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    • All HBS Web  (44)
      • Faculty Publications  (19)

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      • January 2025
      • Article

      Enterprise Resource Planning (ERP) System Implementations and Corporate Misconduct

      By: Jonas Heese and Joseph Pacelli
      This study examines whether enterprise resource planning (ERP) implementations are associated with reductions in corporate misconduct. Specifically, we study the relation between staggered facility-level rollouts of ERP systems and facility-level regulatory violations... View Details
      Keywords: Accounting; Governing Rules, Regulations, and Reforms; Governance Compliance
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      Heese, Jonas, and Joseph Pacelli. "Enterprise Resource Planning (ERP) System Implementations and Corporate Misconduct." Accounting Review 100, no. 1 (January 2025): 291–315.
      • Article

      Expected Stock Returns Worldwide: A Log-Linear Present-Value Approach

      By: Akash Chattopadhyay, Matthew R. Lyle and Charles C.Y. Wang
      This study provides the first large-scale study of the performance of expected-return proxies (ERPs) internationally. Analyst-forecast-based ICCs are sparsely populated and not robustly associated with future returns. Earnings-model-forecast-based ICCs are... View Details
      Keywords: Expected Returns; Discount Rates; Fundamental Valuation; Implied Cost Of Capital; International Equity Markets; Present Value; Investment Return; Equity; Markets; Global Range
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      Chattopadhyay, Akash, Matthew R. Lyle, and Charles C.Y. Wang. "Expected Stock Returns Worldwide: A Log-Linear Present-Value Approach." Accounting Review 97, no. 2 (March 2022): 107–133.
      • April 2021
      • Article

      Evaluating Firm-Level Expected-Return Proxies: Implications for Estimating Treatment Effects

      By: Charles M.C. Lee, Eric C. So and Charles C.Y. Wang
      We introduce a parsimonious framework for choosing among alternative expected-return proxies (ERPs) when estimating treatment effects. By comparing ERPs’ measurement-error variances in the cross section and in time series, we provide new evidence on the relative... View Details
      Keywords: Implied Cost Of Capital; Expected Returns; Cost of Capital; Investment Return; Performance Evaluation
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      Lee, Charles M.C., Eric C. So, and Charles C.Y. Wang. "Evaluating Firm-Level Expected-Return Proxies: Implications for Estimating Treatment Effects." Review of Financial Studies 34, no. 4 (April 2021): 1907–1951.
      • May 2020
      • Teaching Note

      Baskits Inc.

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS Case No. 217-001. Robin Kovitz (MBA 2007) acquired Baskits, a Canadian gift basket company, in October of 2014. The business was highly seasonal with two-thirds of its sales occurring in November and December. Baskits dealt with its seasonality... View Details
      Keywords: Operations; Performance Improvement; Canada
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Baskits Inc." Harvard Business School Teaching Note 220-086, May 2020.
      • August 2016 (Revised November 2019)
      • Case

      Baskits Inc.

      By: Richard S. Ruback and Royce Yudkoff
      Soon after Robin Kovitz (MBA 2007) acquired Baskits Inc., the largest gift basket company in Canada, she became convinced that the business needed to make significant operational improvements. In her first year as CEO, she introduced an ERP system to help with sales... View Details
      Keywords: Production; Supply Chain; Performance Improvement; Consumer Products Industry; Canada
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      Ruback, Richard S., and Royce Yudkoff. "Baskits Inc." Harvard Business School Case 217-001, August 2016. (Revised November 2019.)
      • October 2015 (Revised August 2018)
      • Case

      Ozark Feed and Ag Corporation: The ERP Decision

      By: Jan Hammond, Paul Kalmbach and Eric Bernstein
      This case describes a medium-sized business that manufactures animal feed for commercial and companion animals. The company has been growing rapidly and is considering whether or not to implement an enterprise resource planning (ERP) system. Ozark currently uses an IT... View Details
      Keywords: ERP Systems; Information Technology; Supply Chain Management; Growth Management; Performance Improvement; Animal-Based Agribusiness; Decision Choices and Conditions; Agriculture and Agribusiness Industry; Information Technology Industry; Missouri; Oklahoma; Texas; Arkansas
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      Hammond, Jan, Paul Kalmbach, and Eric Bernstein. "Ozark Feed and Ag Corporation: The ERP Decision." Harvard Business School Case 616-019, October 2015. (Revised August 2018.)
      • December 2014
      • Article

