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   ’A SUCCESS STORY!‘: CASE OF A WOMEN MICRO ENTREPRENEUR
  Add   View  3 pp.  Case
Ilyas, M — Air University
Shad, I U — Air University

Distributor: ecch (www.ecch.com) Reference: 809-013-1 Language: English
Category: Entrepreneurship Data source: Field research
Product Year: 2009
Geo location: Pakistan Industry: Farming Size: 70 employees
Topics: Entrepreneurship; Women entrepreneurship; Micro finance; Business incubator; Diversification; Social responsiveness
Abstract: This case invites us to think about the status of women entrepreneurs in society and how commitment and passion motivates women to stand up economically for their family. It is the story of a young woman who lost her husband at a young age and was forced to migrate to a city from her native village, along with her children and very little money. She starts a business of potato farming with the help of her uncle, along with an NGO (non-governmental orgnisation) and a micro finance institution. Her hard work, commitment, passion and intelligence made her successful. She now runs an independent business employing seventy poor women of the town. She is also president of a women’s organisation, declared best entrepreneur, has established a vocational centre and visited many developed countries of the world. The case describes the story of a socially responsive woman who takes up the mantle of leadership. She now wants to diversify her business and start some agri-related ventures, working on the establishment of a business incubator in the town.

Source: ecch
   ’SKB TELEBANKING IN INDIA, MAY I HELP YOU?‘
  Add   View  44 pp.  Case
Lamaire, J P — ESCP Europe Campus Paris
Prime, N — ESCP Europe Campus London
Vasudevan, V — ESCP Europe Campus Paris

Distributor: ecch (www.ecch.com) Reference: 505-025-1 Language: English
Category: Marketing Data source: Published sources
Product Year: 2005
Geo location: India Industry: Banking Timing: 2002
Topics: Marketing strategy; Marketing of telebanking services; Retail banking distribution; India
Abstract: Within the context of a retail boom of the banking industry in India, a leading international bank has set up a telebanking service for its retail customers. It is a people intensive unit, with executives answering calls on a 24/7 basis, rather than a machine (Voice Response Unit) like the telebanking service of competitor banks. In the first three years there had been a rapid growth in the number of customers who used telebanking. Now, this number seems to stagnate, with approximately 35-40% of the bank’s retail customer base using the service in Dehli and Mumbai. The bank‘s management needs to decide what changes they should bring about in telebanking so that more existing customers switch to the electronic/telephonic banking from traditional branch banking and for new customers to choose this bank. The teaching objectives are to: (1) understand the multiple impacts of the rapid and dynamic opening of the Indian banking sector: increased need of innovation, organisation and profitability; (2) emphasise the key success factors of telebanking offerings: careful people selection, good internal processes, high service standards, continuous technological improvements; (3) understand the opportunity offered by telebanking for foreign banks in India; (4) analyse the immediate issue of diagnosing why more customers are not switching from using the branch to telebanking; and (5) develop a marketing strategy in order to make more c

Source: ecch
   ’SO MANY COUNTRIES, SO MANY LAWS‘: YAHOO!, LEGAL UNCERTAINTY AND THE INTERNET
  Add   View  18 pp.  Case
Monseau, S — Indiana University
Essounga, Y — Indiana University

Distributor: ecch (www.ecch.com) Reference: 204-069-1 Language: English
Category: Economics, Politics and Business Environment Data source: Field research
Product Year: 2004
Geo location: France and United States Industry: Internet and communications Size: 5,000 employees Timing: 2000-2001
Topics: Internet and jurisdiction; Law and legal systems; Freedon of expression, speech and censorship; Enforcement of foreign judgments; Business law; Comparative law
Abstract: Yahoo! Inc was sued by French civil rights activists for allowing auctions of Nazi memorabilia on its website contrary to French law. The company’s position was that it was subject to US not French law, should not act as a censor and could not technically block access to its websites from France. The French judge found against Yahoo! Inc, which reacted by filing suit in the US asking for a ruling that the French court judgment was not enforceable. However, it was also decided to remove almost all objects relating to Nazism from its sites. The case provides an illustration of the legal uncertainty surrounding Internet operations in a foreign country. It covers jurisdiction, conflict of laws, freedom of expression and the enforcement of foreign judgments. It highlights practical and ethical considerations in the management of an international lawsuit in a new and unsettled area of law. This case was sponsored by the Indiana University CIBER Case Collection.

Source: ecch
   ’SOMETHING NEW!‘: A CASE OF AN ENTREPRENEUR
  Add   View  4 pp.  Case
Shahzad, K — Army Public College of Management Sciences (APCOMS)
Nasir, M — Army Public College of Management Sciences (APCOMS)

Distributor: ecch (www.ecch.com) Reference: 808-012-1 Language: English
Category: Entrepreneurship Data source: Field research
Product Year: 2008
Geo location: Pakistan Industry: Fast food Size: 20 employees
Topics: Entrepreneurship; Innovation; Focus strategy; Fast food
Abstract: This case is about a young entrepreneur, Amir, who starts a fast food restaurant because of a strong passion for independence. Unfortunately, the restaurant fails to do good business due to some lapses in his strategies. During the second year of the venture, an old friend of Amir’s, a well-qualified planning officer visits him. After a brief analysis, he concludes that the business is in desperate need of something new. So, they decide to formulate new plans and strategies for the prosperity of the business. This case highlights the key issues of: (1) effective and efficient use of resources; (2) the importance of market analysis; (3) flexibility in plans; and (4) the use of appropriate and most suitable business strategies. It also gives a picture of the complications brought about by the application of inappropriate strategies.

Source: ecch
   7 CRITICAL ASPECTS OF SALES TEAM MANAGEMENT
  Add   View  9 pp.  Technical note
Fernandez, A — EADA - International Management Development Centre
Distributor: ecch (www.ecch.com) Reference: 508-095-6 Language: English
Category: Marketing Data source: Published sources
Product Year: 2008
Topics: Marketing; Sales
Abstract: These technical notes focus on a series of critical aspects which the sales manager must consider for decision making at both a strategic level and on a day to day basis. The key aspects that are dealt with are drawing up sales strategies, planning the sales campaign and setting objectives, different forms of sales organisation, calculating the number of sales representatives required to deal with the market, different forms of sales representative remuneration and selection, sales representative training plus sales activity monitoring and control.

Source: ecch
   7-Eleven
  Add   View  12 pp.  Case
Author(s): Santoma, Javier; Marce, Carmen
Publication Date: 09/26/2003 Revision Date: 11/11/2003
Product Type: Case (Field)
Publisher: IESE University of Navarra
HBS Number: IES105
Industry Setting: Convenience store industry
Subjects: Change management; R&D; Technological change
Academic Discipline: Operations management
Supplementary Materials: Teaching Note, (IES106), 10p, by Javier Santoma
Product Description: Upon analyzing the next-generation ATMs that the 7-Eleven chain of convenience stores was installing in its stores, a consulting firm specializing in payment systems anticipated major changes in the payments sector in the medium and longer term. How would the banks react to further encroachment on their business, already under pressure from traditional competitors and new players backed by the latest technologies?

Source: Harvard
   7-Eleven, Inc.
  Add   View  30 pp.  Case
Author(s): Bell, David E.; Hogan, Hal
Publication Date: 12/04/2003 Revision Date: 01/27/2004
Product Type: Case (Field)
Product Description: Can 7-Eleven (United States) replicate the successful experience of 7-Eleven (Japan) in selling fresh foods through convenience stores? Describes the Japanese system, both logistical and store, and shows the steps the U.S. company is taking to try to achieve the same success. Teaching Purpose: To discuss the future distribution of prepared foods.
HBS Number: 9-504-057
Geographic Setting: Japan, United StatesIndustry Setting: retailGross Revenues: $10 billion revenues
Event Year Start: 2003Event Year End: 2003
Subjects: Agribusiness; Food; Global Research Group; Retailing
Academic Discipline: Marketing
Supplementary Materials: Teaching Note, (5-505-067), 4p, by David E. Bell

Source: Harvard
   A Second Career: The Possible Dream
  Add   View  8 pp.  Article
Levinson, Harry
As some people approach midlife, they find their careers less interesting, stimulating, or rewarding and begin to think about having a second career. Before making the choice to start a new career or remain with the organization, managers must consider: family responsibilities; the risk of losing one’s present job; the possibility of losing status in the community; the time it will take to cultivate clients; the amount of freedom and autonomy the new career will afford; the necessity of talking about one‘s feelings; the potential of a new career to bring one closer to one's spouse; and the importance of trying to keep options open.
HBS Number: 83307 Type: Harvard Business Review Article
Publication Date: 5/1/1983
Subjects: Careers & career planning;

Source: Harvard
   A Second Look at Japanese Product Development
  Add   View  16 pp.  Article
Kamath, Rajan R.; Liker, Jeffrey K.
Many companies throughout the world, seeking ways to develop products more efficiently, are recasting their relationships with suppliers—often modeling their efforts on approaches used by world-class Japanese manufacturers like Toyota
HBS Number: 94605 Type: Harvard Business Review Article
Publication Date: 11/1/94
Subjects: Automobiles; Japan; Product development; Suppliers

Source: Harvard
   A Short Note on the AccuFlow Excel Model
  Add   View  2 pp.  Case
Author(s): Light, Jay O.
Publication Date: 03/13/2003
Product Type: Supplement (Note)
Product Description: Describes an Excel spreadsheet workbook that facilitates the analysis of AccuFlow, Inc. Must be used with: (9-299-079) AccuFlow, Inc.
HBS Number: 9-203-089
Subjects: Entrepreneurial finance; Equity financing; Leveraged buyouts; Machinery; Negotiations
Academic Discipline: Finance

Source: Harvard
   A Silicon Valley of the East: Creating Taiwan’s Semiconductor Industry
  Add   View  30 pp.  Article
Author(s): Mathews, John A.
Publication Date: 07/01/1997
Product Type: CMR Article
Publisher: California Management Review
Product Description: A thriving semiconductor industry has been created in Taiwan over the course of the past two decades by the use of advanced organizational techniques of technology leverage and accelerated technology diffusion. By the mid-1990s, the industry had reached a level of output that placed it behind only the United States, Japan, and Korea. Almost all of Taiwan’s semiconductor industry is located in the Hsinchu Science-Based Industry Park, which was created in emulation of California‘s Stanford Research Park, but with more direct government involvement. This article explores the extent to which this emergent Silicon Valley in Taiwan shares the “industrial ecology” that has powered innovation in California and examines the extent to which the Taiwan industry suffers from weaknesses attributed to its rapid creation through technology leverage.
HBS Number: CMR087
Subjects: Industrial development; Industry structure; Research & development; Semiconductors; Silicon Valley; Southeast Asia
Academic Discipline: Business & government

Source: Harvard
   A Simpler Way to Pay
  Added   View  8 pp.  Article
Author(s): Zehnder, Egon
Publication Date: 04/01/2001
Product Type: Harvard Business Review Article
Product Description: There have been many changes in professional services since Egon Zehnder founded his executive search firm nearly four decades ago — not the least of which has been a shift in the way professionals pay themselves. When he started, compensation everywhere was strongly tied to seniority. Today, partners at most professional services firms are paid according to the size of their client billings and their ability to bring in new clients. But Egon Zehnder International, which now has 57 offices worldwide, has stuck with the old-fashioned way to pay. In addition to giving partners base salaries and equal shares in a percentage of the profit, the firm apportions another fraction of the profit based only on length of tenure as partner. Yet the firm attracts outstanding consultants, and its turnover rate is low. The reasons, the author says, are simple: the firm’s approach to compensation forces it to hire team players — consultants who get more pleasure from the group‘s success than from their own advancement. And the seniority-based system requires the firm to find people who want to stay for the long haul. Call the system a relic, says Zehnder, but don't call it nonsense. It works. In this article, the author describes the extremely intensive interview process used to hire the right kind of people. By the time the interviews are over, he says, potential hires know that people in the firm's Boston office think and act the same way as people in its Brazil offices — and that they themselves must think and act that way if they are to succeed at the firm.
HBS Number: R0104B
Subjects: Compensation; Employment interviews; Executive compensation; Partnerships; Professional services; Professionals; Recruitment; Seniority
Academic Discipline: Human resources management

Source: Harvard
   A Small Business Is Not a Little Big Business
  Added   View  12 pp.  Article
Welsh, John A.; White, Jeffrey F.
Resource poverty distinguishes the management of small businesses from that of big businesses. An examination of fundamental financial concepts, such as cash flow, break-even analysis, return on investment, and debt-equity ratio demonstrates how small businesses adapt these financial management tools to their particular situation. An emphasis on liquidity, rather than profit, helps small businesses overcome the problems of strained financial resources, lack of trained personnel, and short-range management perspective imposed by a volatile competitive environment.
HBS Number: 81411 Type: Harvard Business Review Article
Publication Date: 7/1/1981
Subjects: Cash flow; Entrepreneurial finance; Financial management; Financial ratios; Return on investment; Small business

Source: Harvard
   A Socioeconomic Note on Hungary in 1990
  Add     25 pp.  Case
Joseph Wolfe, Jozsef Poor An excellent background of Hungary’s economic system including data on GDP, real wages, financial institutions, free-enterprise legislation, industry sectors, and demographics. Suggested to accompany Cespel Machine Tool Company and Taurus Hungarian Rubber Works.
Source: Submitted by author and selected for use by Pinnacle Editorial Board. Copyright 1990.
Courses: International Business
Topics:

Source: Pinnacle
  Add     10 pp.  Teaching Note
Source: Pinnacle
   A Stealthier Way to Raise Money
  Add   View  1 pp.  Article
Champion, David
Entrepreneurs risk having strategically sensitive information leaked to competitors when their VCs discuss new ventures with outside partners. To avoid that problem, many are turning to other sources of financing.
HBS Number: F00501 Type: Harvard Business Review Article
Publication Date: 9/1/2000
Subjects: Entrepreneurial finance; Entrepreneurship; New economy; Venture capital

Source: Harvard
   A Strategic Approach to Managing Product Recalls
  Add   View  12 pp.  Article
Smith, N. Craig; Thomas, Robert J.; Quelch, John A.
Product recalls can destroy brands and even companies. But according to the authors, if a company handles recalls strategically, it can lesson their negative impact and maybe even reap some benefits. The authors maintain that a strategic approach to recalls should address the implications of a recall for all relevant business functions and should deal with all stages of a recall, from readiness before the fact to product reintroduction after a recall has ended. The authors offer step-by-step guidelines on handling recalls effectively. With forethought and planning, the authors assert, unavoidable recalls can have long-term favorable outcomes.
HBS Number: 96506 Type: Harvard Business Review Article
Publication Date: 9/1/96
Subjects: Management of crises; Marketing management; Marketing strategy; Product recalls

Source: Harvard
   A Successor for Herman Miller, Inc.
  Add   View  5 pp.  Case
John L. Vollmer, Indiana University-Purdue University Fort Wayne
Herman Miller, Inc. is a company built by a family of visionary leaders. After 70 years of paternalistic care, the last of the family managers stepped down. A replacement is to be selected by the 12-person board of directors including its chairman, the retiring family member. They are to decide between an individual from outside the company with no prior CEO experience and one with previous successful history in several different leadership positions in Herman Miller subsidiaries. The selection comes at a time of poor corporate financials.
Source: The Society for Case Research, Annual Advances 1998, Publication Date: 2000

Topics: Human Resources; Management of Change; Organizational Behavior; Organizational Theory

Source: SOCCR
  Add   View  6 pp.  Teaching Note
Source: SOCCR
   Cases
  Add   View  20 pp.  12. Schoolhouse Lane Estates
Source: Dess-Lumpkin-Eisner
  Add   View  13 pp.  12. Schoolhouse Lane Estates
Author(s): Lopez, Raymond; Gilinsky, Jr. Armand
Case Number: DLE5012
Publication Date: 2009 Revision Date: N/A
Event Year Start: 2004 Event Year End: 2009
Geographic Setting: U.S. Industry Setting: Wine
Courses: Business; Management and Organization; Strategic Management
Course Sequence: Corporate-level Strategy; External Environment; Internal Analysis; Intellectual Assets; Business-level Strategy
Subjects: Business Policy; Competitive Strategy; Asset Analysis
Supplements: Teaching Note; Power Point Notes; Excel
Description: Should Jan purchase grape-growing land or expand her retail operations for the winery?

Source: Dess-Lumpkin-Eisner
  Add   View  11 pp.  19. Samsung Electronics
Source: Dess-Lumpkin-Eisner
  Add   View  6 pp.  19. Samsung Electronics
Author(s): Shamsie, Jamal; Eisner, Alan B.
Case Number: DLE5019
Publication Date: 2009 Revision Date: N/A
Event Year Start: 2002 Event Year End: 2009
Geographic Setting: International Industry Setting: Consumer Electronics
Courses: Business; Management and Organization; Strategic Management; Organizational Behavior
Course Sequence: Managing Innovation; Organizational Design; Entrepreneurial Strategies and Competitive Dynamics; Strategic Leadership; Business-level Strategy
Subjects: Business Policy; Competitive Strategy; Innovation; Asset Analysis; Innovation; Consumer Product Goods; Product Development
Supplements: Teaching Note; PowerPoint Notes; Online Web Links; Video; Excel
Description: Samsung has transformed itself into creating cutting edge technologies across a spectrum of product lines since its brush with bankruptcy just eight years ago. But is Samsung entering a mid life crisis of complacency?

Source: Dess-Lumpkin-Eisner
  Add   View  15 pp.  27. Southwest Airlines: Does “LUV” Last?
Source: Dess-Lumpkin-Eisner
  Add   View  10 pp.  27. Southwest Airlines: Does “LUV” Last?
Author(s): Damaraju, Maga Lakshmi; Dess. Gregory G.; Eisner, Alan B.
Case Number: DLE5027
Publication Date: 2009 Revision Date: N/A
Event Year Start: 2002 Event Year End: 2009
Geographic Setting: U.S. Industry Setting: Airlines
Courses: Business; Management and Organization; Strategic Management; Organizational Behavior
Course Sequence: Business-level Strategy; Intellectual Assets; Strategic Leadership; Strategic Control & Governance; Corporate-level Strategy
Subjects: Business Policy; Competitive Strategy; Asset Analysis; Corporate Culture; Leadership
Supplements: Teaching Note; PowerPoint Notes; Online Web Links; Video; Excel
Description: Southwest Airlines has emerged as the largest domestic carrier by 2007. As Southwest is becoming a different creature, how long can they hold onto their ‘underdog’ image?

Source: Dess-Lumpkin-Eisner
  Add   View  19 pp.  3. Starbucks Corporation: Competing in a Global Market
Author(s): Kotha, Suresh; Glassman, Debra
Description: Starbucks has been credited with changing the way Americans - and people around the world - view and consume coffee. Consistently one of the fastest-growing companies in the U.S., the firm’s senior executives are looking to expand internationally. While the opportunity of increased revenues from further expansion is readily apparent, what is not so clear is how to deal with growing “antiglobalization” sentiment around the world. In the case, Starbucks is planning an entry into Brazil, the largest coffee-producing country in the world. Peter Maslen, president of Starbucks Internationsl, asks his team to develop a systematic approach for analyzing the effects of local “push-back” on the Starbucks brand image and the financials of its stores. As Starbucks seeks to dominate specialty coffee markets around the world, what changes in strategy might be required? Since most students have an opinion about the Starbucks brand, this can provoke an interesting debate about corporate responsibility and strategic leadership in the context of international markets.
Publication Date: 2003 Revision Date: N/A
Event Year Start: 2002 Event Year End: 2003
Geographic Setting: International Industry Setting: Specialty Beverage/Coffee
Courses: Business/Management and Organization/Strategic Management/Entrepreneurship/International Business/International Management
Course Sequence: International Strategy; Business-level Strategy; Internal Analysis; External Environment; Strategic Leadership
Subjects: Business Policy; Competitive Strategy; Globalization; International Management; Business Development; International Marketing; Emerging Markets; Country Analysis; Entrepreneurship; Entrepreneurial Leadership; Corporate Culture; Country Culture; Social Responsibility
Supplements: Teaching Note; Video; Online W

Source: Dess-Lumpkin-Eisner
  Add   View  19 pp.  3. Starbucks Corporation: Competing in a Global Market
Author(s): Kotha, Suresh; Glassman, Debra
Description: Starbucks has been credited with changing the way Americans - and people around the world - view and consume coffee. Consistently one of the fastest-growing companies in the U.S., the firm’s senior executives are looking to expand internationally. While the opportunity of increased revenues from further expansion is readily apparent, what is not so clear is how to deal with growing “antiglobalization” sentiment around the world. In the case, Starbucks is planning an entry into Brazil, the largest coffee-producing country in the world. Peter Maslen, president of Starbucks Internationsl, asks his team to develop a systematic approach for analyzing the effects of local “push-back” on the Starbucks brand image and the financials of its stores. As Starbucks seeks to dominate specialty coffee markets around the world, what changes in strategy might be required? Since most students have an opinion about the Starbucks brand, this can provoke an interesting debate about corporate responsibility and strategic leadership in the context of international markets.
Publication Date: 2003 Revision Date: N/A
Event Year Start: 2002 Event Year End: 2003
Geographic Setting: International Industry Setting: Specialty Beverage/Coffee
Courses: Business/Management and Organization/Strategic Management/Entrepreneurship/International Business/International Management
Course Sequence: International Strategy; Business-level Strategy; Internal Analysis; External Environment; Strategic Leadership
Subjects: Business Policy; Competitive Strategy; Globalization; International Management; Business Development; International Marketing; Emerging Markets; Country Analysis; Entrepreneurship; Entrepreneurial Leadership; Corporate Culture; Country Culture; Social Responsibility
Supplements: Teaching Note; Video; Online W

Source: Dess-Lumpkin-Eisner
  Add   View  6 pp.  3: The Skeleton in the Corporate Closet
Source: Dess-Lumpkin-Eisner
  Add   View  3 pp.  3: The Skeleton in the Corporate Closet
Author(s): Kirby, Julia
Case Number: DLE5003
Publication Date: 2002 Revision Date: N/A
Event Year Start: N/A Event Year End: N/A
Geographic Setting: U.S. Industry Setting: Hypothetical; HBR Brief Case
Courses: Business; Management and Organization; Strategic Management; Organizational Behavior
Course Sequence: Strategic Leadership; Strategic Control & Governance; Intellectual Assets; Strategy Concept
Subjects: Strategic Leadership; Governance & Ethics; Intellectual Assets; Corporate Culture
Supplements: Teaching Note; Power Point Notes
Description: Hap Parker, CEO of GPC has new, unwanted and ambiguous information about the origins of his family’s successful business. What Parker does with the information will define his tenure as CEO and perhaps the future of GPC, the firm his grandfather started 75 years ago.

