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  • May 1995 (Revised March 1996)
  • Case

ToyWorld, Inc.: Information Technology Planning

By: Lynda M. Applegate
ToyWorld, a fast growing retailer, was revitalizing its information technology (IT) infrastructure and called in AT&T to help plan for the future. Five strategic alternatives for use of information and communications technology were identified through value chain... View Details
Keywords: Strategic Planning; Information Technology; Growth and Development; Expansion; Partners and Partnerships; Retail Industry
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Applegate, Lynda M. "ToyWorld, Inc.: Information Technology Planning." Harvard Business School Case 195-262, May 1995. (Revised March 1996.)
  • March 1975
  • Background Note

Note on Technology Planning

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Olsen, Richard P. "Note on Technology Planning." Harvard Business School Background Note 675-151, March 1975.
  • February 1996
  • Teaching Note

ToyWorld: Information Technology Planning TN

By: Lynda M. Applegate
Teaching Note for (9-195-262). View Details
Keywords: Retail Industry
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Applegate, Lynda M. "ToyWorld: Information Technology Planning TN." Harvard Business School Teaching Note 396-216, February 1996.
  • May 2011
  • Case

Baria Planning Solutions, Inc.: Fixing the Sales Process

By: Steven C. Wheelwright and William Schmidt
Baria Planning Solutions (BPS) is a consulting firm that specializes in using spend analysis to help companies identify savings through reduced procurement costs and improved supplier performance. Management is concerned about the disappointing performance of the sales... View Details
Keywords: Quantitative Analysis; Technology; Operations Management; Product Lines; Manufacturing; Capacity Planning; Production Planning; Production; Management Practices and Processes; Service Operations; Supply Chain Management; Salesforce Management; Planning; Consulting Industry; North and Central America
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Wheelwright, Steven C., and William Schmidt. "Baria Planning Solutions, Inc.: Fixing the Sales Process." Harvard Business School Brief Case 114-568, May 2011.
  • January 2021 (Revised October 2021)
  • Case

Ken Talbot—Cautionary Tale in Estate Planning

By: Christina R. Wing and Faith Lyons
In 2010, Ken Talbot, a self-made Australian billionaire, was traveling throughout Africa to bring his innovative coal technology to the continent when he perished in a plane crash. His will was originally created years prior when his estate worth was estimated to be AU... View Details
Keywords: Estate Planning; Entrepreneurship; Assets; Agreements and Arrangements; Lawsuits and Litigation; Valuation; Family and Family Relationships; Conflict Management; Australia; Africa
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Wing, Christina R., and Faith Lyons. "Ken Talbot—Cautionary Tale in Estate Planning." Harvard Business School Case 621-071, January 2021. (Revised October 2021.)
  • May 2011
  • Teaching Note

Baria Planning Solutions, Inc.: Fixing the Sales Process (Brief Case)

By: Steven C. Wheelwright and William Schmidt
Teaching Note for 4568. View Details
Keywords: Quantitative Analysis; Technology; Operations Management; Product Lines; Manufacturing; Capacity Planning; Production Planning; Information Technology; Production; Mathematical Methods; Performance Capacity; Product Development; Planning; Manufacturing Industry
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Wheelwright, Steven C., and William Schmidt. "Baria Planning Solutions, Inc.: Fixing the Sales Process (Brief Case)." Harvard Business School Teaching Note 114-569, May 2011.
  • February 2016 (Revised August 2020)
  • Case

InsightSquared: Developing the Sales and Marketing Plan

By: Mark Roberge, Tom Eisenmann and Frank Cespedes
Fred Shilmover and Sam Clemens prepared for their fourth quarter board meeting. They were excited to have scaled their software startup, InsightSquared, to $2 million in revenue and secured an $8 million round of venture capital. However, they disagreed on the path... View Details
Keywords: Sales Planning; Applications and Software; Marketing; Sales; Planning; Growth and Development Strategy
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Roberge, Mark, Tom Eisenmann, and Frank Cespedes. "InsightSquared: Developing the Sales and Marketing Plan." Harvard Business School Case 816-074, February 2016. (Revised August 2020.)
  • May 2011
  • Supplement

Baria Planning Solutions, Inc.: Fixing the Sales Process, Faculty Spreadsheet (Brief Case)

By: Steven C. Wheelwright and William Schmidt
Keywords: Quantitative Analysis; Technology; Operations Management; Product Lines; Manufacturing; Capacity Planning; Production Planning; Information Technology; Production; Analysis; Performance Capacity; Product Marketing
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Wheelwright, Steven C., and William Schmidt. "Baria Planning Solutions, Inc.: Fixing the Sales Process, Faculty Spreadsheet (Brief Case)." Harvard Business School Spreadsheet Supplement 114-572, May 2011.
  • May 2011
  • Supplement

Baria Planning Solutions, Inc.: Fixing the Sales Process, Spreadsheet Supplement (Brief Case)

By: Steven C. Wheelwright and William Schmidt
Keywords: Quantitative Analysis; Technology; Operations Management; Product Lines; Manufacturing; Capacity Planning; Production Planning; Information Technology; Production; Analysis; Performance Capacity; Product Marketing
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Wheelwright, Steven C., and William Schmidt. "Baria Planning Solutions, Inc.: Fixing the Sales Process, Spreadsheet Supplement (Brief Case)." Harvard Business School Spreadsheet Supplement 114-571, May 2011.
  • 30 Jun 2008
  • Research & Ideas