      The Distinct Effects of Information Technology and Communication Technology on Firm Organization

      By: Nicholas Bloom, Luis Garicano, Raffaella Sadun and John Van Reenen
      Empirical studies on information communication technologies (ICT) typically aggregate the "information" and "communication" components together. We show theoretically and empirically that this is problematic. Information and communication technologies have very... View Details
      Keywords: Communication Technology; Information Technology; Organizational Structure
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      Bloom, Nicholas, Luis Garicano, Raffaella Sadun, and John Van Reenen. "The Distinct Effects of Information Technology and Communication Technology on Firm Organization." Management Science 60, no. 12 (December 2014): 2859–2885.
      • 2014
      • Case

      Yonyou 2013

      By: F. Warren McFarlan, Zheng Xiaoming and Ziqian Zhao
      The case describes how a leading Chinese management software provider Yonyou (formerly known as "UFIDA") disrupted its value chain-based business model to transform itself into a platform provider. The case describes Yonyou's past success, the market forces and... View Details
      Keywords: Business Models; ERP; Platforms; Strategy; Transformations; China; Information Technology; Applications and Software; Digital Platforms; China
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      McFarlan, F. Warren, Zheng Xiaoming, and Ziqian Zhao. "Yonyou 2013." Tsinghua University Case, 2014.
      • 2014
      • Teaching Note

      Yonyou 2013 (TN)

      By: F. Warren McFarlan, Zheng Xiaoming and Ziqian Zhao
      The case describes how a leading Chinese management software provider Yonyou (formerly known as "UFIDA") disrupted its value chain-based business model to transform itself into a platform provider. The case describes Yonyou's past success, the market forces and... View Details
      Keywords: Business Models; ERP; Platforms; Strategy; Transformations; China; Information Technology; China
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      McFarlan, F. Warren, Zheng Xiaoming, and Ziqian Zhao. "Yonyou 2013 (TN)." Tsinghua University Teaching Note, 2014.
      • May 2006
      • Case

      Esterline Technologies: Lean Manufacturing

      By: Richard L. Nolan, Karen A. Brown and Subodha Kumar
      Raises the issue of the appropriate role of IT in lean manufacturing. Most large manufacturing companies have implemented ERP IT systems to support lean manufacturing practices. The Kerry plant of Esterline Technologies attempted an ERP implementation and then... View Details
      Keywords: Decisions; Technological Innovation; Management Analysis, Tools, and Techniques; Management Systems; Production; Information Technology; Technology Adoption; Manufacturing Industry
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      Nolan, Richard L., Karen A. Brown, and Subodha Kumar. "Esterline Technologies: Lean Manufacturing." Harvard Business School Case 906-417, May 2006.
      • January 2002 (Revised May 2002)
      • Case

      Digital China Holdings Limited: ERP as a Platform for Building New Capabilities

      By: F. Warren McFarlan, Guoqing Chen and Kai Reimers
      This case analyzes a complex ERP implementation that takes place in one of the leading companies in China. The issues are indistinguishable from those facing a U.S. organization. View Details
      Keywords: Internet and the Web; Technology Adoption; Information Technology; Complexity; Problems and Challenges; China
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      McFarlan, F. Warren, Guoqing Chen, and Kai Reimers. "Digital China Holdings Limited: ERP as a Platform for Building New Capabilities." Harvard Business School Case 302-080, January 2002. (Revised May 2002.)
      • September 2001
      • Teaching Note

      Cisco Systems Architecture: ERP and Web-enabled IT TN

      By: F. Warren McFarlan
      Teaching Note for (9-301-099). View Details
      Keywords: Information Technology Industry
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      McFarlan, F. Warren. "Cisco Systems Architecture: ERP and Web-enabled IT TN." Harvard Business School Teaching Note 302-030, September 2001.
      • June 2001
      • Teaching Note