Source: Dess-Lumpkin-Eisner
   Cases in Business and Society
  Added   View  11 pp.  Shell Oil in Nigeria
Source: Lawrence-Weber
   S DAVID SODA WATER FACTORY, INDIA
  Add   View  7 pp.  Case
Dana, L P — Nanyang Business School (NTU)
Distributor: ecch (www.ecch.com) Reference: 598-063-1 Language: English
Category: Marketing Data source: Published sources
Product Year: 1998
Geo location: India Industry: Beverage Size: Small Timing: 1997
Topics: Brand recognition; Brand loyalty; Competition; Liberalisation; Family firm; Joint marketing; Market renewal; Marketing
Abstract: Liberalisation of government policy in India, has allowed large firms to penetrate this market. This is a threat for established small-scale factories which lack economies of scale.

Source: ecch
   S-S TECHNOLOGIES HOLDINGS INC.
  Add   View  12 pp.  Case
Mikalachki A; Suttie N
The owner and president of a company and their management group must take some key organizational design decisions in preparation for the next stage of the company’s growth. Since establishing his most recent structure two years previously, thenumber of employees had more than doubled from 60 to over 150. Revenues grew from $11.5 to $17 million last year, and expected revenues for this year were $25 million. Issues arose regarding: management structure and recognition of significantcontributors (both managerial and technical), physical space (which had already forced an expansion to two nearby buildings), and bonus/incentive systems (should the current formula for dividing the bonus pool be modified?). These areas requiredreview with an eye to accommodating the expected continuation of explosive growth. A consultant was hired to interview a cross-section of the company‘s employees to determine what their expectations and requirements were.
Ivey Number: 9A96C001
Publication Date: 1/3/1996 Revision Date: 5/6/2001
Geographic Setting: Canada Industry Setting: Business Services
Company Size: Small organization
Event Year Start: 1995
Subjects: Compensation, Entrepreneurship, Human Resources Management, Incentives
Functional Area: Human Resource Management

Source: Ivey
   S-S Technologies Inc. (A) - Introduction
  Add   View  6 pp.  Case (Field)
Author(s): Alexander Mikalachki
Ivey ID: 9A94C005
Publication Date: 6/8/1994 Revision Date: 7/18/2002
Product Type: Case (Field)
Geographic Setting: Canada/UK/USA Industry Setting: Miscellaneous Manufacturing Industries Size: Small Year of Event: 1994 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Market Strategy; Organizational Structure; Management Accounting; Management of Change
Major Disciplines: Human Resource Management; International
Product Description: An introduction to a series of cases with a small, international high technology company. The subsequent cases deal with marketing (B), 9A94C006, measurement issues (C), 9A94C007, and organizational design (D), 9A94C008.

Source: Ivey
   S-S TECHNOLOGIES INC. (B) - MARKETING
  Add   View  28 pp.  Case
Vandenbosch M; Laugesen J
A small high technology firm is experiencing rapid growth in the sales of its products. The company markets both industrial computer hardware products and industrial computer simulation software. For continued growth, the company must examine itsmarketing strategy with regard to what products to sell through which marketing channels.
Ivey Number: 9A94C006
Publication Date: 8/6/1994 Revision Date: 12/4/1994
Geographic Setting: Canada/UK/USA Industry Setting: Miscellaneous Manufacturing Industries
Company Size: Small organization
Event Year Start: 1994
Subjects: High Technology Products, Marketing Channels, Industrial Marketing, Product Strategy
Functional Area: Human Resource Management

Source: Ivey
   S-S Technologies Inc. (C) - Measurement Issues
  Add   View  2 pp.  Case (Field)
Author(s): Claude P. Lanfranconi; Gary Entwistle
Ivey ID: 9A94C007
Publication Date: 6/8/1994 Revision Date: 7/18/2002
Product Type: Case (Field)
Geographic Setting: Canada/UK/USA Industry Setting: Miscellaneous Manufacturing Industries Size: Small Year of Event: 1994 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Management Information Systems; Innovation; Accounting Environment; Corporate Strategy
Major Disciplines: Human Resource Management; International
Product Description: A consultant wasn’t convinced that all relevant items, for example, leading and lagging indicators, were either currently being identified and measured, or would continue to be in the future. That is, he questioned whether the company was adequately following a strategic approach to measurement. At the same time, he wondered what changes were necessary to effectively implement such an approach.

Source: Ivey
   S-S TECHNOLOGIES INC. (COMPENSATION)
  Add   View  12 pp.  Case
Mikalachki A
The owners of the company were concerned with the rapid rate of growth facing their company. The company had revenues of $6.3 million and employed 30 highly skilled workers. These numbers were expected to double or triple in the next couple ofyears. To determine how well the company was structured to achieve its future goals, they hired a consultant he had worked with successfully in the past. The consultant’s major role was to make recommendations as to the appropriate organizationaldesign (culture, people, layers of management and administrative systems) in the event that the company grew from 30 to 60 or even 120 employees. Among other issues, questions regarding compensation were surfacing, and the owners wanted to addressthese questions as soon as possible.
Ivey Number: 9A97C005
Publication Date: 3/6/1997 Revision Date: 25/05/2000
Geographic Setting: Canada/USA/UK Industry Setting: Miscellaneous Manufacturing Industries
Company Size: Small organization
Event Year Start: 1994
Subjects: Compensation, Bonuses, High Technology Products, Communications
Functional Area: Human Resource Management

Source: Ivey
  Add   View  4 pp.  Teaching Note
Ivey ID: 8A97C05
For use with 9A97C005

Source: Ivey
   S-S Technologies Inc. (D) - Organizational Design
  Add   View  9 pp.  Supplement
Author(s): Alexander Mikalachki; Nancy Suttie
Ivey ID: 9A94C008
Publication Date: 6/8/1994 Revision Date: 7/18/2002
Product Type: Supplement
Teaching Note: 8A94C08
Geographic Setting: Canada/UK/USA Industry Setting: Miscellaneous Manufacturing Industries Size: Small Year of Event: 1994 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Management of Change; Organizational Structure; Organization Systems; Corporate Culture
Major Disciplines: Human Resource Management; International
Product Description: The company’s CEO, president, and a consultant took on the task of designing an organization to support the company‘s growth. They were to develop a structure and set of administrative systems (policies, performance appraisal, compensation and partnering program) that would ensure the achievement of the company's key success factors (see S-S Technologies (A) - Introduction, case 9A94C005), the maintenance of the existing culture and the attraction of the kind of people they wanted working for them.

Source: Ivey
   S.C. JOHNSON AND SON (R)
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Author(s): More RA; Vose C
Description: A company which uses distributors to sell industrial cleaners and waxes is under severe competition from direct sellers and distributors of private brands. A rebate plan has been proposed which would offer distributors additional margins on morecompetitive larger orders. The decision is whether to implement the rebate plan.
Ivey Number: 9A83A020
Publication Date: 1/1/83 Revision Date: 5/5/2003
Geographic Setting: Canada
Industry Setting: Chemicals and Allied Products
Company Size: Large organization
Event Year Start: 1980
Subjects: Pricing; Distribution; Product Strategy; Industrial Marketing
Level of Difficulty: Undergraduate/MBA

Source: Ivey
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Ivey ID: 8A83A20
For use with 9A83A020

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   S.P.E.E.D. Consulting
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Author(s): John S. Haywood-Farmer
Ivey ID: 9B05D017
Publication Date: 2/6/2006 Revision Date: 9/28/2009
Product Type: Case
Teaching Note: 8B05D17
Geographic Setting: India Industry Setting: Business Services Size: Small Year of Event: 2002 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Professional Firms; Employee Training; Ethical Issues; Management of Professionals
Major Disciplines: Entrepreneurship; International; Production and Operations Management
Product Description: A consultant at an executive search and training firm must decide how to deal with the loss of seven of the firm’s highly trained consultants who have decided to start their own consulting firm. As the consultants discuss the loss of their peers, there is a great deal of emotion including a sense of humiliation. Students are asked to take the position of the consultant, although they might also take the role of the firm‘s managers.

Source: Ivey
   S1 Corp.
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Author(s): Chun, Samuel
Publication Date: 03/17/1997 Revision Date: 07/29/1999
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 597044
Gross Revenue: $218 million revenues
Event Year Start: 1996 Event Year End: 1996
Subjects: Sales; Market segmentation; Pricing
Academic Discipline: Marketing
Product Description: S1 is a fast growing subsidiary of the Samsung Group in South Korea that sells business security products. S1 has implemented a number of marketing initiatives that the company president would like to have evaluated.

Source: Harvard
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Chun, Samuel
S1 is a fast growing subsidiary of the Samsung Group in South Korea that sells business security products. S1 has implemented a number of marketing initiatives that the company president would like to have evaluated. Teaching Purpose: Market segmentation, price discrimination, and sales force management.
HBS Number: 9-597-044 Type: Case (Field)
Publication Date: 03/17/1997 Revision Date: 07/29/1999
Geographic Setting: Korea Industry Setting: security products Gross Revenues: $218 million revenues
Event Year Start: 1996 Event Year End: 1996
Subjects: Korea; Market segmentation; Pricing; Sales management

Source: Harvard
   SA CHUPA CHUPS
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Ghoshal, S; Kilfoyle, R S
Publisher: London Business School
Distributor: ecch (www.ecch.com) Reference: 396-050-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 1996
Geo location: Spain Industry: Confectionery Size: US$200m sales Timing: 1996
Topics: International expansion; Managing a worldwide operation
Abstract: SA Chupa Chups describes the history of the Chupa Chups company as it expands from a small family firm in Spain to a major multinational. The major stages of expansion of the company - based on a single product, a lollipop - are described in detail: the company’s early growth to dominate its home market; its subsequent expansion into Europe, the United States and Japan; and its more recent expansion into emerging markets like China, Russia and India. The case also describes the organisational structure, management systems and corporate policies adopted by the company to facilitate its growth. The objective of the case is to provide an opportunity to examine how companies grow internationally and to understand the different kinds of challenges involved in entering different kinds of markets.

Source: ecch
   SA HOME LOANS: BANK BASHING IS GOOD FOR BUSINESS!
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Cole, S; Ward, M
Publisher: Wits Business School - University of the Witwatersrand
Distributor: ecch (www.ecch.com) Reference: 804-037-1 Language: English
Category: Entrepreneurship Data source: Field research
Product Year: 2004
Geo location: South Africa Industry: Banking Size: Small Timing: 2004
Topics: Entrepreneurship; Securitisation; Finance
Abstract: Simon Stockley, SA Home Loans’ CEO, was a lawyer by education but an entrepreneur by nature; his colourful, non-conformist socks epitomised his character. The first person in South Africa to build a business based around the concept of securitisation, it had taken him just five years to break into South Africa‘s capital market and take on South Africa's major banking institutions. He had gained approximately 11% market share for new mortgage bonds (estimated to be worth R500 million per month), 3% of South Africa's estimated R258 billion total mortgage market and forced the banking institutions to change their home loan finance modus operandi in response to his competition. Despite these achievements he was dreading the upcoming board meeting - he could predict the question that would be asked; the question for which he, as yet, had no sure answer. At the end of the board meeting Laurence Rapp, director of strategic investments and alliances, Standard Bank, would ask, 'So Simon, what is your next BHAG?'

Source: ecch
   Sa Sa Cosmetics
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Author(s): Bell, David E.; Li, Iris T.
Publication Date: 05/13/2002 Revision Date: 05/08/2003
Product Type: Color Case
HBS Number: 502085
Geographic Setting: Hong Kong; China Industry Setting: Retail industry Number of Employees: 1,500 Gross Revenues: $185 million revenues
Event Year Start: 1978 Event Year End: 2001
Subjects: Distribution; Family owned businesses; Market research
Academic Discipline: Marketing
Supplementary Materials: Teaching Note, (503027), 6p, by David E. Bell
Product Description: Sa Sa Cosmetics has had spectacular success as a low-price retailer of branded cosmetics. But recently, growth has slackened. What are the causes? This case describes recent strategic initiatives and provides market research data to aid the students in diagnosis.

Source: Harvard
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Author(s): Bell, David E.; Li, Iris T.
Publication Date: 05/13/2002 Revision Date: 10/03/2002
Product Type: Other
Product Description: Sa Sa Cosmetics has had spectacular success as a low-price retailer of branded cosmetics. But recently, growth has slackened. What are the causes? This case describes recent strategic initiatives and provides market research data to aid the students in diagnosis. Teaching Purpose: Retail strategy. Analysis of market research data. Includes color exhibits.
HBS Number: 9-502-085
Geographic Setting: Hong Kong, China Industry Setting: retail Number of Employees: 1,500 Gross Revenues: $185 million revenues
Event Year Start: 1978 Event Year End: 2001
Subjects: Consumer goods; Cosmetics; Distribution; Family owned businesses; Market research; Retailing
Academic Discipline: Marketing
Supplementary Materials: Teaching Note, (5-503-027), 6p, by David E. Bell

Source: Harvard
  Add     6 pp.  Teaching Note
For use with 9-502-085
HBS Number: 5-503-027
Subjects: Consumer goods; Cosmetics; Distribution; Family owned businesses; Market research; Retailing

Source: Harvard
   Sa Sa International: Growth Amidst Adversity
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Author(s): Sethi, Kavita; Ko, Stephen
Publication Date: 12/18/2006
Product Type: Case (Field)
Publisher: University of Hong Kong
HBS Number: HKU630
Geographic Setting: Hong Kong Industry Setting: Personal care products; Specialty retailing
Subjects: Brands; Competitive advantage; Corporate strategy; Discount department stores; Entrepreneurship; Positioning
Academic Discipline: Competitive strategy
Product Description: Pioneering the discount store concept in cosmetic retailing in Hong Kong, Eleanor and Simon Kwok had succeeded in building Sa Sa into one of Asia’s largest cosmetic and beauty service retailers. Enunciates Sa Sa‘s growth in the face of a host of environmental contretemps, including the Asian financial crisis and the SARS pandemic. Escalating rents coupled with lower-than-expected tourism figures harbingered continual turbulence in its core market, Hong Kong. Under pressure to maintain margins, other causes of concern were continued losses from its operations in China and the unsatisfactory performance of its beauty services division. Additionally, it appeared that Sa Sa was facing a positioning paradox — that of being a low-cost retailer, stocking goods from parallel imports, while trying to project the upmarket image required by the global brands it stocked. Evaluating Sa Sa's current status, students can develop strategies that would enable Sa Sa's continued success and ability to compete in the changing retail environment.

Source: Harvard
   Saatchi & Saatchi Co. PLC: Corporate Strategy
  Add     12 pp.  Teaching Note
For use with 9-792-056
HBS Number: 5-795-094
Subjects: Acquisitions; Advertising; Consulting; Corporate strategy; Reorganization; Restructuring; United Kingdom

Source: Harvard
   Saatchi & Saatchi Co. PLC: Corporate Strategy
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Author(s): Collis, David J.; Magnani, Dianna
Publication Date: 03/20/1992 Revision Date: 04/04/1995
Product Type: Case (Field)
Product Description: Saatchi & Saatchi, founded in 1970, became the world’s largest advertising agency in 1986. It then diversified into consulting and other managerial areas before crashing in 1989. Under a new CEO, the company restructured and refocused on its advertising agencies. Teaching Purpose: Discusses diversification and strategy between businesses. Also valuable for examining corporate structuring, managing the multibusiness corporation, and global management.
HBS Number: 9-792-056
Geographic Setting: United KingdomIndustry Setting: advertisingCompany Size: largeNumber of Employees: 12,800Gross Revenues: L800 million revenues
Event Year Start: 1991Event Year End: 1991
Subjects: Acquisitions; Advertising; Consulting; Corporate strategy; Reorganization; Restructuring; United Kingdom
Academic Discipline: Competitive strategy
Supplementary Materials: Teaching Note, (5-795-094), 14p, by David J. Collis

Source: Harvard
   SAATCHI AND SAATCHI
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Knight RM
Saatchi and Saatchi was a large British advertising firm, headquartered in London, with subsidiaries around the world, including New Zealand. It had a reputation for creative staff and creative advertising campaigns, having won many internationalawards for its commercials. The manager of the New Zealand subsidiary wants to build an environment of creativity and motivation, while continuing to manage the creative process. Managing the process is important, as it is essential to the deliveryof high quality products to clients with demanding time lines. However, given the importance of creativity, an intensely structured process would only take away from Saatchi and Saatchi’s core competence. How can you provide the right environmentand incentives to make your people creative while meeting customer needs?
Ivey Number: 9A91F008
Publication Date: 1/1/1991 Revision Date: 26/03/2002
Geographic Setting: New Zealand Industry Setting: Business Services
Company Size: Large organization
Event Year Start: 1990
Subjects: Innovation, International Business, Entrepreneurship
Functional Area: General Management

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   SABA AHMAD
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Haque, E u; Arifeen, S
Publisher: Lahore University of Management Sciences (SEDC)
Distributor: ecch (www.ecch.com) Reference: 17-009-2007-1 Language: English
Category: Human Resource Management and Organisational Behaviour Data source: Published sources
Product Year: 2007
Geo location: Lahore, Pakistan Industry: NGOs (non-governmental organisations), HR (human resources), gender Timing: 2001
Topics: Transfer request; Dilatory tactics; First multinational bank; HR (human resources) policies and concerns; Female colleagues
Abstract: Mr Zahid Khan, Corporate Head, First Multinational Bank, Karachi, Pakistan looked at Saba in surprise. He had not expected Saba Ahmad, Assistant Manager, to be so persistent in her request for a transfer to the Islamabad branch. Here she was, standing in front of him, requesting and reminding him for the second time in the week that she should be transferred to Islamabad. Mr Khan realised that he could no longer use dilatory tactics. He had to make up his mind, one way or the other, soon.

Source: ecch
   SABENA BELGIAN WORLD AIRLINES (A)
  Added   View  17 pp.  Case
Crossan MM; Pierce B
This case describes the situation Pierre Godfroid encountered when he took over as Sabena’s CEO in 1991. At that time, Sabena was in crisis facing imminent bankruptcy. On the strength of a restructuring plan, developed by Godfroid and his staff,the Belgian government had agreed to bail out the airline in return for assurances that this would be the last time government assistance would be requested. Godfroid‘s task was to transform the company into a viable private enterprise. The caseprovides the opportunity to evaluate the viability of Godfroid's strategy and more generally to explore strategy formulation in a global industry. More importantly, it sets the stage for a sequence of follow-up cases (9A94M004, 9A94M005, 9A94M006,9A94M007, 9A94M008) dealing with the implementation of the strategy. (A 43-minute video, broken into segments to coincide with the case series, can be purchased with the case, video 7A94M003.)
Ivey Number: 9A94M003
Publication Date: 15/11/1994 Revision Date: 5/5/2000
Geographic Setting: Belgium Industry Setting: Air Transportation
Company Size: Large organization
Event Year Start: 1991
Subjects: Business Policy, Management of Change, International Business, Policy Formulation/Implementation
Functional Area: General Management

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Ivey ID: 8A94M03
For use with 9A94M003

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   SABENA BELGIAN WORLD AIRLINES STRIKE
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Author(s): Mary M. Crossan; Barbara Pierce
Publication Date: 11/15/1994 Revision Date: 6/10/2008
Product Type: Case
Teaching Note: 8A94M03
Ivey ID: 9A94M005
Geographic Setting: Belgium Industry Setting: Air Transportation Size: Large Year of Event: 1992 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Policy Formulation/Implementation; Business Policy; Management of Change; International Business
Major Disciplines: General Management; International
Product Description: On October 25, 1992, Sabena announced its first firings and lay-offs in its history. On the evening of the downsizing announcement, Weytjens is alerted that a crowd of militant workers from another part of the company had entered the catering building to encourage the workers to join a strike action which had started earlier in the day. Weytjens had to quickly judge whether there was any better way of dealing with the situation than the accepted reaction of calling in volunteers from other parts of the company where timeliness was not as essential. Background information is provided in case 9A94M003 and 9A94M004; subsequent related cases are 9A94M006, 9A94M007, and 9A94M008.

