
- March 2001 (Revised May 2001)
- Case
&Samhoud Service Management
By: Thomas J. DeLong, Ashish Nanda and Monica Mullick
&Samhoud, a small service management consulting firm in the Netherlands, grapples with the dilemma of firing its largest client while introducing Heskett's theory of the service profit chain. View Details
Keywords: Mission and Purpose; Management Practices and Processes; Customer Focus and Relationships; Customer Relationship Management; Consulting Industry; Netherlands
DeLong, Thomas J., Ashish Nanda, and Monica Mullick. "&Samhoud Service Management." Harvard Business School Case 801-398, March 2001. (Revised May 2001.)
- February 2001
- Case
PlanetFeedback: The Voice of One ... The Power of Many (A)
By: James L. Heskett
The management of PlanetFeedback in proposes a merger with Intelliseek. Their goal is to create a comprehensive C2B and B2B business focused on the generation and analysis for business clients of consumer feedback data via the Internet, Planet Feedback's board of... View Details
Keywords: Mergers and Acquisitions; Decisions; Information Management; Analytics and Data Science; Business Strategy; Internet and the Web; Information Technology Industry
Heskett, James L. "PlanetFeedback: The Voice of One ... The Power of Many (A)." Harvard Business School Case 901-051, February 2001.
- October 2000 (Revised November 2000)
- Case
Bridgespan Group, The
By: Allen S. Grossman and John D. Kalafatas
Bain & Co., a consulting firm with a client list that ranges from entrepreneurial start-ups to global corporations, wanted to increase its involvement with nonprofit organizations. Rather than continuing to integrate the work into the existing organization, Bain... View Details
Keywords: Nonprofit Organizations; Corporate Social Responsibility and Impact; Problems and Challenges; Leadership Style; Growth and Development Strategy; Consulting Industry
Grossman, Allen S., and John D. Kalafatas. "Bridgespan Group, The." Harvard Business School Case 301-011, October 2000. (Revised November 2000.)
- September 2000
- Background Note
Professional Services Module Five: Serving Clients Effectively
By: Thomas J. DeLong, Ashish Nanda and Scot H. Landry
It is imperative for the internal systems and processes to be connected to the external processes of client management, competitive adaptation, and service delivery. View Details
Keywords: Competency and Skills; Customer Relationship Management; Knowledge Acquisition; Service Delivery; Performance Effectiveness; Adaptation; Competitive Strategy
DeLong, Thomas J., Ashish Nanda, and Scot H. Landry. "Professional Services Module Five: Serving Clients Effectively." Harvard Business School Background Note 801-011, September 2000.
- September 2000
- Background Note
Professional Services Module One: Introduction to the Challenges Facing PSFs
By: Thomas J. DeLong, Ashish Nanda and Scot H. Landry
This initial module was meant to clarify how the course would be useful to students who would be starting PSFs, working for them as an employee or contractor, managing them, or hiring them from the client side. View Details
DeLong, Thomas J., Ashish Nanda, and Scot H. Landry. "Professional Services Module One: Introduction to the Challenges Facing PSFs." Harvard Business School Background Note 801-007, September 2000.
- May 1999
- Case
The Saga of Prince Jefri and KPMG (A): Mystery of the Missing Billions
By: Ashish Nanda
Accounting and law firms around the globe are following with great interest the progress through British courts of a lawsuit. Those familiar with the suit, filed by Prince Jefri of Brunei against the professional service firm KPMG Peat Marwick, remark that its judgment... View Details
Nanda, Ashish. "The Saga of Prince Jefri and KPMG (A): Mystery of the Missing Billions." Harvard Business School Case 899-266, May 1999.
- March 1999
- Article
Practices for Managing Information Flows Within Organizations
By: Joel Demski, Tracy Lewis, Dennis Yao and Huseyin Yildirim
Firm organization determines how coworkers communicate and how information flows within the firm. Banking, accounting, consulting, and legal firms process proprietary information which their clients wish to protect. The firm's ability to safeguard and manage... View Details
Keywords: Information Management; Management Practices and Processes; Safety; Governance Controls; Customer Focus and Relationships
Demski, Joel, Tracy Lewis, Dennis Yao, and Huseyin Yildirim. "Practices for Managing Information Flows Within Organizations." Journal of Law, Economics & Organization 15, no. 1 (March 1999): 107–131. (Harvard users click here for full text.)
- February 1999 (Revised June 2000)
- Case
Alexander Bandelli (A)
By: Thomas J. DeLong and Catherine M. Conneely
Alexander Bandelli has the opportunity to redefine the way real estate business is done in the Northeast region. He has just joined Ronsini and Fitch and has been asked by senior management to move to a client focus rather than the older, traditional transaction focus.... View Details
Keywords: Change Management; Customer Focus and Relationships; Management Teams; Real Estate Industry; Northeastern United States
DeLong, Thomas J., and Catherine M. Conneely. "Alexander Bandelli (A)." Harvard Business School Case 899-146, February 1999. (Revised June 2000.)
- December 1998 (Revised December 1999)
- Case
Morgan Stanley Dean Witter Private Client Services
By: Thomas J. DeLong, David M. Darst, Ann K Rusher and Catherine M. Conneely
The 1997 merger of retail giant Dean Witter and investment bank Morgan Stanley was a year old when Bob Sculthorpe was appointed director of Private Client Services (PCS) at Morgan Stanley Dean Witter (MSDW). The firm was still operating under two separate broker-dealer... View Details
Keywords: Mergers and Acquisitions; Business Divisions; Investment Banking; Brands and Branding; Salesforce Management; Competitive Strategy; Retail Industry
DeLong, Thomas J., David M. Darst, Ann K Rusher, and Catherine M. Conneely. "Morgan Stanley Dean Witter Private Client Services." Harvard Business School Case 899-107, December 1998. (Revised December 1999.)
- September 1998
- Case
Vanguard Group, Inc. (1998), The
By: Andre F. Perold
Since the beginning of 1997, Vanguard's assets under management have increased more than 60% from $240 billion to almost $400 billion, making it second in market share only to Fidelity. Vanguard views this success as another vindication of its low-cost strategy of... View Details
Keywords: Asset Management; Cost Management; Investment Funds; Product; Service Operations; Performance Expectations; Competition; Consolidation; Expansion; Internet; Financial Services Industry
Perold, Andre F. "Vanguard Group, Inc. (1998), The." Harvard Business School Case 299-002, September 1998.
- May 1998 (Revised February 1999)
- Case
Diamond in the Rough (A)
By: Thomas J. DeLong and Catherine M. Conneely
Diamond Technology Partners, a consulting firm based in Chicago, was founded in 1994 by Mel Bergstein and Chris Moffitt, with investment from founding partners and Safeguard Scientifics. In April 1996, just after fiscal year-end, the two largest clients withdrew from... View Details
Keywords: Information Technology; Entrepreneurship; Going Public; Crisis Management; Finance; Consulting Industry; Chicago
DeLong, Thomas J., and Catherine M. Conneely. "Diamond in the Rough (A)." Harvard Business School Case 898-115, May 1998. (Revised February 1999.)