      Cisco Systems Architecture: ERP and Web-enabled IT TN

      By: Richard L. Nolan
      Teaching Note for (9-301-099). View Details
      Keywords: Information Technology Industry
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      Nolan, Richard L. "Cisco Systems Architecture: ERP and Web-enabled IT TN." Harvard Business School Teaching Note 301-145, June 2001.
      • March 2001 (Revised November 2005)
      • Case

      Cisco Systems Architecture: ERP and Web-enabled IT

      By: Richard L. Nolan, Kelley Porter and Christina Akers
      In a seven-year process, Cisco built its strategic I-Net. Beginning in 1994, Cisco completely replaced its back-office legacy systems. At that time, the company standardized Internet protocols. In addition, the company shifted strategic focus from IT back-office... View Details
      Keywords: Internet and the Web; Information Technology; Technological Innovation; Internet and the Web; Management Practices and Processes; Technology Adoption; Information Technology Industry
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      Nolan, Richard L., Kelley Porter, and Christina Akers. "Cisco Systems Architecture: ERP and Web-enabled IT." Harvard Business School Case 301-099, March 2001. (Revised November 2005.)
      • October 2000 (Revised November 2005)
      • Case

      Cisco Systems: Web-enablement

      By: Richard L. Nolan, Kelley Porter and Christina Akers
      Describes how Cisco web-enabled their ERP systems and developed the "front office" systems to electronically link to their customers and suppliers. A rewritten version of an earlier case. View Details
      Keywords: Internet and the Web; Information Technology; Technological Innovation; Internet and the Web; Service Operations; Information Technology Industry
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      Nolan, Richard L., Kelley Porter, and Christina Akers. "Cisco Systems: Web-enablement." Harvard Business School Case 301-056, October 2000. (Revised November 2005.)
      • February 1999
      • Case

      Tektronix, Inc.: Global ERP Implementation

      By: Robert D. Austin, Richard L. Nolan, George Francis Westerman III and Mark J. Cotteleer
      Reviews Tektronix's implementation of an Enterprise Resource Planning (ERP) solution in all three of its global business divisions. This case tells the story of three implementations, each with its own character and requirements. Tektronix managers needed to... View Details
      Keywords: Business Model; Transformation; Globalized Markets and Industries; Information Management; Management Skills; Management Style; Strategic Planning; Problems and Challenges; Electronics Industry
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      Austin, Robert D., Richard L. Nolan, George Francis Westerman III, and Mark J. Cotteleer. "Tektronix, Inc.: Global ERP Implementation." Harvard Business School Case 699-043, February 1999.
      • 1998
      • Working Paper

      Manage ERP Initiatives as New Ventures, Not IT Projects

      By: Robert D. Austin and Richard L. Nolan
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      Austin, Robert D., and Richard L. Nolan. "Manage ERP Initiatives as New Ventures, Not IT Projects." Harvard Business School Working Paper, No. 99-024, December 1998.
      • October 1998 (Revised June 2001)
      • Teaching Note

      Cisco Systems, Inc.: Implementing ERP TN

      By: Richard L. Nolan, Robert D. Austin and Mark J. Cotteleer
      Teaching Note for (9-699-022). View Details
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      Nolan, Richard L., Robert D. Austin, and Mark J. Cotteleer. "Cisco Systems, Inc.: Implementing ERP TN." Harvard Business School Teaching Note 699-031, October 1998. (Revised June 2001.)
      • September 1998 (Revised May 2002)
      • Case

      Cisco Systems, Inc.: Implementing ERP

      By: Robert D. Austin, Richard L. Nolan and Mark J. Cotteleer
      Reviews Cisco System's approach to implementing Oracle's Enterprise Resource Planning (ERP) software product. This case chronologically reviews the diverse, critical success factors and obstacles facing Cisco during its implementation. Cisco faced the need for... View Details
      Keywords: Information Technology; Applications and Software; Technology Adoption; Complexity; Information Management
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      Austin, Robert D., Richard L. Nolan, and Mark J. Cotteleer. "Cisco Systems, Inc.: Implementing ERP." Harvard Business School Case 699-022, September 1998. (Revised May 2002.)
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