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Author(s): Mary M. Crossan; Barbara Pierce
Publication Date: 11/15/1994 Revision Date: 6/10/2008
Product Type: Case
Teaching Note: 8A94M03
Ivey ID: 9A94M005
Geographic Setting: Belgium Industry Setting: Air Transportation Size: Large Year of Event: 1992 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Policy Formulation/Implementation; Business Policy; Management of Change; International Business
Major Disciplines: General Management; International
Product Description: On October 25, 1992, Sabena announced its first firings and lay-offs in its history. On the evening of the downsizing announcement, Weytjens is alerted that a crowd of militant workers from another part of the company had entered the catering building to encourage the workers to join a strike action which had started earlier in the day. Weytjens had to quickly judge whether there was any better way of dealing with the situation than the accepted reaction of calling in volunteers from other parts of the company where timeliness was not as essential. Background information is provided in case 9A94M003 and 9A94M004; subsequent related cases are 9A94M006, 9A94M007, and 9A94M008.

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   SABENA BELGIAN WORLD AIRLINES: A CRITICAL INCIDENT
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Crossan MM; Pierce B
Weytjens arrives at a meeting of 20 brigadiers (drivers) to discuss minor scheduling changes, to find the most militant union leader seated amongst the group. Weytjens had many previous negative encounters with this particular union leader, and she was the only one with whom he had not been able to establish a reasonably cooperative relationship. He accepted that she steadfastly believed her role was to oppose management as a matter of principal. The presence of the uninvited union leaderturned around the entire intent and tone of the meeting. How he chose to deal with the situation would not only affect this particular meeting, but have long term implications for his relationship with the brigadiers and his reputation in thedepartment. Background information is provided in cases 9A94M003 and 9A94M004; subsequent related cases are 9A94M005, 9A94M006, and 9A94M008.
Ivey Number: 9A94M007
Publication Date: 15/11/1994 Revision Date: 2/5/2000
Geographic Setting: Belgium Industry Setting: Air Transportation
Company Size: Large organization
Event Year Start: 1992
Subjects: Business Policy, Management of Change, International Business, Policy Formulation/Implementation
Functional Area: General Management

Source: Ivey
   SABENA BELGIAN WORLD AIRLINES: A DELEGATION OF CHEFS
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Crossan MM; Pierce B
On the day that Weytjens demoted a sous-chef for having ignored several warnings not to eat in the kitchen, which was a requirement of ISO 9002 standards, he returned from lunch to find three other sous-chefs waiting in his office. They were thereto complain about what they felt was unnecessarily harsh action and to ask Weytjens to reconsider his decision. Background information is provided in cases 9A94M003 and 9A94M004; subsequent related cases are 9A94M005, 9A94M007, and 9A94M008.
Ivey Number: 9A94M006
Publication Date: 15/11/1994 Revision Date: 2/5/2000
Geographic Setting: Belgium Industry Setting: Air Transportation
Company Size: Large organization
Event Year Start: 1992
Subjects: Business Policy, Management of Change, International Business, Policy Formulation/Implementation
Functional Area: General Management

Source: Ivey
   SABENA BELGIAN WORLD AIRLINES: A PLAN OF ACTION
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Crossan MM; Pierce B
By the spring of 1993, it was evident that even though Sabena had made enormous strides in its quest for profitability, the airline was again headed for record losses. Weytjens felt that it might be possible to increase productivity if workers couldbe convinced to increase their hours of production. Increasing productivity in this way would not require workers to spend more hours at work, but, instead, would require them to spend more hours working while they were already there. Weytjensneeded to consider how he should proceed. This case offers the unique opportunity to reflect on how managers sustain their energy and commitment in the face of adversity. Background information is provided in cases 9A94M003 and 9A94M004; otherrelated cases are 9A94M005, 9A94M006, and 9A94M007.
Ivey Number: 9A94M008
Publication Date: 15/11/1994 Revision Date: 3/5/2000
Geographic Setting: Belgium Industry Setting: Air Transportation
Company Size: Large organization
Event Year Start: 1993
Subjects: Business Policy, Management of Change, International Business, Policy Formulation/Implementation
Functional Area: General Management

Source: Ivey
   SABENA BELGIAN WORLD AIRLINES: WEYTJENS’ FIRST ASSIGNMENT
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Crossan MM; Pierce B
The case provides an update on the events subsequent to the (A) case, 9A94M003. It outlines the strategic changes implemented by Pierre Godfroid, Sabena’s CEO, and introduces Erik Weytjens, a recent graduate of an MBA program. This case outlinesWeytjens first assignment to solve a major logistics problem in the dishwashing department. The case, along with the follow-on series of cases provides the opportunity to: 1) make decisions and take action under realistic constraints of limitedinformation, time and credibility; and 2) reflect on how the pattern of actions supports or undermines strategy.
Ivey Number: 9A94M004
Publication Date: 15/11/1994 Revision Date: 2/5/2000
Geographic Setting: Belgium Industry Setting: Air Transportation
Company Size: Large organization
Event Year Start: 1992
Subjects: Business Policy, Management of Change, International Business, Policy Formulation/Implementation
Functional Area: General Management

Source: Ivey
   SABIS — A Global Educational Venture From Lebanon
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Author(s): Isenberg, Daniel J.
Publication Date: 06/30/2009
Product Type: Case (Field)
HBS Number: 809167
Number of Employees: 3,000 Gross Revenues: $50 million
Event Year Start: 2009 Event Year End: 2009
Subjects: Competitive strategy; Entrepreneurship; Leadership
Academic Discipline: Entrepreneurship
Product Description: Carl Bistany is struggling with how the global educational management company, SABIS, can grow 100-fold in the coming twelve years. Founded in 1886 in Lebanon, SABIS is the world’s largest and only global education management organization (EMO), with schools in the U.S., Europe, and Middle East.

Source: Harvard
   SACD Final Paper Assignment
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Author(s): Higgins, Monica; Thomas, David A; Zuboff, Shoshana
Publication Date: 08/18/2003
Product Type: Exercise
Product Description: The final paper assignment for the Self-Assessment and Career Development course.
HBS Number: 9-404-018
Subjects: Careers & career planning; Education; Self evaluation
Academic Discipline: Organizational behavior & leadership

Source: Harvard
   Sachin Jain: Life Story of a Recent MBA
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Author(s): Nohria, Nitin ; Dowling, Daisy Wademan; Breitfelder, Matthew D.
Publication Date: 08/23/2009
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 410039
Subjects: Leadership
Academic Discipline: Organizational Behavior & leadership

Source: Harvard
   SACHSENRING (A): THE DECLINE OF SACHSENRING AUTOMOBILWERKE GMBH
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Hungenberg, H — University of Erlangen-Nuernberg
Althammer, W — HHL Leipzig Graduate School of Management
Wulf, T — University of Erlangen-Nuernberg
Loehnig, C — HHL Leipzig Graduate School of Management
Plischka, M — HHL Leipzig Graduate School of Management
Dietrich, R — HHL Leipzig Graduate School of Management

Distributor: ecch (www.ecch.com) Reference: 300-037-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 2000
Geo location: Germany Industry: Automotive industry Size: 330 employees, DM36 million turnover Timing: 1990-1993
Topics: Transition process; Organisational decline; Organisational development; East Germany
Abstract: This is the first of a two-case series (300-037-1 and 300-038-1). This case describes the development of Sachsenring Automobilwerke GmbH, the once famous producer of the Trabant automobiles, after the German unification and until 1993. The various problems that East German companies were facing during their economic adaptation process are highlighted. The situation of Sachsenring Automobilwerke GmbH in 1993 is contrasted with the - much better - situation of its successor, Sachsenring Automobiltechnik AG, in 1998, which is described in more detail in the (B) case. The teaching objectives are on the one hand, to clarify and discuss the difficulties that companies face during a transition process, taking Sachsenring Automobilwerke GmbH as an example. On the other hand, this case can be used to discuss different approaches to change management. For this purpose it is recommended to use the cases together to highlight the reasons for the failure of Sachsenring Automobilwerke GmbH and the success of Sachsenring Automobiltechnik AG.

Source: ecch
   SACHSENRING (B): THE RESURRECTION OF SACHSENRING AUTOMOBILTECHNIK AG
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Hungenberg, H — University of Erlangen-Nuernberg
Althammer, W — HHL Leipzig Graduate School of Management
Wulf, T — University of Erlangen-Nuernberg
Loehnig, C — HHL Leipzig Graduate School of Management
Plischka, M — HHL Leipzig Graduate School of Management
Dietrich, R — HHL Leipzig Graduate School of Management

Distributor: ecch (www.ecch.com) Reference: 300-038-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 2000
Geo location: Germany Industry: Automotive industry Size: 330 employees, DM280 million turnover Timing: 1993-1997
Topics: Transition process; Organisational decline; Organisational development; East Germany
Abstract: This is the second of a two-case series (300-037-1 and 300-038-1). This case describes the development of Sachsenring Automobiltechnik AG, the successor of Sachsenring Automobilwerke GmbH between 1993 and 1997. The successful turnaround of the company is highlighted. The company’s strategy, its management style and the high motivation of its workforce are identified as the key success factors during the turnaround. The teaching objective is to show how a successful adaptation of companies in former socialist countries can be achieved.

Source: ecch
   SADAFCO
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Arnold, David J.
SADAFCO has long enjoyed a dominant position in the milk and ice cream markets in Saudi Arabia. In the mid-1990s, this dominance was under threat as Nestle, Unilever, and Mars all entered the ice cream market. The case outlines the Saudi Arabian ice cream wars. Teaching Purpose: To discuss how strong local companies can defend their position when attacked by multinational entrants.
HBS Number: 9-599-021 Type: Case (Field)
Publication Date: 09/10/1998
Geographic Setting: Saudi Arabia Industry Setting: food and beverage Number of Employees: 1,000 Gross Revenues: $200 million revenues
Event Year Start: 1998 Event Year End: 1998
Subjects: Beverages; Competition; Food; International marketing; Marketing management; Marketing strategy
Supplementary Materials: Teaching Note, (5-500-072), 7p, by David J. Arnold

Source: Harvard
  Add     9 pp.  Teaching Note
For use with 9-599-021
HBS Number: 5-500-072
Subjects: Beverages; Competition; Food; International marketing; Marketing management; Marketing strategy

Source: Harvard
   Sadella Choy’s Decision
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Author(s): John S. Haywood-Farmer; Phil Hospod; Abby Yew; James Ha
Ivey ID: 9B06M079
Publication Date: 9/12/2006 Revision Date: 9/21/2009
Product Type: Case
Teaching Note: 8B06M77
Geographic Setting: Canada,Asia,China Industry Setting: Business Services Size: Small Year of Event: 2003 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Small Business; Industry Analysis; Succession Planning; Family-Work Interaction
Major Disciplines: General Management
Product Description: Sadella Choy reflected upon her career at her dad?s company Alan Choy?s Engineering Incorporated. She had progressed far and had seen the company go through many of changes. However, she felt a great deal of stress and responsibility working for the family business. She was not satisfied with her social life which she believed was limited because of her work environment. Sadella had to make a decision soon and be ready to discuss it with her parents.

Source: Ivey
   SADIM RETREADS LTD
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George, J — Saintgits Institute of Management
Distributor: ecch (www.ecch.com) Reference: 609-008-1 Language: English
Category: Production and Operations Management Data source: Generalised experience
Product Year: 2009
Geo location: Kottayam, India Industry: Rubber products industry Size: Medium Timing: April 2000
Topics: Rubber products industry; Production and operations management; India; Medium-sized industry; Tyre retread material manufacturing; Management science; Resource allocation problem; Linear programming
Abstract: This case portrays the situation in a medium-sized tyre retread material manufacturing concern named Sadim Retreads, Kottayam, India where the company was finding it difficult to increase production without running into quality related problems. The case opens with a meeting in the chief executive’s office. There, the rejection of retread strips by the quality department comes in for rather unfair criticism. But the remarks made in the meeting makes Mathai, the Quality Manager, think that the problem is not confined to quality or production alone. He goes to the other departments to get more concrete information about the problem. He identifies the problem as a resource allocation problem which can be solved through linear programming. The students are made aware of the need to address issues in objective quantitative measures rather than talk at cross purposes. For small businesses, where there are not many trained managers, decisions made on objective quantifiable parameters can significantly improve company performance. This case has been used for introductory stages on operations management. The targeted participant is a first year MBA student who has no theoretical exposure to operations management. It is also suited to executive level programmess related to general management.

Source: ecch
   SADLER’S WELLS: EXPLOITATION VERSUS INNOVATION
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Vermeulen, F; Giezen, N; Everatt, D
Publisher: London Business School
Distributor: ecch (www.ecch.com) Reference: 309-126-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 2009
Geo location: London Industry: Dance, theatre
Topics: Theatre; Dance; Innovation; Management; Marketing; Strategy; Leadership; Strategic development; Entrepreneurial
Abstract: Sadler’s Wells is a large theatre located in Islington, central London, where it has been for many centuries. Over the years, it has undergone various transformations but over the last few decades it has mainly built a reputation for modern dance. However, in 2003, the theatre was financially and artistically in dire straits. A new Chief Executive took over - Alistair Spalding - with the dual mission to: (1) return the theatre to its former artistic glory; and (2) to balance the books. The case describes the organisation‘s strategic transformation and the measures put in place to stimulate creativity and innovation. It provides a prime example of how to balance exploitation and exploration.

Source: ecch
   Saevig Corp.
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Author(s): Reiling, Henry B.; Pollard, Mark R.
Publication Date: 03/11/1999 Revision Date: 06/17/2005
Product Type: Case (Library)
Product Description: The taxpayer purchased land and later transferred it to a family controlled corporation in return for an earn out. When funds were eventually received, the IRS treated them as dividends, whereas the individual and corporate taxpayers contended they were sums paid on the individual taxpayer’s sale of a corporate asset to the corporation. The question is whether the original transfer to the corporation was a contribution to capital (equity) or the creation of a debtor/creditor relationship.
HBS Number: 9-299-082
Industry Setting: Government & regulatory
Subjects: Taxation;
Academic Discipline: Finance

Source: Harvard
   SAFARICOM LIMITED: CRAFTING A BUSINESS AND MARKETING STRATEGY FOR A NEW MARKET
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Mayaka, C — United States International University, Kenya
Mullins, J W — London Business School (LBS)

Distributor: ecch (www.ecch.com) Reference: 506-068-1 Language: English
Category: Marketing Data source: Field research
Product Year: 2006
Geo location: Kenya Industry: Telecommunications Size: Large Timing: October 2000
Topics: Marketing; Developing country markets; Strategy; Mobile telecommunications; Economics, politics and business environment
Abstract: The case examines the challenges marketers encounter when identifying potential market segments, and the subsequent development of marketing strategies with which to serve selected market segments. In the Safaricom case the problem is compounded because, firstly, the managers are all new to the environment and secondly, the significant market indicators point to dismal market potential for mobile phones. Kenya’s telecommunications infrastructure and situation before October 2000 shows a struggling industry that was dominated by a public monopoly, Telkom Kenya. Michael Joseph, the new Chief Executive Officer (CEO) of the newly privatised Safaricom and his management team are confronted with strategic and operational decisions needed to prepare the company to make a debut in Kenya‘s mobile telephone market. What business and marketing strategy decisions would enable Safaricom to achieve superior customer value and rapid market acceptance? The CEO and his team must make decisions on: (1) the target market; (2) the market coverage; (3) the payment option; (4) the type of customer service; and (5) the types of phones to be offered etc, in order for Safaricom to successfully enter a market in which the only other mobile competitor had captured a significant market share soon after launch.

Source: ecch
   SAFE RETURN MUTUAL FUNDS
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Prasad, C — T.A. Pai Management Institute
Khan, S A — T.A. Pai Management Institute
Durga, N — Indian Business School Research Centre, Kolkata (IRCK)

Distributor: ecch (www.ecch.com) Reference: 507-012-1 Language: English
Category: Marketing Data source: Field research
Product Year: 2007
Geo location: India Industry: Mutual funds
Topics: Unit Trust of India (UTI); SEBI (Securities and Exchange Board of India); Mutual funds; Safe return asset management company; Direct marketing; Telemarketing; Selling through intermediaries; Joint calls; Distributors; ING Communication & Entertainment (ICE); Market research
Abstract: This abstract is currently unavailable.

Source: ecch
   Safe to Say at Prudential Financial
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Author(s): Edmondson, Amy C.; Hajim, Corey
Publication Date: 02/27/2003 Revision Date: 03/20/2007
Product Type: Case (Field)
HBS Number: 9-603-093
Geographic Setting: United States Industry Setting: Financial services Number of Employees: 60,792 Gross Revenues: $27,177 million revenues
Event Year Start: 2002 Event Year End: 2002
Subjects: Corporate culture; Financial services; Group behavior; Leadership; Organizational change; Psychology
Academic Discipline: Organizational behavior & leadership
Supplementary Materials: Teaching Note, (5-604-021), 24p, by Amy C. Edmondson
Product Description: The CEO initiated a cultural change process at Prudential Financial to support a major business reorientation. Prudential, historically a privately held (“mutual”) insurance company, went public in 2001. The cultural change was intended to prepare the organization to be a publicly traded financial services firm in which speaking up was encouraged at all levels of the organization.

Source: Harvard
  Add     24 pp.  Teaching Note
For use with 9-603-093
HBS Number: 5-604-021
Subjects: Corporate culture; Financial services; Leadership; Organizational change; Psychology

Source: Harvard
   SafeCard Services, Inc.
  Add     12 pp.  Teaching Note
For use with 9-182-156
HBS Number: 5-186-249
Subjects: Credit; Direct marketing; Financial analysis; Financial reporting; Financial strategy

Source: Harvard
   Safeguarding Your Critical Business Information
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Author(s): Rosenoer, Jonathan
Publication Date: 02/01/2002
Product Type: Harvard Business Review Article
Product Description: Media companies have used digital rights management to protect their copyrighted materials from infringement. These technologies may also help companies shield proprietary information from digital attacks.
HBS Number: F0202B
Subjects: Information management; Information technology; Intellectual capital; Intellectual property; Operations management
Academic Discipline: Operations management

Source: Harvard
   Safety Concerns about Dandruff Shampoos
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John J. Casson Questions have been raised about whether two of the active ingredients in some dandruff shampoos are harmful. A key issue for manufacturers and marketers of medicated shampoos is how to respond to such tentative research results and to any concerns that such findings may create in the minds of consumers. Such companies have several strategic options for dealing with the business problems and opportunities associated with this issue.
Source: The Society for Case Research, Annual Advances in Business Cases 1995. Copyright 1996.
Courses: Business Ethics; Business Policy/Strategy; Management; Marketing
Topics:

Source: SOCCR
  Add   View  5 pp.  Teaching Note
Source: SOCCR
   Safety Regulation and the Rise of Towngas in Hong Kong
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Author(s): Wong, Ka-Fu; Wong, Richard Y.C.; Lee, Andrew
Publication Date: 05/12/2004
Product Type: Case (Field)
Publisher: University of Hong Kong
Product Description: Kerosene, liquefied petroleum gas (LPG), and Towngas were the three major forms of heating fuels used in Hong Kong before 1980. Numerous accidents caused by the use of LPG that occurred in the years preceding 1981 prompted the government to commission a study on the safety aspects of gas, which resulted in strict regulations on LPG supply. Some argued that the safety regulation gave Towngas an unfair advantage over LPG and, hence, gave rise to Towngas’ dominant position by the 1990s. But the government felt that there was sufficient competition and, therefore, no need for government intervention.
HBS Number: HKU324
Geographic Setting: Hong Kong Industry Setting: Fuel oil
Event Year Start: 1980 Event Year End: 2003
Subjects: Business government relations; Competition; Health; Industry analysis
Academic Discipline: Business & government
Supplementary Materials: Teaching Note, (HKU325), 12p, by Ka-Fu Wong, Richard Y.C. Wong, Andrew Lee

Source: Harvard
   Safeway Manufacturing Division: The Manufacturing Control System (MCS) (A)
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For use with 9-193-134
HBS Number: 5-196-077
Subjects: Control systems; Implementation; Information systems; Manufacturing

Source: Harvard
   Safeway Manufacturing Division: The Manufacturing Control System (MCS) (B)
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For use with 9-194-014
HBS Number: 5-196-077
Subjects: Control systems; Implementation; Information systems; Manufacturing

Source: Harvard
   Safeway, Inc.’s Leveraged Buyout (A)
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Author(s): Wruck, Karen H.; Stephens, Steve-Anna
Publication Date: 06/02/1994 Revision Date: 12/01/1997
Product Type: Case (Field)
Product Description: After years of deteriorating financial performance and eroding market position, Safeway, Inc., the largest public grocery store chain in the United States, found itself the target of a hostile takeover offer. Management decided to take the company private in a $4.3 billion leveraged buyout sponsored by Kohlberg Kravis and Roberts. This case begins with the controversy surrounding Safeway’s sale of its Dallas division as a result of the LBO and retraces the events leading up to the LBO. Continues with a discussion of the challenges facing management in restructuring the company — including the renegotiation of uncompetitive labor contracts and the intense pressure from the capital markets (through hostile takeover offers) to relinquish control of the company. Teaching Purpose: Motivates a discussion of the market for corporate control and the social costs/benefits of restructuring. Students conduct their own due diligence to determine relative financial performance on divisional basis, and the extent to which cross subsidies from stronger to weaker units constituted material waste of cash flow by management.
HBS Number: 9-294-139
Geographic Setting: Texas Industry Setting: grocery Company Size: large Number of Employees: 150,000 Gross Revenues: $15.2 billion revenues
Event Year Start: 1981 Event Year End: 1987
Subjects: Control systems; Labor unions; Leveraged buyouts; Management communication; Public relations; Restructuring; Supermarkets
Academic Discipline: Accounting & control
Supplementary Materials: Supplement (Field), (9-294-140), 8p, by Karen H. Wruck, Steve-Anna Stephens; Teaching Note, (5-897-184), 12p, by Karen H. Wruck

