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   “It May Be Legal, But It’s Just Wrong!”
  Add   View  9 pp.  Case
Thomas R. Miller K. William Chandler, a Memphis real estate appraiser, is alarmed at an increasingly prevalent practice — overstating the sales prices of new homes on official deed documents. Chandler and some others believe the reduced accuracy of ensuing appraisals is damaging, but many local builders and developers maintain that overstated prices can be justified.
Source: North American Case Research Journal, Case Research Journal, Spring 1993, Vol. 13, Issue 2, Copyright 1992.
Courses: Business Ethics; Real Estate
Topics:

Source: NACRA
  Add   View  9 pp.  Teaching Note
Source: NACRA
   ’IMMIGRANTS ISSUES REGARDING NATIONAL LEVEL CPCC‘: A CASE OF NATIONAL POLICE BUREAU, MINISTRY OF INTERIOR, PAKISTAN
  Add   View  5 pp.  Case
Sikandar, M — Air University
Distributor: ecch (www.ecch.com) Reference: 909-013-1 Language: English
Category: Knowledge, Information and Communications Systems Management Data source: Field research
Product Year: 2009
Geo location: Pakistan Industry: Public sector Size: 100 employees Timing: December 2008
Topics: Public administration; Diplomatic relation; Automation; Office management information system
Abstract: This case discusses the issue between the government of Pakistan and the immigration department of Spain regarding the immigrants character certificate issuing authority. The character certificates of Pakistani immigrants are issued by the district police authority but were not accepted by the Spanish government. This new system was introduced by the government of Pakistan at national level, and certificates were issued by the National Police Bureau, Ministry of Interior, Pakistan. After introducing the new system the Spanish immigration authority did not understand the procedure of issuing character certificates and raised a question about procedure on reliability of that certificate. The case mainly focuses on contemporary issues regarding Pakistani immigrants in Spain. It also spotlights the different aspects that include establishment of an automated system and communication barriers.

Source: ecch
   ’IMPLICATIONS OF INAPPROPRIATE RECRUITMENT AND TRAINING‘: A CASE OF ASSET MANAGEMENT COMPANIES OPERATING IN PAKISTAN
  Add   View  3 pp.  Case
Khan, S R — Air University
Ahmad, F — Air University

Distributor: ecch (www.ecch.com) Reference: 409-029-1 Language: English
Category: Human Resource Management and Organisational Behaviour Data source: Generalised experience
Product Year: 2009
Geo location: Pakistan Industry: Financial sector Size: 150 employees Timing: 2008
Topics: Recruitment; Training; Asset management; Companies
Abstract: This case is about AMC’s (asset management companies) operating in Pakistan and the issues that they face in terms of the recruitment and training of individuals. The emphasis is laid at the end results in terms of attracting prospective clients and generating handsome amounts of investment. The case highlights the key issues of recruitment and training, in building an effective, efficient sales force which uses individuals to their optimum potential whilst also providing adequate information about the prevailing situation of the financial markets as well as competitor‘s actions. It also gives a picture of the complications and problems faced by inappropriate recruitment and training results.

Source: ecch
   ’INVESTMENT DECISION‘
  Add   View  5 pp.  Case
Ravikumar, P — T.A. Pai Management Institute
Chauhan, M — T.A. Pai Management Institute

Distributor: ecch (www.ecch.com) Reference: 107-007-1 Language: English
Category: Finance, Accounting and Control Data source: Field research
Product Year: 2007
Geo location: India Industry: Financial corporation
Topics: Karnataka State Financial Corporation (KSFC); Small Industries Development Bank of India (SIDBI); Mutual fund investments; Balanced schemes; Income schemes; Growth schemes; Securities analysis and portfolio management
Abstract: This abstract is currently unavailable.

Source: ecch
   ’IRISH BREEZE‘
  Add   View  10 pp.  Case
O’Cinneide, B — University of Limerick
Distributor: ecch (www.ecch.com) Reference: 399-118-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 1999
Geo location: Ireland Industry: Manufacturing Size: 11 employees Timing: 1985-1993
Topics: Business start-up; Female entrepreneurship; New product development; Manufacturing, licensing; Channel management; Consumer behaviour; Marketing communications, promotion; Target marketing
Abstract: To compete against a world leader like Colgate Palmolive seemed to be an impossible dream in 1985, when Peggy Connolly initiated a feasibility study on entering the soap market. However, subsequent events showed that the apparent high risk venture had attractive growth potential, even in a small country like Ireland with a population, then of just 3.6 million. It is of interest that ‘Irish Breeze' had commenced, modestly, as a project under a state assisted 'Start your own Business' programme. Was the emergence of 'Irish Breeze' due to entrepreneurial flair and market insight, or was it merely due to serendipity (good luck)? The 'green' ecological lobby was just beginning to extend its market influence and the 'back to nature' motto was coming into vogue, so the brandname was timely and appropriate. It could be claimed that Peggy Connolly had the ability to scan the environment and correctly time the new venture's entry into the market, ie 'Timing is everything'. Although based on a simple concept, ie to produce a distinctive Irish soap, the case indicates the problems that were encountered in terms of production, pricing, promotion, distribution and, of course, funding a start-up enterprise from Peggy Connolly's home. The case provides insights into the obstacles faced and the resolutions found by a female entrepreneur who relied on self-confidence and conviction in the ne

Source: ecch
   ’IS CHANGE NECESSARY?‘: A CASE OF MTC TEXTILE
  Add   View  4 pp.  Case
Pervaz, M W — Air University
Bhatti, A — Air University

Distributor: ecch (www.ecch.com) Reference: 309-112-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 2009
Geo location: Pakistan Industry: Textile Size: 400 employees Timing: 1980
Topics: Change management; Employee resistance; Managerial decision making; Planning; Purchase decision; Automation; Textile designing
Abstract: This case highlights the issues of a textile firm when they change their designing process from manual to automated. Knowledge of the computer is very low among employees as it is a new thing. In the implementation phase of the automated system the organisation faced massive resistance from employees. They were not given any training of the new system and they were fired to curb resistance. They were also not involved in the change process. This case focuses on the different aspects of change management, issues that are discussed are the importance of employee involvement and the importance of training in a successful change management programme. It also highlights the importance of employee involvement in the change process.

Source: ecch
   An Insider’s Call for Outside Direction
  Add   View  8 pp.  Article
Johnson, Elmer W.
The large public corporation depends on patient capital, which depends on conscientious boards of directors. Unfortunately, prosperity has allowed boards to grow complacent. Explosive developments in information technology, flexible manufacturing, global markets, workplace democracy, and pension-fund capitalism have shaken the corporate world. A variety of measures can be used to reinvigorate corporate boards, reduce their fear of fiduciary liability in the investment of pension-fund monies, and encourage pension-fund investors to take a more active role in the direction of the companies whose stock they own.
HBS Number: 90206 Type: Harvard Business Review Article
Publication Date: 3/1/1990
Subjects: Capital markets; Corporate responsibility; Information technology; Management of change; Pension funds; Public sector; Stockholders

Source: Harvard
   AN INTERNATIONAL PROJECT MANAGER’S DAY (A)
  Add   View  5 pp.  Case
Lane HW; Wright L
The newly appointed project manager of a highway project in Southeast Asia has a variety of issues to contend with all at once. The project is fully described in the Hazelton International Limited case 9A84C040. The Hazelton case can serve as abriefing and must be done before this one. This case provides the company schedule and infrastructure information. Decisions need to be made regarding the items in his in-basket. These items are in the (B) case 9A86C070 and (C) case 9A86C071.
Ivey Number: 9A86C069
Publication Date: 1/1/1986 Revision Date: 23/03/2000
Geographic Setting: Asia/Indonesia Industry Setting: Business Services
Company Size: Medium organization
Event Year Start: 1984
Subjects: Project Management, Intercultural Relations, International Business, Construction
Functional Area: Human Resource Management

Source: Ivey
   AN INTERNATIONAL PROJECT MANAGER’S DAY (C)
  Add   View  5 pp.  Case
Lane HW; Wright L
A new project manager arrived on his first day of work to find an in-basket full of issues requiring his consideration. (See cases 9A86C040, 9A86C069, and 9A86C070.) Now, he finds additional items on which he must take action.
Ivey Number: 9A86C071
Publication Date: 1/1/1986 Revision Date: 23/03/2000
Geographic Setting: Asia/Indonesia Industry Setting: Business Services
Company Size: Medium organization
Event Year Start: 1984
Subjects: Project Management, Intercultural Relations, International Business, Construction
Functional Area: Human Resource Management

Source: Ivey
   AN INTERNATIONAL PROJECT MANAGER’S DAY (D)
  Add   View  21 pp.  Case
Lane HW; Wright L
The new project manager for Hazelton International Limited is confronted with numerous items in his in-basket that must be dealt with. This case is a follow-up to An International Project Manager’s Day (A), case 9A86C069, and offers an alternateteaching methodology. Its contents are unrelated to the (B) and (C) case supplements. An alternate teaching note (5A84C40) should be used with this case.
Ivey Number: 9B00C014
Publication Date: 2/5/2000
Geographic Setting: Asia/Indonesia Industry Setting: Business Services
Company Size: Medium organization
Event Year Start: 1984
Subjects: Project Management, Intercultural Relations, International Business, Construction
Functional Area: Human Resource Management

Source: Ivey
   An Introduction to Cash Flow Valuation Methods
  Add   View  9 pp.  Case
Author(s): Ruback, Richard S.
Publication Date: 05/24/1995 Revision Date: 10/16/1995
Product Type: Note
Product Description: Provides an introduction to three cash flow valuation methods. The three methods differ in their measure of cash flows and the discount rate applied to those cash flows. The names for the three methods correspond to the type of cash flow that is used in the valuation: Equity Cash Flow (ECF), Capital Cash Flow (CCF), and Free Cash Flow (FCF). The three methods provide consistent valuations when applied correctly.
HBS Number: 9-295-155
Subjects: Cash flow; Valuation
Academic Discipline: Finance

Source: Harvard
   I ALWAYS FORGIVE
  Add   View  3 pp.  Case
Ramay, M I — MAJU - Mohammad Ali Jinnah University
Jan, K — MAJU - Mohammad Ali Jinnah University

Distributor: ecch (www.ecch.com) Reference: 307-052-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 2007
Geo location: Pakistan Industry: Insurance Size: 10,000 employees Timing: 1999-2005
Topics: Continuous professional training; Lack of co-operation / co-ordination; Importance of education; Control of top management
Abstract: Education is very important for every job. This case explains the impact of a lack of education for anyone who has reached a senior management grade.

Source: ecch
   I Am My Own Database
  Add   View  4 pp.  Article
Author(s): Watson, Richard T.
Publication Date: 11/01/2004
Product Type: Harvard Business Review Article
Product Description: By allowing consumers to control data about their purchases and preferences, says business and technology professor Richard T. Watson, companies can get a better sense of what their customers want to buy.
HBS Number: F0411A
Subjects: Consumer behavior; Consumer marketing; Customer relations; Information technology; Marketing strategy; Value of information
Academic Discipline: Marketing

Source: Harvard
   I Can, You Can, We All Can Kanban
  Add   View  1 pp.  Technical Note
Author(s): Pease, Henry; Ramdas, Kamalini; Weiss, Elliott N.
Darden ID: UVA-OM-1257
Published: 3/25/2008
Copyright Year: 2006
Subject Area: Operations Management
Keywords: operations management, Lean manufacturing, inventory management, just-in-time, inventory control, manufacturing operations
Abstract: This brief note describes the kanban system of inventory control. It discusses the rules for its use, techniques for calculating the number of cards, and the difference between push and pull systems.

Source: Darden
   I Just Can’t Bring Myself to Talk About That with Her
  Add   View  3 pp.  Article
Publication Date: 03/01/2000
Product Type: Harvard Management Communication Letter Article
Product Description: Ever have trouble asking for a raise? Or delayed giving a less-than-glowing performance review to a colleague who is also a close friend? A recent book from the Harvard Negotiation Project offers advice on how to have the difficult conversations—and keep them productive.
HBS Number: C0003B
Subjects: Communication; Communication in organizations; Interpersonal behavior; Interpersonal relations; Management communication
Academic Discipline: Organizational behavior & leadership

Source: Harvard
   I Lost My Volvo in New Haven: Tennis Event Sponsorship
  Add   View  14 pp.  Case
Author(s): Greyser, Stephen A.; Harris, Brian; Truwit, Mitchell
Publication Date: 02/18/1999 Revision Date: 08/10/2004
Product Type: Case (Field)
Product Description: Focuses on event management and sponsorship from the perspective of the event owner (rather than that of the sponsorship company). Describes in depth the search by one of the tennis tournaments on the professional circuit for a principal sponsor. Detailed economics of tournament management are included, as well as information on the linkage between tournament sponsorship and television. Students must decide among several specific interested companies as the best sponsor for the tournament. The event owner must also consider how, if at all, his tournament can be differentiated from the many others on the calendar. Teaching Purpose: To expose students to the decisions involved in selecting event sponsors and in sports event management.
HBS Number: 9-599-037
Geographic Setting: United StatesIndustry Setting: professional sports
Event Year Start: 1995Event Year End: 1996
Subjects: Consumer marketing; Sports
Academic Discipline: Marketing

Source: Harvard
   I LOVE MY JOB BUT HATE MY BOSS
  Add   View  6 pp.  Case
Ramay, M I — MAJU - Mohammad Ali Jinnah University
Arshad, F — MAJU - Mohammad Ali Jinnah University

Distributor: ecch (www.ecch.com) Reference: 407-012-1 Language: English
Category: Human Resource Management and Organisational Behaviour Data source: Field research
Product Year: 2007
Geo location: Islamabad Industry: Education Size: 300 employees Timing: 2001-2006
Topics: Planned management of resources; Participative decision making; Viable / smooth work environment; Organisational citizenship; Unequal course of action
Abstract: The case study is about the experience of a young girl early in her career. The case describes in details the problems she faced due to having no written job description and the lack of resources and support provided by her bosses. Aaliya was young and newly appointed as the first female teacher in the university. The university policy and the Deans’ consent differed from each other so perplexing situations often arose for her. Having to manage the biggest department as well as teaching created a big challenge for her, which she had to deal with along with the demotivating gestures of her boss and colleagues. The case study deals with issues like organisational citizenship, managing resources and motivation.

Source: ecch
   I Thought I Knew What Good Management Was
  Add   View  9 pp.  Article
Peace, William H.
Appointed general manager in 1980 of Westinghouse’s newly created Synthetic Fuels Division (SFD), William Peace devoted most of his time to strategy at the expense of employee morale. Many employees did not support the division‘s new mission. Not until some of them vandalized cars belonging to two managers did Peace realize how abysmal morale really was. Several lessons emerged from the experience: managers must be alert for employee perceptions that don't match their own; frequent and open communication is essential to organizational effectiveness; and, finally, managers can build trust in organizations by disclosing their true feelings and taking risks on behalf of their employees. McKinsey Award Winner.
HBS Number: 86208 Type: Harvard Business Review Article
Publication Date: 3/1/1986
Subjects: Leadership; Management communication; Management styles; Managerial skills; McKinsey Award Winners

Source: Harvard
   I Was Greedy, Too
  Add   View  8 pp.  Article
Author(s): Coutu, Diane L.
Publication Date: 02/01/2003
Product Type: Harvard Business Review Article
Product Description: Americans are outraged at the greediness of Wall Street analysts, dot-com entrepreneurs and, most of all, chief executive officers. How could Tyco’s Dennis Kozlowski use company funds to throw his wife a million-dollar birthday bash on an Italian island? How could Enron‘s Ken Lay sell thousands of shares of his company's once high-flying stock just before it crashed, leaving employees with nothing? Even America's most popular domestic guru, Martha Stewart, is suspected of having her hand in the cookie jar. To some extent, our outrage may be justified, writes HBR senior editor Diane Coutu. And yet, it's easy to forget that just a couple years ago these same people were lauded as heroes. It could easily be argued that it was public indulgence in corporate money lust that largely created the mess we're now in. It's time to take a hard look at greed, both in its general form and in its peculiarly American incarnation, says Coutu. If Federal Reserve Board Chairman Alan Greenspan was correct in telling Congress that "infectious greed" contaminated U.S. business, then we need to try to understand its causes—and how the average American may have contributed to it. Why did so many of us fall prey to greed? Can we be sure it won't happen again?
HBS Number: R0302B
Subjects: Business & society; Business philosophy; Corporate responsibility; Ethics; Human behavior; Psychology; Social issues
Academic Discipline: Social enterprise & ethics

Source: Harvard
   I’m from the Government — And I’m Here to Help You
  Add   View  7 pp.  Case
Karl Borden; Jim Cooper
Jay and Leigh Carlos own and operate East Hampshire Homes, a small chain of homes for the mentally retarded. In this case, they are suddenly confronted by an inspector from OSHA who “aggressively” interprets government regulations to require East Hampshire to implement a hepatitis vaccination program that does not in fact appear to be required by law. Jay Carlos consults with state department bureaucrats, his attorney, and colleagues in the industry and must determine the best strategy to pursue. In doing so, he must consider the conflicting agendas of each of the major players and the role of his business in society.
Source: North American Case Research Association, Case Research Journal, Volume 22, Issue 3
Subjects: Strategic Management; Strategy Versus Tactics; Business Ethics; Business Law

Source: NACRA
   I’ve Got Rhythm: Selling Cardiac Rhythm Management Devices
  Add   View  40 pp.  Case
Author(s): Herzlinger, Regina E.; Lagor, William; Perry, Christopher; St. Germain, Scott
Publication Date: 08/14/2003 Revision Date: 08/14/2006
Product Type: Case (Field)
HBS Number: 9-304-012
Industry Setting: Medical equipment & device industry Gross Revenues: $1billion revenues
Event Year Start: 2003 Event Year End: 2003
Subjects: Health care; Industry analysis; Sales management; Sales strategy; Technology
Academic Discipline: Marketing
Product Description: The head of sales and marketing in a large medical devices firm must decide how to assign his sales force. He compares selling in the pharma, specialty pharma, and device industries and analyzes the reasons for the differences.

Source: Harvard
   I-Love-Stickers.com
  Add   View  16 pp.  Case
Author(s): John S. Haywood-Farmer; Kristyn Eisenschmid
Publication Date: 8/5/2007
Product Type: Case (Field)
Ivey ID: 9B07D017
Geographic Setting: Canada Industry Setting: Miscellaneous Retail Size: Small
Year of Event: 2007 Level of Difficulty: 4 — Undergraduate/MBA
Subjects: Customer service; Work-life balance; Entrepreneurial business growth; Managing a small firm; Market strategy; Marketing planning; Growth strategy
Major Disciplines: Entrepreneurship; Production and Operations Management
Product Description: The founder and president of I-Love-Stickers.com (ILS), a web-based sticker subscription service, was wondering how she could best continue to market the firm to increase subscriptions for all the sticker packs. Her final MBA exams, countless deadlines, the birth of her baby, and the June summer rush period for the business were all approaching rapidly. In addition to these concerns, she also planned to open a sushi restaurant in London later in the spring. She wanted to solidify her plan of action for ILS for the remainder of the year without delay.

Source: Ivey
   I-Mode: NTT DoCoMo’s Wireless Data Service
  Add   View  23 pp.  Case
Author(s): Whang, Seungjin
Publication Date: 09/01/2001 Revision Date: 08/01/2007
Product Type: Case (Library)
Publisher: Stanford University
HBS Number: GS28
Geographic Setting: Japan Industry Setting: Telecommunications industry Number of Employees: 19,700 Gross Revenues: $38 billion revenues
Event Year Start: 1998 Event Year End: 2000
Subjects: Business models; Supply chain; Technological planning
Academic Discipline: Competitive strategy
Product Description: In 1992, Japan’s Nippon Telephone and Telegraph (NTT) spun off its wireless phone service, forming NTT DoCoMo. NTT DoCoMo introduced I-Mode, a wireless data service, in November 1998. At the time of introduction, this was a new, untested market. However, within 2 years, the service had been adopted by 18 million subscribers — 45% of the company‘s Japanese wireless voice customers. This case describes NTT DoCoMo's initial product and marketing strategy, its technology and competition, the company's business model, and future plans. Also describes the supply chain for the wireless data service business, from components, hardware manufacturing, carriers, service and software to end users. This discussion includes business models at each stage, as well as the implications of new technology development. Raises questions about the future direction of NTT DoCoMo and the wireless data industry.

Source: Harvard
   I.C.C. COSMOS CO. LTD.
  Add   View  15 pp.  Case
Bryant MJ; Radford R
A new opportunity presents itself to the managing director of I.C.C. Cosmos Co. Ltd. to extend his product line of processed shrimp into value-added products. The case examines the economic and strategic issues associated with the expansion. Theexpansion is being contemplated at a time when the Thai economy is in severe depression. The managing director also wonders if the management time required is more than he is willing to invest given other business demands.
Ivey Number: 9A98B037
Publication Date: 12/1/1999
Geographic Setting: Thailand Industry Setting: Food and Kindred Products
Company Size: Medium organization
Event Year Start: 1998
Subjects: Capital Budgeting, Product Mix, Exports, Developing Countries
Functional Area: Accounting

Source: Ivey
   I.M.A.G.E. International
  Add   View  5 pp.  Case
Author(s): Spekman, Robert E.; Newton, Derek A.; Ranson, Alexandra; Newton, Derek A.; Spekman, Robert E.
Darden ID: UVA-M-0417
Published: 10/12/1993
Revised: 7/15/2004
Copyright Year: 1993
Subject Area: Marketing
Keywords: Marketing Sales Sales Management;
Teaching Note: UVA-M-0417TN
Abstract: This case furthers student understanding of and familiarity with nonfinancial incentives. It describes major elements that go into making a high-performance sales force; the practices, policies, and philosophies that are revealed about ways to motivate people provide a basis for student discussion. The case also gives the instructor an opportunity to teach students about the unexciting but necessary side of managing a sales force with its quotas, contests, and sales standings.

Source: Darden
  Add   View  5 pp.  Case
Author(s): Spekman, Robert E.; Newton, Derek A.; Ranson, Alexandra; Newton, Derek A.; Spekman, Robert E.
Darden ID: UVA-M-0417
Published: 10/12/1993
Revised: 7/15/2004
Copyright Year: 1993
Subject Area: Marketing
Keywords: Marketing Sales Sales Management;
Teaching Note: UVA-M-0417TN
Abstract: This case furthers student understanding of and familiarity with nonfinancial incentives. It describes major elements that go into making a high-performance sales force; the practices, policies, and philosophies that are revealed about ways to motivate people provide a basis for student discussion. The case also gives the instructor an opportunity to teach students about the unexciting but necessary side of managing a sales force with its quotas, contests, and sales standings.