Rethinking Retirement Planning

Many of us are sailing toward retirement with the hope that Social Security, personal savings, and money saved in an employer's 401(k) or 403(b) plan will add up to the magic sum required to enjoy our remaining years in reasonable style.... View Details
Keywords: by Julia Hanna; Banking; Financial Services
  • June 2000 (Revised March 2003)
  • Case

IBM Technology Group

By: Andrew P. McAfee and Kerry Herman
Explores two main issues: how the IBM Technology Group was able to build a robust, scalable, and functional IT platform using packaged enterprise resource planning (ERP) software from SAP, and how the division should best leverage this capability going forward. View Details
Keywords: Management; Digital Platforms; Information Technology; Competitive Advantage; Projects; Information Technology Industry
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McAfee, Andrew P., and Kerry Herman. "IBM Technology Group." Harvard Business School Case 600-010, June 2000. (Revised March 2003.)
  • 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.)
  • May 2001 (Revised May 2002)
  • Case

Infosys Technologies

By: Ashish Nanda and Thomas J. DeLong
Creating and sustaining a third-world-based technology company to compete globally (i.e. in the first-world) poses many challenges. Such challenges are examined through the genesis and progression of Infosys Technologies Ltd. Key decisions made by Chairman N.R.... View Details
Keywords: Entrepreneurship; Business or Company Management; Management Practices and Processes; Business Strategy; Cross-Cultural and Cross-Border Issues; Global Strategy; Growth and Development Strategy; Planning; Technological Innovation; Emerging Markets; Information Technology Industry
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Nanda, Ashish, and Thomas J. DeLong. "Infosys Technologies." Harvard Business School Case 801-445, May 2001. (Revised May 2002.)
  • Teaching Interest

Scaling Technology Ventures

By: Jeffrey F. Rayport
This course is designed for students who plan to launch or join a hypergrowth technology venture, or who plan to invest in growth-stage tech companies. The course addresses key challenges founders and their teams face after achieving product-market fit – and how... View Details
  • February 1999 (Revised March 2003)
  • Background Note

Enterprise Resource Planning

Introduces the concepts and issues related to Enterprise Resource Planning (ERP) technology. Begins with a stylized example of ERP in action. Aa brief history of the ERP industry is provided, with reference to major events and players. Additional case examples of... View Details
Keywords: Information Technology; Operations
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Austin, Robert D., Mark J. Cotteleer, and Cedric Escalle. "Enterprise Resource Planning." Harvard Business School Background Note 699-020, February 1999. (Revised March 2003.)
  • January 2000 (Revised March 2000)
  • Case

Cachet Technologies

By: Paul A. Gompers and Howard Reitz
Describes the decision facing Danny Lewin, Jonathan Seelig, and Tom Leighton, the founders of Cachet Technologies, an MIT spin-out. The firm has done poorly in the annual MIT business plan competition and the founders have to decide whether to continue. View Details
Keywords: Decision Making; Business Startups; Business Plan; Failure; Cooperative Ownership; Business Strategy; Financial Services Industry
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Gompers, Paul A., and Howard Reitz. "Cachet Technologies." Harvard Business School Case 200-031, January 2000. (Revised March 2000.)
  • Teaching Interest

Strategy and Technology

By: Andy Wu

The Strategy and Technology elective course explores the unique aspects of creating effective strategies for technology-intensive businesses.

  • What strategies win in markets with network effects?
  • How can technology be... View Details
Keywords: Innovation and Management; Innovation Leadership; Innovation Strategy; Technological Innovation; Patents; Business Strategy; Competitive Advantage; Competitive Strategy; Hardware; Information Technology; Internet; Mobile Technology; Online Technology; Search Technology; Software; Technology Adoption; Technology Networks; Technology Platform; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry
  • 06 Sep 2004
  • Research & Ideas

The Innovator’s Battle Plan

makes the difference is what a company does with that information. Incumbents usually see the same technologies that entrants do. Because of their processes and values, however, incumbents predictably "cram" the View Details
Keywords: by Clayton M. Christensen, Scott D. Anthony & Erik A. Roth
  • October 2013 (Revised August 2015)
  • Supplement

Outotec (B): Action Plan

By: Robert J. Dolan and Doug J. Chung
Outotec was a market leader in providing mining solutions to large mining companies. The company’s specialization and proprietary technology created value for its customers and helped the firm differentiate from its competitors. Yet, Outotec was not pricing or... View Details
Keywords: Value-based Pricing; Bargaining Power Of Buyers; Marketing; Segmentation; Price; Policy; Sales; Management; Value Creation; Mining Industry
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Dolan, Robert J., and Doug J. Chung. "Outotec (B): Action Plan." Harvard Business School Supplement 514-065, October 2013. (Revised August 2015.)
  • November 1974 (Revised May 1994)
  • Case

Science Technology Co.

By: Thomas R. Piper
The president of a medium-sized electronics company is evaluating the financial forecasts and proposed financing program submitted by the chief financial officer. The forecasts are prepared in constant dollars, on which basis the proposed financing plan seems... View Details
Keywords: Currency; Financial Strategy; Forecasting and Prediction; Inflation and Deflation; Risk and Uncertainty; Outcome or Result; Technology Industry; Technology Industry
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Piper, Thomas R. "Science Technology Co." Harvard Business School Case 275-058, November 1974. (Revised May 1994.)
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