Source: Harvard
   Safeway, Inc.’s Leveraged Buyout (A)
  Add     12 pp.  Teaching Note
For use with 9-294-139
HBS Number: 5-897-184
Subjects: Control systems; Labor unions; Leveraged buyouts; Management communication; Public relations; Restructuring; Supermarkets

Source: Harvard
   Safeway, Inc.’s Leveraged Buyout (B)
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Author(s): Wruck, Karen H.; Stephens, Steve-Anna
Publication Date: 06/02/1994 Revision Date: 12/01/1997
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. Must be used with: (9-294-139) Safeway, Inc.’s Leveraged Buyout (A).
HBS Number: 9-294-140
Subjects: Control systems; Labor unions; Leveraged buyouts; Management communication; Public relations; Restructuring; Supermarkets
Academic Discipline: Accounting & control
Supplementary Materials: Teaching Note, (5-897-184), 12p, by Karen H. Wruck

Source: Harvard
  Add     12 pp.  Teaching Note
For use with 9-294-140
HBS Number: 5-897-184
Subjects: Control systems; Labor unions; Leveraged buyouts; Management communication; Public relations; Restructuring; Supermarkets

Source: Harvard
   Safeway, Inc.’s Leveraged Buyout (C): Media Response
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Author(s): Wruck, Karen H.; Stephens, Steve-Anna
Publication Date: 06/02/1994 Revision Date: 12/01/1997
Product Type: Case (Field)
Product Description: Focuses exclusively on the controversy by presenting the media responses to the LBO and its aftermath, including full text of Faludi’s interview with Safeway CEO Peter Magowan, and her subsequent Journal article.
HBS Number: 9-294-141
Geographic Setting: Texas Industry Setting: grocery Company Size: large Number of Employees: 150,000 Gross Revenues: $15 billion revenues
Event Year Start: 1985 Event Year End: 1990
Subjects: Control systems; Labor unions; Leveraged buyouts; Management communication; Public relations; Restructuring; Supermarkets
Academic Discipline: Accounting & control
Supplementary Materials: Teaching Note, (5-897-184), 12p, by Karen H. Wruck

Source: Harvard
  Add     12 pp.  Teaching Note
For use with 9-294-141
HBS Number: 5-897-184
Subjects: Control systems; Labor unions; Leveraged buyouts; Management communication; Public relations; Restructuring; Supermarkets

Source: Harvard
   Saffronart.com: Bidding for Success
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Author(s): Khaire, Mukti ; Wadhwani, R. Daniel
Publication Date: 07/18/2007 Revision Date: 02/16/2010
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 808027
Geographic Setting: India Number of Employees: 26 Gross Revenue: $45 million revenues
Event Year Start: 2005 Event Year End: 2006
Subjects: Entrepreneurial management; Competitive strategy; Strategy
Academic Discipline: Entrepreneurship
Supplementary Materials: Case Teaching Note, (810107), 18p, by Mukti Khaire
Product Description: To maximize their effectiveness, color cases should be printed in color. Saffronart, a five-year-old online art auction company, leads the market for modern Indian art and now faces competitors in the market it created. Established in 2000 by the wife-and-husband team of Minal and Dinesh Vazirani, Saffronart.com is an innovative online auction firm that specializes in modern and contemporary Indian art. Having been the first firm to offer Indian fine art with authenticity guarantees in an auction setting that increased the transparency of prices, Saffronart succeeded in establishing the genre of modern and contemporary Indian art in the art world, and in creating a market for it. This market, and Saffronart’s revenues, grew rapidly from 2000 to 2005. Saffronart‘s estimate was that the Indian art auction market would be worth $125 million in 2006, with their revenues being $45 million. While this success was gratifying, the firm and its founders faced new internal and external pressures; particularly worrisome was the entry of auction giants Christie's and Sotheby's into the market. The Vaziranis' main challenge now is to consolidate their leading position in the market they created in the face of the unpredictable cyclicality of the secondary art market and increasingly strong competitors. Includes color exhibits.

Source: Harvard
  Add   View  20 pp.  Case
Author(s): Khaire, Mukti; Wadhwani, R. Daniel
Publication Date: 07/18/2007
Product Type: Case (Field)
HBS Number: 9-808-027
Geographic Setting: India Industry Setting: Art industry; Online auction Number of Employees: 26 Gross Revenues: $45 million revenues
Event Year Start: 2005 Event Year End: 2006
Subjects: Competitive strategy; Entrepreneurial management; Innovation & entrepreneurship; Strategy & execution
Academic Discipline: Entrepreneurship
Product Description: Saffronart, a five-year-old online art auction company, leads the market for modern Indian art and now faces competitors in the market it created. Established in 2000 by the wife-and-husband team of Minal and Dinesh Vazirani, Saffronart.com is an innovative online auction firm that specializes in modern and contemporary Indian art. Having been the first firm to offer Indian fine art with authenticity guarantees in an auction setting that increased the transparency of prices, Saffronart succeeded in establishing the genre of modern and contemporary Indian art in the art world, and in creating a market for it. This market, and Saffronart’s revenues, grew rapidly from 2000 to 2005. Saffronart‘s estimate was that the Indian art auction market would be worth $125 million in 2006, with their revenues being $45 million. While this success was gratifying, the firm and its founders faced new internal and external pressures; particularly worrisome was the entry of auction giants Christie's and Sotheby's into the market. The Vaziranis' main challenge now is to consolidate their leading position in the market they created in the face of the unpredictable cyclicality of the secondary art market and increasingly strong competitors.

Source: Harvard
  Add   View  21 pp.  Case
Author(s): Khaire, Mukti ; Wadhwani, R. Daniel
Publication Date: 07/18/2007 Revision Date: 02/16/2010
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 808027
Geographic Setting: India Number of Employees: 26 Gross Revenue: $45 million revenues
Event Year Start: 2005 Event Year End: 2006
Subjects: Entrepreneurial management; Competitive strategy; Strategy
Academic Discipline: Entrepreneurship
Supplementary Materials: Case Teaching Note, (810107), 18p, by Mukti Khaire
Product Description: To maximize their effectiveness, color cases should be printed in color. Saffronart, a five-year-old online art auction company, leads the market for modern Indian art and now faces competitors in the market it created. Established in 2000 by the wife-and-husband team of Minal and Dinesh Vazirani, Saffronart.com is an innovative online auction firm that specializes in modern and contemporary Indian art. Having been the first firm to offer Indian fine art with authenticity guarantees in an auction setting that increased the transparency of prices, Saffronart succeeded in establishing the genre of modern and contemporary Indian art in the art world, and in creating a market for it. This market, and Saffronart’s revenues, grew rapidly from 2000 to 2005. Saffronart‘s estimate was that the Indian art auction market would be worth $125 million in 2006, with their revenues being $45 million. While this success was gratifying, the firm and its founders faced new internal and external pressures; particularly worrisome was the entry of auction giants Christie's and Sotheby's into the market. The Vaziranis' main challenge now is to consolidate their leading position in the market they created in the face of the unpredictable cyclicality of the secondary art market and increasingly strong competitors. Includes color exhibits.

Source: Harvard
  Add   View  21 pp.  Case
Author(s): Khaire, Mukti ; Wadhwani, R. Daniel
Publication Date: 07/18/2007 Revision Date: 02/16/2010
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 808027
Geographic Setting: India Number of Employees: 26 Gross Revenue: $45 million revenues
Event Year Start: 2005 Event Year End: 2006
Subjects: Entrepreneurial management; Competitive strategy; Strategy
Academic Discipline: Entrepreneurship
Supplementary Materials: Case Teaching Note, (810107), 18p, by Mukti Khaire
Product Description: To maximize their effectiveness, color cases should be printed in color. Saffronart, a five-year-old online art auction company, leads the market for modern Indian art and now faces competitors in the market it created. Established in 2000 by the wife-and-husband team of Minal and Dinesh Vazirani, Saffronart.com is an innovative online auction firm that specializes in modern and contemporary Indian art. Having been the first firm to offer Indian fine art with authenticity guarantees in an auction setting that increased the transparency of prices, Saffronart succeeded in establishing the genre of modern and contemporary Indian art in the art world, and in creating a market for it. This market, and Saffronart’s revenues, grew rapidly from 2000 to 2005. Saffronart‘s estimate was that the Indian art auction market would be worth $125 million in 2006, with their revenues being $45 million. While this success was gratifying, the firm and its founders faced new internal and external pressures; particularly worrisome was the entry of auction giants Christie's and Sotheby's into the market. The Vaziranis' main challenge now is to consolidate their leading position in the market they created in the face of the unpredictable cyclicality of the secondary art market and increasingly strong competitors. Includes color exhibits.

Source: Harvard
   SAFIRI SALAMA CAR HIRE COMPANY
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Kiraka, R — Strathmore Business School
Renart, L — IESE Business School

Distributor: ecch (www.ecch.com) Reference: 806-067-1 Language: English
Category: Entrepreneurship Data source: Field research
Product Year: 2006
Geo location: Nairobi, Kenya Industry: Transport Size: Micro (3 employees) Timing: June 2005
Topics: Business partnerships; Competitive environment; Investment and business; Growth; Risks in business; Competitive advantage
Abstract: Started in February 2002, and located in Nairobi’s industrial area, Safiri Salama Car Hire Company had been a growing car hire business. It was registered as a limited liability company and owned by two shareholders, Hudson Macharia and Stephen Njoroge. In July 2005, the shareholders of Safiri Salama Car Hire were considering the possibility of purchasing their own vehicles rather than subcontracting vehicles and then hiring them to clients. They considered owning their vehicles to be a more financially viable business option. Other dilemmas facing Macharia and Njoroge were whether they should consider market segmentation by product, where they would own a range of different types of vehicles to include 4WD (four wheel drive) and vans. They were also considering how they could improve on their competitiveness in the light of competition from other more established companies. The case is written for an introductory course in entrepreneurship. The case study focuses on a car hire micro-enterprise that is competing for business with multinational companies. The key learning point is to determine the competitive advantages of running such a business successfully. The case writing process was financed by the Ministry of Trade and Industry of the Government of Kenya through an IFC / IDA credit to support micro, small and medium enterprises (Project P085007). The process was managed by the Management Education

Source: ecch
   Saga of Prince Jefri and KPMG (A): Mystery of the Missing Billions
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Author(s): Nanda, Ashish
Publication Date: 05/07/1999
Product Type: Case (Library)
Product Description: Accounting and law firms around the globe are following with great interest the progress through British courts of a lawsuit. Those familiar with the suit, filed by Prince Jefri of Brunei against the professional service firm KPMG Peat Marwick, remark that its judgement will be "a landmark ruling with profound implications." At stake is nothing less than how professional service firms conduct their business. Teaching Purpose: Explores how professional service firms should think about "conflict of interest" in deciding whether to accept engagements. Highlights: 1) the emerging tension between how accounting firms and law firms view their responsibility to clients and 2) the use and limitations of "Chinese walls" in managing potential conflicts within firms.
HBS Number: 9-899-266
Geographic Setting: United Kingdom, BruneiIndustry Setting: professional services, consulting, legal servicesNumber of Employees: 93,000Gross Revenues: $8 billion revenues
Event Year Start: 1998Event Year End: 1998
Subjects: Accounting firms; Business policy; Business services; Conflicts of interest; Ethics; Legal aspects of business; Legal services; Professionals
Academic Discipline: General management
Supplementary Materials: Supplement (Library), (9-899-267), 2p, by Ashish Nanda; Supplement (Library), (9-899-268), 4p, by Ashish Nanda; Supplement (Library), (9-899-269), 3p, by Ashish Nanda

Source: Harvard
   Saga of Prince Jefri and KPMG (B): Were the Walls Porous or Hermetic?
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Author(s): Nanda, Ashish
Publication Date: 05/07/1999
Product Type: Supplement (Library)
Product Description: Supplements the (A) case. Must be used with: (9-899-266) The Saga of Prince Jefri and KPMG (A): Mystery of the Missing Billions.
HBS Number: 9-899-267
Subjects: Accounting firms; Business policy; Business services; Conflicts of interest; Ethics; Legal aspects of business; Legal services; Professionals
Academic Discipline: General management

Source: Harvard
   Saga of Prince Jefri and KPMG (C): Round Two
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Author(s): Nanda, Ashish
Publication Date: 05/07/1999
Product Type: Supplement (Library)
Product Description: Supplements the (A) case. Must be used with: (9-899-266) The Saga of Prince Jefri and KPMG (A): Mystery of the Missing Billions.
HBS Number: 9-899-268
Subjects: Accounting firms; Business policy; Business services; Conflicts of interest; Ethics; Legal aspects of business; Legal services; Professionals
Academic Discipline: General management

Source: Harvard
   Saga of Prince Jefri and KPMG (D): When Are Chinese Walls Enough?
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Author(s): Nanda, Ashish
Publication Date: 05/07/1999
Product Type: Supplement (Library)
Product Description: Supplements the (A) case. Must be used with: (9-899-266) The Saga of Prince Jefri and KPMG (A): Mystery of the Missing Billions.
HBS Number: 9-899-269
Subjects: Accounting firms; Business policy; Business services; Conflicts of interest; Ethics; Legal aspects of business; Legal services; Professionals
Academic Discipline: General management

Source: Harvard
   SAGEM BROADBAND COMMUNICATION FIXED TERMINAL UNIT: THE LATIN AMERICAN CHALLENGE
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Kaufmann, L; Michel, A; Bessy, G; Chmielewski, B; Losfeld, A; Pugnetti, C
Publisher: WHU Otto Beisheim School of Management
Distributor: ecch (www.ecch.com) Reference: 806-008-1 Language: English
Category: Entrepreneurship Data source: Field research
Product Year: 2006
Geo location: Latin America Industry: Telecommunications Size: 8,550 employees Timing: 2004
Topics: International management; International expansion; Globalisation; Internationalisation; International business; Negotiations; Telecommunications; Latin America; Market entry; SWOT (strengths, weaknesses, opportunities, threats); Country analysis; Broadban
Abstract: The case study is based on a ?real-life? problem situation that Sagem, a leading French communication company, is facing in Central America. At this point in time, Sagem is following its expansion strategy in Latin America and has won an invitation to tender for the replacement of 100,000 connections in Mexico. A US$13 million contract has been signed by Sagem for the sale of the 100,000 fixed mobile phones. While the production of the first 5,000 units had been launched in China, the Mexican client decided to make some modifications to the product. The Sagem management team had to cope with unexpected complications in terms of planning, delays, organisation and costs. The renegotiation of the contract is a key issue for Sagem to minimise the harmful impacts of the changes in the production process. More precisely, the management has to take into account the industrial feasibility, the costs, and taxation problems. In addition, this renegotiation has to be handled in accordance with the short and long term strategies of the company in that region. A teaching note supplement ?806-008-9? is available to accompany the teaching note.

Source: ecch
   Saginaw Parts Co. and the General Motors Corp. Credit Default Swap
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Author(s): Fruhan, William E., Jr.
Publication Date: 02/12/2010
Product Type: Case (Gen Exp)
Publisher: Harvard Business School
HBS Number: 210056
Geographic Setting: United States Gross Revenue: $300 million
Event Year Start: 2008 Subjects: Bankruptcy
Academic Discipline: Finance
Supplementary Materials: Case Teaching Note, (210057), 15p, by William E. Fruhan
Product Description: This two-page case demonstrates how to unbundle the cost of credit extensions from product prices by observing the price of a credit default swap. It also explores how credit default swaps work, and how trade creditors are treated under U.S. bankruptcy law. Finally it provides a quick overview of the bankruptcy of General Motors Corp.

Source: Harvard
   SAHE: STRATEGIC ISSUES
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Erskine, J; Hassan, M M
Publisher: Lahore University of Management Sciences (SEDC)
Distributor: ecch (www.ecch.com) Reference: 04-2353-2004-1 Language: English
Category: Marketing Data source: Published sources
Product Year: 2004
Geo location: Lahore, Pakistan Industry: NGO (non-governmental organisation) Timing: 1999
Topics: Human resources; Village; NGO (non-governmental organisation); Community based; Society for advancement of education; High dropout rate of 95%; Dynamics of cultural factors; Organisational planning
Abstract: It was the end of December 1999 and Dr Fareeha Zaffer, Director of Society for Advancement of Education (SAHE), had just learnt that one of the teachers from the girls’ school in Pakpattan, in the province of Punjab in Pakistan, had demonstrated unacceptable behaviour. The community had taken their children out of the school and the dropout rate was 95 per cent. Dr Zaffer was thinking over her options. The case brings out the significance of the role of environmental factors in planning. The dynamics of cultural factors and their impact on the organisational planning in the development sector is also brought to light.

Source: ecch
   SAIC-CHERY AUTOMOBILE CORPORATION (B)
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SeungHo Park, S; Chen, G Z
Publisher: China Europe International Business School
Distributor: ecch (www.ecch.com) Reference: 305-246-1 Language: English
Category: Strategy and General Management Data source: Published sources
Product Year: 2005
Geo location: China Industry: Automobile Size: 11 billion assets Timing: 2004
Topics: Automobile manufacture; Market strategy; Government relations; Organisation building; Intellectual property; China
Abstract: This is the second of a three-case series (305-245-1 to 305-247-1). SAIC-Chery Automobile Corporation, with a history of only four years, had established itself as one of the most successful domestic brands in China?s fast growing home car market. Chery?s birth was under the strong influence of Anhui Provincial and Wuhu Municipal Government. By involving SAIC, one of China?s largest state-owned automotive group, as a ?nominal? but important shareholder, Chery obtained license from the Central Government to enter into the automobile manufacturing business booming in China. Thanks to a series of appropriate strategies, Chery?s initial experiment seemed quite successful and brought Chery into the top list of China?s car makers. However, challenges followed as Chery was celebrating its initial success. Problems like fiercer competition and less market opportunities, accusation of infringing intellectual property, internal cultural conflicts and political criticism to the chairman were raised and needed to be dealt with. Thus, how Chery could keep its competitive advantage in the market became a key issue for top management.

Source: ecch
   SAIC-CHERY AUTOMOBILE CORPORATION (C)
  Add   View  8 pp.  Case
SeungHo Park, S; Chen, G Z
Publisher: China Europe International Business School
Distributor: ecch (www.ecch.com) Reference: 305-247-1 Language: English
Category: Strategy and General Management Data source: Published sources
Product Year: 2005
Geo location: China Industry: Automobile Size: 11 billion assets Timing: 2004
Topics: Automobile manufacture; Market strategy; Government relations; Organisation building; Intellectual property; China
Abstract: This is the third of a three-case series (305-245-1 to 305-247-1). SAIC-Chery Automobile Corporation, with a history of only four years, had established itself as one of the most successful domestic brands in China?s fast growing home car market. Chery?s birth was under the strong influence of Anhui Provincial and Wuhu Municipal Government. By involving SAIC, one of China?s largest state-owned automotive group, as a ?nominal? but important shareholder, Chery obtained license from the Central Government to enter into the automobile manufacturing business booming in China. Thanks to a series of appropriate strategies, Chery?s initial experiment seemed quite successful and brought Chery into the top list of China?s car makers. However, challenges followed as Chery was celebrating its initial success. Problems like fiercer competition and less market opportunities, accusation of infringing intellectual property, internal cultural conflicts and political criticism to the chairman were raised and needed to be dealt with. Thus, how Chery could keep its competitive advantage in the market became a key issue for top management.

Source: ecch
   SAIF: May 2004
  Add   View  29 pp.  Case
Author(s): Hardymon, G. Felda; Leamon, Ann
Publication Date: 02/09/2005 Revision Date: 11/02/2005
Product Type: Case (Field)
Product Description: The Softbank Asia Infrastructure Fund (SAIF) team has just learned that the price at which its portfolio company, the Chinese gaming firm Shanda, was planning to go public must be reduced. As a result, the partners think through the entire genesis of the deal and the differences between doing venture capital in China and in the United States. Illustrates the intricacies of strategic venture investing.
HBS Number: 9-805-091
Geographic Setting: Asia; China Number of Employees: 20
Event Year Start: 2002 Event Year End: 2004
Subjects: Entrepreneurial finance; Investments; IPO; Venture capital
Academic Discipline: Entrepreneurship
Supplementary Materials: Teaching Note, (5-806-020), 7p, by G. Felda Hardymon, Ann Leamon

Source: Harvard
   Sailing In Rough Seas
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Author(s): Freeman, R. Edward; Mead, Jenny; Freides, Drew
Darden ID: UVA-E-0255
Published: 5/28/2003
Copyright Year: 2003
Subject Area: Ethics
Keywords: ethical issues
Teaching Note: UVA-E-0255TN
Abstract: Although not set in a business environment, this case illustrates the basic principles and rights and outlines the stakeholders in a situation where ethically questionable behavior has occured.