Source: Darden
  Add   View  7 pp.  Teaching Note
Darden ID: UVA-M-0417TN

Source: Darden
  Add   View  7 pp.  Teaching Note
Darden ID: UVA-M-0417TN

Source: Darden
   i2 Technologies, Inc.
  Add   View  21 pp.  Case
Author(s): Raman, Ananth; Singh, Jasjit
Publication Date: 12/07/1998 Revision Date: 02/24/1999
Product Type: Case (Field)
Product Description: Describes the emergence and growth of i2 Technologies and the supply chain planning software industry. In December 1998, i2’s market capitalization was in excess of $2 billion; the supply chain planning software industry had annual sales of approximately $1 billion and was expected to grow at 57% annually. By describing i2‘s products and the process that the company followed to sell and implement its software at companies, the case provides students with the background needed to understand why i2 was successful. This understanding enables students to address issues like what i2 should do in the future, and whether new competition such as SAP poses a substantial threat to i2's future success.
HBS Number: 9-699-042
Geographic Setting: Texas Industry Setting: software Number of Employees: 2,000 Gross Revenues: $200 million revenues
Event Year Start: 1998 Event Year End: 1998
Subjects: Forecasting; Mathematical programming; Operations management; Operations research; Production planning; Software; Supply chain
Academic Discipline: Operations management
Supplementary Materials: Teaching Note, (5-601-143), 15p, by Ananth Raman

Source: Harvard
  Add     15 pp.  Teaching Note
For use with 9-699-042
HBS Number: 5-601-143
Subjects: Forecasting; Mathematical programming; Operations management; Operations research; Production planning; Software; Supply chain

Source: Harvard
   i2 TradeMatrix
  Add   View  22 pp.  Case
Author(s): McAfee, Andrew
Publication Date: 02/23/2001 Revision Date: 03/13/2003
Product Type: Case (Field)
HBS Number: 9-601-008
Geographic Setting: Texas and California Industry Setting: electronic commerce Number of Employees: 4,000 Gross Revenues: $571.1 million revenues
Event Year Start: 2000 Event Year End: 2000
Subjects: Business to business; Electronic commerce; Information technology; Internet; Mergers & acquisitions
Academic Discipline: Operations management
Product Description: i2 has recently acquired Aspect Development and is incorporating Aspect’s offerings into its TradeMatrix product for business-to-business ecommerce. TradeMatrix embeds i2‘s existing products for optimizing supply chain performance by applying advanced planning and scheduling (APS) algorithms. TradeMatrix also includes capabilities for collaborative product design and sourcing. Aspect was a leader in this field, having developed an extensive database of suppliers and techniques for searching it effectively. i2 and Aspect hope that their combined strengths will make TradeMatrix the platform of choice for communities of collaborating businesses. To do this, however, they must successfully merge their two companies and cultures. Teaching Purpose: To understand how i2 has come to dominate important facets of the large market for technology-assisted interbusiness collaboration, and to explore how this market is likely to evolve in the era of the Internet. i2 has, over the course of its history, migrated far from its roots as a vendor of APS solutions and has clearly outpaced its early competition to become a leading B2B vendor. i2 paid a high price for Aspect, and clearly feels that Aspect possesses critically important capabilities and, by extension, the requirements for successful B2B software. Also alludes to potential difficulties in merging the two corporatio

Source: Harvard
   IA Clarington: Target Click Funds
  Add   View  13 pp.  Case (Field)
Author(s): Chuck Grace; James A. Erskine; Michiel R. Leenders
Ivey ID: 9B09N022
Publication Date: 10/30/2009
Product Type: Case (Field)
Geographic Setting: Canada Industry Setting: Insurance and Pension Funds Size: Large Year of Event: 2008 Level of Difficulty: 2 - Intro/Undergraduate
Subjects: Financial Strategy; Investment Analysis
Major Disciplines: Finance
Product Description: In October 2008, the senior vice-president for product and business development at IA Clarington (IAC), a life and health insurance company, was preparing for a meeting with the president of IAC. The topic of discussion would be IAC?s Target Click Fund, a mutual fund with an options-based guarantee structure targeted towards investors who were looking for growth along with capital preservation. The vice-president had been asked to render his opinion of whether he thought that the fund’s scheduled rebalancing date should be accelerated in order to take advantage of a historic decline in global equity markets. The vice-president had to consider several pieces of information in making his recommendation, including that fact that his main competitors would be quick to take advantage of any misguided recommendation. He wondered if the markets had truly hit bottom, and how/if he could time the rebalancing to the lowest point. Also, the investment philosophy behind IAC and click funds encouraged investors to remain invested during turbulent times: what would changing the rebalancing date indicate to those investors?

Source: Ivey
   IAN STEELE
  Add   View  4 pp.  Case
Bell PC
The proprietor of the Brooke Road 7-11 store was dismayed to learn of the shop’s dismal financial performance the previous year. She knew that an employee had been caught stealing from the shop and had admitted taking $500 from the till over aperiod of about 4 months. The poor financial performance of the store could be explained if the actual amount stolen had been much larger than $500. The proprietor assembled weekly sales records in the hope of estimating the full impact andmagnitude of the thefts. (A Microsoft Excel data file is available for use with this case, product 7A99E009.)
Ivey Number: 9A99E009
Publication Date: 31/08/1999
Geographic Setting: USA Industry Setting: General Merchandise Stores
Company Size: Small organization
Event Year Start: 1997
Subjects: Data Analysis, Statistical Analysis, Regression Analysis
Functional Area: Management Science & Information Systems

Source: Ivey
  Add   View  11 pp.  Teaching Note
Ivey ID: 8A99E09
For use with 9A99E009

Source: Ivey
   IAS 39 “Carve-Out”: How the European Union Hedged Its Exposure to the International Standard on Derivatives and Hedgin
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Author(s): Jagolinzer, Alan D.; Armstrong, Christopher
Publication Date: 05/01/2005 Revision Date: 02/07/2007
Product Type: Case (Field)
Publisher: Stanford University
HBS Number: A191
Subjects: Accounting; Accounting procedures; Derivatives; EC single market; Financial reporting; Hedging; International business; International Financial Reporting Standards; Politics
Academic Discipline: Accounting & control
Product Description: International Accounting Standard (IAS) 39, Financial Instruments: Recognition and Measurement, has attracted considerable controversy throughout its development. Major European financial institutions and political agencies lobbied heavily against the development of certain provisions within the standard. Jacques Chirac, the president of France, suggested that the accounting treatment prescribed in IAS 39 threatens the stability of the European economic structure. Despite its efforts to accommodate constituents’ concerns, the International Accounting Standards board refused to fully concede to lobby pressure and implemented a compromise standard in March 2004. As a result, the European Union‘s Accounting Regulatory Committee voted to recommend that the European Commission only partially adopt IAS 39, effectively “carving-out” two provisions that were the focal point of debate. Explores the history of IAS 39, describes the IAS 39 prescribed accounting treatment for fair value and cash flow hedges, outlines heavily debated issues surrounding macro hedge accounting, and illustrates the impact of politics in the accounting standard setting process. Also explores the implications of the European Commission's “carve-out” on the viability of the International Accounting Standards board and the board's overriding goal of global harmonization of financial reporting standards.

Source: Harvard
   IBCA, Ltd.
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Gaik Eng Lim
IBCA, Ltd. Was the third largest international rating agency in the world after Standard & Poors and Moody’s. In line with the globalization of capital markets, IBCA broadened its worldwide coverage by opening wholly-owned offices and establishing affiliates with rating agencies in Brazil, Chile, Indonesia, Malaysia, and other countries. In the long run, these emerging markets of Latin America and Asia would be increasingly important to IBCA‘s growth. The Managing Director of IBCA had to decide which region would provide better returns, given the firm's resources. The Managing Director also had to formulate a business strategy for meeting increasing competition from Standard & Poors and Moody's, as well as chart the future direction of IBCA.
Source: North American Case Research Association, Case Research Journal, Volume 19, Issue 2
Subjects: Strategic Management, Globalization, Competitive Strategy, Corporate Strategy

Source: NACRA
  Add   View  10 pp.  Teaching Note
Source: NACRA
   Ibersnacks, S.A.
  Add   View  8 pp.  Case
Author(s): Lessard, Donald R.; Rahnema, Ahmad
Publication Date: 01/01/1993 Revision Date: 02/01/1997
Product Type: Case (Field)
Publisher: IESE University of Navarra
Product Description: Provides a framework for introducing the analysis of costs of financing for different currency choices. Allows for the measurement of the foreign exchange risk and its impact on the firm’s financing costs as well as its operating margin. Also deals with the links between the firm‘s competitive position and its choice of financing.
HBS Number: IES017
Geographic Setting: Spain Industry Setting: Snack food industry
Event Year Start: 1992 Event Year End: 1992
Subjects: Debt management; Financial analysis; Food; Foreign exchange; International finance; Risk
Academic Discipline: Finance
Supplementary Materials: Teaching Note, (IES018), 7p, by Donald R. Lessard, Ahmad Rahnema

Source: Harvard
   IBETO GROUP: THE CASE FOR THE NIGERIAN E-ENTERPRISE
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David-West, O — Lagos Business School
Oyebode, A — Lagos Business School

Distributor: ecch (www.ecch.com) Reference: 906-054-1 Language: English
Category: Knowledge, Information and Communications Systems Management Data source: Field research
Product Year: 2006
Geo location: Nigeria Industry: Manufacturing, commodity trading Size: 1,500 employees Timing: 2003
Topics: Enterprise systems; ERP (enterprise resource planning); Information technology; Software selection; Small and medium enterprises
Abstract: The Ibeto Group is a Nigerian conglomerate engaged in a variety of businesses from manufacturing to hotel management. Prior to the engagement of the founder’s first son, the operations of the Group were predominantly manual. In this case, we see a medium-sized Nigerian organisation seeking to transform itself from a manual organisation to an e-enterprise using enterprise resource planning (ERP) systems. The case also illustrates the challenges small and medium enterprises in emerging economies encounter in the acquisition of information technology, the myths of ERP systems, and issues related to systems development.

Source: ecch
   IBIL: PENETRATING RURAL MARKETS
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Natarajan, R — T.A. Pai Management Institute
Singh, S K — T.A. Pai Management Institute

Distributor: ecch (www.ecch.com) Reference: 506-220-1 Language: English
Category: Marketing Data source: Field research
Product Year: 2006
Geo location: India Industry: Tyre manufacturing
Topics: Indian Biscuits Limited (IBIL); Area sales manager (ASM); Distribution system; Ready stock system; Clearing and Forwarding Agent (CFA); Penetrating rural areas; Super stockist system; Authorised wholesaler; Retailer; Consumer; Retail outlets
Abstract: This abstract is currently unavailable.

Source: ecch
   IBM After-Sales Service
  Add     8 pp.  Teaching Note
For use with 9-693-001
HBS Number: 5-696-046
Subjects: Computer industry; Customer service; Distribution; Inventory management; Logistics; Service management

Source: Harvard
   IBM AND APPLE COMPUTER ALLIANCE (A)
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Author(s): Crowder, Lane; Paddack, Katarina; Spekman, Robert E.
Darden ID: UVA-M-0509
Published: 1/15/1997
Copyright Year: 1997
Subject Area: Marketing
Keywords: #strategic alliance strategic alliance failure computer industry Apple computer IBM no blame review strategic planning technology conflict resolution; #
Teaching Note: UVA-M-0509TN
Abstract: This case series (labeled A through D, UVA-M-0509 through UVA-M-0512) help students understand and articulate the stark realities that bring competitors together as alliance partners. The A case sets the stage for the series, describing the rationale for the alliance, the areas of conflict, and how each company sees the problems. Students are urged to examine strategies to solve the two partners’ differences and to determine whether the alliance is even worth salvaging.

Source: Darden
  Add   View  9 pp.  Case
Author(s): Crowder, Lane; Paddack, Katarina; Spekman, Robert E.
Darden ID: UVA-M-0509
Published: 1/15/1997
Copyright Year: 1997
Subject Area: Marketing
Keywords: #strategic alliance strategic alliance failure computer industry Apple computer IBM no blame review strategic planning technology conflict resolution; #
Teaching Note: UVA-M-0509TN
Abstract: This case series (labeled A through D, UVA-M-0509 through UVA-M-0512) help students understand and articulate the stark realities that bring competitors together as alliance partners. The A case sets the stage for the series, describing the rationale for the alliance, the areas of conflict, and how each company sees the problems. Students are urged to examine strategies to solve the two partners’ differences and to determine whether the alliance is even worth salvaging.

Source: Darden
  Add   View  6 pp.  Teaching Note
Darden ID: UVA-M-0509TN

Source: Darden
  Add   View  6 pp.  Teaching Note
Darden ID: UVA-M-0509TN

Source: Darden
   IBM AND APPLE COMPUTER ALLIANCE (B)
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Author(s): Crowder, Lane; Paddack, Katarina; Spekman, Robert E.
Darden ID: UVA-M-0510
Published: 1/15/1997
Copyright Year: 1997
Subject Area: Marketing
Keywords: conflict management, strategic alliance, strategic planning, technology management, diversity issues
Teaching Note: UVA-M-0509TN
Abstract: This case series (labeled A through D, UVA-M-0509 through UVA-M-0512) help students understand and articulate the stark realities that bring competitors together as alliance partners. The B case looks at IBM’s history and examines the alliance from its viewpoint.

Source: Darden
  Add   View  12 pp.  Case
Author(s): Crowder, Lane; Paddack, Katarina; Spekman, Robert E.
Darden ID: UVA-M-0510
Published: 1/15/1997
Copyright Year: 1997
Subject Area: Marketing
Keywords: conflict management, strategic alliance, strategic planning, technology management, diversity issues
Teaching Note: UVA-M-0509TN
Abstract: This case series (labeled A through D, UVA-M-0509 through UVA-M-0512) help students understand and articulate the stark realities that bring competitors together as alliance partners. The B case looks at IBM’s history and examines the alliance from its viewpoint.

Source: Darden
  Add   View  6 pp.  Teaching Note
Darden ID: UVA-M-0509TN

Source: Darden
  Add   View  6 pp.  Teaching Note
Darden ID: UVA-M-0509TN

Source: Darden
   IBM AND APPLE COMPUTER ALLIANCE (C)
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Author(s): Crowder, Lane; Paddack, Katarina; Spekman, Robert E.;
Darden ID: UVA-M-0511
Published: 1/15/1997
Copyright Year: 1997
Subject Area: Marketing
Keywords: Conflict management; Entrepreneurship; Strategic alliance; Strategic planning; Technology management; Alternative Business Issue or Setting; Cross-cultural issues; Diversity issues
Teaching Note: UVA-M-0509TN
Abstract: This case series (labeled A through D, UVA-M-0509 through UVA-M-0512) helps students understand and articulate the stark realities that bring competitors together as alliance partners. The C case examines Apple Computer’s history and looks at the alliance from its viewpoint.

Source: Darden
  Add   View  13 pp.  Case
Author(s): Crowder, Lane; Paddack, Katarina; Spekman, Robert E.;
Darden ID: UVA-M-0511
Published: 1/15/1997
Copyright Year: 1997
Subject Area: Marketing
Keywords: Conflict management; Entrepreneurship; Strategic alliance; Strategic planning; Technology management; Alternative Business Issue or Setting; Cross-cultural issues; Diversity issues
Teaching Note: UVA-M-0509TN
Abstract: This case series (labeled A through D, UVA-M-0509 through UVA-M-0512) helps students understand and articulate the stark realities that bring competitors together as alliance partners. The C case examines Apple Computer’s history and looks at the alliance from its viewpoint.

Source: Darden
  Add   View  6 pp.  Teaching Note
Darden ID: UVA-M-0509TN

Source: Darden
   IBM AND APPLE COMPUTER ALLIANCE (D)
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Author(s): Paddack, Katarina; Spekman, Robert E.
Darden ID: UVA-M-0512
Published: 1/15/1997
Copyright Year: 1997
Subject Area: Marketing
Keywords: conflict management strategic planning alliance technology
Teaching Note: UVA-M-0509TN
Abstract: This case series (labeled A through D, UVA-M-0509 through UVA-M-0512) helps students understand and articulate the stark realities that bring competitors together as alliance partners. The D case provides the epilogue to the story of the alliance between IBM and Apple.

Source: Darden
  Add   View  7 pp.  Case
Author(s): Paddack, Katarina; Spekman, Robert E.
Darden ID: UVA-M-0512
Published: 1/15/1997
Copyright Year: 1997
Subject Area: Marketing
Keywords: conflict management strategic planning alliance technology
Teaching Note: UVA-M-0509TN
Abstract: This case series (labeled A through D, UVA-M-0509 through UVA-M-0512) helps students understand and articulate the stark realities that bring competitors together as alliance partners. The D case provides the epilogue to the story of the alliance between IBM and Apple.

Source: Darden
  Add   View  6 pp.  Teaching Note
Darden ID: UVA-M-0509TN

Source: Darden
  Add   View  6 pp.  Teaching Note
Darden ID: UVA-M-0509TN

Source: Darden
   IBM and Eclipse (A)
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Author(s): O’Mahony, Siobhan; Diaz, Fernando Cela; Mamas, Evan
Publication Date: 12/16/2005
Product Type: Case (Field)
HBS Number: 9-906-007
Geographic Setting: North America Number of Employees: 291,067 Gross Revenues: $81.7 million revenues
Event Year Start: 1998 Event Year End: 2001
Subjects: Collaboration; Industry standards; Open-source software; Open-source technologies; Organizational change; Product development; Technological planning; Vendors
Academic Discipline: Management of information systems
Supplementary Materials: Supplement (Field), (9-906-011), 7p, by Siobhan O‘Mahony, Fernando Cela Diaz, Evan Mamas
Product Description: IBM faces a collective action problem: It open sourced its $40 million application platform and has to convince other companies to contribute. Explores the events leading up to IBM's decision to make the Eclipse platform available as an Open Source project. In 1998, Lee Nackman, director of architecture for the application and integration middleware of the IBM Software Group, initiates the development of a software platform that would enable IBM products to offer better interoperability and a common look and feel. In the years that follow, Lee faces the challenge of getting the platform adopted within IBM and the need to manage carefully its evolution. The Eclipse platform works and gains momentum, but IBM would like to create an ecosystem of complementing applications developed by independent software vendors (ISVs). In 2001, IBM forms the Eclipse Consortium and makes the Eclipse platform available as Open Source software. Despite the popularity of the Eclipse platform, ISVs still hesitate to deliver complementing applications and to contribute actively back to the platform. Market analysts are not sure whether this project is truly open source. Lee and his colleagues are trying to decide whether the Open Sourc

Source: Harvard
   IBM and Eclipse (B)
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Author(s): O’Mahony, Siobhan; Diaz, Fernando Cela; Mamas, Evan
Publication Date: 12/16/2005
Product Type: Supplement (Field)
Product Description: An abstract is not available for this product. Must be used with: (9-906-007) IBM and Eclipse (A).
HBS Number: 9-906-011
Subjects: Collaboration; Industry standards; Open-source software; Open-source technologies; Organizational change; Product development; Technological planning; Vendors
Academic Discipline: Management of information systems

Source: Harvard
   IBM and Linux (A)
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Author(s): Baldwin, Carliss Y.; O’Mahony, Siobhan; Quinn, James
Publication Date: 06/26/2003
Product Type: Case (Library)
Product Description: In the fall of 1998, Dan Frye, member of IBM‘s emerging technologies and business team, is trying to decide whether to forge a strategic alliance with the Linux Development Community (LDC). Just two years earlier, IBM had its first exposure to an “open source” software program when it selected Apache as the web server program for the web site of the Atlanta Summer Olympic Games. Based on its success with Apache, and Frye's intuition that Linux could be a critical, strategic step in the new “network-centric'' computing environment, Frye and his colleagues are trying to decide whether an alliance between IBM and LDC would serve their interests—and, if so, how IBM could manage the alliance with a loosely affiliated group of software developers.
HBS Number: 9-903-083
Geographic Setting: New York Industry Setting: computers Number of Employees: 270,000 Gross Revenues: $78.5 billion
Event Year Start: 1998 Event Year End: 1998
Subjects: Competitive strategy; Computer industry; Corporate strategy; Finance; High technology; Manufacturing industry; Mergers & acquisitions; Organization; Organizational structure; Real options; Strategic alliances
Academic Discipline: Competitive strategy

Source: Harvard
   IBM and Siemens: Revitalizing the Rolm Division (A)
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Nanda, Ashish; Davila, Antonio; Levenson, Georgia
Opens with a discussion of the evolution of the PBX industry in the 1970s and 1980s. Follows Rolm from an independent company to an IBM acquisition, and considers the problem it faced as an IBM division. Then switches to describing Siemens’ growing interest in the U.S. PBX market and ends with IBM and Siemens negotiating over Rolm‘s future. Teaching Purpose: Treats three important characteristics of restructuring joint ventures: 1) joint ventures as mechanisms for business transfer, 2) relevant tradeoffs to consider in deciding between joint venturing and direct sale, and 3) optimal life spans of such joint ventures.
HBS Number: 9-397-058 Type: Case (Library)
Publication Date: 1/13/97 Revision Date: 11/20/97
Geographic Setting: United States Industry Setting: PBX Number of Employees: 8,000 Gross Revenues: $300 million revenues
Event Year Start: 1984 Event Year End: 1988
Subjects: Business policy; Corporate strategy; Joint ventures; Restructuring; Strategy implementation
Supplementary Materials: Supplement (Library), (9-397-061), 2p, by Ashish Nanda, Antonio Davila, Georgia Levenson; Supplement (Library), (9-397-062), 2p, by Ashish Nanda, Antonio Davila, Georgia Levenson; Teaching Note, (5-397-060), 13p, by Ashish Nanda

Source: Harvard
  Add     13 pp.  Teaching Note
For use with 9-397-058
HBS Number: 5-397-060
Subjects: Business policy; Corporate strategy; Joint ventures; Restructuring; Strategy implementation

Source: Harvard
   IBM and Siemens: Revitalizing the Rolm Division (B)
  Add   View  2 pp.  Case
Author(s): Nanda, Ashish ; Nanda, Ashish ; Davila, Antonio ; Levenson, Georgia
Publication Date: 01/13/1997 Revision Date: 11/20/1997
Product Type: Supplement (Library)
Publisher: Harvard Business School
HBS Number: 397061
Subjects: Restructuring; Corporate strategy; Joint ventures; Implementing strategy
Academic Discipline: General management
Supplementary Materials: Case Teaching Note, (397060), 13p, by Ashish Nanda
Product Description: Supplements the (A) case.

Source: Harvard
  Add   View  2 pp.  Case
Author(s): Nanda, Ashish; Davila, Antonio; Levenson,
Publication Date: 01/13/1997 Revision Date: 11/20/1997
Product Type: Supplement (Library)
Product Description: Supplements the (A) case. Must be used with: (9-397-058) IBM and Siemens: Revitalizing the Rolm Division (A).
HBS Number: 9-397-061
Subjects: Business policy; Corporate strategy; Joint ventures; Restructuring; Strategy implementation
Academic Discipline: General management
Supplementary Materials: Teaching Note, (5-397-060), 13p, by Ashish Nanda

Source: Harvard
  Add     13 pp.  Teaching Note
For use with 9-397-061
HBS Number: 5-397-060
Subjects: Business policy; Corporate strategy; Joint ventures; Restructuring; Strategy implementation

Source: Harvard
   IBM and Siemens: Revitalizing the Rolm Division (C)
  Add   View  2 pp.  Case
Author(s): Nanda, Ashish ; Nanda, Ashish ; Davila, Antonio ; Levenson, Georgia
Publication Date: 01/13/1997 Revision Date: 11/20/1997
Product Type: Supplement (Library)
Publisher: Harvard Business School
HBS Number: 397062
Subjects: Restructuring; Corporate strategy; Joint ventures; Implementing strategy
Academic Discipline: General management
Supplementary Materials: Case Teaching Note, (397060), 13p, by Ashish Nanda
Product Description: Supplements the (A) case.