Source: Darden
  Add   View  2 pp.  Case
Author(s): Freeman, R. Edward; Mead, Jenny; Freides, Drew
Darden ID: UVA-E-0255
Published: 5/28/2003
Copyright Year: 2003
Subject Area: Ethics
Keywords: ethical issues
Teaching Note: UVA-E-0255TN
Abstract: Although not set in a business environment, this case illustrates the basic principles and rights and outlines the stakeholders in a situation where ethically questionable behavior has occured.

Source: Darden
  Add   View  3 pp.  Teaching Note
Darden ID: UVA-E-0255TN

Source: Darden
  Add   View  3 pp.  Teaching Note
Darden ID: UVA-E-0255TN

Source: Darden
   Sailing Through A Lull at Sabre Yachts
  Add   View  27 pp.  Case
Author(s): Thomas C. Leach, University of New England, Barry R. Armandi, SUNY@ Old Westbury, and Herbert Sherman, Southampton College ? Long Island University
Publication Date: Spring 2006
Geographic Setting: South Casco, Maine
Industry Setting: Luxury sail and power boat
Event Year Start: 2001 Event Year End: 2001
Description: Derived from field interviews and secondary research, the case describes the dilemma that the Marketing Manager Bentley Collins of Sabre Yachts faces in developing a profitable marketing mix given the firm’s current product line, competitors, industry and national economic trends. Sabre had always been a niche boat builder. Their product line was divided into two distinct categories; sail boats and power boats. Their sailboats were targeted toward boaters interested in the comfort desired for cruising but also the capability of competitive racing while their power boats were designed to be modern yachts that could cruise 20 knots or better. A majority of sales came from the New England and Mid-Atlantic regions with only sporadic success in other areas. Bentley worried that slower phone traffic in Spring of 2001 would be indicative of slower sales and wanted to know what actions the firm should take to continue their regional growth as well as their push to become a more nationally-based firm. The case has a difficulty level appropriate for a junior or senior level course. The case is designed to be taught in one class period and is expected to require between five to seven hours of outside preparation by students.
Courses: Marketing strategy
Subjects: Marketing mix

Source: The CASE Association
   SAILING THROUGH ROUGH WATERS
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Dhar, S; Johari, S; Mishra, R; Jain, R; Dhar, U
Publisher: Prestige Institute of Management & Research
Distributor: ecch (www.ecch.com) Reference: 504-092-1 Language: English
Category: Marketing Data source: Field research
Product Year: 2004
Industry: Commercial vehicle industry Size: Large Timing: 1998-1999
Topics: Marketing strategies; Market analysis; Product analysis; Squeezing market; Competitor analysis
Abstract: This case deals with the dilemma of Hercules Tractors, a tractor manufacturing company, entering into the heavy commercial vehicles market. After venturing into commercial vehicles, LCV’s (light commercial vehicles) and MCV ‘s (medium commercial vehicles), the company found itself facing tough competition along with a falling sales growth rate. Hercules was successful in marketing vehicles of 11 tons and above by customising them for different purposes. Although the trend for HCV 's (heavy commercial vehicles) was not very favourable and there were already two strong players in the market, Hercules was eager to enter into the HCV market and was spending on upgrading the plant, designing, etc. The case explores the reasons behind the entry of Hercules Tractors Pvt Ltd into the squeezing HCV market. It examines the company's effort to make its brand successful through innovation, cost consciousness and customisation. The case provides an excellent illustration to examine the key components of a marketing strategy. It also allows discussion on how a new entrant can take advantage of untapped market segments.

Source: ecch
   SAILING VOYAGES INC.: COST/VOLUME/PROFIT ANALYSIS
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Lanfranconi CP; Robertson DA
Sailing Voyages, Inc. is a tour boat company offering day cruises on a sailing schooner. In this exercise, the owner of the company needs to determine the amount and nature of costs and revenues with varying number of sailing voyages and a limitedseason of operation.
Ivey Number: 9B00B024
Publication Date: 11/7/2001
Geographic Setting: Canada Industry Setting: Amusement and Recreation Services
Company Size: Small organization
Subjects: Profitability Analysis, Costs
Functional Area: Accounting

Source: Ivey
   SAINT-GOBAIN: THE EXPANSION OPTION IN INDIA AND/OR CHINA
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Som, A; Bindra, H S
Publisher: ESSEC Business School
Distributor: ecch (www.ecch.com) Reference: 204-192-1 Language: English
Category: Economics, Politics and Business Environment Data source: Published sources
Product Year: 2004
Geo location: France Industry: Float glass Size: 22,952 million euros in sales, 170,500 employees, operations in 46 countries Timing: 1999
Topics: India; China; Glass industry; Emerging country; Strategy; Growth; Expansion
Abstract: Saint Gobain, is a French company and is amongst the leaders in the float glass industry. The company has the strategy of steady, strong and profitable growth. Saint Gobain has been achieving this target by both organic growth and by external growth through its acquisitions. Saint Gobain has 66% of its revenues coming from Europe, 27% from North America, and the remaining 7% from emerging economies in Asia. However the markets in Europe have reached the maturity stage and hence the company has to focus on the emerging markets for future growth opportunities. To fuel this growth, the company is considering investments in two of the fastest growing economies in Asia, namely China and India. Not only do these countries provide a significant domestic demand but also have the potential to be used as a hub for exporting to countries in south Asia and east Africa. The company needs to analyse the investment and growth opportunities in these two countries and to evaluate whether such an investment would be in line with its overall strategy.

Source: ecch
   Sakhizwe Con Roux Construction: Building the Nation (1965-2004)
  Add   View  12 pp.  Case
Author(s): Black, Ted; Miller, Paddy
Publication Date: 07/06/2005 Revision Date: 07/28/2005
Product Type: Case (Field)
Publisher: IESE University of Navarra
HBS Number: IES153
Geographic Setting: South Africa Industry Setting: Building, construction, & real estate; Property management
Subjects: Corporate strategy; Family-owned businesses; General management; Organizational change
Academic Discipline: General management
Supplementary Materials: Teaching Note, (IES154), 5p, by Ted Black, Paddy Miller
Product Description: After 39 years in business, Con Roux Construction finally collapsed in 2004, after having transitioned from the white-rule apartheid to the black-rule ANC government. For a medium-size, family-owned business the decade proved to be particularly difficult. Deals with the final chapter (liquidation) of the business and the reflections of senior management on what had come to pass.

Source: Harvard
   SAKSHI GARMENTS
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Singh, A; Dhar, U; Kothari, A; Dhar, S; Phatak, Y
Publisher: Prestige Institute of Management & Research
Distributor: ecch (www.ecch.com) Reference: 404-063-1 Language: English
Category: Human Resource Management and Organisational Behaviour Data source: Field research
Product Year: 2004
Geo location: Central India Industry: Leather industry Size: Large Timing: 1996
Topics: Motivation; Profitability; Role model; Compensation
Abstract: The case deals with the problem of declining profitability of an organisation manufacturing readymade garments. Several steps taken by top management in this regard proved ineffective. Finally, management in consonance with the recognised union adopts the strategy of deducting proportionate wages for work not done and promoting two junior good performers, who showed 107 percent achievement of the target in just 45 days, to work on the complex stitching machines. The case tries to draw attention to whether this strategy really worked or whether it was just a lull before the storm. The case presents the participants with a scenario that allows them to apply the concept of work place motivation. More specifically, it allows them to judge the effectiveness of a cost cutting exercise, to examine how employee motivation affects productivity and to consider the measures that could be taken to improve motivation at a time of crisis.

Source: ecch
   SALANGO CLOTHING COMPANY
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Stoever, W A — Seton Hall University (SHU)
Distributor: ecch (www.ecch.com) Reference: 399-127-1 Language: English
Category: Strategy and General Management Data source: Field research
Product Year: 1999
Geo location: New Jersey, USA Industry: Clothing Size: Small
Topics: Small business; Management of growth and change; Control problems; Management information systems; Leadership and management by exception; Management of diversity
Abstract: The case presents a fairly typical problem of a small family-run business that has grown, namely, that the founder had taken on too many responsibilities and has become overloaded. Here, the family head, Cesar Salango, is trying to supervise production, order supplies, handle finances, travel to customers and trade shows, and occasionally even trouble-shoot technical problems. He regularly works 60-hour weeks, which raises the dangers of stress, burnout and possible health problems. Furthermore, he is unable to make some crucial decisions in timely fashion or with due consideration. He is assisted by various family members who ’pitch in‘ when their help is needed, but their responsibilities have apparently never been formalised. The case had its origin in a term paper by an MBA student describing the problems in his family-run company, later supplemented by an interview. The names and some other details have been disguised. The case is relatively short but is an excellent vehicle for discussion of a variety of interrelated management issues. It is suitable for an upper-level undergraduate or first-year MBA introductory course in management of small business/entrepreneurship.

Source: ecch
   SALCO (CHINA)
  Add   View  12 pp.  Case
Author(s): Joerg Dietz; Alan (Wenchu) Yang
Ivey ID: 9B03C025
Publication Date: 8/19/2003 Revision Date: 10/17/2009
Product Type: Case
Teaching Note: 8B03C25
Geographic Setting: China Industry Setting: Miscellaneous Manufacturing Industries Size: Large Year of Event: 1998 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Personnel Management; Organizational Behaviour; Change Management; Management in a Global Environment
Major Disciplines: Human Resource Management; International
Product Description: Salco (China) is a global manufacturer of burners for hot-water boilers and industrial furnaces and ovens. The company has recently hired a new operations manager for their plant in China whose mandate is to improve the efficiency of the Beijing office, to eliminate Salco’s Chinese distributors‘ poaching behavior and to elevate Salco's brand equity in the Chinese market. After implementation, the initiative to eliminate distributors' poaching had failed and the company's operations manager must determine why this initiative failed and prepare a report for senior management.

Source: Ivey
  Add   View  12 pp.  Case
Author(s): Joerg Dietz; Alan (Wenchu) Yang
Ivey ID: 9B03C025
Publication Date: 8/19/2003 Revision Date: 10/17/2009
Product Type: Case
Teaching Note: 8B03C25
Geographic Setting: China Industry Setting: Miscellaneous Manufacturing Industries Size: Large Year of Event: 1998 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Personnel Management; Organizational Behaviour; Change Management; Management in a Global Environment
Major Disciplines: Human Resource Management; International
Product Description: Salco (China) is a global manufacturer of burners for hot-water boilers and industrial furnaces and ovens. The company has recently hired a new operations manager for their plant in China whose mandate is to improve the efficiency of the Beijing office, to eliminate Salco’s Chinese distributors‘ poaching behavior and to elevate Salco's brand equity in the Chinese market. After implementation, the initiative to eliminate distributors' poaching had failed and the company's operations manager must determine why this initiative failed and prepare a report for senior management.

Source: Ivey
  Add   View  11 pp.  Teaching Note
Ivey ID: 8B03C25
For use with 9B03C025

Source: Ivey
   Sale of Hephaestus, Inc. to Vulcan Ventures, Inc.
  Add   View  58 pp.  Case
Author(s): Bagley, Constance E.
Publication Date: 12/01/2003
Product Type: Case (Gen Exp)
Product Description: Henry Hephaestus founded Hephaestus, Inc. in 1895. Its first product was a tapered roller bearing for use with horse-drawn wagons and carriages. It reduced friction on the axle and reduced the force necessary to move a heavy load, thereby enabling one horse to do the work of the two. Although there were more than 30 European and American patents on tapered roller bearings, dating back to 1802, Hephaestus, Inc. designed an innovative technique for keeping the rollers in alignment, which was patented in the United States in 1898. The founder’s son and daughter, Will and Ginny, took over the firm in 1899 after their father retired. His final admonition was, “Don‘t set your name to anything you will ever have cause to be ashamed of.” Faced with a severe cash crunch in 2001, Hephaestus, Inc. did a private placement of preferred stock to HBS Investors and GSB Investments, two private equity firms. By early 2003, Hephaestus, Inc. had become a significant supplier of roller bearings and other machinery parts for use in automobiles, aircraft engines, and prosthetic medical devices. Cash remained tight, and both HBS Investors and GSB Investments wanted to sell Hephaestus, Inc. so they could cash out their stock.
HBS Number: 9-804-104
Geographic Setting: United States Industry Setting: manufacturing
Event Year Start: 2003 Event Year End: 2003
Subjects: Cash flow; Entrepreneurial finance; Innovation; Legal aspects of business; Manufacturing; Patents; Preferred stock; Stocks
Academic Discipline: Finance

Source: Harvard
   Salem Telephone Co.
  Add   View  5 pp.  Case
Author(s): Bruns, William J., Jr.; Hertenstein, Julie H.
Publication Date: 06/07/2004 Revision Date: 11/01/2005
Product Type: Case (Gen Exp)
Publisher: Harvard Business School
HBS Number: 104086
Geographic Setting: United States Gross Revenue: $3 million revenues
Event Year Start: 2004 Event Year End: 2004
Subjects: Cost analysis; Profitability analysis; Breakeven analysis; Computer systems
Academic Discipline: Accounting & control
Supplementary Materials: Case Teaching Note, (104088), 6p, by William J. Bruns; Spreadsheet Supplement, (XLS011), 0p, by William J. Bruns, Julie H. Hertenstein
Product Description: A computer subsidiary appears to be unprofitable. Managers must determine whether it is actually unprofitable and consider whether changes in prices or promotion might improve profitability. Allows clear separation of variable costs from fixed costs. A rewritten version of an earlier case.

Source: Harvard
   Salem Telephone Company
  Added   View  6 pp.  Case
Author(s): Bruns, William J., Jr.; Hertenstein, Julie H.
Publication Date: 06/07/2004 Revision Date: 11/01/2005
Product Type: Case (Gen Exp)
Product Description: A computer subsidiary appears to be unprofitable. Managers must determine whether it is actually unprofitable and consider whether changes in prices or promotion might improve profitability. Allows clear separation of variable costs from fixed costs. A rewritten version of an earlier case.
HBS Number: 9-104-086
Geographic Setting: United States Industry Setting: Telephone industry Gross Revenues: $3 million revenues
Event Year Start: 2004 Event Year End: 2004
Subjects: Breakeven analysis; Computer systems; Cost analysis; Profitability analysis
Academic Discipline: Accounting & control
Supplementary Materials: Teaching Note, (5-104-088), 6p, by William J. Bruns Jr.

Source: Harvard
  Add     6 pp.  Teaching Note
For use with 9-104-086
HBS Number: 5-104-088
Subjects: Breakeven analysis; Communications industry; Computer systems; Cost analysis; Profitability analysis

Source: Harvard
   Sales Force Integration at FedEx (A)
  Add   View  17 pp.  Case
Author(s): Godes, David B.
Publication Date: 10/14/2005 Revision Date: 02/14/2008
Product Type: Case (Field)
HBS Number: 506029
Geographic Setting: United States Industry Setting: Express delivery Number of Employees: 250,000 Gross Revenues: $18 billion revenues
Event Year Start: 2000 Event Year End: 2000
Subjects: Business to business; Corporate culture; Incentives; Integration planning; Mergers & Acquisitions; Sales compensation; Sales management; Sales strategy; Services
Academic Discipline: Marketing
Supplementary Materials: Supplement (Field), (506030), 3p, by David B. Godes; Supplement (Field), (506031), 3p, by David B. Godes; Supplement (Field), (506032), 2p, by David B. Godes; Supplement (Field), (506033), 2p, by David B. Godes; Teaching Note, (508073), 17p, by David Godes
Product Description: Federal Express’ (FedEx) recent acquisition of RPS — a ground delivery firm — gave the firm the potential to offer a single source for a client‘s delivery needs. However, to deliver on this potential, the firm needed to deliver the integrated solution through a single sales force. This integration required the solution of many issues, none more important than the formulation of a new compensation plan that not only determined the sales force's effort but also served as a medium through which FedEx communicated its expectations to the salespeople. Jerry Beyl headed the committee charged with making recommendations on the compensation and training the new sales force. The compensation plan needed to encourage salespeople to sell both products. Complicating matters was the fact that the two organizations' cultures were radically different.

Source: Harvard
  Add   View  17 pp.  Case
Author(s): Godes, David B.
Publication Date: 10/14/2005 Revision Date: 02/02/2006
Product Type: Case (Field)
Product Description: Federal Express’ (FedEx) recent acquisition of RPS — a ground delivery firm -- gave the firm the potential to offer a single source for a client‘s delivery needs. However, to deliver on this potential, the firm needed to deliver the integrated solution through a single sales force. This integration required the solution of many issues, none more important than the formulation of a new compensation plan that not only determined the sales force's effort but also served as a medium through which FedEx communicated its expectations to the salespeople. Jerry Beyl headed the committee charged with making recommendations on the compensation and training the new sales force. The compensation plan needed to encourage salespeople to sell both products. Complicating matters was the fact that the two organizations' cultures were radically different.
HBS Number: 9-506-029
Geographic Setting: United States Number of Employees: 250,000 Gross Revenues: $18 billion revenues
Event Year Start: 2000 Event Year End: 2000
Subjects: Business to business; Corporate culture; Incentives; Integration planning; Mergers & Acquisitions; Sales compensation; Sales management; Sales strategy; Services
Academic Discipline: Marketing
Supplementary Materials: Supplement (Field), (9-506-030), 3p, by David B. Godes; Supplement (Field), (9-506-031), 3p, by David B. Godes; Supplement (Field), (9-506-032), 2p, by David B. Godes

Source: Harvard
   Sales Force Integration at FedEx (B)
  Add   View  3 pp.  Case
Author(s): Godes, David B.
Publication Date: 10/14/2005 Revision Date: 02/02/2006
Product Type: Supplement (Field)
Product Description: An abstract is not available for this product. Must be used with: (9-506-029) Sales Force Integration at FedEx (A).
HBS Number: 9-506-030
Subjects: Business to business; Corporate culture; Incentives; Integration planning; Mergers & Acquisitions; Sales compensation; Sales management; Sales strategy; Services
Academic Discipline: Marketing

Source: Harvard
   Sales Force Integration at FedEx (C)
  Add   View  3 pp.  Case
Author(s): Godes, David B.
Publication Date: 10/14/2005
Product Type: Supplement (Field)
Product Description: An abstract is not available for this product. Must be used with: (9-506-029) Sales Force Integration at FedEx (A).
HBS Number: 9-506-031
Subjects: Business to business; Corporate culture; Incentives; Integration planning; Mergers & Acquisitions; Sales compensation; Sales management; Sales strategy; Services
Academic Discipline: Marketing

Source: Harvard
   Sales Force Integration at FedEx (D)
  Add   View  2 pp.  Case
Author(s): Godes, David B.
Publication Date: 10/14/2005 Revision Date: 02/02/2006
Product Type: Supplement (Field)
Product Description: An abstract is not available for this product. Must be used with: (9-506-029) Sales Force Integration at FedEx (A).
HBS Number: 9-506-032
Subjects: Business to business; Corporate culture; Incentives; Integration planning; Mergers & Acquisitions; Sales compensation; Sales management; Sales strategy; Services
Academic Discipline: Marketing

Source: Harvard
   Sales Force Integration at FedEx (E)
  Add   View  2 pp.  Case
Author(s): Godes, David B.
Publication Date: 05/09/2006
Product Type: Supplement (Field)
HBS Number: 9-506-033
Subjects: Business to business; Corporate culture; Incentives; Integration planning; Mergers & Acquisitions; Sales compensation; Sales management; Sales strategy; Services
Academic Discipline: Marketing
Product Description: An abstract is not available for this product. Must be used with: (9-506-029) Sales Force Integration at FedEx (A).

Source: Harvard
   SALES FORCE MANAGEMENT AND MEASUREMENT
  Add   View  13 pp.  Technical Note
Author(s): Farris, Paul W.; Larson, Eric; Bendle, Neil; Spekman, Robert E.
Darden ID: UVA-M-0721
Published: 7/11/2005
Copyright Year: 2005
Subject Area: Marketing
Keywords: no keywords
Abstract: This note describes the metrics that are used to monitor sales-force efficiency and effectiveness. It addresses sales territories, sales potential, and territory changes, as well as forecasting and measuring results. Finally, the note reviews pipeline analysis and the sales funnel.

Source: Darden
  Add   View  13 pp.  Technical Note
Author(s): Farris, Paul W.; Larson, Eric; Bendle, Neil; Spekman, Robert E.
Darden ID: UVA-M-0721
Published: 7/11/2005
Copyright Year: 2005
Subject Area: Marketing
Keywords: no keywords
Abstract: This note describes the metrics that are used to monitor sales-force efficiency and effectiveness. It addresses sales territories, sales potential, and territory changes, as well as forecasting and measuring results. Finally, the note reviews pipeline analysis and the sales funnel.

Source: Darden
   Sales Force Training at Arrow Electronics (A)
  Add   View  14 pp.  Case
Author(s): Barro, Jason R.; Hall, Brian J.; Zimmerman, Aaron M.G.
Publication Date: 10/01/2004
Product Type: Case (Field)
Product Description: In the mid-1980s, Arrow, the world’s largest electronics distributor, implemented a college recruiting program to hire salespeople. The program was part of an effort to increase the professionalism and skill set of the sales force in an industry where few salespeople had college degrees. After an expensive and thorough training program, many of the new college grads hired were poached by Arrow‘s competitors for higher salaries. Arrow was ultimately unsuccessful in persuading the college grads to stay, and the recruiting program ended after five years. In 1997, CEO Steve Kaufman decided to start a new college recruiting program, determined not to repeat the mistakes of the past. A rewritten version of an earlier case.
HBS Number: 9-905-041
Geographic Setting: United States Industry Setting: Electronics industry Number of Employees: 1,000 Gross Revenues: $5 billion revenues
Event Year Start: 1984 Event Year End: 1997
Subjects: Electronics; Employee retention; Employee training; Incentives; Recruitment; Sales compensation
Academic Discipline: Human resources management
Supplementary Materials: Supplement (Field), (1-905-042), 4p, by Jason R. Barro, Brian J. Hall, Aaron M.G. Zimmerman, Nancy Dean Beaulieu; Supplement (Field), (1-905-043), 2p, by Nancy Dean Beaulieu, Aaron M.G. Zimmerman

Source: Harvard
   Sales Force Training at Arrow Electronics (B)
  Add   View  4 pp.  Case
Author(s): Barro, Jason R.; Hall, Brian J.; Zimmerman, Aaron M.G.; Beaulieu, Nancy Dean
Publication Date: 10/01/2004
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. A rewritten version of an earlier supplement. Must be used with: (9-905-041) Sales Force Training at Arrow Electronics (A).
HBS Number: 9-905-042
Industry Setting: Electronics industry
Subjects: Electronics; Employee retention; Employee training; Incentives; Recruitment; Sales compensation
Academic Discipline: Human resources management

Source: Harvard
   Sales Force Training at Arrow Electronics (C)
  Add   View  2 pp.  Case
Author(s): Beaulieu, Nancy Dean; Beaulieu, Nancy Dean; Zimmerman, Aaron M.G.
Publication Date: 10/01/2004
Product Type: Case
Publisher: Harvard Business School
HBS Number: 905043
Subjects: Employee training; Incentives; Employee retention; Recruitment; Sales compensation
Academic Discipline: Human resources management
Product Description: Supplements the (A) case.

Source: Harvard
  Add   View  2 pp.  Case
Author(s): Beaulieu, Nancy Dean; Zimmerman, Aaron M.G.
Publication Date: 10/01/2004
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. Must be used with: (9-905-041) Sales Force Training at Arrow Electronics (A).
HBS Number: 9-905-043
Industry Setting: Electronics industry
Subjects: Electronics; Employee retention; Employee training; Incentives; Recruitment; Sales compensation
Academic Discipline: Human resources management

Source: Harvard
   Sales Managers Must Manage
  Add   View  10 pp.  Article
Loen, Raymond O.
Sales management training and development programs often fail to give a clear concept of what managing really is. Consequently, sales managers concentrate on the non-managing elements of their positions, rather than managing activities. The sales managers’ effectiveness in getting results through sales personnel is essential to the marketing effort and significantly affects a company‘s profit and loss.
HBS Number: 64309 Type: Harvard Business Review Article
Publication Date: 5/1/64
Subjects: Employee training; Sales management

Source: Harvard
   Sales Strategies for the Internet Age
  Add   View  5 pp.  Article
Author(s): Stauffer, David
Publication Date: 07/01/1999
Product Type: Harvard Management Update Article
Product Description: The tremendous volume in online commerce has deepened the distinction between commodity sales and consultative selling. Vendors must decide which category their products or services fall into and adjust their selling techniques accordingly. The article includes a sidebar entitled "What kind of seller are you?"
HBS Number: U9907B
Subjects: Customer relations; Electronic commerce; Internet; Sales strategy
Academic Discipline: Marketing

Source: Harvard
   SALES TEAM MOTIVATION AT TAURUS PAINTS
  Add   View  13 pp.  Case
Doraiswamy, M — T.A. Pai Management Institute
Narayanswamy, R — T.A. Pai Management Institute

Distributor: ecch (www.ecch.com) Reference: 406-068-1 Language: English
Category: Human Resource Management and Organisational Behaviour Data source: Field research
Product Year: 2006
Geo location: India Industry: Paints
Topics: Taurus Paints (India) Limited; Indian paint industry; Technology; Logistics management; Recruitment; Human resource system; Orientation and training; Performance appraisal and promotions; Sales team; Sales volume; Incentives
Abstract: This abstract is currently unavailable.

Source: ecch
   SALES TEAMS AT LEXMARK CANADA INC.
  Add   View  17 pp.  Case
Barclay DW; Boehnke K
Lexmark Canada is the Canadian arm of Lexmark Inc., the global manufacturer of computer printers and related products. Lexmark Canada had reorganized its salesforce into teams of salespeople to manage regions of Canada. This was a fairly dramaticshift from an individual-based structure and compensation system. There was mixed reaction to the change with the Quebec team recently losing two of its three team members. The case addresses salesforce organization and deployment issues, and the factors that need to be considered in making these decisions. It also demonstrates the linkages between sales management decisions, since in this situation reward andrecognition, recruitment and selection, and training all needed to be revisited. Finally, it highlights the current shift to team selling in many industries.
Ivey Number: 9A98A027
Publication Date: 30/10/1998
Geographic Setting: Canada Industry Setting: Electric & Electronic Equipment Supplies
Company Size: Large organization
Event Year Start: 1997
Subjects: Sales Management, Industrial Marketing, Sales Organization, Relationship Management
Functional Area: Marketing

Source: Ivey
  Add   View  7 pp.  Teaching Note
Ivey ID: 8A98A27
For use with 9A98A027

Source: Ivey
   SALESDRIVER (A): THE OFFER TO MARK SULLIVAN: SALESDRIVER’S PERSPECTIVE
  Add   View  11 pp.  Case
Author(s): Dietz J; Mark K
Description: As a startup in the online sales incentives industry, SalesDriver had a unique product to offer: online sales contests. From its early stages, SalesDriver had a great product, e-tailer relationships and initial customers who were pleased with theservice. What SalesDriver needed was personnel.SalesDriver’s two co-founders were facing several challenges. They were both young and making their first independent leap into the dot-com industry. With limited funding and no hiring experience, they needed to put together a staff for theircompany and wanted to do so within a two-week time frame. Their first need was to hire a vice-president of sales, but their candidate of preference had 15 other job offers on his plate, so time was of the essence. How much should they offer? Whatincentives should they include? What kind of fit would they have as a working team and would they even have enough time to assess that fit? The two friends and business partners were faced with the difficult challenge of working out a winning offerthat would persuade the right person to accept a position in their very young company.
Ivey Number: 9B01C010
Publication Date: 11/29/2002 Revision Date: 1/6/2004
Geographic Setting: United States
Industry Setting: Business Services
Company Size: Small organization
Event Year Start: 2000
Subjects: E-Commerce; Employee Selection
Level of Difficulty: Undergraduate/MBA
Functional Area: Human Resource Management

Source: Ivey
   SALESDRIVER (B): THE SALES DRIVER OPPORTUNITY — MARK SULLIVAN’S PERSPECTIVE
  Add   View  9 pp.  Case
Author(s): Dietz J; Mark K
Description: The co-founders of a startup, online sales contest management service needed to act quickly. They needed a vice-president of sales and believed they had found a suitable candidate, Mark Sullivan. A meeting is planned for the next day to go over theoffer. Sullivan has a number of other jobs offer and must decide on his next career move. This is a supplement to SalesDriver: The Offer to Mark Sullivan: SalesDriver’s Perspective, product 9B01C010.
Ivey Number: 9B01C011
Publication Date: 1/9/2003 Revision Date: 1/6/2004
Geographic Setting: United States
Industry Setting: Business Services
Company Size: Small organization
Event Year Start: 2000
Subjects: E-Commerce; Employee Selection
Level of Difficulty: Undergraduate/MBA
Functional Area: Human Resource Management

Source: Ivey
   SALESDRIVER - EMPLOYEE RETENTION
  Add   View  10 pp.  Case
Dietz J; Mark K
SalesDriver is a start-up company that develops online software packages for sales incentive contests. The vice president of marketing and distribution, who was also a company founder, considers how to address the challenge of retaining key employeesin the growing high-technology industry, where employee turnover is very high.
Ivey Number: 9B01C008
Publication Date: 18/05/2001 Revision Date: 1/6/2001
Geographic Setting: United States Industry Setting: Business Services
Company Size: Small organization
Event Year Start: 2000
Subjects: E-Commerce, Employee Relations, Capacity Analysis, Employee Retention
Functional Area: Human Resource Management

Source: Ivey
   SALESDRIVER: THE LORIMER REQUEST
  Add   View  4 pp.  Case
Schneberger SL; Mark K
SalesDriver.com (SalesDriver) was a Boston-based e-commerce application service provider that provided a turnkey solution for sales managers to manage their sales contests online. It had just achieved its 1,000th user mark and had the opportunity tosnag software giant Lorimer Development Corp. (Lorimer) as a new client. The solution Lorimer had requested would alter SalesDriver’s current product by including functionality that other users might not need. The general manager had to evaluatethe economies of scale by keeping one product for all users, and the economies of scope by tailoring the product for individual customers. Developing the added function as a one-off would take significantly less development time than adding thefunction to the site and making it available to all customers. He had to decide which approach was best in the long run.
Ivey Number: 9B01E002
Publication Date: 30/01/2001
Geographic Setting: United States Industry Setting: Business Services
Company Size: Small organization
Event Year Start: 2000
Subjects: E-Commerce, System Design, Capacity Analysis, Action Planning and Implementation
Functional Area: Management Science & Information Systems

Source: Ivey
  Add   View  7 pp.  Teaching Note
Ivey ID: 8B01E02
For use with 9B01E002

Source: Ivey
   Salesforce.com: The Evolution of Marketing Systems
  Add   View  15 pp.  Case
Author(s): Davila, Antonio; Eisen, Jeffrey
Publication Date: 03/18/2003
Product Type: Case (Field)
Publisher: Stanford University
HBS Number: E145
Subjects: Technology; Market entry; Product development; Product introduction; ERP; Customer relationship management; Sales force management; Strategy
Academic Discipline: Marketing
Product Description: Salesforce.com evolves from a fledgling start-up to a leader in the provision of Web-based management systems. Throughout its growth, the management team faced several strategic decisions, which resulted in the development of new products and the entry into new markets.

Source: Harvard
   Salesmanship as Partnership
  Add   View  4 pp.  Article
Author(s): Billington, Jim
Publication Date: 10/01/1996
Product Type: Harvard Management Update Article
Product Description: The evolving wisdom of selling as a long-term engagement rather than manipulation or coercion is supported by four techniques outlined in this article. First, a salesperson must "diagnose the critical issues facing the buyer, and then align himself with the customer on those issues." Second, salespeople need to listen actively to their customers and demonstrate a willingness to go to heroic lengths to ensure the buyer’s satisfaction. A salesperson must exercise her capacity to customize today‘s products and services with the help of information technology. This customization includes developing a complete solution and crafting a unique sales pitch to fit the prospective client. Finally, salespeople "must push themselves continually to gain insight into their own and their company's capabilities as well as their customers' needs."
HBS Number: U9610C
Geographic Setting: Industry Setting:
Subjects: Partnerships; Personal selling; Sales management; Sales strategy
Academic Discipline: Marketing

Source: Harvard
   SaleSoft, Inc. (A)
  Add   View  22 pp.  Case
Author(s): Narayandas, Das
Publication Date: 05/28/1996 Revision Date: 03/24/1998
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 596112
Geographic Setting: United States Number of Employees: 40
Event Year Start: 1995 Event Year End: 1995
Subjects: Computers; Marketing strategy; Product management; Product introduction; Pricing; Automation; Applications
Academic Discipline: Marketing
Supplementary Materials: Case Teaching Note, (598020), 24p, by Das Narayandas
Product Description: SaleSoft, a start-up firm, markets Comprehensive Sales Automation Solutions (CSAS) that automate a firm’s sales, marketing, and service functions. Even though the product has received very favorable responses from prospects, product complexity and a long buying cycle have made it difficult for the firm to convert interest into sales orders. SaleSoft now has an opportunity to sell a part of the total CSAS solution as a stand-alone product. This “Trojan Horse” (TH) product offers an easy way for the firm to enter new customer accounts, gain quick sales, and generate much needed revenues. However, it could potentially distract the firm from its primary objective and cannibalize CSAS sales. SaleSoft needs to decide whether to continue selling CSAS or launch TH. And, the firm needs to develop a detailed marketing strategy to implement this decision.

Source: Harvard
  Add   View  22 pp.  Case
Author(s): Narayandas, Das
Publication Date: 05/28/1996 Revision Date: 03/24/1998
Product Type: Case (Field)
Product Description: SaleSoft, a start-up firm, markets Comprehensive Sales Automation Solutions (CSAS) that automate a firm’s sales, marketing, and service functions. Even though the product has received very favorable responses from prospects, product complexity and a long buying cycle have made it difficult for the firm to convert interest into sales orders. SaleSoft now has an opportunity to sell a part of the total CSAS solution as a stand-alone product. This “Trojan Horse” (TH) product offers an easy way for the firm to enter new customer accounts, gain quick sales, and generate much needed revenues. However, it could potentially distract the firm from its primary objective and cannibalize CSAS sales. SaleSoft needs to decide whether to continue selling CSAS or launch TH. And, the firm needs to develop a detailed marketing strategy to implement this decision. May be used with: (9-503-071) Managing a Customer Relationship over Time.
HBS Number: 9-596-112
Geographic Setting: United States Industry Setting: software
Company Size: start-up Number of Employees: 40
Event Year Start: 1995 Event Year End: 1995
Subjects: Automation; High technology products; Marketing strategy; Pricing; Product introduction; Product management; Software
Academic Discipline: Marketing
Supplementary Materials: Teaching Note, (5-598-020), 24p, by Das Narayandas

Source: Harvard
  Add     24 pp.  Teaching Note
For use with 9-596-112
HBS Number: 5-598-020
Subjects: Automation; High technology products; Marketing strategy; Pricing; Product introduction; Product management; Software

Source: Harvard
   SALESPHERE.COM: BUILDING AN INTERNET START-UP COMPANY IN HONG KONG
  Add   View  20 pp.  Case
Nicholls-Nixon CL; Everatt D
A young entrepreneur wants to launch an auction-based Web site where companies with excess inventories would be able to off-load their merchandise to consumers, while consumers would have selection and affordability with one-stop shopping for avariety of goods. Before presenting his business plan to investors he must undertake a thorough analysis by evaluating the attractiveness of the market, examining the viability of the business model, determining the magnitude and nature of resources required, evaluating the quality of the management team, and determining the type of financing deal required.
Ivey Number: 9B01M042
Publication Date: 27/09/2001
Geographic Setting: Hong Kong Industry Setting: Miscellaneous Services
Company Size: Small organization
Event Year Start: 1999
Subjects: Internet, Entrepreneurship, E-Business, Startups
Functional Area: General Management

Source: Ivey
  Add   View  12 pp.  Teaching Note
Ivey ID: 8B01M42
For use with 9B01M042

Source: Ivey
   SalesSoft, Inc. (C): Managing the Sales-Transaction Process and Competition
  Add   View  1 pp.  Case
Author(s): Rogers, James; Landel, Robert D.; Scharf, Matt
Darden ID: UVA-OM-1341
Published: 12/11/2007
Copyright Year: 2007
Subject Area: Operations Management
Keywords: cultural change, systems thinking, customer relationship management
Abstract: In 2003, SalesSoft’s success had, in no small measure, been driven by the efficacy of its sales force, and sales had always enjoyed an influential and central role in the firm. Over the past decade, an increasing number of competitors had entered the arena as computer software and hardware providers. And as competition heated up, SalesSoft‘s sales cooled down, customer satisfaction began to deteriorate, and the interregional conflicts that became more commonplace appeared to compromise the efficiency and effectiveness of its sales force. The company acknowledged that cultural change was needed within the company in order for it to respond properly to the new market conditions, but it was not clear within the organization just what that change should be.

Source: Darden
   SalesSoft, Inc. (D): Simulation Model — Managing the Sales-Transaction Process and Competition
  Add   View  1 pp.  Case
Author(s): Rogers, James; Landel, Robert D.
Darden ID: UVA-OM-1342
Published: 12/11/2007
Copyright Year: 2007
Subject Area: Operations Management
Keywords: systems-thinking, simulation learning
Abstract: The attached materials present screenshots of the SalesSoft simulation model created to accompany the SalesSoft, Inc (C) case “Managing the Sales-Transaction Process and Competition,” UVA-OM-1341. Students can prepare by using their systems-thinking skills after reading the (C) case. The goal of the simulation learning experience is to decide on the settings for each variable, quarter by quarter, in a way that achieves revenue, profit, and customer satisfaction targets. The simulation model can be obtained from Professor Landel at no charge.

Source: Darden
   SALIENT FEATURES OF A MANAGEMENT BUYOUT (MBO)
  Add   View  4 pp.  Background note
Ward, M
Publisher: Wits Business School - University of the Witwatersrand
Distributor: ecch (www.ecch.com) Reference: 104-068-5 Language: English
Category: Finance, Accounting and Control Data source: Generalised experience
Product Year: 2004
Geo location: South Africa Industry: Management buyouts
Abstract: A management buyout (MBO) involves the purchase of an existing business by its senior management team. It has proved itself to be an attractive vehicle for management, who can accumulate wealth in the form of an equity participation in their company. This note looks at salient features of MBOs, such as how they are structured and financed, and how equity is allocated. It also examines how to evaluate an MBO candidate to gauge whether it has potential for success.

Source: ecch
   SALINAS OIL CORPORATION (A)
  Add   View  8 pp.  Case
Author(s): Salinas, Jose; Weiss, Elliott N.
Darden ID: UVA-OM-1075
Published: 9/8/2003
Revised: 3/31/2005
Copyright Year: 2003
Subject Area: Operations Management
Keywords: capacity planning; Inventory management; Scheduling; Manufacturing management
Abstract: Barbara Millar, CEO of Salinas Motor Oil Company, is facing a decision regarding investment in a setup-reduction project. The benefits must be calculated before a decision can be made. Students must calculate the value of inventory reduction by determining a new optimal schedule. See also UVA-OM-0894.

Source: Darden
  Add   View  8 pp.  Case
Author(s): Salinas, Jose; Weiss, Elliott N.
Darden ID: UVA-OM-1075
Published: 9/8/2003
Revised: 3/31/2005
Copyright Year: 2003
Subject Area: Operations Management
Keywords: capacity planning; Inventory management; Scheduling; Manufacturing management
Abstract: Barbara Millar, CEO of Salinas Motor Oil Company, is facing a decision regarding investment in a setup-reduction project. The benefits must be calculated before a decision can be made. Students must calculate the value of inventory reduction by determining a new optimal schedule. See also UVA-OM-0894.

Source: Darden
   Sallie Mae: Reverse Yen PERLS Issue
  Add   View  19 pp.  Case
Author(s): Muniz, Troy A.
Darden ID: UVA-F-0850
Published: 7/21/1989
Revised: 1/1/1996
Copyright Year: 1989
Subject Area: Finance
Keywords: financial institutions; financing; hedging; international investment banking; public administration; international case; diversity case; international
Teaching Note: UVA-F-0850TN
Abstract: This case involves the evaluation of a complex financing for Sallie Mae. The financing is a reverse PERL, which is a foreign-currency issue. Sallie Mae must consider the pricing of the issue as well as the effectiveness of the proposed hedging arrangement.

Source: Darden
  Add   View  19 pp.  Case
Author(s): Muniz, Troy A.
Darden ID: UVA-F-0850
Published: 7/21/1989
Revised: 1/1/1996
Copyright Year: 1989
Subject Area: Finance
Keywords: financial institutions; financing; hedging; international investment banking; public administration; international case; diversity case; international
Teaching Note: UVA-F-0850TN
Abstract: This case involves the evaluation of a complex financing for Sallie Mae. The financing is a reverse PERL, which is a foreign-currency issue. Sallie Mae must consider the pricing of the issue as well as the effectiveness of the proposed hedging arrangement.