Source: Harvard
  Add   View  2 pp.  Case
Author(s): Nanda, Ashish; Davila, Antonio; Levenson,
Publication Date: 01/13/1997 Revision Date: 11/20/1997
Product Type: Supplement (Library)
Product Description: Supplements the (A) case. Must be used with: (9-397-058) IBM and Siemens: Revitalizing the Rolm Division (A).
HBS Number: 9-397-062
Subjects: Business policy; Corporate strategy; Joint ventures; Restructuring; Strategy implementation
Academic Discipline: General management
Supplementary Materials: Teaching Note, (5-397-060), 13p, by Ashish Nanda

Source: Harvard
  Add     13 pp.  Teaching Note
For use with 9-397-062
HBS Number: 5-397-060
Subjects: Business policy; Corporate strategy; Joint ventures; Restructuring; Strategy implementation

Source: Harvard
   IBM Canada: Global Services (A)
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Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 403070
Geographic Setting: Canada Gross Revenue: $17 billion revenues
Event Year Start: 2000 Event Year End: 2001
Subjects: Organizational behavior; Innovation; Leadership; Teams; Organizational structure; Organizational culture; Information & technology
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Supplement, (403078), 4p, by Michael L. Tushman, David Kiron, Wendy Smith; Supplement, (403079), 5p, by Michael L. Tushman, David Kiron, Wendy Smith
Product Description: IBM Canada Global Services is losing shares in a stagnant information technology market. A new leader must overcome a senior team rife with internal conflict and change internal processes to drive innovation streams. The leader struggles to build an ambidextrous structure and senior team.

Source: Harvard
  Add   View  17 pp.  Case
Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 403070
Geographic Setting: Canada Gross Revenue: $17 billion revenues
Event Year Start: 2000 Event Year End: 2001
Subjects: Organizational behavior; Innovation; Leadership; Teams; Organizational structure; Organizational culture; Information & technology
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Supplement, (403078), 4p, by Michael L. Tushman, David Kiron, Wendy Smith; Supplement, (403079), 5p, by Michael L. Tushman, David Kiron, Wendy Smith
Product Description: IBM Canada Global Services is losing shares in a stagnant information technology market. A new leader must overcome a senior team rife with internal conflict and change internal processes to drive innovation streams. The leader struggles to build an ambidextrous structure and senior team.

Source: Harvard
  Add   View  17 pp.  Case
Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Case (Field)
Product Description: IBM Canada Global Services is losing shares in a stagnant information technology market. A new leader must overcome a senior team rife with internal conflict and change internal processes to drive innovation streams. The leader struggles to build an ambidextrous structure and senior team. This case documents the cultural changes needed to implement innovations, better teamwork, and new organization. Teaching Purpose: Describes innovation in a services organization.
HBS Number: 9-403-070
Geographic Setting: CanadaIndustry Setting: information technologyGross Revenues: $17 billion revenues
Event Year Start: 2000Event Year End: 2001
Subjects: Canada; Corporate culture; Information services; Information technology; Innovation; Leadership; Organizational behavior; Organizational structure; Service organizations; Teams
Academic Discipline: Organizational behavior & leadership
Supplementary Materials: Supplement (Field), (9-403-078), 4p, by Michael L. Tushman, David Kiron, Wendy Smith; Supplement (Field), (9-403-079), 4p, by Michael L. Tushman, David Kiron, Wendy Smith

Source: Harvard
   IBM Canada: Global Services (B)
  Add   View  4 pp.  Case
Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Supplement (Field)
Publisher: Harvard Business School
HBS Number: 403078
Geographic Setting: Canada
Subjects: Organizational behavior; Innovation; Leadership; Teams; Organizational structure; Organizational culture; Information & technology
Academic Discipline: Organizational Behavior & leadership
Product Description: Supplements the (A) case.

Source: Harvard
  Add   View  4 pp.  Case
Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. Must be used with: (9-403-070) IBM Canada: Global Services (A).
HBS Number: 9-403-078
Subjects: Canada; Corporate culture; Information services; Information technology; Innovation; Leadership; Organizational behavior; Organizational structure; Service organizations; Teams
Academic Discipline: Organizational behavior & leadership

Source: Harvard
  Add   View  4 pp.  Case
Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Supplement (Field)
Publisher: Harvard Business School
HBS Number: 403078
Geographic Setting: Canada
Subjects: Organizational behavior; Innovation; Leadership; Teams; Organizational structure; Organizational culture; Information & technology
Academic Discipline: Organizational Behavior & leadership
Product Description: Supplements the (A) case.

Source: Harvard
   IBM Canada: Global Services (C)
  Add   View  5 pp.  Case
Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Supplement (Field)
Publisher: Harvard Business School
HBS Number: 403079
Geographic Setting: Canada
Subjects: Organizational behavior; Innovation; Leadership; Teams; Organizational structure; Organizational culture; Information & technology
Academic Discipline: Organizational Behavior & leadership
Product Description: Supplements the (A) case.

Source: Harvard
  Add   View  5 pp.  Case
Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. Must be used with: (9-403-070) IBM Canada: Global Services (A).
HBS Number: 9-403-079
Subjects: Canada; Corporate culture; Information services; Information technology; Innovation; Leadership; Organizational behavior; Organizational structure; Service organizations; Teams
Academic Discipline: Organizational behavior & leadership

Source: Harvard
  Add   View  5 pp.  Case
Author(s): Tushman, Michael L.; Kiron, David; Smith, Wendy
Publication Date: 04/17/2003
Product Type: Supplement (Field)
Publisher: Harvard Business School
HBS Number: 403079
Geographic Setting: Canada
Subjects: Organizational behavior; Innovation; Leadership; Teams; Organizational structure; Organizational culture; Information & technology
Academic Discipline: Organizational Behavior & leadership
Product Description: Supplements the (A) case.

Source: Harvard
   IBM Corp. Turnaround
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Author(s): Austin, Robert D.; Nolan, Richard L.
Publication Date: 03/14/2000 Revision Date: 11/14/2000
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 600098
Geographic Setting: New York Number of Employees: 300,000 Gross Revenue: $80 billion revenues
Event Year Start: 1991 Event Year End: 1995
Subjects: Computers; Leadership; Organizational change; Information & technology; Disruptive innovation
Academic Discipline: Operations management
Supplementary Materials: Case Teaching Note, (301073), 22p, by Richard L. Nolan
Product Description: Describes the details of IBM’s dramatic corporate turnaround in the early 1990s led by CEO Louis V. Gerstner. Accounts of events are from interviews with IBM executives. Covers the factors that led to the company‘s decline and actions taken to recover.

Source: Harvard
  Add   View  19 pp.  Case
Author(s): Austin, Robert D.; Nolan, Richard L.
Publication Date: 03/14/2000 Revision Date: 11/14/2000
Product Type: Case (Field)
Product Description: Describes the details of IBM’s dramatic corporate turnaround in the early 1990‘s led by CEO Louis V. Gerstner. Accounts of events are from interviews with IBM executives. Covers the factors that led to the company's decline and actions taken to get to recovery. Teaching Purpose: To demonstrate how one company orchestrated perhaps the most impressive turnaround in corporate history.
HBS Number: 9-600-098
Geographic Setting: Armonk, NY Industry Setting: computer hardware & software
Company Size: Fortune 500 Number of Employees: 300,000 Gross Revenues: $80 billion revenues
Event Year Start: 1991 Event Year End: 1995
Subjects: Computer industry; Computer services; Disruptive technologies; Information technology; Leadership; Organizational change
Academic Discipline: Operations management
Supplementary Materials: Teaching Note, (5-301-073), 22p, by Richard L. Nolan

Source: Harvard
  Add     22 pp.  Teaching Note
For use with 9-600-098
HBS Number: 5-301-073
Subjects: Computer industry; Computer services; Disruptive technologies; Information technology; Leadership; Organizational change

Source: Harvard
   IBM Corp., Background Note
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Author(s): Vancil, Richard F.; Bhambri, Arvind; Wilso
Publication Date: 10/01/1979 Revision Date: 01/13/1983
Product Type: Note
Product Description: Describes some aspects of how the senior managers of IBM conducted its affairs. Much of this note is a factual description of the design of the organization and of the formal process by which members of the organization worked together. Also contains excerpts from interviews with IBM executives describing their views of the corporation’s managerial philosophy which guided their actions. May be used with: (9-180-042) IBM Corp.: The Bubble-Memory Incident.
HBS Number: 9-180-034
Subjects: Computer industry; Management philosophy; Organizational design; Organizational structure
Academic Discipline: Human resources management
Supplementary Materials: Teaching Note, (5-182-230), 8p, by Richard F. Vancil; Case Video, (9-880-503), 34 min, by Richard F. Vancil

Source: Harvard
  Add     9 pp.  Teaching Note
For use with 9-180-034
HBS Number: 5-182-230
Subjects: Computer industry; Management philosophy; Organizational design; Organizational structure

Source: Harvard
   IBM Corp.: "Make It Your Business" (A)
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Simons, Robert L.; Weston, Hilary A.
In 1987, IBM changed its strategy in an attempt to become a market-driven company rather than a product-driven company. The case begins with a description of the new strategy and the reasons for the change and then describes the top-down sales planning and quota system in use under the old strategy. Concludes with a discussion of the reasons why the new strategy cannot be implemented without changing the sales planning and quota systems. The challenge for students is to design new systems to support IBM’s market-driven strategy.
HBS Number: 9-190-137 Type: Case (Field)
Publication Date: 3/20/1990 Revision Date: 6/17/1991
Geographic Setting: United States Industry Setting: computer technology
Company Size: Fortune 500 Gross Revenues: $60 billion revenues
Event Year Start: 1989 Event Year End: 1989
Subjects: Computer industry; Control systems; Goal setting; Incentives; Planning systems; Sales management; Strategy implementation
Supplementary Materials: Supplement (Field), (9-190-138), 2p, by Robert L. Simons, Hilary A. Weston; Teaching Note, (5-191-171), 23p, by Robert L. Simons

Source: Harvard
  Add     23 pp.  Teaching Note
For use with 9-190-137
HBS Number: 5-191-171
Subjects: Computer industry; Control systems; Goal setting; Incentives; Planning systems; Sales management; Strategy implementation

Source: Harvard
   IBM Corp.: The Bubble-Memory Incident
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Author(s): Vancil, Richard F.; Bhambri, Arvind; Wilson, James
Publication Date: 10/01/1979 Revision Date: 01/13/1983
Product Type: Case (Field)
Product Description: Focuses on the role of IBM’s Corporate Management Committee (CMC) in resolving conflicts between the line and staff elements of IBM‘s organization. The issue for discussion is not a substantive technological question but a question of the proper role for the CMC in dealing with such questions. May be used with: (9-180-034) IBM Corp., Background Note.
HBS Number: 9-180-042
Geographic Setting: United States Industry Setting: computers Company Size: Fortune 500
Event Year Start: 1979 Event Year End: 1979
Subjects: Computer industry; Control systems; Organizational structure; Resource allocation; Technology
Academic Discipline: Human resources management
Supplementary Materials: Supplement (Note), (9-483-128), 1p, by Vijay V. Sathe; Case Video, (9-880-504), 10 min, by Richard F. Vancil; Teaching Note, (5-182-230), 9p, by Richard F. Vancil

Source: Harvard
  Add     9 pp.  Teaching Note
For use with 9-180-042
HBS Number: 5-182-230
Subjects: Computer industry; Control systems; Organizational structure; Resource allocation; Technology

Source: Harvard
   IBM Corp.: The Bubble-Memory Incident, Chronology of Key Events
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Author(s): Sathe, Vijay V.
Publication Date: 06/21/1983 Revision Date: 12/19/1983
Product Type: Supplement (Note)
Product Description: Supplements the case. Must be used with: (9-180-042) IBM Corp.: The Bubble-Memory Incident.
HBS Number: 9-483-128
Industry Setting: Computer industry
Subjects: Control systems; Organizational structure; Resource allocation; Technology
Academic Discipline: Human resources management

Source: Harvard
   IBM Corp.: “Make It Your Business” (B)
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Author(s): Simons, Robert L.; Weston, Hilary A.
Publication Date: 03/21/1990 Revision Date: 04/02/1990
Product Type: Supplement (Field)
Product Description: Reveals the system changes that IBM adopted. Designed as an in-class handout after discussion of the (A) case. Must be used with: (9-190-137) IBM Corp.: "Make It Your Business" (A).
HBS Number: 9-190-138
Subjects: Computer industry; Control systems; Goal setting; Incentives; Planning systems; Sales management; Strategy implementation
Academic Discipline: Accounting & control
Supplementary Materials: Teaching Note, (5-191-171), 23p, by Robert L. Simons

Source: Harvard
  Add     23 pp.  Teaching Note
For use with 9-190-138
HBS Number: 5-191-171
Subjects: Computer industry; Control systems; Goal setting; Incentives; Planning systems; Sales management; Strategy implementation

Source: Harvard
   IBM Culture in Its Architecture
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Author(s): Kohn, A. Eugene; Herman, Kerry
Publication Date: 02/21/2007
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 207026
Geographic Setting: New York Number of Employees: 315,000 Gross Revenue: $60 billion revenues
Event Year Start: 1992 Event Year End: 1992
Subjects: Design; Turnarounds
Academic Discipline: Organizational Behavior & leadership
Product Description: In 1992, Lou Gerstner was the CEO of IBM during a period where the firm was losing money and a turnaround was desperately needed. In a bold decision, Gerstner chose to build a new headquarters in Armonk, NY that had strict limits on expandability. His idea was to use the building — with its design and architecture — to change the culture of IBM. Justification to shareholders for a large capital expenditure when the firm was losing $5 billion by year and laying off nearly 25,000 employees was an extreme challenge for Gerstner. However, he was adamant in his vision, and wanted to create a culture with fluid, unobstructed communication between divisions. Gerstner also wanted to eliminate bloated overhangs within the organization on cost, personnel, and physical structure levels. The challenge to the architects was to articulate Gerstner’s ideas into form.

Source: Harvard
   IBM IN CHINA: DESIGNING A STAKEHOLDER ASSESSMENT TEAM
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White, S
Publisher: China Europe International Business School
Distributor: ecch (www.ecch.com) Reference: 308-354-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 2008
Geo location: China Industry: IT services Size: 130,000 employess Timing: 2007
Topics: Corporate social responsibility (CSR); Teams; Organisation design; Stakeholders; Strategy execution; China
Abstract: Henry Chow, the Head of IBM Greater China, saw a need for a more systematic approach to assessing how each major group of stakeholders saw IBM Greater China, and its performance as a corporate citizen (under the broad rubric of corporate social responsibility). In recent years in China, this has been particularly important as the government has begun to push a broad social development agenda, and expects firms to play a major role in realising its social objectives. The case asks students to design a team that would be most appropriate for gathering and consolidating information from key stakeholders, to serve as an input into IBM Greater China’s strategic planning.

Source: ecch
   IBM IN CHINA: RESPONDING TO A GOVERNMENT’S SOCIAL INITIATIVES
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White, S
Publisher: China Europe International Business School
Distributor: ecch (www.ecch.com) Reference: 308-355-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 2008
Geo location: China Industry: IT services Size: 130,000 employess Timing: 2007
Topics: Corporate social responsibility (CSR); China; Business development; Government relations; Political environment; Strategic decision-making
Abstract: The Chinese government introduced two broad social development initiatives in 2006, with the objective of addressing the increasing gap in economic and other measures of development among segments of society and regions in China. Firms, especially multinationals like IBM, need to consider how to respond to these initiatives. This case elicits discussion on how to integrate critical stakeholder management with corporate strategy.

Source: ecch
   IBM in the 21st Century: The Coming of the Globally Integrated Enterprise
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Author(s): Kanter, Rosabeth Moss
Publication Date: 03/31/2008 Revision Date: 10/07/2009
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 308105
Number of Employees: 385000 Gross Revenue: $99 billion
Event Year Start: 2005 Subjects: Innovation; Change management; Organizational change; IT management
Academic Discipline: General management
Supplementary Materials: Case Teaching Note, (310006), 11p, by Rosabeth Moss Kanter, Matthew Bird
Product Description: Members of IBM’s fifth Integration and Values Team (IVT5) were close to finishing their deliberations. Convened by Sam Palmisano, Chairman and CEO, and sponsored by Jon Iwata, Senior VP of Corporate Communications and Marketing, and John E. Kelly III, Senior VP and Director of Research, the IVT5‘s focus was on “the global IBMer”-define and develop global leaders; make the “globally integrated enterprise” relevant to all employees through corporate citizenship initiatives reflective of the company's values; and help IBM compete globally by ensuring market access. The scope was all 170 countries in which IBM operated. As leaders who had risen to their positions as systems thinkers committed to innovation, the team knew it was necessary to stand back and look at the big picture-to see how IBM worked now and operate at its best in order to understand the gaps, dilemmas, and opportunities.

Source: Harvard
   IBM Innovations: Introduction of the PS/2
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Author(s): Sultan, Fareena
Publication Date: 08/17/1989 Revision Date: 06/03/1992
Product Type: Case (Field)
Product Description: Set in February 1987 prior to the announcement of IBM’s new line of personal computers, the Personal System 2 (PS/2). Heads of the National Distribution Division and of the Entry Systems Division of IBM are meeting to finalize plans for the upcoming announcement. They wonder whether they have done enough to gather information about the date of announcement and whether they have made an appropriate response to market and channel dynamics. The situation IBM faces is complicated by the fact that during this meeting they are informed that IBM‘s plant in Taiwan has caught fire. Teaching objectives: 1) To assess situations facing a large corporation in the long run (customers and channels) and in the short run (timing of announcement of new products); 2) To explore innovation as a strategy and examine issues related to product announcement.
HBS Number: 9-590-026
Geographic Setting: United StatesIndustry Setting: personal computerCompany Size: Fortune 500Gross Revenues: $58 billion 1986 assets
Event Year Start: 1987Event Year End: 1987
Subjects: Marketing management; Product introduction; Self evaluation; Technological change
Academic Discipline: Marketing
Supplementary Materials: Teaching Note, (5-591-108), 14p, by Fareena Sultan

Source: Harvard
   IBM Ireland: Reinventing Education Crosses the Atlantic
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Author(s): Kanter, Rosabeth Moss; Scannell, John
Publication Date: 11/16/1999
Product Type: Case (Field)
Product Description: In Ireland, IBM has just launched an innovation partnership with the Ministry of Education to bring information technology to Irish schools. Wired for Learning was developed in the United States; how well will it be applied in Ireland? Teaching Purpose: International diffusion of technological and social innovation.
HBS Number: 9-300-034
Geographic Setting: IrelandIndustry Setting: information technologyNumber of Employees: 200,000Gross Revenues: $60 billion revenues
Event Year Start: 1997Event Year End: 1999
Subjects: Corporate responsibility; Education & industry; Europe; Information technology; Social enterprise
Academic Discipline: Social enterprise & ethics
Supplementary Materials: Teaching Note, (5-302-046), 10p, by Rosabeth Moss Kanter

Source: Harvard
  Add     10 pp.  Teaching Note
For use with 9-300-034
HBS Number: 5-302-046
Subjects: Corporate responsibility; Education & industry; Europe; Information technology; Social enterprise

Source: Harvard
   IBM Network Technology (A)
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Author(s): Tushman, Michael L.; Wood, Robert Chapman
Publication Date: 11/21/2001 Revision Date: 10/24/2004
Product Type: Case (Field)
Product Description: An unconventional manager within IBM leads the creation of a business unit with multi-billion-dollar potential, winning over customers and nudging the organization to make the changes needed to achieve dramatic growth. This case provides an example of how organizational design and leadership behavior shape performance. Also an example of ambidextrous organization design. Teaching Purpose: Shows how growth requires organizations to create new units and rely on unconventional people and to deal with the differences between the unconventional and those who deliver steady results. Shows the relationship between senior teams and organization design.
HBS Number: 9-402-012
Geographic Setting: GlobalIndustry Setting: high technologyNumber of Employees: 100,000Gross Revenues: $88 billion revenues
Event Year Start: 1999Event Year End: 2001
Subjects: Ambidextrous organizations; Computer industry; Entrepreneurial management; High technology; Innovation; Leadership; Management of change; Organizational design; Teams
Academic Discipline: Organizational behavior & leadership
Supplementary Materials: Supplement (Field), (9-402-013), 6p, by Michael L. Tushman, Robert Chapman Wood

Source: Harvard
   IBM Network Technology (B)
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Author(s): Tushman, Michael L.; Wood, Robert Chapman
Publication Date: 11/21/2001
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. Must be used with: (9-402-012) IBM Network Technology (A).
HBS Number: 9-402-013
Subjects: Ambidextrous organizations; Computer industry; Entrepreneurial management; High technology; Innovation; Leadership; Management of change; Organizational design; Teams
Academic Discipline: Organizational behavior & leadership

Source: Harvard
   IBM On Demand Community
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Author(s): Quelch, John A.
Publication Date: 05/21/2004 Revision Date: 08/06/2004
Product Type: Case (Field)
Product Description: The vice-president of IBM Corporate Community Relations is developing the launch program for IBM On Demand Community, a suite of 140 technology tools designed to enable IBM employees to assist nonprofit community organizations and schools worldwide. Teaching Purpose: To examine social marketing tools.
HBS Number: 9-504-103
Geographic Setting: GlobalIndustry Setting: computersNumber of Employees: 315,000Gross Revenues: $88 billion revenues
Event Year Start: 2003Event Year End: 2003
Subjects: Community relations; Computer systems; New product marketing; Nonprofit organizations; Product introduction; Social enterprise
Academic Discipline: Marketing
Supplementary Materials: Teaching Note, (5-505-028), 6p, by John A. Quelch

Source: Harvard
  Add     6 pp.  Teaching Note
For use with 9-504-103
HBS Number: 5-505-028
Subjects: Community relations; Computer systems; New product marketing; Nonprofit organizations; Product introduction; Social enterprise

Source: Harvard
   IBM Reborn: Restructuring a Sluggish Computer Industry Giant
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William C. House, Walter E. Greene IBM is striving to balance shareholder and customer needs by providing higher margin proprietary products while also pursuing lower margin open systems desired by a range of customers. To improve its competitive position, major changes in organizational structure and operating personnel may be required.
Source: The Society for Case Research, Annual Advances in Business Cases, Fall 1993, Vol. 1, Issue 1. Copyright 1993.
Courses: Business Policy/Strategy
Topics:

Source: SOCCR
  Add   View  4 pp.  Teaching Note
Source: SOCCR
   IBM Retail Business Assessment at Dillard’s, Inc.: Managing Staffing Levels to Improve Conversion
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Author(s): Ton, Zeynep
Publication Date: 01/20/2010 Revision Date: 02/26/2010
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 610051
Geographic Setting: United States Number of Employees: 49900 Gross Revenue: $6.8 billion
Event Year Start: 2008 Subjects: Operations
Academic Discipline: Operations management
Supplementary Materials: Spreadsheet Supplement, (610707), 0p, by Zeynep Ton
Product Description: This case illustrates the challenges associated with matching staffing levels with variable workload in retail stores and highlights how decisions related to staffing and scheduling affect operational performance and the quality of labor at the stores. The case describes the tasks (both in-store logistics and customer service tasks) that are carried out by store employees at one Dillard’s department store and presents nine weeks of traffic data at an hourly level collected by IBM. Additional data on labor hours and number of customer transactions allow students to examine the relationship between staffing levels and conversion rate. Given the large variation in customer traffic over time and the relationship between staffing levels and conversion rates, how should Dillard‘s manage staffing levels?

Source: Harvard
   IBM Software Solutions (A)
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Author(s): Tushman, Michael L.; O’Reilly, Charles A.
Publication Date: 08/24/2001 Revision Date: 06/11/2002
Product Type: Case (Field)
Product Description: Executives and managers of key IBM software units struggle to make IBM a top player in the post-mainframe era. When one software unit introduces a visionary product with potential to create a new leadership position for the firm, the result is an epic conflict in the marketplace among market forces representing several different IBM units. Teaching Purpose: Demonstrates complexity of addressing strategic and organizational change and renewal in a large firm, and documents the kinds of behaviors that are necessary at the upper-middle and upper management levels for success.
HBS Number: 9-402-016
Geographic Setting: GlobalIndustry Setting: computersNumber of Employees: 100,000Gross Revenues: $100 billion revenues
Event Year Start: 1993Event Year End: 2000
Subjects: Computer industry; Electronic commerce; Entrepreneurship; Innovation; Internet; Leadership; Software; Technology
Academic Discipline: Organizational behavior & leadership
Supplementary Materials: Supplement (Field), (9-402-017), 8p, by Michael L. Tushman, Charles A. O‘Reilly III, Robert Chapman Wood

Source: Harvard
   IBM Software Solutions (B)
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Author(s): Tushman, Michael L.; O’Reilly, Charles A.
Publication Date: 08/24/2001 Revision Date: 06/11/2002
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. Must be used with: (9-402-016) IBM Software Solutions (A).
HBS Number: 9-402-017
Geographic Setting: GlobalIndustry Setting: computersNumber of Employees: 100,000Gross Revenues: $100 billion revenues
Event Year Start: 1999Event Year End: 2001
Subjects: Computer industry; Electronic commerce; Entrepreneurship; Innovation; Internet; Leadership; Software; Technology
Academic Discipline: Organizational behavior & leadership

Source: Harvard
   IBM SUCCESSFUL TURNAROUND THROUGH BRAND COMMUNICATIONS
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Kotler, P; Pfoertsch, W A
Publisher: China Europe International Business School
Distributor: ecch (www.ecch.com) Reference: 507-119-1 Language: English
Category: Marketing Data source: Published sources
Product Year: 2007
Geo location: USA, global Industry: IT (information technology) / computer Size: Large Timing: 2006
Topics: Brand management; Most valuable brands; Manage B2B (business to business) brands; Redefining brands; Master brand; Reinvigorate the brand; Effective communication; Global brand manager; Value proposition; Brand campaigns; Interbrand; Measuring customer satisfaction
Abstract: IBM, as one of the top brands in the world was facing enormous challenges in consumer recognition and overall business success. Slow and bureaucratic processes and a series of behavioural aspects hindered the company’s reactions to smaller rivals, particularly in the PC (personal computer) business. IBM had to redefine itself and identify its strategic approach. With the help of global brand management and an integrated communication strategy IBM managed to communicate a unified brand message in all its channels to the customer and even enter new business areas. This case exemplifies the need for integrated brand communication.

Source: ecch
   IBM Technology Group
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Author(s): McAfee, Andrew; Herman, Kerry
Publication Date: 06/19/2000 Revision Date: 03/13/2003
Product Type: Case (Field)
Product Description: Explores two main issues: How the IBM Technology Group was able to build a robust, scalable, and functional IT platform using packaged ERP software from SAP, and how the division should best leverage this capability going forward. Teaching Purpose: Used to teach about effective management of large IT projects and the strategies used to IT capabilities.
HBS Number: 9-600-010
Geographic Setting: Unspecified Industry Setting: high technology Number of Employees: 5,000 Gross Revenues: $17 billion revenues
Event Year Start: 1995 Event Year End: 1999
Subjects: Computer industry; ERP; Information technology; Internet; Organizational change
Academic Discipline: Operations management
Supplementary Materials: Teaching Note, (5-602-046), 18p, by Andrew McAfee, Sarah Macgregor

Source: Harvard
  Add     23 pp.  Teaching Note
For use with 9-600-010
HBS Number: 5-602-046
Subjects: Computer industry; ERP; Information technology; Internet; Organizational change

Source: Harvard
   IBM’s Reinventing Education
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Kanter, Rosabeth Moss
Describes IBM’s national innovation strategy to transform K-12 public education through new solutions developed by IBM engineers and consultants using information technology. Examples are: data warehousing in Broward County, FL schools, tracking software for the Cincinnati schools, and teacher development networks in San Jose and Philadelphia.
HBS Number: 9-399-008 Type: Case (Field)
Publication Date: 9/3/1998 Revision Date: 12/14/1999
Geographic Setting: United States Industry Setting: information technology and education
Company Size: Fortune 500 Gross Revenues: $60 billion revenues
Subjects: Computer industry; Education; Information technology; Innovation; Social enterprise

Source: Harvard
  Add     15 pp.  Teaching Note
For use with 9-399-008
HBS Number: 5-302-045
Subjects: Computer industry; Education; Information technology; Innovation; Social enterprise

Source: Harvard
   IBM’s Decade of Transformation (A): The Turnaround
  Add   View  33 pp.  Case
Author(s): Applegate, Lynda; Austin, Robert; Collins, Elizabeth
Publication Date: 04/05/2005 Revision Date: 01/23/2006
Product Type: Case (Library)
Product Description: Describes IBM’s decade of transformation. Provides background on the company‘s history and the factors that led to its near death in the early 1990s and to its remarkable turnaround during Lou Gerstner's reign as CEO. A rewritten version of an earlier case.
HBS Number: 9-805-130
Geographic Setting: United States Industry Setting: IT industry Number of Employees: 250,000 Gross Revenues: $89 billion revenues
Subjects: Alliances; Change management; Electronic commerce; Entrepreneurship; Leadership; New economy; Organizational behavior
Academic Discipline: Organizational behavior & leadership

Source: Harvard
   IBM’s Decade of Transformation: Turnaround to Growth
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Author(s): Applegate, Lynda M.; Collins, Elizabeth
Publication Date: 04/05/2005 Revision Date: 07/08/2009
Product Type: Case (Library)
Publisher: Harvard Business School
HBS Number: 805130
Geographic Setting: United States Number of Employees: 250,000 Gross Revenue: $89 billion revenues
Subjects: Organizational behavior; Entrepreneurship; Leadership; Change management; Alliances; New economy
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Supplement, (807030), 22p, by Lynda M. Applegate, Robert D. Austin, Charles C. Heckscher, Boniface Michael, Elizabeth Collins; Case Teaching Note, (809082), 25p, by Lynda M. Applegate
Product Description: Describes IBM’s decade of transformation. Provides background on the company‘s history and the factors that led to its near death in the early 1990s and to its remarkable turnaround during Lou Gerstner's reign as CEO. A rewritten version of an earlier case.

Source: Harvard
  Add   View  31 pp.  Case
Author(s): Applegate, Lynda M.; Collins, Elizabeth
Publication Date: 04/05/2005 Revision Date: 07/08/2009
Product Type: Case (Library)
Publisher: Harvard Business School
HBS Number: 805130
Geographic Setting: United States Number of Employees: 250,000 Gross Revenue: $89 billion revenues
Subjects: Organizational behavior; Entrepreneurship; Leadership; Change management; Alliances; New economy
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Supplement, (807030), 22p, by Lynda M. Applegate, Robert D. Austin, Charles C. Heckscher, Boniface Michael, Elizabeth Collins; Case Teaching Note, (809082), 25p, by Lynda M. Applegate
Product Description: Describes IBM’s decade of transformation. Provides background on the company‘s history and the factors that led to its near death in the early 1990s and to its remarkable turnaround during Lou Gerstner's reign as CEO. A rewritten version of an earlier case.

Source: Harvard
  Add   View  31 pp.  Case
Author(s): Applegate, Lynda M.; Collins, Elizabeth
Publication Date: 04/05/2005 Revision Date: 07/08/2009
Product Type: Case (Library)
Publisher: Harvard Business School
HBS Number: 805130
Geographic Setting: United States Number of Employees: 250,000 Gross Revenue: $89 billion revenues
Subjects: Organizational behavior; Entrepreneurship; Leadership; Change management; Alliances; New economy
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Supplement, (807030), 22p, by Lynda M. Applegate, Robert D. Austin, Charles C. Heckscher, Boniface Michael, Elizabeth Collins; Case Teaching Note, (809082), 25p, by Lynda M. Applegate
Product Description: Describes IBM’s decade of transformation. Provides background on the company‘s history and the factors that led to its near death in the early 1990s and to its remarkable turnaround during Lou Gerstner's reign as CEO. A rewritten version of an earlier case.

Source: Harvard
  Add   View  31 pp.  Case
Author(s): Applegate, Lynda M.; Collins, Elizabeth
Publication Date: 04/05/2005 Revision Date: 07/08/2009
Product Type: Case (Library)
Publisher: Harvard Business School
HBS Number: 805130
Geographic Setting: United States Number of Employees: 250,000 Gross Revenue: $89 billion revenues
Subjects: Organizational behavior; Entrepreneurship; Leadership; Change management; Alliances; New economy
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Supplement, (807030), 22p, by Lynda M. Applegate, Robert D. Austin, Charles C. Heckscher, Boniface Michael, Elizabeth Collins; Case Teaching Note, (809082), 25p, by Lynda M. Applegate
Product Description: Describes IBM’s decade of transformation. Provides background on the company‘s history and the factors that led to its near death in the early 1990s and to its remarkable turnaround during Lou Gerstner's reign as CEO. A rewritten version of an earlier case.

Source: Harvard
  Add   View  31 pp.  Case
Author(s): Applegate, Lynda M.; Collins, Elizabeth
Publication Date: 04/05/2005 Revision Date: 07/08/2009
Product Type: Case (Library)
Publisher: Harvard Business School
HBS Number: 805130
Geographic Setting: United States Number of Employees: 250,000 Gross Revenue: $89 billion revenues
Subjects: Organizational behavior; Entrepreneurship; Leadership; Change management; Alliances; New economy
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Supplement, (807030), 22p, by Lynda M. Applegate, Robert D. Austin, Charles C. Heckscher, Boniface Michael, Elizabeth Collins; Case Teaching Note, (809082), 25p, by Lynda M. Applegate
Product Description: Describes IBM’s decade of transformation. Provides background on the company‘s history and the factors that led to its near death in the early 1990s and to its remarkable turnaround during Lou Gerstner's reign as CEO. A rewritten version of an earlier case.

Source: Harvard
   IBM’s Decade of Transformation: Uniting Vision and Values
  Add   View  22 pp.  Case
Author(s): Applegate, Lynda M.; Austin, Robert D.; Heckscher, Charles C.; Michael, Boniface; Collins, Elizabeth
Publication Date: 09/26/2006 Revision Date: 04/17/2008
Product Type: Supplement (Library)
Publisher: Harvard Business School
HBS Number: 807030
Subjects: Organizational behavior; Entrepreneurship; Leadership; Change management; Alliances; New economy
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Case Teaching Note, (809082), 25p, by Lynda M. Applegate
Product Description: Supplements the (A) case. An abstract is not available for this product.

Source: Harvard
  Add   View  23 pp.  Case
Author(s): Applegate, Lynda M.; Heckscher, Charles; Michael, Boniface; Collins, Elizabeth
Publication Date: 09/26/2006
Product Type: Supplement (Library)
HBS Number: 9-807-030
Subjects: Alliances; Change management; Electronic commerce; Entrepreneurship; Leadership; New economy; Organizational behavior
Academic Discipline: Organizational behavior & leadership
Product Description: An abstract is not available for this product. Must be used with: (9-805-130) IBM’s Decade of Transformation (A): The Turnaround.

Source: Harvard
   IBM’s Diversity Strategy: Bridging the Workplace and the Marketplace
  Add   View  27 pp.  Case
Author(s): Thomas, David A.; Kanji, Ayesha
Publication Date: 11/17/2004
Product Type: Case (Field)
Product Description: Explores how IBM incorporated diversity into its business strategy, making the case that workforce diversity is critical to marketing its products and services to its customers. In the early 1990s, Ted Childs, vice-president of Workforce Diversity, proposed to CEO Lou Gerstner the creation of eight diversity task forces. Delves into the organizational and cultural impediments to starting a diversity task force initiative and how IBM overcame these obstacles to implement an effective diversity strategy. After the task forces were established, they underwent tremendous growth and became global in scope. Childs also faces the challenge of taking a U.S.-based diversity strategy and applying it to IBM’s global organization. Teaching Purpose: To demonstrate how a company can implement an effective diversity strategy and integrate it into its overall business strategy.
HBS Number: 9-405-044
Industry Setting: information technology
Event Year Start: 1990Event Year End: 2004
Subjects: Corporate culture; Diversity; Globalization; Human resources management; Leadership; Organizational behavior; Strategy implementation
Academic Discipline: Organizational behavior & leadership

Source: Harvard
   IBM’s Dynamic Workplace
  Add   View  22 pp.  Case
Author(s): Kanter, Rosabeth Moss
Publication Date: 05/19/2008 Revision Date: 09/16/2009
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 308107
Number of Employees: 385000 Gross Revenue: $99 billion
Event Year Start: 2005 Subjects: Innovation; Change management; Organizational change
Academic Discipline: Social enterprise & ethics
Product Description: IBM already competed for talent by being a best workplace. It was one of the first companies to provide paid vacations, health insurance, sick leave, job sharing, and domestic partner benefits. Its human resources portfolio included a full array of progressive policies and programs. There was increasing flexibility in how people were employed, including alumni. But in its quest to become a globally integrated enterprise, IBM needed to continue to develop new ways of working. The company’s response to the Asian Tsunami showed it at its best-values-driven, self-organizing, able to move at lightning speed connecting global and local resources. This was the kind of global leadership and citizenship the fifth Integration and Values Team (IVT5) was charged with enhancing. But how could IBM provide a tsunami-relief-like experience to everyone, without a disaster?

Source: Harvard
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Author(s): Kanter, Rosabeth Moss
Publication Date: 05/19/2008 Revision Date: 09/16/2009
Product Type: Case (Field)
HBS Number: 9-308-107
Subjects: Change management; Innovation; Organizational change
Academic Discipline: Social enterprise & ethics
Product Description: An abstract is not available for this product. May be used with: (9-308-106) IBM’s Values and Corporate Citizenship.

Source: Harvard
   IBM’S KNOWLEDGE MANAGEMENT PROPOSAL FOR THE ONTARIO MINISTRY OF EDUCATION
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Author(s): Darren Meister; Ken Mark
Ivey ID: 9B05E007
Publication Date: 3/22/2005 Revision Date: 9/30/2009
Product Type: Case
Teaching Note: 8B05E07
Geographic Setting: Canada Industry Setting: Business Services Size: Large Year of Event: 2001 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Knowledge Management; Action Planning and Implementation; Stakeholder Analysis; Project Management
Major Disciplines: Management Science and Information Systems
Product Description: The knowledge management consultant for IBM Canada’s Ltd. business consulting service was preparing for a meeting with the Ontario‘s Deputy Minister of Education. The purpose of the meeting was to secure top-level support for an early-stage Knowledge Management program at the ministry. For the past few weeks she had conducted an initial study of ministry needs and believed that the organization could benefit from one or more knowledge management solutions, including document management, communities of practice and expert directory. The consultant wondered how she should approach the meeting, given the there seemed to be internal ministry concerns about knowledge sharing. As she reviewed her notes, she wanted to know which solution or combination of solutions she should recommend and what implementation challenges she could expect to face.

Source: Ivey
  Add   View  12 pp.  Case
Author(s): Darren Meister; Ken Mark
Ivey ID: 9B05E007
Publication Date: 3/22/2005 Revision Date: 9/30/2009
Product Type: Case
Teaching Note: 8B05E07
Geographic Setting: Canada Industry Setting: Business Services Size: Large Year of Event: 2001 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Knowledge Management; Action Planning and Implementation; Stakeholder Analysis; Project Management
Major Disciplines: Management Science and Information Systems
Product Description: The knowledge management consultant for IBM Canada’s Ltd. business consulting service was preparing for a meeting with the Ontario‘s Deputy Minister of Education. The purpose of the meeting was to secure top-level support for an early-stage Knowledge Management program at the ministry. For the past few weeks she had conducted an initial study of ministry needs and believed that the organization could benefit from one or more knowledge management solutions, including document management, communities of practice and expert directory. The consultant wondered how she should approach the meeting, given the there seemed to be internal ministry concerns about knowledge sharing. As she reviewed her notes, she wanted to know which solution or combination of solutions she should recommend and what implementation challenges she could expect to face.

Source: Ivey
   IBM’s Lotus Development in 1998
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Author(s): Bradley, Stephen P.; Porter, Kelley
Publication Date: 09/10/1998 Revision Date: 08/20/1999
Product Type: Case (Library)
Product Description: Describes Lotus’ acquisition by IBM, its movement from proprietary standards to open standards, and its current market position. Microsoft is gaining ground with its Exchange Server, and Lotus has received unfavorable press. Teaching Purpose: Designed for use in a course on Competition and Strategy. May be used with: (9-799-031) Networks and Networking Software, Technology Note.
HBS Number: 9-799-014
Geographic Setting: Boston, MAIndustry Setting: computer software
Event Year Start: 1994Event Year End: 1998
Subjects: Business policy; Competition; Industry analysis; Networks; Software; Strategy formulation
Academic Discipline: Competitive strategy

Source: Harvard
   IBM’s Reinventing Education (B): West Virginia
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Author(s): Kanter, Rosabeth Moss; Galvin, Daniel
Publication Date: 01/09/2002
Product Type: Case (Field)
Product Description: Describes IBM’s ongoing Reinventing Education initiative to improve K-12 public education via information technology developed by IBM‘s engineers and consultants. Focuses on one site, West Virginia, to reveal how IBM and the state created a mutually beneficial partnership that provided the basis for the next step of the initiative—Reinventing Education 3. May be used with: (9-399-008) IBM's Reinventing Education (A).
HBS Number: 9-302-076
Geographic Setting: United StatesIndustry Setting: information technology and educationCompany Size: Fortune 500Number of Employees: 316,303Gross Revenues: $88 billion revenues
Event Year Start: 1994Event Year End: 2001
Subjects: Computer industry; Education; Information technology; Innovation; Social enterprise
Academic Discipline: Social enterprise & ethics

Source: Harvard
   IBM’s Values and Corporate Citizenship
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Author(s): Kanter, Rosabeth Moss
Publication Date: 03/31/2008 Revision Date: 09/16/2009
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 308106
Number of Employees: 385000 Gross Revenue: $99 billion
Event Year Start: 2005 Subjects: Innovation; Change management; Organizational change; IT management
Academic Discipline: General management
Supplementary Materials: Case Teaching Note, (310007), 12p, by Rosabeth Moss Kanter, Matthew Bird
Product Description: IBM’s transformation into a globally integrated enterprise (GIE) began with a conviction about what should never change. Since its founding in 1911, the company operated under a set of principles articulated by founder Thomas Watson and became known for a strong culture and a commitment to fairness and social responsibility. As IBM entered its second century, it was appropriate to take a fresh look at its values while remaining unwavering in ethics, integrity, and-to use the twenty-first century word-the highest standards of corporate citizenship. All of this could be done with strategic use of IBM technology and innovation. Yet IBMers in a variety of businesses and geographies also wanted the company to do even more. Members of the fifth Integration and Values Team (IVT5) pondered this and other global citizenship possibilities, reviewing how people were developed and worked as the transition to the GIE was underway.

Source: Harvard
  Add   View  16 pp.  Case
Author(s): Kanter, Rosabeth Moss
Publication Date: 03/31/2008 Revision Date: 09/16/2009
Product Type: Case (Field)
HBS Number: 9-308-106
Subjects: Change management; Innovation; IT management; Organizational change
Academic Discipline: General management
Product Description: An abstract is not available for this product. May be used with: (9-308-107) IBM’s Dynamic Workplace.

Source: Harvard
   IBM-Fujitsu Dispute
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Author(s): Badaracco, Joseph L., Jr.; Barkan, Ilyse
Publication Date: 03/30/1990 Revision Date: 10/19/1994
Product Type: Case (Library)
Product Description: Describes a dispute between IBM and Fujitsu over allegations that Fujitsu stole proprietary IBM software for controlling mainframe computers. Also describes a novel arbitration agreement intended to resolve the dispute, an overview of intellectual property law in the United States and Japan, and background on the question of whether Japan is a peculiarly imitation society. The main teaching objective is to show students the differing approach to intellectual property law in the two countries and the problems these create for trade and for company management.
HBS Number: 9-390-168
Geographic Setting: United States & Japan Industry Setting: computers Company Size: Fortune 500 Gross Revenues: $60 billion revenues
Event Year Start: 1983 Event Year End: 1988
Subjects: Computer industry; Ethics; International business; International trade
Academic Discipline: Social enterprise & ethics
Supplementary Materials: Supplement (Library), (9-391-149), 1p, by Joseph L. Badaracco Jr., Ilyse Barkan; Teaching Note, (5-391-148), 13p, by Joseph L. Badaracco Jr.

Source: Harvard
  Add     13 pp.  Teaching Note
For use with 9-390-168
HBS Number: 5-391-148
Subjects: Computer industry; Ethics; International business; International trade

Source: Harvard
   IBM-Fujitsu Settlement
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Author(s): Badaracco, Joseph L., Jr.; Barkan, Ilyse
Publication Date: 01/31/1991 Revision Date: 01/15/1992
Product Type: Supplement (Library)
Product Description: Describes the decision by the arbitrators chosen to resolve the intellectual property dispute between IBM and Fujitsu. Must be used with: (9-390-168) IBM-Fujitsu Dispute.
HBS Number: 9-391-149
Industry Setting: Computer industry
Subjects: Ethics; International business; International trade
Academic Discipline: Social enterprise & ethics
Supplementary Materials: Teaching Note, (5-391-148), 13p, by Joseph L. Badaracco Jr.