Source: Darden
  Add   View  5 pp.  Teaching Note
Darden ID: UVA-F-0850TN

Source: Darden
   Sally Jameson: Valuing Stock Options in a Compensation Package
  Add   View  7 pp.  Case
Author(s): Tufano, Peter; Lewittes, Michael
Publication Date: 01/06/1993 Revision Date: 08/16/1995
Product Type: Case (Gen Exp)
Product Description: Details a thinly disguised situation faced by a recent Harvard MBA graduate who was forced by a prospective employer to place a dollar value on a grant of stock options. There are two objectives: 1) Serves as an introduction to option valuation, in which students have an opportunity to use market data to value an option in a realistic setting. 2) The setting permits a broader discussion of the wisdom of option-based incentive plans and the popular misconceptions of the value of option grants based on a widespread misunderstanding of how options work and how they are valued.
HBS Number: 9-293-053
Geographic Setting: Massachusetts
Event Year Start: 1992 Event Year End: 1992
Subjects: Executive compensation; Securities; Telecommunications; Valuation
Academic Discipline: Finance
Supplementary Materials: Teaching Note, (5-296-061), 7p, by Peter Tufano

Source: Harvard
  Add     7 pp.  Teaching Note
For use with 9-293-053
HBS Number: 5-296-061
Subjects: Executive compensation; Securities; Telecommunications; Valuation

Source: Harvard
   Sally Jameson: Valuing Stock Options in a Compensation Package (Abridged)
  Add   View  4 pp.  Case
Author(s): Tufano, Peter
Publication Date: 04/01/2002
Product Type: Case (Gen Exp)
Product Description: Details a thinly disguised situation facing a recent Harvard MBA graduate who was forced by a prospective employer to place a dollar value on a grant of stock options. There are two objectives: 1) Serves as an introduction to option valuation, in which students have an opportunity to use market data to value an option in a realistic setting. 2) The setting permits a broader discussion of the wisdom of option-based incentive plans and the popular misconceptions of the value of option grants based on a widespread misunderstanding of how options work and how they are valued.
HBS Number: 9-202-117
Geographic Setting: Massachusetts Industry Setting: Telecommunications industry
Event Year Start: 1992 Event Year End: 1992
Subjects: Executive committees; Options; Telecommunications; Valuation
Academic Discipline: Finance
Supplementary Materials: Teaching Note, (5-204-132), 7p, by Peter Tufano

Source: Harvard
   SALLY WILLIAMS FINE FOODS: GETTING TO MARKET
  Add   View  8 pp.  Case
Saini, Y; Townsend, S
Publisher: Wits Business School - University of the Witwatersrand
Distributor: ecch (www.ecch.com) Reference: 508-047-1 Language: English
Category: Marketing Data source: Field research
Product Year: 2008
Geo location: South Africa Industry: Confectionery Size: Small Timing: 2007
Topics: Marketing; Production and operations; Entrepreneurship; Distribution
Abstract: Dries Pretorius, National Sales Manager of Sally Williams Fine Foods, a small manufacturer of luxury nougat, was furious. It was May 2007, four years since Sally Williams had first appointed its distributor and the thermostat at the distributor’s warehouse had failed. As a result, his product had spoiled and he had to recall almost all of it. This was not the first mistake the distributor had made and Pretorius knew he had to make a change. Should Sally Williams bring distribution back in-house or continue to outsource it, he wondered? And if the decision was to outsource, what should the company look for in a new distributor?

Source: ecch
   Sally’s Dilemma: Making Tough Choices in Collaborative Visioning
  Add   View  18 pp.  Case
Author(s): Karl A. Hickerson; David J. O’Connell; Arun Pillutla
Publication Date: Spring 2008 Revision Date: Feb. 12. 2008
TCJ ID: TCJ 040201
Data Source: Vision, visioning, leadership, large group process, OD, organizational development, organizational change, leader-driven change, organizational commitment Geographic Setting: Midwestern U.S. Industry Setting: Academic institution Event Year Start: 1999 Event Year End: 2000
Courses: Organizational Behavior, Leadership, Organizational Development Subjects: Leader-driven change; Visioning; Large group process; Organizational development and change
Case Description: This case involves an experience in large group visioning, specifically the processes of developing and building consensus around institutional goals and objectives. It takes place at a point roughly halfway through the process. The protagonist, Sally, is the project coordinator. At this point in the process, the participants have collectively invested hundreds of hours in the creation of widely diverse ideas for the future of the university. Her dilemma is the challenge of maintaining the commitment and support of the participants as the vision is reduced to a much shorter and more focused statement. The case is based on archival data and interviews with 40 of the 300+ participants who were engaged in the process, including Sally, steering committee members, faculty, staff, and outside stakeholders (alumni and members of the board of directors). The Instructor‘s Manual provides key questions for future large group process consultants, OD professionals and students of organizational behavior and leadership, including references from the OD and visioning literature. An Epilogue provides the actual decision at the time of the challenge and its rationale.

Source: The CASE Association
  Add   View  21 pp.  Teaching Note
Author(s): Karl A. Hickerson; David J. O’Connell; Arun Pillutla
Publication Date: Spring 2008 Revision Date: Feb. 12. 2008
TCJ ID: TCJ 040201
Data Source: Vision, visioning, leadership, large group process, OD, organizational development, organizational change, leader-driven change, organizational commitment Geographic Setting: Midwestern U.S. Industry Setting: Academic institution Event Year Start: 1999 Event Year End: 2000
Courses: Organizational Behavior, Leadership, Organizational Development Subjects: Leader-driven change; Visioning; Large group process; Organizational development and change
Case Description: This case involves an experience in large group visioning, specifically the processes of developing and building consensus around institutional goals and objectives. It takes place at a point roughly halfway through the process. The protagonist, Sally, is the project coordinator. At this point in the process, the participants have collectively invested hundreds of hours in the creation of widely diverse ideas for the future of the university. Her dilemma is the challenge of maintaining the commitment and support of the participants as the vision is reduced to a much shorter and more focused statement. The case is based on archival data and interviews with 40 of the 300+ participants who were engaged in the process, including Sally, steering committee members, faculty, staff, and outside stakeholders (alumni and members of the board of directors). The Instructor‘s Manual provides key questions for future large group process consultants, OD professionals and students of organizational behavior and leadership, including references from the OD and visioning literature. An Epilogue provides the actual decision at the time of the challenge and its rationale.

Source: The CASE Association
   Salomon and the Treasury Securities Auction
  Add   View  15 pp.  Case
Author(s): Crane, Dwight B.; Moreton, Patrick
Publication Date: 03/08/1992 Revision Date: 12/17/1992
Product Type: Case (Library)
Product Description: Set in June 1991, two months prior to Salomon Brothers’ announcement that the firm had violated the Treasury Department‘s rules governing the auctions of new Treasury securities. Salomon Vice Chairman John Meriwether must decide how to address problems that continue to appear in the management of the firm's government bond trading activities. In April 1991, one of his managers admitted that he had submitted an illegal auction bid in February 1991. Now, one month later, there is mounting speculation in the press that Salomon tried to corner the market for May 2-year notes. Structured to allow students to analyze the ethical, legal and managerial dimensions of John Meriwether's situation. Background information about the history of Salomon Brothers and the investment banking industry, the markets for government securities, and the regulation of securities dealers and brokers is interwoven with Meriwether's story. Accessible to individuals with and without experience in investment banking. May be used with: (9-395-044) Leadership Problems at Salomon (A); (9-395-046) Forging the New Salomon.
HBS Number: 9-292-114
Geographic Setting: New York Industry Setting: investment banking Company Size: mid-size Number of Employees: 3,000
Event Year Start: 1991 Event Year End: 1991
Subjects: Bonds; Ethics; Investment banking; Legal aspects of business; Management of crises; Regulation; Securities
Academic Discipline: Finance
Supplementary Materials: Supplement (Library), (9-293-057), 3p, by Dwight B. Crane, Patrick Moreton; Teaching Note, (5-295-046), 12p, by Dwight B. Crane, Patrick Moreton; Teaching Note, (5-396-396), 15p, by Lynn Sharp Paine, Charles A. Nichols III

Source: Harvard
  Add     15 pp.  Teaching Note
For use with 9-292-114
HBS Number: 5-396-396
Subjects: Bonds; Ethics; Investment banking; Legal aspects of business; Management of crises; Regulation; Securities

Source: Harvard
   Salomon and the Treasury Securities Auction: 1992 Update
  Add   View  3 pp.  Case
Author(s): Crane, Dwight B.; Moreton, Patrick
Publication Date: 10/01/1992 Revision Date: 12/22/1992
Product Type: Supplement (Library)
Product Description: Briefly summarizes the events that transpired after the investment bank Salomon Brothers revealed that it had repeatedly violated the rules governing the auction of new U.S. Government securities. Includes a description of the violations, the management shake-up that occurred after the firm’s August 8, 1991 announcements, the regulatory response to the violations, and the recovery of the firm under the direction of interim chairman, Warren Buffett. Must be used with: (9-292-114) Salomon and the Treasury Securities Auction.
HBS Number: 9-293-057
Subjects: Bonds; Ethics; Investment banking; Legal aspects of business; Management of crises; Regulation; Securities
Academic Discipline: Finance

Source: Harvard
   Salomon Brothers (A)
  Add   View  15 pp.  Case
Author(s): Paine, Lynn Sharp
Publication Date: 11/01/2004 Revision Date: 02/09/2009
Product Type: Case (Field)
HBS Number: 305019
Geographic Setting: United States; Global Industry Setting: Financial services Number of Employees: 6,600 Gross Revenues: $3.8 billion revenues
Event Year Start: 1991 Event Year End: 1992
Subjects: Crisis management; Ethics; Financial services; Leadership; Legal aspects of business; Organizational problems
Academic Discipline: Social enterprise & ethics
Supplementary Materials: Supplement (Field), (305020), 1p, by Lynn Sharp Paine; Supplement (Field), (305021), 9p, by Lynn Sharp Paine; Supplement (Field), (305059), 10p, by Lynn Sharp Paine
Product Description: Describes Salomon Brothers’ recovery from the August 1991 Treasury auction scandal. Details the impact of the firm‘s disclosure of bidding improprieties and describes how the new management team, led by Warren Buffett and Deryck Maughan, guided the company through the ensuing crisis. The impact of the crisis is followed through the end of 1992. A rewritten version of an earlier case.

Source: Harvard
  Add   View  15 pp.  Case
Author(s): Paine, Lynn Sharp
Publication Date: 11/01/2004 Revision Date: 05/05/2005
Product Type: Case (Field)
Product Description: Describes Salomon Brothers’ recovery from the August 1991 Treasury auction scandal. Details the impact of the firm‘s disclosure of bidding improprieties and describes how the new management team, led by Warren Buffett and Deryck Maughan, guided the company through the ensuing crisis. The impact of the crisis is followed through the end of 1992. A rewritten version of an earlier case.
HBS Number: 9-305-019
Geographic Setting: United States, Global Industry Setting: financial services Number of Employees: 6,600 Gross Revenues: $3.8 billion revenues
Event Year Start: 1991 Event Year End: 1992
Subjects: Crisis management; Ethics; Financial services; Leadership; Legal aspects of business; Organizational problems
Academic Discipline: Social enterprise & ethics
Supplementary Materials: Supplement (Field), (9-305-020), 1p, by Lynn Sharp Paine; Supplement (Field), (9-305-021), 9p, by Lynn Sharp Paine; Supplement (Field), (9-305-059), 10p, by Lynn Sharp Paine

Source: Harvard
   Salomon Brothers (A) Supplement
  Add   View  1 pp.  Case
Author(s): Paine, Lynn Sharp
Publication Date: 11/02/2004 Revision Date: 05/05/2005
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. A rewritten version of an earlier case. Must be used with: (9-305-019) Salomon Brothers (A).
HBS Number: 9-305-020
Subjects: Corporate responsibility;
Academic Discipline: Social enterprise & ethics

Source: Harvard
   Salomon Brothers (B)
  Add   View  9 pp.  Case
Author(s): Paine, Lynn Sharp
Publication Date: 11/03/2004 Revision Date: 05/05/2005
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. A rewritten version of an earlier case. Must be used with: (9-305-019) Salomon Brothers (A).
HBS Number: 9-305-021
Subjects: Crisis management; Ethics; Financial services; Leadership; Legal aspects of business; Organizational problems
Academic Discipline: Social enterprise & ethics

Source: Harvard
   Salomon Brothers (C)
  Add   View  10 pp.  Case
Author(s): Paine, Lynn Sharp
Publication Date: 11/03/2004 Revision Date: 05/05/2005
Product Type: Supplement (Field)
Product Description: Supplements the (A) case. A rewritten version of an earlier case. Must be used with: (9-305-019) Salomon Brothers (A).
HBS Number: 9-305-059
Subjects: Crisis management; Ethics; Financial services; Leadership; Legal aspects of business; Organizational problems
Academic Discipline: Social enterprise & ethics

Source: Harvard
   Salt Harbor: Confidential Information for Brims
  Add   View  3 pp.  Case
Author(s): Wheeler, Michael A.
Publication Date: 12/20/1999 Revision Date: 06/28/2002
Product Type: Exercise
Product Description: Two-party negotiation involving a bed and breakfast and an incoming coffee chain. Teaching Purpose: Negotiate effectively for best use of available land. May be used with: (9-800-077) Salt Harbor: Confidential Information for Easterly.
HBS Number: 9-800-078
Subjects: Negotiations; Real estate; Retailing
Academic Discipline: Negotiations
Supplementary Materials: Teaching Note, (5-801-058), 20p, by Michael A. Wheeler

Source: Harvard
  Add     20 pp.  Teaching Note
For use with 9-800-078
HBS Number: 5-801-058
Subjects: Negotiations; Real estate; Retailing

Source: Harvard
   Salt Harbor: Confidential Information for Easterly
  Add   View  3 pp.  Case
Author(s): Wheeler, Michael A.
Publication Date: 12/20/1999 Revision Date: 06/28/2002
Product Type: Exercise
Product Description: Two-party negotiation involving a bed and breakfast and an incoming coffee chain. Teaching Purpose: Negotiate effectively for best use of available land. May be used with: (9-800-078) Salt Harbor: Confidential Information for Brims.
HBS Number: 9-800-077
Subjects: Negotiations; Real estate; Retailing
Academic Discipline: Negotiations
Supplementary Materials: Teaching Note, (5-801-058), 20p, by Michael A. Wheeler

Source: Harvard
  Add     20 pp.  Teaching Note
For use with 9-800-077
HBS Number: 5-801-058
Subjects: Negotiations; Real estate; Retailing

Source: Harvard
   Salty Snacks
  Add   View  17 pp.  Exercise
Author(s): John Dawes
Ivey ID: 9B10A015
Publication Date: 7/5/2010
Product Type: Exercise
Teaching Note: 8B10A15
Related Material: 7B10A015
Geographic Setting: New Zealand Industry Setting: Food and Kindred Products Level of Difficulty: 4 — Undergraduate/MBA
Subjects: Data analysis; Consumer behaviour; Competition; Brand management
Major Disciplines: Marketing
Product Description: The Salty Snacks case is a data analysis exercise using Excel. The case uses real data from a consumer goods panel. It presents the student with a table of purchase duplications for a set of salty snack brands, and the student’s task is to identify the competitive structure of the market, that is, which brands compete more intensely with each other. The task is similar to what brand managers in consumer goods companies face on a regular basis. The case provides excellent skill development in Excel, is instructive about how to analyze competition and informs students about an empirical generalization in marketing: the Duplication of Purchase Law.

Source: Ivey
   Sam Bennington’s Career-Development Paper
  Add   View  27 pp.  Technical Note
Author(s): Clawson, James G.; Berreman, Steve;
Darden ID: UVA-PACS-0088
Published: 9/29/1997
Copyright Year: 1997
Subject Area: Personal Assessment and Career Strategy
Keywords: career management; Cross-cultural issues; Work/family
Abstract: This note consists of two elements: (1) a graduating MBA’s career-development paper, in which he summarizes his career choice and how it fits with his self-assessment paper and personal-life themes, and (2) his job-search diary, in which he chronicles, from one May to the next, his activities in trying to find a job.

Source: Darden
  Add   View  27 pp.  Technical Note
Author(s): Clawson, James G.; Berreman, Steve;
Darden ID: UVA-PACS-0088
Published: 9/29/1997
Copyright Year: 1997
Subject Area: Personal Assessment and Career Strategy
Keywords: career management; Cross-cultural issues; Work/family
Abstract: This note consists of two elements: (1) a graduating MBA’s career-development paper, in which he summarizes his career choice and how it fits with his self-assessment paper and personal-life themes, and (2) his job-search diary, in which he chronicles, from one May to the next, his activities in trying to find a job.

Source: Darden
   Sam Huttenbauer: Entrepreneurship in Food Preservation and Nutraceuticals
  Add   View  29 pp.  Case
Goldberg, Ray A.; Knoop, Carin-Isabel; Bell, Stacey
Sam Huttenbauer is trying to get two companies, in high-pressure food preservation and in nutraceuticals, off the ground. This case covers strategic, marketing, and financing challenges. Also looks at innovative technologies in the food industry and the role of the entrepreneur in commercializing them. Teaching Purpose: Students are asked to put themselves in the shoes of the entrepreneur and decide on his priorities and next steps.
HBS Number: 9-900-012 Type: Case (Field)
Publication Date: 11/23/1999 Revision Date: 3/17/2000
Geographic Setting: Cincinnati, OH Industry Setting: food Gross Revenues: $2 million revenues
Event Year Start: 1999 Event Year End: 1999
Subjects: Agribusiness; Entrepreneurial finance; Entrepreneurial management; Entrepreneurship; Food; Food processing industry

Source: Harvard
   Sam Steinberg (A) and (B) (Condensed)
  Add   View  17 pp.  Case
Roberts, Michael J.
Covers the period from Steinberg’s founding in 1917 through the company‘s growth to a major firm in 1969.
HBS Number: 9-392-044 Type: Case (Library)
Publication Date: 4/1/1992 Revision Date: 3/10/1993
Geographic Setting: Canada Industry Setting: grocery retailing
Company Size: mid-size Number of Employees: 17,500 Gross Revenues: $480 million revenues
Event Year Start: 1917 Event Year End: 1969
Subjects: Canada; Family owned businesses; Supermarkets
Supplementary Materials: Teaching Note, (5-898-265), 12p, by Michael J. Roberts

Source: Harvard
  Add     12 pp.  Teaching Note
For use with 9-392-044
HBS Number: 5-898-265
Subjects: Canada; Family owned businesses; Supermarkets

Source: Harvard
   Same Approach — Other Teachers: The Question of Transferability: Teaching Adaptive Leadership
  Add   View  35 pp.  Article
Author(s): Parks, Sharon D.
Publication Date: 09/22/2005
Product Type: HBS Press Chapter
HBS Number: 2391BC
Subjects: Business education; Education; Executive education; Leadership; Leadership development; Teaching; Teaching methods
Academic Discipline: Teaching & the case method
Product Description: This chapter introduces several other teachers who have successfully adopted the case-in-point approach and describes how it is modified and evolves when transferred into different contexts, such as other institutions, executive coaching, professional consulting, undergraduate leadership development, and other cultures. May be used with: (2384BC) Leadership for a Changing World: A Call to Adaptive Work; (2385BC) How Do We Begin?: Differing Expectations: Teaching Adaptive Leadership; (2386BC) What Is Really Going On Here?: Engaging People at the Edge of Learning: Teaching Adaptive Leadership; (2387BC) Learning from Failure in Public: The Power of Small Group Consultation: Teaching Adaptive Leadership; (2388BC) Listening to the Music Beneath the Words: The Practice of Presence: Teaching Adaptive Leadership; (2389BC) What Endures?: The Power of Language, Image, and Metaphor: Teaching Adaptive Leadership; (2390BC) Courage and Costs: Discovering How to Teach the Unteachable: Teaching Adaptive Leadership; (2392BC) Toward a More Adequate Myth: The Art of Leadership; (2393BC) Leadership Can Be Learned: Strengths and Limitations of This Approach: Teaching Adaptive Leadership.

Source: Harvard
   Same Stores Sales Growth: A Question of Ethics
  Add   View  8 pp.  Case
Author(s): Mary Foster; Augustus Abby
Publication Date: 2008
Subjects: Business Ethics; Accounting Ethics
Courses: Business Ethics; Accounting Ethics
Description: Sarah Jones, President of Excel Youth Fitness ands Sports Training Centers (Excel),which recently went public, was meeting with her boss, John Stewart, the CEO and Chairman of the parent company, Larry Johnson, the CFO and audit committee chairperson, and Kate Haley, her VP of Finance. They were reviewing the financial and business performance of the company in preparation for their first quarterly public financial reporting. During this meeting, Stewart suggested that they revise the way same store sales were calculated — including corporate product/program sales to centers and online sales. He argued that the changes would more accurately reflect the true sales volume, which should be attributed to each store or territory. He also noted that because same store sales is a business metric not an audited number, the change in calculation would not have to be mentioned in external financial reports. Jones’ gut reaction was that the change in calculation without disclosure seemed deceptive. Were they being consistent with key accounting principles (i.e., consistency, comparability, full disclosure, representational faithfulness)? The reporting and sales pitch associated with taking the company public included same store sales figures (six percent for the most recently ended fiscal year) and now, just months after going public, Stewart was proposing a change in how the figures were calculated, a change that would increase the growth rate and likely make it more volatile over time (the metric calculated via the new methodology would be seven percent for the quarter to be reported). Jones saw the rationality and reasonableness of Stewart‘s arguments and the CFO had no qualms about the proposed change, yet she was not certain what to do? Should she defer to thei

Source: SOCCR
  Add   View  23 pp.  Teaching Note
Source: SOCCR
   Samhoud Service Management
  Add   View  15 pp.  Case
Author(s): DeLong, Thomas J.; Nanda, Ashish; Mullick,
Publication Date: 03/16/2001 Revision Date: 05/09/2001
Product Type: Case (Field)
Product Description: &Samhoud, a small service management consulting firm in the Netherlands, grapples with the dilemma of firing its largest client while introducing Heskett’s theory of the service profit chain. Teaching Purpose: Client management, the service profit chain, and alignment of organizational principles vs. actions.
HBS Number: 9-801-398
Geographic Setting: Utrecht, HollandIndustry Setting: consultingCompany Size: smallNumber of Employees: 91Gross Revenues: $8.3 million revenues
Event Year Start: 2000Event Year End: 2000
Subjects: Consulting; Netherlands; Professional services; Service management
Academic Discipline: Service management
Supplementary Materials: Teaching Note, (5-902-058), 15p, by Ashish Nanda, Thomas J. DeLong, Ying Liu

Source: Harvard
  Add     15 pp.  Teaching Note
For use with 9-801-398
HBS Number: 5-902-058
Subjects: Consulting; Netherlands; Professional services; Service management

Source: Harvard
   Sammy Snacks (A)
  Add   View  1 pp.  Case
Author(s): Eakes, David; Laseter, Timothy M.; Fairchild, Gregory B.
Darden ID: UVA-OM-1177
Published: 11/10/2005
Copyright Year: 2005
Subject Area: Operations Management
Keywords: operations; start-up; entrepreneurship; logistics; retail management; strategy
Abstract: Sam, a Labrador retriever, has inspired a retail business start-up that sells superpremium pet food. As the company begins to expand its retail footprint, the founder considers two options with different operational implications. See also the B case (UVA-OM-1350).