Source: Harvard
  Add     13 pp.  Teaching Note
For use with 9-391-149
HBS Number: 5-391-148
Subjects: Computer industry; Ethics; International business; International trade

Source: Harvard
   IBM: Ordering Midrange Computers in Europe
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Author(s): McAfee, Andrew; Otten, Michael
Publication Date: 09/07/2004 Revision Date: 01/25/2005
Product Type: Case (Field)
Product Description: IBM Europe is trying to expand business-to-business (B2B) efforts with its large distributors of midrange systems. These efforts aim to automate many transactions and business processes, removing the need for human involvement. IBM has completed an initial project with the German company Magirus; this project automated the transmission of midrange system orders for Magirus’ internal information systems to IBM‘s systems. The leaders of the IBM effort face two principal challenges: accelerating the pace of subsequent efforts and convincing more distributors to take part.
HBS Number: 9-605-022
Geographic Setting: EuropeIndustry Setting: high techNumber of Employees: 10,000Gross Revenues: $10 billion revenues
Event Year Start: 2000Event Year End: 2003
Subjects: Business to business; Computer systems; Customer relations; Distribution channels; Europe; Information systems; Information technology; International business
Academic Discipline: Operations management

Source: Harvard
   IBM: The Corporate Service Corps
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Author(s): Marquis, Christopher; Kanter, Rosabeth Moss
Publication Date: 03/27/2009 Revision Date: 07/12/2010
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 409106
Number of Employees: 380,000 Gross Revenue: ~$100 billion
Event Year Start: 2008 Event Year End: 2009
Subjects: Developing countries; Globalization; Economic development; Innovation; Leadership; Partnerships; Social responsibility
Academic Discipline: Organizational Behavior & leadership
Supplementary Materials: Case Teaching Note, (410131), 12p, by Christopher Marquis, Alison Comings, Bobbi Thomason
Product Description: Describes the conception, development and implementation of the Corporate Services Corps (CSC), an international community service assignment for high-potential IBM employees. The year 2008 was the pilot year of the CSC program, and 100 of IBM’s best global employees were deployed to work for local partners, frequently non-governmental organizations (NGOs), in locations such as Ghana, Tanzania, Romania, Philippines and Vietnam. The case provides data for students to assess the first year of operation and recommend what changes IBM should make to the program moving forward. Also considered is how the CSC fits into IBM‘s broader corporate citizenship portfolio and IBM's globalization strategy.

Source: Harvard
   IBP and the U.S. Meat Industry
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Collis, David J.; Donohue, Nancy
IBP, the largest U.S. beef and pork processor, is facing deteriorating earnings and undertakes a fundamental strategic review in 1990. Having grown from its founding in 1961 to its current position as a low cost, innovative producer of boxed beef, and more recently pork, IBP’s competitors have pursued very different corporate strategies that appear to be more successful. IBP must reevaluate its own corporate strategy and decide whether its distinctive competence is still relevant, and where it should be active in the three dimensions of product, geography, and vertical integration.
HBS Number: 9-391-006 Type: Case (Library)
Publication Date: 3/5/1991 Revision Date: 4/4/1995
Geographic Setting: United States Industry Setting: meat
Company Size: large Gross Revenues: $7 billion revenues
Event Year Start: 1990 Event Year End: 1990
Subjects: Agribusiness; Business policy; Corporate strategy; Diversification; Organizational change; Strategy formulation
Supplementary Materials: Teaching Note, (5-391-268), 19p, by David J. Collis

Source: Harvard
  Add     17 pp.  Teaching Note
For use with 9-391-006
HBS Number: 5-391-268
Subjects: Agribusiness; Business policy; Corporate strategy; Diversification; Organizational change; Strategy formulation

Source: Harvard
   IBX (NORTHERN EUROPE): EXPANDING B2B E-PURCHASING FROM INDIRECT TO DIRECT GOODS AND SERVICES
  Add   View  27 pp.  Case
Enders, A — University of Erlangen-Nuernberg
Endara, F — University of Erlangen-Nuernberg
Hungenberg, H — University of Erlangen-Nuernberg
Jelassi, T — ENPC School of International Management

Distributor: ecch (www.ecch.com) Reference: 606-047-1 Language: English
Category: Production and Operations Management Data source: Field research
Product Year: 2006
Geo location: Scandinavia Industry: B2B (business to business) Size: >100 employees Timing: 1999-2006
Topics: Supply chain; eBusiness; B-to-B (business to business); Governance; Sourcing; Procurement
Abstract: This case study discusses the key success factors that helped IBX survive the dotcom crash and position itself as one of the most successful B2B (business to business) platforms in Europe. It starts with a brief description of B2B e-commerce, its evolution over time, and the business outlook in this sector. The case then describes the history of IBX and the importance of forging business and technological alliances. The company’s business model is reviewed, emphasising: (1) its on-demand solutions portfolio (for sourcing, procurement, payment and supplier network modules); and (2) the subscription-based revenue model in terms of its advantages, customers‘ acceptance, and the impact of IBX financial viability. The case also illustrates the 'anchoring' marketing strategy used by IBX to build its brand and discusses how contract compliance reduced maverick buying. It then assesses the success factors such as contract compliance, process transparency and system interoperability that helped IBX achieve a leading position in the B2B market. The case concludes by presenting the challenges that IBX currently faces following its move into the (direct) vertical platforms market. It highlights the governance problem raised by such a move and the IBX strategy to meet the new challe

Source: ecch
   Icarian (A): Evaluating a New Business Model
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Author(s): Barnett, William P.; Jesse, David; Withere
Publication Date: 08/02/2000
Product Type: Case (Field)
Publisher: Stanford University
Product Description: A small enterprise software start-up faces its first major set of growth challenges. The company is confronted with turning the product concept into a viable product, building the organization and management team, the search for the right customers, and scalability constraints. This case covers the early history of the firm, including developing the product vision, creating an organization, obtaining venture capital funding, and getting the initial product to market. Ultimately, the company is forced to reevaluate its entire business model and make radical decisions that could affect the entire organization. Teaching Purpose: To study the challenges involved in founding a company, building an organization, and bringing a product to market. In addition, presents an example of a firm reevaluating its business model in light of market reaction to the product and external trends and determining whether to change its fundamental direction.
HBS Number: E85A
Geographic Setting: Sunnyvale, CAIndustry Setting: computer softwareCompany Size: start-upNumber of Employees: 180Gross Revenues: $10 million revenues
Subjects: Corporate strategy; Entrepreneurial management; Growth management; Growth strategy; Management of change; Silicon Valley; Software
Academic Discipline: Entrepreneurship

Source: Harvard
   Ice-Fili
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Author(s): Rukstad, Michael G.; Mattu, Sasha; Petinova, Asya
Publication Date: 05/02/2003 Revision Date: 09/01/2005
Product Type: Case (Field)
HBS Number: 9-703-516
Geographic Setting: Russia Industry Setting: Food industry Gross Revenues: $25 million revenues
Event Year Start: 2002 Event Year End: 2002
Subjects: Business policy; Competition; Corporate strategy; Emerging markets; Five forces; Industry analysis; Strategy formulation
Academic Discipline: Competitive strategy
Supplementary Materials: Teaching Note, (5-704-437), 27p, by Michael G. Rukstad, John R. Wells
Product Description: Designed as an overview of all aspects of the strategy process: industry analysis, positioning, dynamics and sustainability, and scope issues of corporate strategy, including vertical integration, horizontal diversification, and location issues. Ice-Fili is the largest ice cream producer in Russia in 2002, but is facing strong competition from Nestle despite its success over other multinational competitors. Contains detailed exhibits, allowing deeper analyses.

Source: Harvard
  Add     27 pp.  Teaching Note
Author(s): Rukstad, Michael G.; Wells, John R.
Publication Date: 12/04/2003
Product Type: Teaching Note
Product Description: Teaching Note to (703-516). Must be used with: (9-703-516) Ice-Fili.
HBS Number: 5-704-437
>Academic Discipline: Competitive strategy

Source: Harvard
   Ice-Fili (Abridged)
  Add   View  21 pp.  Case
Author(s): Rukstad, Michael G.; Wells, John; Yin, Pai-Ling
Publication Date: 11/05/2004 Revision Date: 01/22/2007
Product Type: Case (Field)
HBS Number: 9-705-441
Geographic Setting: Russia Industry Setting: Food industry Gross Revenues: $25 million revenues
Event Year Start: 2002 Event Year End: 2002
Subjects: Business policy; Competition; Corporate strategy; Emerging markets; Five forces; Industry analysis; Strategy formulation
Academic Discipline: Competitive strategy
Product Description: Designed as an overview of all aspects of the strategy process: industry analysis, positioning, dynamics and sustainability, and scope issues of corporate strategy, including vertical integration, horizontal diversification, and location issues. Ice-Fili is the largest ice cream producer in Russia in 2002, but is facing strong competition from Nestle despite its success over other multinational competitors. Contains detailed exhibits, allowing deeper analyses. A rewritten version of an earlier case.

Source: Harvard
   Icebreaker
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Author(s): Lassiter, Joseph B., III; Heath, Dan
Publication Date: 07/15/2005 Revision Date: 07/17/2006
Product Type: Case (Field)
HBS Number: 9-806-006
Geographic Setting: New Zealand Industry Setting: Apparel industry Number of Employees: 50 Gross Revenues: $21 million revenues
Event Year Start: 2003 Event Year End: 2003
Subjects: Brands; Consumer marketing; Distribution; Entrepreneurial finance; Market entry; New product marketing; Product development
Academic Discipline: Marketing
Product Description: Jeremy Moon, CEO of Icebreaker, merino wool, outdoor apparel manufacturer, believed the company could be a big hit in the United States, despite the presence of entrenched rivals. But Icebreaker clearly needed a new distribution approach. One option was to position Icebreaker as a brand selling fashionable sportswear. A second option was to mirror the strategy that had been effective in New Zealand — distributing through outdoor and snow sports retailers. A final option was to delay U.S. retail distribution and sell exclusively over the Internet, using direct-to-customer advertising.

Source: Harvard
   Icebreaker: The China Entry Decision
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Author(s): Heath, Dan; Lassiter, Joseph B., III
Publication Date: 05/02/2006 Revision Date: 06/16/2006
Product Type: Color Case
HBS Number: 806195
Geographic Setting: China; New Zealand Industry Setting: Apparel industry Number of Employees: 50 Gross Revenues: $50 million revenues
Event Year Start: 2006 Event Year End: 2006
Subjects: Brands; Consumer marketing; Distribution; Entrepreneurial finance; Market entry; New product marketing; Product development
Academic Discipline: Entrepreneurship
Supplementary Materials: Teaching Note, (807037), 16p, by Joseph B. Lassiter III
Product Description: Jeremy Moon, CEO of Icebreaker, maker of merino-fiber activewear, thinks about the strengths and weaknesses of staying focused on his rapidly expanding U.S. and European markets vs. broadening his attack to include China. If he enters China, should he continue his current strategy of pushing the technical merits of the merino fabric, or should he go the inherently subjective fashion route, given that the technical apparel market in China is virtually nonexistent.

Source: Harvard
  Add   View  20 pp.  Case
Author(s): Lassiter, Joseph B., III; Heath, Dan
Publication Date: 05/02/2006 Revision Date: 06/16/2006
Product Type: Color Case
HBS Number: 9-806-195
Geographic Setting: China; New Zealand Industry Setting: Apparel industry Number of Employees: 50 Gross Revenues: $50 million revenues
Event Year Start: 2006 Event Year End: 2006
Subjects: Brands; Consumer marketing; Distribution; Entrepreneurial finance; Market entry; New product marketing; Product development
Academic Discipline: Marketing
Product Description: Jeremy Moon, CEO of Icebreaker, maker of merino-fiber activewear, thinks about the strengths and weaknesses of staying focused on his rapidly expanding U.S. and European markets vs. broadening his attack to include China. If he enters China, should he continue his current strategy of pushing the technical merits of the merino fabric, or should he go the inherently subjective fashion route, given that the technical apparel market in China is virtually nonexistent.

Source: Harvard
   Icedelights
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Author(s): Roberts, Michael J.
Publication Date: 02/27/1998 Revision Date: 07/31/2003
Product Type: Case (Field)
Product Description: Three second-year students at the Harvard Business School decide to buy a company. The case focuses on their thoughts about an entrepreneurial career, their search process, and the evaluation of an Icedelights (an ice cream/cafe) franchise. This is a rewritten version of an earlier case.
HBS Number: 9-898-196
Geographic Setting: Massachusetts Industry Setting: franchise
Event Year Start: 1995 Event Year End: 1995
Subjects: Careers & career planning; Entrepreneurial management; Franchising
Academic Discipline: Entrepreneurship
Supplementary Materials: Teaching Note, (5-385-071), 11p, by Howard H. Stevenson, Michael J. Roberts

Source: Harvard
  Add     11 pp.  Teaching Note
For use with 9-898-196
HBS Number: 5-385-071
Subjects: Careers & career planning; Entrepreneurial management; Franchising

Source: Harvard
   Iceland (A)
  Add   View  24 pp.  Case
Author(s): Musacchio, Aldo
Publication Date: 08/29/2008 Revision Date: 09/23/2008
Product Type: Case (Field)
HBS Number: 709011
Geographic Setting: Iceland
Event Year Start: 2008 Event Year End: 2008
Subjects: EU;
Academic Discipline: Finance
Supplementary Materials: Supplement (Field), (2-709-012), 5p, by Aldo Musacchio
Product Description: In May of 2008, a team of sovereign debt analysts at Moody’s had to decide whether to downgrade the country‘s sovereign long-term debt from Aaa to Aa1 or lower. Investor sentiment toward Iceland had changed radically in March, and the Moody's team was fearful that the situation could spiral out of control. The Moody's team knew that carry traders increased Iceland's vulnerability to a confidence crisis because they were quick to liquidate their holdings at the first sign of distress. The plunge in the Icelandic Krona since the beginning of 2008 also forced the Icelandic people to confront a decision: would joining the European Union (EU) protect Iceland from capricious swings in investor sentiment? What, if anything, should Iceland do to avoid a future crisis?

Source: Harvard
   Iceland (B): Redefining Aaa-Rated Sovereigns
  Add   View  5 pp.  Case
Author(s): Musacchio, Aldo
Publication Date: 08/29/2008
Product Type: Supplement (Field)
Publisher: Harvard Business School
HBS Number: 709012
Geographic Setting: Iceland
Event Year Start: 2008 Subjects: European Union
Academic Discipline: Finance
Product Description: In May of 2008, a team of sovereign debt analysts at Moody’s had to decide whether to downgrade the country‘s sovereign long-term debt from Aaa to Aa1 or lower. Investor sentiment toward Iceland had changed radically in March, and the Moody's team was fearful that the situation could spiral out of control. The Moody's team knew that carry traders increased Iceland's vulnerability to a confidence crisis because they were quick to liquidate their holdings at the first sign of distress. The plunge in the Icelandic Krona since the beginning of 2008 also forced the Icelandic people to confront a decision: would joining the European Union (EU) protect Iceland from capricious swings in investor sentiment? What, if anything, should Iceland do to avoid a future crisis?

Source: Harvard
   Iceland: Small fish in a global pond
  Add   View  26 pp.  Case
Author(s): Porter, Michael E.; Ketels, Christian
Publication Date: 11/19/2007
Product Type: Case (Library)
HBS Number: 9-708-472
Geographic Setting: Europe; Iceland
Event Year Start: 1945 Event Year End: 2007
Subjects: Analysis; Business & government; Competitive environment; Globalization; Government policy
Academic Discipline: Business & government
Product Description: Describes the economic development of Iceland since 1945, focusing in particular on the years since 2000, when Iceland experienced strong growth and Icelandic companies aggressively internationalized.

Source: Harvard
   ICEVERKS (A): BEN & JERRY’S IN RUSSIA
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Lane HW; Berdrow I
It has been four years since the president had first travelled to Russia to find a partner so that the Ben & Jerry’s "finest quality, socially conscious and economically feasible" super-premium ice cream could be produced in Russia. Now, just a fewmonths in operation, the joint venture was up and running and already profitable. The partners wanted to expand and opportunities were readily available but the president questioned the feasibility of such a move. This case presents a commondilemma faced by international companies - how to manage divergent partner goals and perspectives. May be used with "Ben & Jerry‘s Homemade Inc.: Background Note", 9A93G006, and the supplement "Iceverks (B): Summer of 1993", 9A93G008. Industry: Food Stores Issues: International Business, Corporate Responsibility, Intercultural Relations Location: Russia Size: Year of event: 1993 Level: Undergraduate/MBA Revised: Ivey #: 9A93G007

Source: Ivey
   ICEVERKS (B): SUMMER OF 1993
  Add   View  2 pp.  Case
Lane HW; Berdrow I; Kalinina M
This case provides new situations, including supplier relations problems and new government regulations, to be faced by decision makers in "Iceverks (A): Ben & Jerry’s in Russia", case 9A93G007. Industry: Food Stores Issues: International Business Location: Russia Size: Year of event: 1993 Level: Undergraduate/MBA Revised: 13/07/2000 Ivey #: 9A93G008

Source: Ivey
   ICI Plc
  Add   View  27 pp.  Case
Source: INSEAD
   ICI-Nobel’s Explosives Co.
  Add   View  19 pp.  Case
Author(s): Collins, Robert S.; Gibbs, Michael L.; von Spreckelsen, Henning
Publication Date: 01/01/1995 Revision Date: 03/20/2003
Product Type: Case (Field)
Publisher: IMD - International Institute for Management Development
Product Description: John Clark, business manager of Nobel’s Explosives explosives and accessories business, must decide whether to recommend the implementation of a new technology, developed by ICI Explosives Australia, for supplying explosives in bulk to the quarrying industry in the United Kingdom. Faced with declining demand in traditional markets, overcapacity in the industry, fierce price competition, and low customer loyalty, the new technology represents an opportunity to differentiate a commodity product offering through service enhancement. However, an assessment must be made of the impact of the new technology on supply chain management within the business, the appropriateness of the current material planning and control system, as well as the need to re-engineer the order-to-delivery process.
HBS Number: IMD028
Geographic Setting: United KingdomIndustry Setting: chemical
Event Year Start: 1990Event Year End: 1990
Subjects: Chemical industry; Commodities; Commodity markets; Just in time; Mining; Reengineering; Services; Supply chain; United Kingdom
Academic Discipline: Operations management

Source: Harvard
   ICI-Nobel’s Explosives Co. (Abridged)
  Add   View  16 pp.  Case
Author(s): Collins, Robert S.; Gibbs, Michael L.; Schmenner, Roger; von Spreckelsen, Henning
Publication Date: 01/01/2002 Revision Date: 02/21/2003
Product Type: Case (Pub Mat)
Publisher: IMD - International Institute for Management Development
Product Description: Anticipates an Australian innovation (not mentioned here) that Nobel’s Explosives later considers. This is an abridged version of ICI — Nobel‘s Explosive Co. (IMD028), which considers the Australian innovation.
HBS Number: IMD025
Geographic Setting: United KingdomIndustry Setting: mining explosivesGross Revenues: 18 million British pounds revenues
Event Year Start: 1990Event Year End: 1990
Subjects: Chemical industry; Commodities; Commodity markets; Just in time; Mining; Productivity; Reengineering; Services; Supply chain; United Kingdom
Academic Discipline: Operations management

Source: Harvard
   ICICI (A)
  Add   View  27 pp.  Case
Author(s): Anand, Bharat N.; Nohria, Nitin; Pegg, John
Publication Date: 02/22/2001 Revision Date: 03/31/2003
Product Type: Case (Field)
Product Description: ICICI was the first Indian company to be listed on the New York Stock Exchange. This case is set in 1998, when the company had to decide whether to enter the retail credit segment of the Indian financial market. Although the retail credit sector presents attractive growth opportunities, ICICI lacked many of the capabilities needed to succeed in this space, and would have to compete against a host of established domestic and foreign banks. Describes how ICICI, under the visionary leadership of K.V. Kamath, has transformed itself from a development financial institution into a commercially competitive organization, against all odds. Teaching Purpose: Examines the horizontal diversification decision of a financial services institution that aims to become a universal bank. Can be used to analyze how an entrant might position itself to compete against powerful incumbents, the strategic transformation of a major financial services institution, and strategic choices faced by companies in emerging markets.
HBS Number: 9-701-064
Geographic Setting: Mumbai, IndiaIndustry Setting: financial servicesNumber of Employees: 2,000Gross Revenues: $1 billion revenues
Event Year Start: 1998Event Year End: 1998
Subjects: Banking; Corporate strategy; Diversification; Emerging markets; Financial services; India
Academic Discipline: Competitive strategy

Source: Harvard
   ICICI BANK LIMITED: THE MAKING OF INDIA’S LARGEST PRIVATE SECTOR BANK
  Add   View  15 pp.  Case
Vishwanath, S — T.A. Pai Management Institute
Iyengar, P — T.A. Pai Management Institute

Distributor: ecch (www.ecch.com) Reference: 107-020-1 Language: English
Category: Finance, Accounting and Control Data source: Field research
Product Year: 2007
Geo location: India Industry: Banking Timing: December 2000, January 2001, February 2001
Topics: ICICI (Industrial Credit and Investment Corporation of India) Bank Ltd; Mergers and acquisitions; Capital adequacy ratio; Network; Banking sector in India; Bank of Madura; Market reaction: Market integration; Share prices
Abstract: This abstract is currently unavailable.

Source: ecch
   ICICI BANK: PATH TO GLOBALIZATION
  Add   View  22 pp.  Case
Som, A; Tsypin, B
Publisher: ESSEC Business School
Distributor: ecch (www.ecch.com) Reference: 306-507-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 2006
Version Date: 1 Aug 2007
Geo location: India Industry: Banking Size: US$19.86 million Timing: 2006
Topics: New entrant; Late mover; Competition; Core competency; Competitive advantage; International expansion; Leadership; Organisation structure; Competitive strategy; Emerging country; Technology; Innovation; India; NRI (non-resident Indian); Rural
Abstract: The case of ICICI Bank examines the growth of India’s premier bank. The case focuses on the bank‘s evolution from a state-owned, project financing institution to an efficient, customer-driven, global banking corporation. The strategy of domestic competition and international expansion is discussed. Also, core competency is examined in terms of technology and innovation.

Source: ecch
   ICICI’s Global Expansion
  Add   View  21 pp.  Case
Author(s): Khanna, Tarun; Nanda, Ramana
Publication Date: 09/15/2005 Revision Date: 09/27/2006
Product Type: Case (Field)
HBS Number: 9-706-426
Geographic Setting: India Industry Setting: Banking industry
Event Year Start: 2001 Event Year End: 2001
Subjects: Emerging markets; Expansion; Globalization
Academic Discipline: Competitive strategy
Product Description: Follows the decision by ICICI (one of India’s largest banks) to expand internationally in June 2001.

Source: Harvard
   ICON MEDIALAB INTERNATIONAL AB
  Add   View  21 pp.  Case
Teigland, R; Billou, N; Birkinshaw, J
Publisher: London Business School
Distributor: ecch (www.ecch.com) Reference: 802-016-1 Language: English
Category: Entrepreneurship Data source: Published sources
Product Year: 2002
Geo location: Sweden, Belgium Industry: Internet services Size: Medium Timing: 2001
Topics: Strategy; Growth; Turnaround; Knowledge management; International business
Abstract: Icon Medialab International was at a crossroads in the short history of the company. After several years of spectacular uninterrupted growth, the e-consulting industry was experiencing a dramatic downturn and Icon was caught in the middle of it - revenues were dropping rapidly and losses were mounting. The board of directors had to decide on the best course of action to ensure both the short-term and long-term viability of the firm.

Source: ecch
   Iconoclast: A Neuroscientist Reveals How to Think Differently
  Add   View  29 pp.  Brain Circuits for Social Networking: How Successful Iconoclasts Leverage Social Intelligence
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7753BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Networking; Social capital
Academic Discipline: General management
Product Description: A key driver of success for iconoclasts who consistently challenge conventional thinking is social intelligence, or the ability to sell your unconventional ideas to others. Connecting with noniconoclasts depends on two aspects of social intelligence: familiarity and reputation. Both functions can be understood through the circuits in the brain that implement them.

Source: Harvard
  Add   View  29 pp.  Brain Circuits for Social Networking: How Successful Iconoclasts Leverage Social Intelligence
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7753BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Networking; Social capital
Academic Discipline: General management
Product Description: A key driver of success for iconoclasts who consistently challenge conventional thinking is social intelligence, or the ability to sell your unconventional ideas to others. Connecting with noniconoclasts depends on two aspects of social intelligence: familiarity and reputation. Both functions can be understood through the circuits in the brain that implement them.

Source: Harvard
  Add   View  14 pp.  Doing What Can’t Be Done: Learning to Think More Like an Iconoclast
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7684BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Social capital
Academic Discipline: General management
Product Description: From the frontiers of psychology and neuroscience, important new insight into what it takes to think like an iconoclast — and how doing so can lead to greater success.

Source: Harvard
  Add   View  14 pp.  Doing What Can’t Be Done: Learning to Think More Like an Iconoclast
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7684BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Social capital
Academic Discipline: General management
Product Description: From the frontiers of psychology and neuroscience, important new insight into what it takes to think like an iconoclast — and how doing so can lead to greater success.

Source: Harvard
  Add   View  27 pp.  Fear: The Inhibitor of Action—How Iconoclasts Free Themselves from Fear
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7751BC
Subjects: Cognitive psychology; Creativity; Fear; Influence; Innovation; Leadership; Stress
Academic Discipline: General management
Product Description: Humans possess a stress response system that evolved in very different circumstances than exist today. In fact, the stress system is so important and active that it can override every other system in the brain. It reacts when provoked, and this reaction is powerful enough to derail many of the most innovative people out there. How does an iconoclast squelch the fear of the unknown, the fear of physical harm, and the fear of social isolation that come along with challenging conventional thinking? This chapter describes some cognitive strategies for keeping the fear system under control.

Source: Harvard
  Add   View  27 pp.  Fear: The Inhibitor of Action—How Iconoclasts Free Themselves from Fear
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7751BC
Subjects: Cognitive psychology; Creativity; Fear; Influence; Innovation; Leadership; Stress
Academic Discipline: General management
Product Description: Humans possess a stress response system that evolved in very different circumstances than exist today. In fact, the stress system is so important and active that it can override every other system in the brain. It reacts when provoked, and this reaction is powerful enough to derail many of the most innovative people out there. How does an iconoclast squelch the fear of the unknown, the fear of physical harm, and the fear of social isolation that come along with challenging conventional thinking? This chapter describes some cognitive strategies for keeping the fear system under control.

Source: Harvard
  Add   View  28 pp.  From Perception to Imagination: How Iconoclasts Free Themselves from Conventional Thinking
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7750BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership
Academic Discipline: General management
Product Description: Humans depend on vision, more than any other sense to navigate through the world. Most of the time, the efficiency of our visual systems works to our advantage. Automatic processes, however, also get in the way of seeing things differently. Automatic thinking destroys the creative process that forms the foundation of iconoclastic thinking. This chapter takes a close look at the ways in which iconoclasts break down the brain’s categorization processes and shows why to think like an iconoclast, you need novel experiences.

Source: Harvard
  Add   View  28 pp.  From Perception to Imagination: How Iconoclasts Free Themselves from Conventional Thinking
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7750BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership
Academic Discipline: General management
Product Description: Humans depend on vision, more than any other sense to navigate through the world. Most of the time, the efficiency of our visual systems works to our advantage. Automatic processes, however, also get in the way of seeing things differently. Automatic thinking destroys the creative process that forms the foundation of iconoclastic thinking. This chapter takes a close look at the ways in which iconoclasts break down the brain’s categorization processes and shows why to think like an iconoclast, you need novel experiences.

Source: Harvard
  Add   View  27 pp.  How Fear Distorts Perception: And How Iconoclasts Conquer the Fear of Social Isolation
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7752BC
Subjects: Cognitive psychology; Creativity; Fear; Influence; Innovation; Leadership
Academic Discipline: General management
Product Description: Fear can inhibit action, even for the most daring innovators. Another pernicious effect of fear on potential iconoclasts: it can interact with the perceptual system and change what a person sees (or thinks he sees). When this occurs, the danger is not only the inhibition of action, but choosing the wrong course of action altogether. This chapter describes the strategies of trail-blazing iconoclasts for controlling fear (especially the fear of social isolation) that comes with the territory of challenging conventional thinking.

Source: Harvard
  Add   View  27 pp.  How Fear Distorts Perception: And How Iconoclasts Conquer the Fear of Social Isolation
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7752BC
Subjects: Cognitive psychology; Creativity; Fear; Influence; Innovation; Leadership
Academic Discipline: General management
Product Description: Fear can inhibit action, even for the most daring innovators. Another pernicious effect of fear on potential iconoclasts: it can interact with the perceptual system and change what a person sees (or thinks he sees). When this occurs, the danger is not only the inhibition of action, but choosing the wrong course of action altogether. This chapter describes the strategies of trail-blazing iconoclasts for controlling fear (especially the fear of social isolation) that comes with the territory of challenging conventional thinking.

Source: Harvard
  Add   View  27 pp.  Private Spaceflight: A Case Study of Iconoclasts Working Together
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7755BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Social capital
Academic Discipline: General management
Product Description: Putting ordinary citizens into space strikes most people as crazy. Space is a frontier that the vast majority of humanity currently has no access to, no interest in, and wonders why anyone should spend exorbitant sums of money to travel to. To even consider such a venture flies in the face of conventional wisdom, which is why the privatization of spaceflight represents a unique case study in iconoclasm. The key players are all people who exemplify the three characteristics of iconoclastic thinkers: they see differently, deal with fear, and have high levels of social intelligence.

Source: Harvard
  Add   View  27 pp.  Private Spaceflight: A Case Study of Iconoclasts Working Together
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7755BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Social capital
Academic Discipline: General management
Product Description: Putting ordinary citizens into space strikes most people as crazy. Space is a frontier that the vast majority of humanity currently has no access to, no interest in, and wonders why anyone should spend exorbitant sums of money to travel to. To even consider such a venture flies in the face of conventional wisdom, which is why the privatization of spaceflight represents a unique case study in iconoclasm. The key players are all people who exemplify the three characteristics of iconoclastic thinkers: they see differently, deal with fear, and have high levels of social intelligence.

Source: Harvard
  Add   View  26 pp.  The Iconoclast’s Pharmacopoeia
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7757BC
Subjects: Cognitive psychology; Creativity; Innovation; Leadership
Academic Discipline: General management
Product Description: The successful iconoclast learns to see things clearly for what they are and is not influenced by others opinions; he keeps fear in check and does not let it rule his decision making; and he expertly navigates the complicated waters of social networking so that others come to see things the way he does. Some drugs may have a limited role in augmenting certain iconoclastic brain functions while diminishing other mental processes that seem to get in the way. This chapter provides a brief summary of the known effects of certain psychoactive drugs. In no way should this be taken as medical advice. Many of these substances are potentially harmful and may lead to death or disability.

Source: Harvard
  Add   View  26 pp.  The Iconoclast’s Pharmacopoeia
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7757BC
Subjects: Cognitive psychology; Creativity; Innovation; Leadership
Academic Discipline: General management
Product Description: The successful iconoclast learns to see things clearly for what they are and is not influenced by others opinions; he keeps fear in check and does not let it rule his decision making; and he expertly navigates the complicated waters of social networking so that others come to see things the way he does. Some drugs may have a limited role in augmenting certain iconoclastic brain functions while diminishing other mental processes that seem to get in the way. This chapter provides a brief summary of the known effects of certain psychoactive drugs. In no way should this be taken as medical advice. Many of these substances are potentially harmful and may lead to death or disability.

Source: Harvard
  Add   View  25 pp.  Through the Eye of an Iconoclast: Think Differently by Seeing Differently
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7749BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Social capital
Academic Discipline: General management
Product Description: Dale Chihuly is a prototypical iconoclast: he has single-handedly torn down conventional notions of glass art and created something entirely new in its place. He has been able to do so partly because an accident that left him blind in his left eye forced his brain to reinterpret visual stimuli in a new way. In this chapter, neuroscientist Gregory Berns explains how the iconoclast perceives things differently than most people in order to illustrate the importance of new perspectives in creating new ideas.

Source: Harvard
  Add   View  25 pp.  Through the Eye of an Iconoclast: Think Differently by Seeing Differently
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7749BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Social capital
Academic Discipline: General management
Product Description: Dale Chihuly is a prototypical iconoclast: he has single-handedly torn down conventional notions of glass art and created something entirely new in its place. He has been able to do so partly because an accident that left him blind in his left eye forced his brain to reinterpret visual stimuli in a new way. In this chapter, neuroscientist Gregory Berns explains how the iconoclast perceives things differently than most people in order to illustrate the importance of new perspectives in creating new ideas.

Source: Harvard
  Add   View  25 pp.  When Iconoclast Becomes Icon: How to Win Wide Appeal for Unconventional Ideas
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7756BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Social capital
Academic Discipline: General management
Product Description: Whether naturally born or made, iconoclasts pride themselves on their nonconformity and ability to see things differently than other people. Some, however, go beyond mere iconoclasm, making the transition — through either luck or hard work — to icon. Although it is not a strict requirement for success, this transformation from an outsider with crazy ideas to an object of worship is a lesson in how to get ideas that are initially strange to most people accepted by the masses.

Source: Harvard
  Add   View  25 pp.  When Iconoclast Becomes Icon: How to Win Wide Appeal for Unconventional Ideas
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7756BC
Subjects: Cognitive psychology; Creativity; Influence; Innovation; Leadership; Social capital
Academic Discipline: General management
Product Description: Whether naturally born or made, iconoclasts pride themselves on their nonconformity and ability to see things differently than other people. Some, however, go beyond mere iconoclasm, making the transition — through either luck or hard work — to icon. Although it is not a strict requirement for success, this transformation from an outsider with crazy ideas to an object of worship is a lesson in how to get ideas that are initially strange to most people accepted by the masses.

Source: Harvard
  Add   View  26 pp.  Why the Fear of Failure Makes People Risk Averse: And How Iconoclasts Conquer this Fear
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7754BC
Subjects: Cognitive psychology; Creativity; Fear; Influence; Innovation; Leadership; Risk management
Academic Discipline: General management
Product Description: The fear of failure, or the risk of a perceived loss, distorts the functioning of the perceptual system in the brain. The end result is often an irrational decision. Iconoclasts, however, are consistently able to resist this perceptual distortion to manage risk objectively. This chapter looks at how the iconoclastic brain functions in a way that gives some innovators the chops to go against the herd, while others fall in line.

Source: Harvard
  Add   View  26 pp.  Why the Fear of Failure Makes People Risk Averse: And How Iconoclasts Conquer this Fear
Author(s): Berns, Gregory
Publication Date: 10/01/2008
Product Type: HBS Press Chapter
HBS Number: 7754BC
Subjects: Cognitive psychology; Creativity; Fear; Influence; Innovation; Leadership; Risk management
Academic Discipline: General management
Product Description: The fear of failure, or the risk of a perceived loss, distorts the functioning of the perceptual system in the brain. The end result is often an irrational decision. Iconoclasts, however, are consistently able to resist this perceptual distortion to manage risk objectively. This chapter looks at how the iconoclastic brain functions in a way that gives some innovators the chops to go against the herd, while others fall in line.

Source: Harvard
   ICRAVETV.COM (B): THE AFTERMATH OF THE PENNSYLVANIA INJUNCTION
  Add   View  5 pp.  Case
Crossan MM; Wilkinson MA; Hunter T; Smith T
iCraveTV voluntarily shut down its site following an injunction issued by the U.S. District Court for the Western District of Pennsylvania. Re-launching iCraveTV four months later, the co-founder of iCraveTV knew that his company was in a positionto reap the benefits of what was now a well-known Internet brand name, iCraveTV.com. He had several speeches to make in the next few weeks and knew that potential investors and partners would ask what reasons were behind iCraveTV’s decision to shutdown the site and if it was the right decision. He needed to consult with his legal counsel to help him with the response.This is a supplemental case to iCraveTV.com: A New Media Upstart, product 9B00M047.
Ivey Number: 9B01M010
Publication Date: 6/3/2001
Geographic Setting: Canada Industry Setting: Amusement and Recreation Services
Company Size: Small organization
Event Year Start: 2000
Subjects: E-Commerce, Startups, Strategic Planning, High Technology Products
Functional Area: Management Science & Information Systems

Source: Ivey
   ICRAVETV.COM: A NEW-MEDIA UPSTART
  Add   View  18 pp.  Case
Author(s): Mary M. Crossan; Margaret A. Wilkinson; Ken Mark; Tammy Smith
Ivey ID: 9B00M047
Publication Date: 1/19/2001 Revision Date: 1/11/2010
Product Type: Case
Teaching Note: 8B00M47
Geographic Setting: Canada Industry Setting: Amusement and Recreation Services Size: Small Year of Event: 2000 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: E-Commerce; E-Business models; Startups; High technology products
Major Disciplines: Entrepreneurship; General Management
Product Description: The founders of iCraveTV had a great idea for a potentially lucrative market segment: retransmitting network broadcast television signals to Internet-connected PCs, reaching a worldwide extension market. There were several resourcing obstacles to overcome while entering the fiercely competitive broadcasting industry and building competitive advantage: obtaining rights to the programs, securing paying advertisers, retaining viewers, having sufficient cash and management expertise. Several issues remained unresolved as they moved towards the launch of iCraveTV: negotiating rights from each of the content syndicators or attempting to pay Internet royalties for the programming; and preventing U.S. users from accessing the Canadian site since iCraveTV was legally permitted to retransmit television signals already carried on Canadian cable channels, but due to differences in regulation, it might face U.S. broadcast industry objections if U.S. audiences found access to the iCraveTV signal. A supplemental case, iCraveTV.com (B): The Aftermath of the Pennsylvania Injunction, product 9B01M010, is available.

Source: Ivey
  Add   View  18 pp.  Case
Author(s): Mary M. Crossan; Margaret A. Wilkinson; Ken Mark; Tammy Smith
Ivey ID: 9B00M047
Publication Date: 1/19/2001 Revision Date: 1/11/2010
Product Type: Case
Teaching Note: 8B00M47
Geographic Setting: Canada Industry Setting: Amusement and Recreation Services Size: Small Year of Event: 2000 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: E-Commerce; E-Business models; Startups; High technology products
Major Disciplines: Entrepreneurship; General Management
Product Description: The founders of iCraveTV had a great idea for a potentially lucrative market segment: retransmitting network broadcast television signals to Internet-connected PCs, reaching a worldwide extension market. There were several resourcing obstacles to overcome while entering the fiercely competitive broadcasting industry and building competitive advantage: obtaining rights to the programs, securing paying advertisers, retaining viewers, having sufficient cash and management expertise. Several issues remained unresolved as they moved towards the launch of iCraveTV: negotiating rights from each of the content syndicators or attempting to pay Internet royalties for the programming; and preventing U.S. users from accessing the Canadian site since iCraveTV was legally permitted to retransmit television signals already carried on Canadian cable channels, but due to differences in regulation, it might face U.S. broadcast industry objections if U.S. audiences found access to the iCraveTV signal. A supplemental case, iCraveTV.com (B): The Aftermath of the Pennsylvania Injunction, product 9B01M010, is available.

Source: Ivey
  Add   View  16 pp.  Teaching Note
Ivey ID: 8B00M47
For use with 9B00M047

Source: Ivey
   ICT AND SERVICE INNOVATION IN THE EMERGENCY CARE SECTOR OF CRETE
  Add   View  14 pp.  Case
Kouroubali, A — Foundation for Research and Technology-Hellas (FORTH)
Constantinides, P — Lancaster University Management School
Barrett, M — Cambridge Judge Business School

Distributor: ecch (www.ecch.com) Reference: 909-006-1 Language: English
Category: Knowledge, Information and Communications Systems Management Data source: Field research
Product Year: 2009
Geo location: Crete Industry: Health Size: 100 employees Timing: 2005-2007
Topics: Leadership; Pre-hospital emergency system; Service innovation; Centralisation; Change management; Information and communication technologies (ICT)
Abstract: The case examines how a new leader adopted a range of technological and organisational strategies to support service innovation for emergency care. There were a number of management change issues associated with the process of innovation facilitated by the implementation of computerised pre-hospital emergency care systems, global positioning system support on ambulance units, and the development of triage protocols. Furthermore, the case highlights the role and use of information technologies to mediate decision-making and facilitate distributed co-ordination of expertise in the effective handling of emergency incidents.

Source: ecch
   ID Express
  Add   View  4 pp.  Case
Author(s): Warren D. Schlesinger, Donald W. Eckrich, Fernando Gualtieri
Source: Annual Advances — 2004
Subjects: College debit card; Consumer orientation; Target market; Promotional mix

Source: SOCCR
   Idaho Unido: Porque Saber Es Poder (Because Knowledge is Power)
  Add   View  11 pp.  Case
Author(s): Ann M. Hackert, Martine Beachboard
Source: Annual Advances — 2006
Subjects: Minority businesses; Journalism; Entreprenuers; Geographic expansion
Description: Monte and Farhana Hibbert started a Spanish-language newspaper serving the Southeastern Idaho. They were contemplating a geographic expansion of their product, Idaho Sudeste, moving from regional to statewide distribution. The publishers were also thinking about other changes to the paper. One expansion option was developing the paper from a biweekly to a weekly publication. Another option was to print English summaries or a bilingual paper. The newspaper was printing articles in Spanish, but feedback from their readers indicated there might be some demand for either summaries in English or a bilingual edition. The publishers successfully developed a strong relationship with the Hispanic community, and demand for the paper was growing among readers and advertisers. As the publishers faced the future, they realized there were several issues to resolve as they decided whether or not to expand and grow the company. If they decided to expand, they would need a strategy to do so successfully.

Source: SOCCR
  Add   View  15 pp.  Teaching Note
Source: SOCCR
   IDD Connection Between a Reform-in-Progress China and a Deregulated Hong Kong
  Add   View  18 pp.  Case
Author(s): Wong, Ka-fu; Lam, Pun-lee; Yiu, Alexandra
Publication Date: 07/22/2004
Product Type: Case (Field)
Publisher: University of Hong Kong
Product Description: Investigates the issues and difficulties of an IDD connection when there is policy asymmetry between two regions/countries and highlights the importance of interconnection decisions. Cites as an example the unilateral sudden increase in interconnection charges by China Telecom in November 2002. Describes the response of Hong Kong’s IDD operators and the regulatory authority. Looks at the Hong Kong Telecom — the monopoly -- era, when technical innovators found ways to offer new services that undercut or bypassed monopolistic arrangements. This kind of innovation and entrepreneurship is possible, however, only when there are also liberal arrangements on the foreign side of the circuit. Identifies the reasons for the failure of the accounting rate system. The findings provide a factual base for policy discussions on interconnection decisions.
HBS Number: HKU338
Geographic Setting: Hong Kong; China Industry Setting: Telecommunications industry; Telecommunications industry
Event Year Start: 2002 Event Year End: 2002
Subjects: Cross cultural relations; Deregulation; International business; Policy implementation; Telecommunications
Academic Discipline: Business & government
Supplementary Materials: Teaching Note, (HKU339), 6p, by Ka-fu Wong, Pun-lee Lam, Alexandra Yiu

Source: Harvard
   Idea Village (A)
  Add   View  16 pp.  Case
Author(s): Lassiter, Joseph B., III; Heath, Dan
Publication Date: 07/06/2005 Revision Date: 04/13/2006
Product Type: Case (Field)
Product Description: Andy Khubani, the CEO of Idea Village, a company that markets to consumers via direct-response TV ads, must decide whether to launch a campaign touting a hair removal product for women. Explains the direct-response industry and contrasts its methodology with traditional consumer goods marketing.
HBS Number: 9-806-005
Geographic Setting: New Jersey Number of Employees: 15 Gross Revenues: $25 million revenues
Event Year Start: 2002 Event Year End: 2002
Subjects: Advertising; Consumer goods; Consumer marketing; Direct marketing; Distribution channels; Entrepreneurs; Market segmentation; Marketing strategy
Academic Discipline: Marketing
Supplementary Materials: Supplement (Field), (9-806-008), 4p, by Joseph B. Lassiter III, Dan Heath; Supplement (Field), (9-806-009), 2p, by Joseph B. Lassiter III, Dan Heath

Source: Harvard
   Idea Village (B)
  Add   View  4 pp.  Case
Author(s): Lassiter, Joseph B., III; Heath, Dan
Publication Date: 07/06/2005 Revision Date: 04/13/2006
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. Must be used with: (9-806-005) Idea Village (A).
HBS Number: 9-806-008
Subjects: Advertising; Consumer goods; Consumer marketing; Direct marketing; Distribution channels; Entrepreneurs; Marketing strategy
Academic Discipline: Marketing

Source: Harvard
   Idea Village (C)
  Add   View  2 pp.  Case
Author(s): Lassiter, Joseph B., III; Heath, Dan
Publication Date: 07/06/2005 Revision Date: 04/13/2006
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. Must be used with: (9-806-005) Idea Village (A).
HBS Number: 9-806-009
Subjects: Advertising; Consumer goods; Consumer marketing; Distribution channels; Entrepreneurs; Market segmentation; Marketing strategy
Academic Discipline: Marketing

Source: Harvard
   IDEAAS and PSA: Replication in the Amazon
  Add   View  24 pp.  Case
Author(s): Aubry, Rick; Hartigan, Pamela; Arippol, Patrick
Publication Date: 08/10/2007
Product Type: Case (Field)
Publisher: Stanford University
HBS Number: E264
Geographic Setting: Brazil Industry Setting: Energy
Subjects: Alternative energy; Energy policy; Energy resources; Fund raising; International business; Nonprofit sector; Nonprofits; Strategic alliances
Academic Discipline: Social enterprise & ethics
Supplementary Materials: Teaching Note, (E264TN), 7p, by Rick Aubry, Pamela Hartigan, Patrick Arippol
Product Description: Describes two social ventures’ experience of collaborating with each other through a replication project funded by Lemelson and the Schwab Foundations. Each venture served different purposes: IDEAAS installed and operated alternative solar energy equipment in locations without access to Brazil‘s electricity grid, and Saude & Alegria educated populations in the Brazilian Amazon jungle on matters of health, environment conservation, and self-sustainable wealth generation. The replication project entailed having Saude & Alegria help IDEAAS expand its service offering from the south of Brazil into the Amazon region. After describing the organizations, the replication project, and its results, highlights the core success factors that possibly led to the project's ultimate outcomes, allowing students to take positions and debate the critical success factors enabling the successful collaboration between social ventures.

Source: Harvard
   IDEAL ELECTRONICS CORPORATION (A)
  Add   View  9 pp.  Case
Author(s): Killing JP
Description: An American project manager (with a team of 12 Americans), who is just about to conclude a week long negotiation with a team of 12 Koreans, is faced with a dilemma. He is being pushed to make a decision he is ill equipped to make; he feels it mightnot be in his company’s best interest, but could be in the best interest of the joint venture that his firm is in the process of establishing with the Koreans.
Ivey Number: 9A88M008
Publication Date: 1/1/88 Revision Date: 6/3/2003
Geographic Setting: USA/Korea
Industry Setting: Electric & Electronic Equipment Supplies
Company Size: Large organization
Event Year Start: 1988
Subjects: Joint Ventures; Bayes Theorem; International Business
Level of Difficulty: Undergraduate/MBA

Source: Ivey
  Add   View  4 pp.  Teaching Note
Ivey ID: 8A88M08
For use with 9A88M008

Source: Ivey
   IDEAL FITTINGS LIMITED (A)
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Iroegbunam, O — Lagos Business School
Distributor: ecch (www.ecch.com) Reference: 106-056-1 Language: English
Category: Finance, Accounting and Control Data source: Field research
Product Year: 2006
Geo location: Nigeria, West Africa Industry: Building materials Size: Small and medium-sized enterprises (SMEs) Timing: March 2004
Topics: Accounting and control; Financial statements; Entrepreneurship; Small business accounting
Abstract: This is the first of a two-case series (106-056-1 and 106-057-1). Most business start-ups often commence operations without establishing clearly defined accounting and control systems / structures. It has been found that small business owners in particular have a limited understanding of the importance of maintaining proper accounting records and controls. This case gives an insight into the development of the financial records and accounting system of a typical small business, from inception. The company, Ideal Fittings Ltd (IFL), has been in operation for fifteen months. The business owners want to confirm that the accounting records they have been keeping and the reporting system of the company are adequate and capture all the business transactions, thereby providing accurate financial information. The key learning points the case illustrates are: (1) the outcome of keeping incomplete records; (2) the identification and recording of the business transactions of the company (as a separate entity from the owner); and (3) the reconstruction of complete financial statements from incomplete records. By illustrating that for the same company, different accountants can produce a financial statement showing differing figures, the case highlights the usefulness of having a basic understanding of all the issues involved in the recording of business transactions. Also, the case presents the opportunity to discuss the need for in

Source: ecch
   IDEAL FITTINGS LIMITED (B)
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Iroegbunam, O — Lagos Business School
Distributor: ecch (www.ecch.com) Reference: 106-057-1 Language: English
Category: Finance, Accounting and Control Data source: Field research
Product Year: 2006
Geo location: Nigeria, West Africa Industry: Building materials Size: Small and medium-sized enterprises (SMEs) Timing: March 2004
Topics: Accounting and control; Financial statements; Entrepreneurship; Small business accounting
Abstract: This is the second of a two-case series (106-056-1 and 106-057-1). This case, a follow-on to Ideal Fittings (A) seeks to illustrate how information can be derived from the financial records of a business and how the information can be used to plan, manage and monitor business performance. It also introduces students to the basic framework of financial analysis. After two full years of operation, the market has changed significantly since Ideal Fittings Ltd (IFL) commenced operations. Even though the financial statements showed a profit, giving the perception of satisfactory performance, the business owners were concerned about competition and felt that in order to effectively set goals and plan for the future they needed to understand the financial information and define performance indices for the business. While the main objective of the (A) case was to introduce students to company financial statements, the general objective of this case, is to introduce students to some concepts and financial analysis tools that will help students to interpret the financial statements and other operating data of a business. These tools include financial ratios, trend analyses etc. This case also provides an opportunity to point out the advantages and usefulness of financial records in the management of resources and other aspects of business eg pricing of products, financial planning etc (appraise the financial condition, efficiency, and

Source: ecch
   Ideal Standard France: Pat Paterson
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Bartlett, Christopher A.
A newly appointed country subsidiary manager must decide on action for an operation losing $1 million per month. He is constrained by price controls on one hand and sensitive union relations on the other. Furthermore a major loss-contributing plant has recently been converted as a Europe-wide source.
HBS Number: 9-382-139 Type: Case (Field)
Publication Date: 4/19/82 Revision Date: 9/5/86
Geographic Setting: France Industry Setting: plumbing and heating Gross Revenues: $120 million subsidiary
Event Year Start: 1974 Event Year End: 1974
Subjects: Cost control; France; International business; Labor relations; Shutdowns; Strategy implementation; Subsidiaries
Supplementary Materials: Teaching Note, (5-383-151), 12p, by Christopher A. Bartlett; Case Video, (9-883-512), 13 min, by Christopher A. Bartlett

Source: Harvard
  Add     10 pp.  Teaching Note
For use with 9-382-139
HBS Number: 5-383-151
Subjects: Cost control; France; International business; Labor relations; Shutdowns; Strategy implementation; Subsidiaries

Source: Harvard
   Ideals for Export
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Malik, Charles H.
Western countries need to make the values of freedom understandable and real to newly independent countries—we need to go beyond telling them about successful material techniques. Marxist thought has swept across Asia and Africa, and will be countered only with Westerners who have faith in the deeper ideas about morality that have brought about Western civilization.
HBS Number: 64109 Type: Harvard Business Review Article
Publication Date: 1/1/1964
Subjects: Business & society; Developing countries; McKinsey Award Winners; Political systems

Source: Harvard
   Ideas as Art: A Conversation with James G. March
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Author(s): March, James G.; Coutu, Diane L.
Publication Date: 10/01/2006
Product Type: Harvard Business Review Article
HBS Number: R0610E
Subjects: Behavioral economics; Ideas; Leadership; Learning; Organizational learning; Thinking
Academic Discipline: Organizational behavior & leadership
Product Description: Three years ago, consultants Laurence Prusak and Thomas H. Davenport asked prominent management thinkers to name their gurus and reported the results in HBR. James G. March appeared on more lists than any other person except Peter Drucker. A professor emeritus in management, sociology, political science, and education at Stanford University, March has taught courses in subjects as diverse as organizational psychology, behavioral economics, leadership, rules for killing people, friendship, computer simulation, and statistics. He is perhaps best known for his pioneering contributions to organization and management theory. March’s accomplishments in that field, and in many others, have conferred on him an almost unprecedented reputation as a rigorous scholar and a deep source of wisdom. As University of Chicago professor John Padgett wrote in the journal Contemporary Sociology, “March‘s influence, unlike that of any of his peers, is not limited to any possible subset of the social science disciplines; it is pervasive.” March approaches thought aesthetically; he cares that ideas have “some form of elegance or grace or surprise.” His poetic sensibility can be felt in the metaphors he has created over the years — the “garbage can theory” of organizational choice, for instance, and the “hot-stove effect” in learning. In this edited interview with HBR senior editor Diane Coutu, March shares his thinking on aesthetics, leadership, the role of folly, and the irrelevance of relevance when it comes to the pursuit of ideas. He also comments on the fundamental di

Source: Harvard
   Identify the Industries—1996
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Author(s): Bruns, William J., Jr.; McKinnon, Sharon
Publication Date: 07/16/1997 Revision Date: 09/22/1997
Product Type: Case (Library)
Product Description: Common-size balance sheets and financial ratios are given for thirteen companies. Students must identify which company is in which of thirteen industries. Gives students practice in using financial ratios and exploring financial characteristics of companies and industries.
HBS Number: 9-198-017
Subjects: Capital structure; Financial analysis; Financial ratios; Financial reporting
Academic Discipline: Accounting & control
Supplementary Materials: Teaching Note, (5-198-018), 3p, by Sharon M. McKinnon

Source: Harvard
  Add     3 pp.  Teaching Note
For use with 9-198-017
HBS Number: 5-198-018
Subjects: Capital structure; Financial analysis; Financial ratios; Financial reporting

Source: Harvard
   Identify the Industries, Supplement
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Author(s): Hawkins, David F.
Publication Date: 10/20/1995
Product Type: Supplement
Product Description: Supplements Identify the Industries. Must be used with: (9-193-065) Identify the Industries.
HBS Number: 9-196-106
Geographic Setting: Industry Setting:
Subjects: Capital structure; Financial analysis; Financial ratios; Financial reporting; Inventory management
Academic Discipline: Accounting & control
Supplementary Materials: Teaching Note, (9-196-107), 1p, by David F. Hawkins

Source: Harvard
   Identify the Nonprofit
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Author(s): Herzlinger, Regina E.; Hilgenkamp, Ramona K.
Publication Date: 04/20/1995 Revision Date: 12/05/2006
Product Type: Case (Library)
HBS Number: 9-195-215
Subjects: Control systems; Financial analysis; Financial ratios; Management accounting; Nonprofit accounting; Social enterprise
Academic Discipline: Accounting & control
Supplementary Materials: Teaching Note, (5-197-012), 7p, by Regina E. Herzlinger, Ramona K. Hilgenkamp
Product Description: This case presents financial statements and selected ratios for seven unidentified nonprofit organizations and asks that each set of financial information be matched with one of the following nonprofit entities: a public television station, a suburban hospital, a metropolitan art museum, a health insurer, a municipal government, a social service organization, and a private college. May be used with: (94404) Effective Oversight: A Guide for Nonprofit Directors.

Source: Harvard
  Add     7 pp.  Teaching Note
For use with 9-195-215
HBS Number: 5-197-012
Subjects: Control systems; Financial analysis; Financial ratios; Management accounting; Nonprofit accounting; Social enterprise

Source: Harvard
   IDENTIFYING AND COPING WITH BALANCE SHEET DIFFERENCES: A COMPARATIVE ANALYSIS OF US, CHINESE AND FRENCH OIL AND GAS FIRMS USING
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Ding, Y; Entwistle, G; Stolowy, H
Publisher: China Europe International Business School
Distributor: ecch (www.ecch.com) Reference: 107-025-1 Language: English
Category: Finance, Accounting and Control Data source: Field research
Product Year: 2007
Version Date: March 27 2007
Geo location: US, China, France Industry: Oil and gas Size: Multinational Timing: 2005
Topics: Accounting; Financial statement analysis; International comparison; Balance sheet; Oil and gas industry; USA; China; France
Abstract: In a globalised business world it is often necessary to compare companies across national boundaries. This comparison often includes an examination of financial statements. While the process of internationalisation - or harmonisation - of accounting standards continues to progress, there still remain differences in how accounting information is reported between companies located in different countries, especially with regard to the format used to present the balance sheet. It is consequently important that students be able to both identify these differences, and have a method for coping with them. Using three oil and gas firms from three different countries: Exxon in the United States, Sinopec in China, and Total from France, this paper provides a setting for students to identify differences in balance sheet formats across countries. The paper then introduces a standardising model, the ’Statement of Financial Structure‘, which enables students to cope with these differences. In working with this Statement, the concept of working capital is also reinforced for students. Financial analysis skills are also developed, as is the importance of understanding the local business environment in order to interpret the numbers and ratios within the proper context.

Source: ecch
   Identifying and Exploiting the Right Entrepreneurial Opportunity...For You
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Author(s): Spence, Shirley M.; Stevenson, Howard H.
Publication Date: 12/12/2007 Revision Date: 06/22/2009
Product Type: Case (Library)
HBS Number: 808043
Subjects: Careers & career planning; Entrepreneurs; Entrepreneurship; Personal strategy & style
Academic Discipline: Entrepreneurship
Supplementary Materials: Teaching Note, (5-809-043), 17p, by Shirley M. Spence, Howard H. Stevenson
Product Description: This note provides an analytical framework for assessing potential opportunities in the context of an entrepreneur’s life. The framework has two parts — a business analysis and a personal analysis — each comprised of a set of yes/no questions for critical assessment criteria. The note also offers perspectives on entrepreneurship, observations about combining an entrepreneurial career with your personal life, and comments about the pursuit of opportunities in general.

Source: Harvard
   Identifying and Realizing Investments in Eastern Europe (A)
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Author(s): Goldberg, Ray A.; Kennedy, Robert E.; Stro
Publication Date: 03/15/2001 Revision Date: 06/02/2001
Product Type: Case (Field)
Product Description: Relates a Greek milling firm’s efforts to invest in Eastern Europe. Explores the firm‘s search strategy, its due diligence process after a potential investment is identified, and considers how to structure its bid. Teaching Purpose: Allows a discussion of how foreign firms add value following foreign direct investment, of venture capital in emerging markets, and of business-government relations. A rewritten version of an earlier case.
HBS Number: 9-701-086
Geographic Setting: Greece/RomaniaIndustry Setting: milling/foodNumber of Employees: 1,300Gross Revenues: $17 million revenues
Event Year Start: 1995Event Year End: 1997
Subjects: Acquisitions; Agribusiness; Eastern Europe; Emerging markets; Food processing industry; Foreign investment; Global Research Group; Political risk; Privatization; Venture capital
Academic Discipline: Business & government
Supplementary Materials: Supplement (Field), (9-701-087), 5p, by Robert E. Kennedy, Ray A. Goldberg, Laure Mougeot Stroock

Source: Harvard
   Identifying and Realizing Investments in Eastern Europe (B)
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Author(s): Kennedy, Robert E.; Goldberg, Ray A.; Stro
Publication Date: 03/15/2001 Revision Date: 06/03/2001
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. A rewritten version of an earlier case. Must be used with: (9-701-086) Identifying and Realizing Investments in Eastern Europe (A).
HBS Number: 9-701-087
Subjects: Acquisitions; Agribusiness; Eastern Europe; Emerging markets; Food processing industry; Foreign investment; Global Research Group; Political risk; Privatization; Venture capital
Academic Discipline: Business & government

Source: Harvard
   IDENTIFYING BEST PRACTICE: METROPOLITAN AND HIV/AIDS
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Sprague, C; Thomas, A
Publisher: Wits Business School - University of the Witwatersrand
Distributor: ecch (www.ecch.com) Reference: 401-024-1 Language: English
Category: Human Resource Management and Organisational Behaviour Data source: Field research
Product Year: 2001
Geo location: South Africa Industry: Insurance Size: Large Timing: 2001
Topics: HIV/AIDS in the workplace; AIDS management; Insurance industry; Best practice; South Africa
Abstract: Nur Samuels, AIDS Research and Information Consultant in Metropolitan’s AIDS Research Division, was one of the founders of the Western Cape AIDS Business Forum.The forum was composed of representatives from a number of companies, such as British Petroleum and South African Breweries, in which organisations identified HIV/AIDS as a strategic issue to be addressed.The primary objective of the forum was to share experiences and insights regarding the management of the epidemic, effective problem solving, and to report the information back to each company. The forum was established from a growing desire experienced within South African companies to implement AIDS programmes that were effective in building capabilities, processes and practices concerning HIV/AIDS management. Because management was resistant to confronting the issue of HIV/AIDS, both successes and failures were rarely recorded in the public domain. Organisations had only recently acknowledged the impact of AIDS on business. Samuels recognised a desperate need for the documentation of ‘best practice' with regard to managing HIV/AIDS in the workplace. Metropolitan was one of the early leaders in taking action against the epidemic in South Africa.The company carried out a range of internal and external HIV/AIDS initiatives, as well as offering products and services. Nevertheless, Samuels saw several weaknesses in her company's response. In order

Source: ecch
   Identifying Gains and Losses from International Trade: An Exercise
  Add   View  3 pp.  Technical Note
Author(s): Li, Wei
Darden ID: UVA-BP-0531
Published: 8/21/2008
Copyright Year: 2008
Subject Area: Business Policy
Keywords: international trade; Benefit; Cost analysis; Political economy
Abstract: This exercise is designed for studetns to analyze the economic benefits of free trade and political economy consequences arising from the distribution of benefits and costs among consumers and producers in each trading partner country.

Source: Darden
   Identifying Hong Kong Firms During the Asian Financial Crisis
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Chan, Su Han; Wang, Ko; Ho, Mary
Covers managerial strategy and its link to financial performance of 12 unidentified companies within 6 dominant industries in Hong Kong. The companies are divided into pairs according to their industry characteristics. Set in the 1997-
HBS Number: HKU087 Type: Case (Library)
Publication Date: 1/1/2000
Geographic Setting: Hong Kong Industry Setting: hotels, property, utilities
Event Year Start: 1997 Event Year End: 1998
Subjects: Asia; Business conditions; Financial analysis; Financial ratios; Performance measurement
Supplementary Materials: Teaching Note, (HKU088), 11p, by Su Han Chan, Ko Wang, Mary Ho
Publisher: University of Hong Kong
(Sales restricted to North America.)

Source: Harvard
   IDENTIFYING STAKEHOLDER INTERESTS IN FOREIGN INVESTMENTS
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Dhooge, L J — University of the Pacific
Distributor: ecch (www.ecch.com) Reference: 705-021-1 Language: English
Category: Ethics and Social Responsibility Data source: Published sources
Product Year: 2005
Geo location: Myanmar Industry: Oil and gas Size: Publicly traded multinational enterprises Timing: 1993-1999
Topics: Identification of values relevant to the operation of foreign investments as expressed in corporate policy statements; Identification of values relevant to the operation of foreign investments as expressed in industry guidelines; Identification of values
Abstract: This case describes the history of the Moattama Gas Project and Moattama Gas Transportation Company. These entities and joint ventures between TotalFinalElf Petroleum of France, Unocal Corporation of California, Myanma Oil and Gas Enterprises and PTT Exploration and Production Public Company of Thailand, together, these joint ventures developed the Yadana natural gas field located in the Andaman Sea, off the southern coast of Myanmar. The history of the Yadana Project is fraught with controversy and thus provides a platform for discussing a wide range of topics in foreign investment, human rights and corporate social responsibility. This case study identifies and considers values and interests relevant to stakeholders in the operation of foreign investments from corporate interest, as expressed in policy statements to universal interests in human rights instruments. This case was sponsored by the Indiana University CIBER Case Collection.

Source: ecch
   Identifying Value Creators
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Author(s): Chan, Su Han; Wang, Ko; Ho, Mary
Publication Date: 01/11/2002 Revision Date: 08/01/2007
Product Type: Case (Field)
Publisher: University of Hong Kong
HBS Number: HKU185
Geographic Setting: Asia
Event Year Start: 1996 Event Year End: 2000
Subjects: EVA; Financial analysis; Financial ratios; Values
Academic Discipline: Finance
Supplementary Materials: Teaching Note, (HKU186), 21p, by Su Han Chan, Ko Wang, Mary Ho
Product Description: Presents measures of financial performance and health for pairs of Asian and American companies in different industries from 1996 to 2000. The measures include economic profit (also known as Economic Value Added) and other classic measures, such as financial ratios and stock price performance.

Source: Harvard
  Add   View  16 pp.  Case
Author(s): Chan, Su Han; Wang, Ko; Ho, Mary
Publication Date: 01/11/2002 Revision Date: 08/01/2007
Product Type: Case (Field)
Publisher: University of Hong Kong
HBS Number: HKU185
Geographic Setting: Asia
Event Year Start: 1996 Event Year End: 2000
Subjects: EVA; Financial analysis; Financial ratios; Values
Academic Discipline: Finance
Supplementary Materials: Teaching Note, (HKU186), 21p, by Su Han Chan, Ko Wang, Mary Ho
Product Description: Presents measures of financial performance and health for pairs of Asian and American companies in different industries from 1996 to 2000. The measures include economic profit (also known as Economic Value Added) and other classic measures, such as financial ratios and stock price performance.

Source: Harvard
  Add     21 pp.  Teaching Note
For use with HKU185
HBS Number: HKU186
Subjects: Asia; EVA; Financial analysis; Financial ratios; Values

Source: Harvard
   Identifying Venture Opportunities
  Add   View  16 pp.  Case
Author(s): Rohan, Dennis; Hornblower, Jocelyn
Publication Date: 11/18/2008
Product Type: Case (Field)
Publisher: Stanford University
HBS Number: E323
Subjects: Corporate ventures; Entrepreneurship; Start-ups; Teams
Academic Discipline: Entrepreneurship
Product Description: This note explores the idea identification stage of becoming an entrepreneur. It covers common sources of inspiration for ideas, such as career, education, hobbies and interests. It discusses the importance of team creation, execution and passion. It emphasizes 4 different categories of trends that create opportunities for new businesses to emerge, illustrated with examples. Finally, the note covers testing the basic viability of an idea, including the customer, product, competition, industry, timing, and risk and reward relationship.

Source: Harvard
  Add   View  16 pp.  Case
Author(s): Rohan, Dennis; Hornblower, Jocelyn
Publication Date: 11/18/2008
Product Type: Case (Field)
Publisher: Stanford University
HBS Number: E323
Subjects: Corporate ventures; Entrepreneurship; Start-ups; Teams
Academic Discipline: Entrepreneurship
Product Description: This note explores the idea identification stage of becoming an entrepreneur. It covers common sources of inspiration for ideas, such as career, education, hobbies and interests. It discusses the importance of team creation, execution and passion. It emphasizes 4 different categories of trends that create opportunities for new businesses to emerge, illustrated with examples. Finally, the note covers testing the basic viability of an idea, including the customer, product, competition, industry, timing, and risk and reward relationship.

Source: Harvard
   Identity Issues in Teams
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Author(s): Polzer, Jeffrey T.; Elfenbein, Hillary An
Publication Date: 02/06/2003
Product Type: Note
Product Description: People’s identities — their thoughts and beliefs about who they are -- shape the way they interact and collaborate with others. The complex social interactions that characterize the work of teams are fraught with identity-relevant concerns. These concerns have risen in importance as organizations increasingly utilize teams to integrate the expertise of diverse people. This note explains how identity dynamics underlie many of the observable interpersonal problems that team members encounter, ranging from lack of participation and low involvement to misunderstandings and dysfunctional emotional conflict. Provides a framework for understanding how to recognize and manage identity issues in teams, including sections on communicating identities, forming impressions, and the consequences of the resulting level of congruence between people‘s identities and others' impressions of them. Outlines action steps managers can take to increase the level of interpersonal congruence in their teams, which should, in turn, make their teams more effective. Teaching Purpose: To provide a summary of identity issues, which are crucial for effective teamwork, in a succinct, manager-oriented document.
HBS Number: 9-403-095
Subjects: Leadership; Social issues; Teams
Academic Discipline: Organizational behavior & leadership

Source: Harvard
   IDEO Product Development
  Add     21 pp.  Case
Author(s): Thomke, Stefan; Nimgade, Ashok
Publication Date: 06/22/2000 Revision Date: 04/26/2007
Product Type: Color Case
HBS Number: 600143
Geographic Setting: California Industry Setting: Service industries Number of Employees: 300 Gross Revenues: $50 million revenues
Event Year Start: 1998 Event Year End: 1998
Subjects: Creativity; Organizational management; Outsourcing; Product design; Product development; Prototypes
Academic Discipline: Operations management
Supplementary Materials: Teaching Note, (602060), 16p, by Stefan Thomke
Product Description: Describes IDEO, the world’s leading product design firm, and its innovation culture and process. Emphasis is placed on the important role of prototyping and experimentation in general, and in the design of the very successful Palm V handheld computer in particular. A studio leader is asked by a business start-up (Handspring) to develop a novel hand-held computer (Visor) in less than half the time it took to develop the Palm V, requiring several shortcuts to IDEO‘s legendary innovation process. Focuses on: 1) prototyping and experimentation practices at a leading product developer; 2) the role of playfulness, discipline, and structure in innovation processes; and 3) the managerial challenges of creating and managing an unusually creative and innovative company culture. Includes color exhibits. May be used with: (R0102D) Enlightened Experimentation: The New Imperative for Innovation.

Source: Harvard
  Added   View  21 pp.  Case
Author(s): Thomke, Stefan; Nimgade, Ashok
Publication Date: 06/22/2000 Revision Date: 04/26/2007
Product Type: Color Case
HBS Number: 9-600-143
Geographic Setting: California Industry Setting: Service industries Number of Employees: 300 Gross Revenues: $50 million revenues
Event Year Start: 1998 Event Year End: 1998
Subjects: Creativity; Organizational management; Outsourcing; Product design; Product development; Prototypes
Academic Discipline: Operations management
Supplementary Materials: Teaching Note, (5-602-060), 16p, by Stefan Thomke
Product Description: Describes IDEO, the world’s leading product design firm, and its innovation culture and process. Emphasis is placed on the important role of prototyping and experimentation in general, and in the design of the very successful Palm V handheld computer in particular. A studio leader is asked by a business start-up (Handspring) to develop a novel hand-held computer (Visor) in less than half the time it took to develop the Palm V, requiring several shortcuts to IDEO‘s legendary innovation process. Focuses on: 1) prototyping and experimentation practices at a leading product developer; 2) the role of playfulness, discipline, and structure in innovation processes; and 3) the managerial challenges of creating and managing an unusually creative and innovative company culture. Includes color exhibits. May be used with: (R0102D) Enlightened Experimentation: The New Imperative for Innovation.

Source: Harvard
  Add     16 pp.  Teaching Note
For use with 9-600-143
HBS Number: 5-602-060
Subjects: Computer industry; Creativity; Organizational management; Outsourcing; Product design; Product development; Prototypes

Source: Harvard
   IDFC India: Infrastructure Investment Intermediaries
  Add   View  12 pp.  Case
Author(s): Macomber, John D.; Balsari, Viraal
Publication Date: 06/16/2010 Revision Date: 07/06/2010
Product Type: Case (Library)
Publisher: Harvard Business School
HBS Number: 210050
Geographic Setting: India Number of Employees: 500 Gross Revenue: $ 1 bn USD
Event Year Start: 2010 Subjects: Capital markets
Academic Discipline: Finance
Product Description: To maximize their effectiveness, color cases should be printed in color. Indian financial intermediary matching international capital to local infrastructure decides how to balance range of services, risk adjusted return, margin pressure, and nation building. IDFC was chartered with partial ownership from the Indian government to help evaluate policy and be a model for how private finance could be attracted to public infrastructure. As the nation and company grow, the firm also grows and embarks on a strategy of rapid expansion, offering a wide new range of financial products, and participating in many aspects of the supply chain. Teaching questions include revisiting the original mission, contemplating the reduced margins and increased risks that come with entering a number of domains which already have established incumbents, and the trade-offs between maximizing shareholder return (for example through investments in full tariff power projects in rich cities) and maximizing the benefit to the nation (for example through subsidized tariff water projects in poor states).

Source: Harvard
   Idris S.A.
  Add     6 pp.  Case A
Paula Gutman and edited by Richard G. Linowes Idris (Mali) is a company that traditionally imported food stuffs into Mali. Political turmoil and changing exchange rates pose serious risks to the business, so the company is now beginning the export of Malian mangos to overseas markets. An American adviser puts together a plan for the business and oversees its operation.
Source: Institute of International Education and selected for use by Pinnacle Editorial Board. Copyright 1994.
Courses: Accounting; Entrepreneurship; Small Business
Topics:

Source: Pinnacle
  Add     6 pp.  Case B
Source: Pinnacle
  Add     9 pp.  Teaching Note for Cases A and B
Source: Pinnacle
   IDS Financial Services
  Add   View  20 pp.  Case
Bonoma, Thomas V.; Drumwright, Minette E.
Scarce managerial talent, sales force turnover, and client attrition were potential problems underlying IDS’ disappointing performance at mid-year 1987. The marketing vice president had three potential "fixes": 1) increasing or decreasing the $35 million budget for marketing programs, 2) accelerating the expansion of the 6,746-person sales force numerically, and 3) emphasizing the strategic geographical expansion of the sales force. The teaching objective is to show the intricacies of planning, organizing, and budgeting as a three-way interaction which impacts results.
HBS Number: 9-588-044 Type: Case (Field)
Publication Date: 12/08/1987 Revision Date: 09/19/1995
Geographic Setting: Nationwide Industry Setting: sales force
Company Size: large Gross Revenues: $2.9 billion sales
Event Year Start: 1987 Event Year End: 1987
Subjects: Corporate culture; Financial services; Growth strategy; Organizational structure; Sales management
Supplementary Materials: Teaching Note, (5-589-010), 20p, by Minette E. Drumwright

Source: Harvard
  Add     20 pp.  Teaching Note
For use with 9-588-044
HBS Number: 5-589-010
Subjects: Corporate culture; Financial services; Growth strategy; Organizational structure; Sales management

Source: Harvard
   IDS Financial Services (Condensed)
  Add   View  14 pp.  Case
Deighton, John
Highlights the decision that must be made on balancing customer acquisition and retention and de-emphasizing the structural issues involved in administering the independent contractor sales force.
HBS Number: 9-596-045 Type: Case (Field)
Publication Date: 08/23/1995 Revision Date: 10/02/1996
Geographic Setting: Nationwide Industry Setting: sales force
Company Size: large Gross Revenues: $2.9 billion sales
Event Year Start: 1987 Event Year End: 1987
Subjects: Corporate culture; Financial services; Growth strategy; Organizational structure; Sales management
Supplementary Materials: Teaching Note, (5-596-061), 12p, by John Deighton

Source: Harvard
  Add     12 pp.  Teaching Note
For use with 9-596-045
HBS Number: 5-596-061
Subjects: Corporate culture; Financial services; Growth strategy; Organizational structure; Sales management

Source: Harvard
   If Brands Are Built over Years, Why Are They Managed over Quarters?
  Add   View  16 pp.  Article
Author(s): Lodish, Leonard M.; Mela, Carl F.
Publication Date: 07/01/2007
Product Type: Harvard Business Review Article
HBS Number: R0707H
Subjects: Attitudes; Brand equity; Brand management; Consumers; Long term planning; Market analysis; Marketing plans; Sales strategy
Academic Discipline: Marketing
Product Description: Brands are on the wane. Many consumer goods companies blame the big-box discount retailers, but the Wharton School’s Leonard Lodish and the Fuqua School‘s Carl Mela have a different explanation. Their research suggests that companies have damaged their brands by investing too much in short-term price promotions and too little in long-term brand building. To rescue their brands and increase profitability, corporate managers must arm themselves with long-term measures of brand performance and use them to make smarter marketing decisions. Several factors explain the shortsightedness of brand management: the increased availability of weekly, or even hourly, scanner data, which show a clear link between discounts and immediate boosts in sales; the relative difficulty of measuring the effects of advertising, new product development, and distribution — all of which can contribute to a brand's long-term health; the short tenure of most brand managers; and the near-term orientation of Wall Street analysts. Although discounts do increase sales in the short term, they ultimately lower profit margins. If a product is often discounted, consumers learn to buy it only when it's on sale. Moreover, when one firm increases its discounts, others usually follow suit, lowering everyone's margins. Executives can monitor a brand's long-term performance by watching a dashboard of measures. Only after examining such measures, for example, did managers at Clorox discover that the company's heavy discounting and decreased advertising had caused a steady decline in overall bleach sales and profit mar

Source: Harvard
   If It Ain’t Broke, Fix It Anyway: Communicating to Create Change at Ford
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Author(s): Marton, Betty A.
Publication Date: 05/01/1999
Product Type: Harvard Management Communication Letter Article
Product Description: In April 1994, Ford Motor Co. was the world’s second largest auto maker, with record earnings and revenues. But, Ford realized that it had to streamline its operation dramatically on many levels and bring down the cost of production worldwide if it planned to stay at the top of its industry. Thus, the Ford 2000 plan was conceived to galvanize its employees to change their habits even though they seemed to be successful. The first steps toward restructuring the entire company began in 1995. Read how Ford decided that the company needed a restructuring and how it was carried out with the help of all its employees. This article includes the sidebar "The Lessons of Ford 2000: How To Foster Change When the Stakes Are Big."
HBS Number: C9905D
Subjects: Automobile industry; Automobiles; Business plans; Communication in organizations; Communication strategy; Employee morale; Management communication; Restructuring
Academic Discipline: Organizational behavior & leadership

Source: Harvard
   If Only We Knew What We Know: Identification and Transfer of Internal Best Prac
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Author(s): O’Dell, Carla; Grayson, C. Jackson, Jr.
Publication Date: 04/01/1998
Product Type: CMR Article
Publisher: California Management Review
Product Description: One of the most effective avenues toward improvement is the process of internal benchmarking—identifying, sharing, and using the knowledge and “best practices” inside one‘s organization. But the process can be tricky and time consuming because of obstacles such as ignorance about resources or others' needs, a culture that values personal expertise more than knowledge sharing, and a lack of resources for implementation of best practices. This article explores how organizations conduct successful internal benchmarking, relating details ranging from requirements for successful transfer to lessons learned.
HBS Number: CMR114
Subjects: Benchmarks; Knowledge management; Knowledge transfer; Organizational behavior; Organizational learning
Academic Discipline: General management

Source: Harvard
   If Private Equity Sized Up Your Business
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Author(s): Pozen, Robert C.
Publication Date: 11/01/2007
Product Type: Harvard Business Review Article
HBS Number: R0711D
Subjects: Private equity; Value creation
Academic Discipline: Competitive strategy
Product Description: As the dust settles on the recent frenzy of private equity deals (including transactions topping $20 billion), what lessons can companies glean? Directors and executives of public companies may now be slightly less fearful of imminent takeover, yet the pressure remains: They face shareholders who wonder why they aren’t getting private-equity-level returns. Rather than dismiss the value private equity has created as manipulated or aberrant, public company leaders should recognize the disciplined management that often underlies it. Pozen, a longtime leader in the financial services industry, finds that in the aftermath of buyouts, companies undergo five major thrusts of reform. These translate into five key questions that directors should pose to senior management: Have we left too much cash on our balance sheet instead of raising our cash dividends or buying back shares?; Do we have the optimal capital structure, with the lowest weighted after-tax cost of total capital, including debt and equity?; Do we have an operating plan that will significantly increase shareholder value, with specific metrics to monitor performance?; Are the compensation rewards for our top executives tied closely enough to increases in shareholder value, with real penalties for nonperformance?; Finally, does our board have enough industry experts who have made the time commitments and been given the financial incentives necessary to maximize shareholder value? The era of private equity is far from over — the top funds have become very large and are likely to play an influential role in future market cycles. Boards that ask these questions, and act on them, won‘t just beat the takeover artists

Source: Harvard
   If Successful, Then Why Does My Frustration Grow?
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Author(s): Joy Benson, Sally Dresdow, Cindy Byrd
Source: Annual Advances — 2003
Subjects: Motivation; Communications; Interpersonal dynamics
Description: Without any involvement in the decision, Stacy Lynn, Coordinator of Student Affairs, was assigned responsibility for developing and running the new student orientation program (NSO). This program had previously been the responsibility of the Director of Enrollment Management. The challenge of the new responsibility lay not so much in its content or in its execution; rather it lay in Stacy’s confrontation with her own perception of the value of her program, her view of how others perceived the program, and her attitude toward how the reassignment was handled. Stacy‘s perceived experience at the college was counter to her needs and expectations. This presented a dilemma that needed to be understood in order for her to move beyond the immediate issue of the NSO program to addressing her low level of motivation and its impact on student development and her relationship with the Dean of Student Services. This case focuses on an analysis of the different issues that affect an individual's level of motivation. Though an in-depth motivational approach is used in this teaching note, the user could use the case to develop a strong analysis related to conflict and communication as well as how the limiting actions of an individual affect interpersonal dynamics. The case would be appropriate for use in undergraduate and graduate organizational behavior, management, or communication courses.

Source: SOCCR
  Add   View  10 pp.  Teaching Note
Source: SOCCR
   If We Blew It Up, Then We Could
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Author(s): Childress, Stacey
Publication Date: 09/08/2008 Revision Date: 08/12/2010
Product Type: Exercise
Publisher: Harvard Business School
HBS Number: 309042
Geographic Setting: United States
Subjects: Entrepreneurship; Change management
Academic Discipline: Entrepreneurship
Supplementary Materials: Case Teaching Note, (309054), 7p, by Stacey Childress, Jason Mahon
Product Description: By setting up a thought experiment, this exercise challenges students to examine their own assumptions about the meaning of the word “public” in public education, as well as to understand competing assumptions held by others.

Source: Harvard
  Add   View  3 pp.  Case
Author(s): Childress, Stacey
Publication Date: 09/08/2008 Revision Date: 08/12/2010
Product Type: Exercise
Publisher: Harvard Business School
HBS Number: 309042
Geographic Setting: United States
Subjects: Entrepreneurship; Change management
Academic Discipline: Entrepreneurship
Supplementary Materials: Case Teaching Note, (309054), 7p, by Stacey Childress, Jason Mahon
Product Description: By setting up a thought experiment, this exercise challenges students to examine their own assumptions about the meaning of the word “public” in public education, as well as to understand competing assumptions held by others.

Source: Harvard
   If We Can Put a Man on the Moon...: Getting Big Things Done in Government
  Add   View  42 pp.  Creating a Better Future: The Execution Mindset
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5550BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Chapter 8 from 13170

Source: Harvard
  Add   View  49 pp.  The Complacency Trap: Changing Times
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5544BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Chapter 6 from 13170

Source: Harvard
  Add   View  47 pp.  The Design-Free Design Trap: Blueprint Bootcamp
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5537BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Chapter 2 from 13170

Source: Harvard
  Add   View  48 pp.  The Overconfidence Trap: Fear, Risk, and the Best-Laid Plans
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5542BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Chapter 4 from 13170

Source: Harvard
  Add   View  38 pp.  The Seven Deadly Traps on the Journey to Success
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5534BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Introduction from 13170

Source: Harvard
  Add   View  41 pp.  The Silo Trap: The Walls Between Us
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5545BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Chapter 7 from 13170

Source: Harvard
  Add   View  51 pp.  The Sisyphus Trap: The Rock, the Hill, and You
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5543BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Chapter 5 from 13170

Source: Harvard
  Add   View  47 pp.  The Startgate Trap: The Space Between Possibility and Reality
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5536BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Chapter 3 from 13170

Source: Harvard
  Add   View  50 pp.  The Tolstoy Trap: You’ll See It When You Believe It
Author(s): Eggers, William D.; O’Leary, John
Publication Date: 11/19/2009
Product Type: HBS Press Chapter
HBS Number: 5538BC
Subjects: State government; Strategic initiatives
Academic Discipline: General management
Product Description: Chapter 1 from 13170

Source: Harvard
   If You Love Your Information, Set It Free
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Author(s): Weinberger, David
Publication Date: 06/01/2007
Product Type: Harvard Business Review Article
HBS Number: F0706A
Subjects: Information management; Internet
Academic Discipline: Competitive strategy
Product Description: Organizations that fear sharing their data with aggregators might be surprised to learn they can benefit from letting other firms disseminate their information online.

Source: Harvard
   If You Want Honesty, Break Some Rules
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Author(s): Graham, Ginger L.
Publication Date: 04/01/2002
Product Type: Harvard Business Review Article
Publisher: Harvard Business School Publishing
HBS Number: R0204B
Subjects: Communication; Organizational behavior; Communication in organizations; Organizational change
Academic Discipline: Organizational Behavior & leadership
Product Description: We’ve all heard, or perhaps even told, the “organizational lie”: We‘re customer centric; everyone's performance is above average; we're the darling of our industry, coming up with one innovation after another. That last one was true of Advanced Cardiovascular Systems (ACS) in the past, but not when Ginger Graham took over as CEO. From that first moment in 1993, Graham chose to tell the truth about ACS's situation — that R&D was practically at war with product development, yields were down, and customers were disgruntled. And ever since, she's seen the benefits of exploding organizational lies. Truth telling is something that's hard to argue with but difficult to do. And, indeed, ACS instituted some radical practices to create its culture of honesty. Every senior manager was assigned a coach from the ranks who regularly solicited feedback from everyone, high and low, about the executive's performance. To get the truth, though, ACS executives learned that they had to offer it up themselves — the whole truth about the company's financial state, its problems, and its triumphs. In return, they could ask their employees for help in solving the problems; passive complainers became active partners in the company's fortunes. ACS management spreads the word about the virtues of honesty through vivid stories of corporate history and quirky rituals. Every quarter, it holds companywide meetings in which the faults of top managers are examined — to keep them honest and tough enough to go on telling the truth. In fact, in the proc

Source: Harvard
   If You Want to Lead, Blog
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Author(s): Schwartz, Jonathan
Publication Date: 11/01/2005
Product Type: Harvard Business Review Article
Product Description: Sun Microsystems President and COO Jonathan Schwartz explains how blogging has enhanced public perception of his company and fostered loyalty within.
HBS Number: F0511J
Subjects: Blogs; Communication in organizations; Communication strategy; Corporate image; Employee morale; Perception
Academic Discipline: Marketing

Source: Harvard
   IFC MANUFACTURING - FOREIGN EXCHANGE HEDGING
  Add   View  21 pp.  Case
Dunbar C; Sooran C
IFC Manufacturing, an automobile parts producer, was attempting to raise capital to fund expansion in Mexico. In order to secure financing, the creditor banks required an assessment of the IFC’s financial risk management apparatus. IFC hadexposures to foreign exchange and interest rates. IFC had grown aggressively by acquiring firms on both sides of the Canadian-U.S. border, funding these purchases in U.S. dollars. The case allows for discussion of a number of issues, including:internal controls (the Group of Thirty recommendations for good derivatives practices), risk measurement and management. Data is provided which allows students to qualify translational and transactional risk exposures. Information is also providedallowing students to evaluate IFC‘s portfolio of hedging instruments which includes plain vanilla options, single barrier options, double barrier options and average rate options.
Ivey Number: 9A99N010
Publication Date: 8/6/1999 Revision Date: 29/03/2000
Geographic Setting: Canada Industry Setting: Transportation Equipment
Company Size: Medium organization
Event Year Start: 1998
Subjects: Bank Lending, Derivatives, Foreign Exchange, Risk Management
Functional Area: Finance

Source: Ivey
  Add   View  14 pp.  Teaching Note
Ivey ID: 8A99N10
For use with 9A99N010

Source: Ivey
   IFP, Indonesia
  Add   View  17 pp.  Case
Author(s): Shapiro, Roy D.
Publication Date: 01/26/2010 Revision Date: 02/03/2010
Product Type: Case (Gen Exp)
Publisher: Harvard Business School
HBS Number: 610052
Geographic Setting: Indonesia
Event Year Start: 2009 Subjects: Political risk; Plant location; Supply chain management
Academic Discipline: Operations management
Product Description: IFP, Ltd. is a Europe-based multinational mining and minerals company contemplating an investment to produce forest products in Indonesia. The primary case decisions are 1) how to assess political and operating risk, 2) how to integrate economic and political risk analysis in order to select among the alternative spatial and operating configurations, and 3) how to manage operations in order to minimize risk. This case is an effective vehicle for discussing the complex issues involved in operating in the difficult, uncertain political environment of a developing country.

Source: Harvard
   IFRS in China
  Add   View  16 pp.  Case
Author(s): Ramanna, Karthik; Donovan, G.A.; Dai, Nancy Hua
Publication Date: 11/09/2009 Revision Date: 08/23/2010
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 110037
Geographic Setting: China Number of Employees: N/A Gross Revenue: N/A
Event Year Start: 2009 Subjects: Accounting; Financial statements; Accounting standards; International Financial Reporting Standards; Auditing; Globalization; Business & government
Academic Discipline: Business & government
Supplementary Materials: Case Teaching Note, (110039), 7p, by Karthik Ramanna
Product Description: In 2005, China announced plans to “converge with,” but not completely adopt, IFRS. China also began to lobby for changes to specific IFRS provisions, such as for related party disclosures by state-owned firms, to bring them more into line with Chinese interests. China’s accounting system had already undergone significant reforms during the two decades when its economy had grown to become the fourth largest in the world. However, enforcement of accounting standards remained weak, the financial system was relatively immature, and large state-owned firms still dominated many sectors of the economy.

Source: Harvard
  Add     7 pp.  Teaching Note
HBS Number: 110039
Product Description: For use with 110037

Source: Harvard
   IGA AND THE COLES-SHELL ALLIANCE
  Add   View  17 pp.  Case
Rushworth, S — Envisioning
Buttle, F — Macquarie International, Macquarie University

Distributor: ecch (www.ecch.com) Reference: 506-176-1 Language: English
Category: Marketing Data source: Published sources
Product Year: 2006
Geo location: Australia Industry: Retail (supermarket) Size: Large, listed company Timing: 2004-2006
Topics: Marketing; Alliance; Competitive strategy; Retail; Merchandising; Joint venture
Abstract: This case study shows how an alliance between companies can influence the business performance of a third party. IGA (Independent Grocers Alliance) is a group of independent retailers that is considering their response to an alliance that threatens their share of the market. Coles Myer is Australia’s largest retail operation. It has formed an alliance with Shell, the fuel company. Shoppers in Coles outlets are offered a 4 cent discount per litre of fuel bought from participating Shell service stations. The case study describes the business context within which Coles and Shell operate, their motives for participating in the alliance, and the outcomes achieved. The alliance appears to have changed patterns of consumer shopping, and had adverse effects on IGA. Another similar alliance, also described in the case, between Woolworths (Australia‘s second largest retail operation) and Caltex has made IGA's position even more difficult. The case has a number of applications. It can be used to illustrate: (1) competitive strategy; (2) joint ventures; (3) network management; (4) service offer (value proposition) development; (5) growth strategy; (6) stakeholder value creation; and (7) service innovation. The case can be used on marketing, service management and retailing courses.

Source: ecch
   Iggy’s Bread of the World
  Add   View  14 pp.  Case
Author(s): Gendron, Alexis; McGinn, Kathleen
Publication Date: 11/13/2000 Revision Date: 03/29/2001
Product Type: Case (Field)
Product Description: In January 1994, Igor and Ludmilla Ivanovic opened the doors of their bakery, Iggy’s Bread of the World. This case describes their unusual mission statement and the way in which they try to bring a social consciousness mentality to a for-profit business. Six years later they have grown beyond their physical and administrative capacity. The Ivanovics must decide how to reconfigure the leadership structure of the company without losing their control over the fundamentals. Teaching Purpose: Explores direct vs. indirect influence, focusing on the difficulties inherent in learning effective indirect influence tactics where one is accustomed to using direct influence. Also explores issues in corporate culture and corporate reorganization.
HBS Number: 9-801-282
Geographic Setting: Cambridge, MA Industry Setting: bakery Number of Employees: 130
Event Year Start: 1999 Event Year End: 2000
Subjects: Corporate culture; Family owned businesses; Food; Human resources management; Power & influence; Reorganization; Small business
Academic Discipline: Organizational behavior & leadership
Supplementary Materials: Teaching Note, (5-801-283), 16p, by Kathleen McGinn

Source: Harvard
  Add     15 pp.  Teaching Note
For use with 9-801-282
HBS Number: 5-801-283
Subjects: Corporate culture; Family owned businesses; Food; Human resources management; Power & influence; Reorganization; Small business

Source: Harvard