Source: Darden
   Samoa Tala
  Add   View  20 pp.  Case
Author(s): Coval, Joshua D; Saxena, K.B.C.; Chowdhry, Bhagwan
Publication Date: 09/24/2008
Product Type: Case (Field)
HBS Number: 209053
Geographic Setting: Samoa Number of Employees: 10-20 Gross Revenues: WST 1,354,485
Event Year Start: 2007 Event Year End: 2007
Subjects: Currency; Derivatives; Exchange rates; Financial planning; Microfinance; Risk management
Academic Discipline: Finance
Product Description: This case examines currency risks faced by Microfinance Institutions, and evaluates strategies to hedge them in countries with pegged currency regimes and no derivatives markets. An MFI based in Western Samoa borrows in different currencies like the US dollar and the New Zealand dollar is worried about the additional variability in its cash flows due to unexpected currency fluctuations, and wants to explore strategies to hedge this risk in the absence of a derivatives market for the Samoan Tala. It seems to the president of the company that borrowing in different currencies, in proportions equal to the weights of the currencies in the basket peg, would reduce the currency risk. He wants to estimate the exact weights of the currencies in the basket peg and measure the reduction of currency risk using this strategy.

Source: Harvard
   Sampa Video, Inc.
  Add   View  3 pp.  Case
Author(s): Andrade, Gregor
Publication Date: 06/13/2001 Revision Date: 10/07/2003
Product Type: Case (Gen Exp)
Product Description: A video rental store is considering home delivery services. Management attempts to value the project under different financing strategies and methods, specifically adjusted present value (APV) and weighted average cost of capital (WACC). Teaching Purpose: Shows how to implement APV and WACC and when each is appropriate.
HBS Number: 9-201-094
>Event Year Start: 2001Event Year End: 2001
Subjects: Capital budgeting; Capital investments; Cash flow; Debt management; Financial strategy; Financing; Present value; Valuation
Academic Discipline: Finance
Supplementary Materials: Teaching Note, (5-204-125), 10p, by Richard Ruback, Peter Tufano

Source: Harvard
  Add     10 pp.  Teaching Note
For use with 9-201-094
HBS Number: 5-204-125
Subjects: Capital budgeting; Capital investments; Cash flow; Debt management; Financial strategy; Financing; Present value; Valuation

Source: Harvard
   Sampling and Statistical Inference
  Add   View  13 pp.  Case
Author(s): Schleifer, Arthur, Jr.
Publication Date: 11/06/1990 Revision Date: 08/01/1996
Product Type: Note
Product Description: An introduction to sampling and statistical inference that covers the main concepts (confidence intervals, tests of statistical significance, choice of sample size) that are needed in making inferences about a population mean or percent. Includes discussion of problems of sampling in the real world where response bias and nonrepresentativeness violate the principles on which statistical inference is based.
HBS Number: 9-191-092
Subjects: Quantitative analysis; Sampling; Statistical analysis
Academic Discipline: Negotiations

Source: Harvard
   Sampson Paint Manufacturing Company
  Add   View  20 pp.  Case
Author(s): Genovese, Frank E.
Darden ID: UVA-G-0564
Published: 1/14/2004
Revised: 5/25/2008
Copyright Year: 2004
Subject Area: General
Keywords: acquisitions, capital structure, accounts receivable, sales outsanding
Abstract: Driving home from the Sampson Paint Manufacturing Company on a beautiful spring afternoon, David Finster reviewed the question of whether he should purchase the business. Four months earlier on December 20, 1980, he had been named president of Sampson Paint and its 82-percent-owned subsidiary, the Alcatraz Company; both were paint manufacturing companies, with headquarters and manufacturing facilities in Richmond, Virginia, and combined sales of $5.2 million. Finster had agreed to a one-year employment contract while he pondered his decision. Sampson was near bankruptcy, and if Finster hoped to turn it around, he would also have to decide how to structure the deal.

Source: Darden
  Add   View  20 pp.  Case
Author(s): Genovese, Frank E.
Darden ID: UVA-G-0564
Published: 1/14/2004
Revised: 5/25/2008
Copyright Year: 2004
Subject Area: General
Keywords: acquisitions, capital structure, accounts receivable, sales outsanding
Abstract: Driving home from the Sampson Paint Manufacturing Company on a beautiful spring afternoon, David Finster reviewed the question of whether he should purchase the business. Four months earlier on December 20, 1980, he had been named president of Sampson Paint and its 82-percent-owned subsidiary, the Alcatraz Company; both were paint manufacturing companies, with headquarters and manufacturing facilities in Richmond, Virginia, and combined sales of $5.2 million. Finster had agreed to a one-year employment contract while he pondered his decision. Sampson was near bankruptcy, and if Finster hoped to turn it around, he would also have to decide how to structure the deal.

Source: Darden
   SAMSONITE EUROPE NV: STRATEGIC SALES SUPPORT THROUGH PEN-BASED COMPUTING
  Add   View  17 pp.  Case
Deschoolmeester, D; Auwers, T
Publisher: Vlerick Leuven Gent Management School
Distributor: ecch (www.ecch.com) Reference: 594-026-1 Language: English
Category: Marketing Data source: Field research
Product Year: 1994
Geo location: Belgium Industry: Metal industry Size: 1128 personnel, 7.2 billion BEF Timing: 1993-1994
Topics: Strategic information systems; Competitive advantage; Pen-based computing; Sales force automation; Channel integration; Process improvement
Abstract: To solve the administrative burdens of the sales representatives of Samsonite Europe NV, with headquarters in Belgium, a state-of-the-art technology, pen- based computing, is being introduced. The case deals with the introduction of a Strategic Information System (SIS) and offers a view from the perspective of both sales representatives and Corporate MIS Vice-President, Harold Plasschaert. Specially highlighted in the case are the problematic ’before‘ situation, the quick response of MIS and the sales personnel and top management to a prototype that will improve the current process, and the 'after' situation with a sales team using the pen computer system. The primary objectives of the case are to give an introduction to the possibilities of new Information Technology that impacts the way of doing business today and to reveal the problems dealt with by IS managers and sales personnel, namely sustainability of competitive advantage, customer facing processes, channel desintermediation and process improvement.

Source: ecch
   Samsung and Daewoo: Two Tales of One City
  Add   View  29 pp.  Case
Author(s): Sull, Donald; Kim, Seonghoon; Park, Choelsoon
Publication Date: 11/03/2003 Revision Date: 06/02/2004
Product Type: Case (Field)
Product Description: By fiscal year 2000, Samsung had pulled far ahead of other “chaebols,” Korean conglomerates. For example, the market value of Samsung affiliates listed on the Korea Stock Exchange exceeded the sum of market value of listed affiliates of second, third, and fourth largest groups: Hyundai, LG, and SK. Samsung’s accomplishments during the late 1990s were particularly noteworthy when compared to its long-time rival Daewoo, whose businesses were forced into financial workout disposition of assets overseen by creditors in 1999. What made the destinies of the two groups totally different? Teaching Purpose: To stimulate discussion on why good companies go bad and how great managers remake them.
HBS Number: 9-804-055
Geographic Setting: South Korea Industry Setting: conglomerate Company Size: large Number of Employees: 170,000 Gross Revenues: $99 billion revenues
Event Year Start: 2001 Event Year End: 2001
Subjects: Asia; Business government relations; Competitive advantage; Conglomerates; Corporate strategy; Emerging markets; Korea; Leadership; Management of change; Management of crises; Organizational behavior
Academic Discipline: Competitive strategy

Source: Harvard
   SAMSUNG AND THE THEME PARK INDUSTRY IN KOREA
  Add   View  20 pp.  Case
Beamish PW; Dhanaraj C; Kim YS
The management of the Samsung Group has to decide whether to enter the Korean theme park industry. The case focuses on three main issues in the context of the entry decision: (1) the underlying forces that shape industry structure, competitiveinteraction and profits; (2) the impact of globalization on industry structure; (3) the relationship between a firm’s resources and its strategy. Porter‘s Five Forces model is used to analyze the impact of the competitive forces on profitability.(A 15-minute video (7A96M006) can be purchased for this case. Industry: Amusement and Recreation Services Issues: Industry Analysis, Industry Globalization, Strategy and Resources, Diversification Location: South Korea/Asia Size: Large organization Year of event: 1994 Level: Undergraduate/MBA Revised: 10/2/00 Ivey #: 9A96M006

Source: Ivey
   SAMSUNG CHINA: THE INTRODUCTION OF COLOR TV
  Add   View  20 pp.  Case
Beamish PW; Sharp DJ; Choi CB
Mr. Chung Yong, president of Samsung China Headquarters was considering a recent meeting with the marketing director who was responsible for developing a marketing strategy for the entire China market. The topic at the meeting was the marketingstrategy for color TVs, which had been chosen as the flagship product for the China market. Samsung had to decide whether it should focus on the low or high-end market segment (or both), and whether to import or produce locally. Industry: Communications Issues: Market Entry, International Business, International Marketing, Market Segmentation Location: China/Korea/Japan Size: Large organization Year of event: 1995 Level: Undergraduate/MBA Revised: 13/08/1999 Ivey #: 9A98G003

Source: Ivey
   Samsung Electronics
  Add   View  26 pp.  Case
Author(s): Siegel, Jordan ; Siegel, Jordan ; Chang, James Jinho
Publication Date: 06/30/2005 Revision Date: 02/27/2009
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 705508
Geographic Setting: China; South Korea Number of Employees: 113,000 Gross Revenue: $78.5 billion revenues
Event Year Start: 2005 Event Year End: 2005
Subjects: Globalization; International business; International management; Technology; Competition; Competitive advantage
Academic Discipline: Competitive strategy
Supplementary Materials: Case Teaching Note, (706406), 25p, by Jordan Siegel, James Jinho Chang
Product Description: To maximize their effectiveness, color cases should be printed in color. When is it possible to create a dual advantage of being both low cost and differentiated? In this case, students assess whether Samsung Electronics has been able to achieve such a dual advantage, and if so, how this was possible. Moreover, Samsung Electronics’ long-held competitive advantage is under renewed attack. Students also can assess how Samsung should respond to large-scale Chinese entry into its industry.

Source: Harvard
  Add   View  26 pp.  Case
Author(s): Siegel, Jordan; Chang, James Jinho
Publication Date: 06/30/2005 Revision Date: 07/29/2006
Product Type: Case (Field)
HBS Number: 9-705-508
Geographic Setting: China; Global; South Korea Industry Setting: Electronics industry; Semiconductor industry Number of Employees: 113,000 Gross Revenues: $78.5 billion revenues
Event Year Start: 2005 Event Year End: 2005
Subjects: Business policy; Competition; Competitive advantage; Globalization; International business; International management; Technology
Academic Discipline: Competitive strategy
Supplementary Materials: Teaching Note, (5-706-406), 25p, by Jordan Siegel, James Jinho Chang
Product Description: When is it possible to create a dual advantage of being both low cost and differentiated? In this case, students assess whether Samsung Electronics has been able to achieve such a dual advantage, and if so, how this was possible. Moreover, Samsung Electronics’ long-held competitive advantage is under renewed attack. Students also can assess how Samsung should respond to large-scale Chinese entry into its industry.

Source: Harvard
  Add   View  26 pp.  Case
Author(s): Siegel, Jordan ; Siegel, Jordan ; Chang, James Jinho
Publication Date: 06/30/2005 Revision Date: 02/27/2009
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 705508
Geographic Setting: China; South Korea Number of Employees: 113,000 Gross Revenue: $78.5 billion revenues
Event Year Start: 2005 Event Year End: 2005
Subjects: Globalization; International business; International management; Technology; Competition; Competitive advantage
Academic Discipline: Competitive strategy
Supplementary Materials: Case Teaching Note, (706406), 25p, by Jordan Siegel, James Jinho Chang
Product Description: To maximize their effectiveness, color cases should be printed in color. When is it possible to create a dual advantage of being both low cost and differentiated? In this case, students assess whether Samsung Electronics has been able to achieve such a dual advantage, and if so, how this was possible. Moreover, Samsung Electronics’ long-held competitive advantage is under renewed attack. Students also can assess how Samsung should respond to large-scale Chinese entry into its industry.

Source: Harvard
  Add   View  26 pp.  Case
Author(s): Siegel, Jordan ; Siegel, Jordan ; Chang, James Jinho
Publication Date: 06/30/2005 Revision Date: 02/27/2009
Product Type: Case (Field)
Publisher: Harvard Business School
HBS Number: 705508
Geographic Setting: China; South Korea Number of Employees: 113,000 Gross Revenue: $78.5 billion revenues
Event Year Start: 2005 Event Year End: 2005
Subjects: Globalization; International business; International management; Technology; Competition; Competitive advantage
Academic Discipline: Competitive strategy
Supplementary Materials: Case Teaching Note, (706406), 25p, by Jordan Siegel, James Jinho Chang
Product Description: To maximize their effectiveness, color cases should be printed in color. When is it possible to create a dual advantage of being both low cost and differentiated? In this case, students assess whether Samsung Electronics has been able to achieve such a dual advantage, and if so, how this was possible. Moreover, Samsung Electronics’ long-held competitive advantage is under renewed attack. Students also can assess how Samsung should respond to large-scale Chinese entry into its industry.

Source: Harvard
   Samsung Electronics (A): Entering India
  Add   View  21 pp.  Case
Author(s): Sumit Chakraborty; Sushil Sharma; Sougata Ray
Publication Date: 3/11/2008
Product Type: Case (Library)
Teaching Note: 8B06M34
Ivey ID: 9B06M034
Geographic Setting: India Industry Setting: Electric & Electronic Equipment Supplies Size: Medium Year of Event: 1990 Level of Difficulty: 5 - MBA/Postgraduate
Subjects: Foreign Entry Strategy; International Business Operations; Global Strategy
Major Disciplines: Entrepreneurship; General Management; International
Product Description: Samsung Electronics (Samsung) managing director had presented the new management philosophy for achieving leadership in a global market. The three-part strategy would prioritize quality, globalization, and multifaceted integration, in that order. After a restructuring effort, Samsung had emerged as a leader in the global electronics industry. Now, considering the new management philosophy and several other factors, the managing director faced the decision of whether Samsung should enter the Indian market.

Source: Ivey
  Add   View  21 pp.  Case
Author(s): Chakraborty, Sumit; Sharma, Shushil; Ray, Sougata
Publication Date: 12/07/2007
Product Type: Case
Publisher: Richard Ivey School of Business/UWO
HBS Number: 9-906-M34
Geographic Setting: India
Subjects: Global business; Global economy; Globalization; International business; International markets; Balance of trade; Free trade; International trade; Trade; Strategic management; Strategy; Strategy & execution; Consumer electronics
Academic Discipline: International Business
Product Description: Samsung Electronics (Samsung) managing director had presented the new management philosophy for achieving leadership in a global market. The three-part strategy would prioritize quality, globalization, and multifaceted integration, in that order. After a restructuring effort, Samsung had emerged as a leader in the global electronics industry. Now, considering the new management philosophy and several other factors, the managing director faced the decision of whether Samsung should enter the Indian market. Learning Objective: The case is targeted toward postgraduate students in business management and also for working professionals in EDP (executive development programs) / MDP (management development programs) to teach them how to do business in an emerging foreign market. The objective of the session would be to enable the participants to identify the strategic questions from the view of Samsung.

Source: Harvard
   Samsung Electronics (B): In India
  Add   View  18 pp.  Supplement
Author(s): Sumit Chakraborty; Sushil Sharma; Sougata Ray
Publication Date: 3/11/2008
Product Type: Supplement
Teaching Note: 8B06M35
Ivey ID: 9B06M035
Geographic Setting: India Industry Setting: Electric & Electronic Equipment Supplies Size: Medium Year of Event: 2001 Level of Difficulty: 5 - MBA/Postgraduate
Subjects: Foreign Entry Strategy; International Business Operations; Global Strategy
Major Disciplines: Entrepreneurship; General Management; International
Product Description: In part A of this case, Samsung?s managing director had to decide whether Samsung should enter the Indian market. Now, three years later, he was ready to relinquish the position. The three years had been very successful and the managing director was promoted to vice-president of global sales and marketing of display products. One of the first decisions facing the new managing director as he takes the position is what type of products Samsung should compete with in India. One option is to compete in the low and medium segments. Another option is to take the high end segment.

Source: Ivey
   SAMSUNG ELECTRONICS AND LCD TECHNOLOGY (A)
  Add   View  10 pp.  Case
Author(s): Dhanaraj C; Kim YS
Publication Date: 9/22/2005
Product Type: Case
Ivey ID: 9B04M046
Geographic Setting: Korea Industry Setting: Electric & Electronic Equipment Supplies Size: Large organization
Year of Event: 1995 Level of Difficulty: Undergraduate/MBA
Subjects: International Strategy; Product Development Alliances; New Product Development; International Marketing
Functional Area: General Management
Product Description: Samsung Electronics the liquid crystal display (LCD) group is faced with a new product development challenge: should you go with product that is well received in the market but the leadership is with the competition or with a product for which themarket is yet to be test but with some remote potential to leapfrog the competition. The case highlights the global nature of competition in high technology industries and the entrepreneurial opportunity for executives to make a difference inpositioning their firms for global leadership. The case can be used at two levels - in international business to understand the dynamics of global competition or in marketing to understand the different risks in a new product decisions andstrategies to counter these risks. Supplements Samsung Electronics and LCD Technology (B) and (C), products 9B04M047 and 9B04M048 look at the events of 2001 and 2004.

Source: Ivey
   SAMSUNG ELECTRONICS AND LCD TECHNOLOGY (B)
  Add   View  7 pp.  Case
Author(s): Dhanaraj C; Kim YS
Publication Date: 9/22/2005
Product Type: Case
Ivey ID: 9B04M047
Geographic Setting: Korea Industry Setting: Electric & Electronic Equipment Supplies Size: Large organization
Year of Event: 2001 Level of Difficulty: Undergraduate/MBA
Subjects: International Strategy; Product Development Alliances; New Product Development; International Marketing
Functional Area: General Management
Product Description: The liquid crystal display (LCD) group at Samsung Electronics is faced with a new product development challenge - should you go with a product that is well received in the market but the leadership is with the competition or with a product for which the market is yet to be tested but with some remote potential to leapfrog the competition. This is a supplement to Samsung Electronics and LCD Technology (A), product 9B04M046 and presents the status as of 2001.

Source: Ivey
   SAMSUNG ELECTRONICS AND LCD TECHNOLOGY (C)
  Add   View  2 pp.  Case
Author(s): Dhanaraj C; Kim YS
Publication Date: 9/22/2005
Product Type: Case
Ivey ID: 9B04M048
Geographic Setting: Korea Industry Setting: Electric & Electronic Equipment Supplies Size: Large organization
Year of Event: 2004 Level of Difficulty: Undergraduate/MBA
Subjects: International Strategy; Product Development Alliances; New Product Development; International Marketing
Functional Area: General Management
Product Description: The liquid crystal display (LCD) group at Samsung Electronics is faced with a new product development challenge - should you go with a product that is well received in the market but the leadership is with the competition or with a product for which the market is yet to be tested but with some remote potential to leapfrog the competition. This is a supplement to Samsung Electronics and the LCD Technology (A) and (B), products 9B04M046 and 9B04M047, and presents the status as of 2004.

Source: Ivey
   Samsung Electronics Co.: Global Marketing Operations
  Add   View  32 pp.  Case
Author(s): Quelch, John A.; Harrington, Anna
Publication Date: 03/02/2004 Revision Date: 01/16/2008
Product Type: Case (Field)
HBS Number: 9-504-051
Industry Setting: Electronics industry Number of Employees: 30,000 Gross Revenues: $20 billion revenues
Event Year Start: 2003 Event Year End: 2003
Subjects: Brand management; Brands; Globalization; Marketing strategy
Academic Discipline: Marketing
Supplementary Materials: Case Video, (9-505-701), 11 min, by John A. Quelch; Video, (9-505-704), 15 min, by John A. Quelch; Case Video, DVD, (9-505-700), 11 min, by John A. Quelch; Case Video, DVD, (9-505-702), 15 min, by John A. Quelch; Teaching Note, (5-505-022), 8p, by John A. Quelch
Product Description: Samsung’s global marketing director is assessing how to build the global brand reputation of the company further and upgrade the company‘s worldwide brand image. To show how to build a global brand. May be used with: (R0310H) Optimal Marketing.

Source: Harvard
  Add   View  32 pp.  Case
Author(s): Quelch, John A.; Harrington, Anna
Publication Date: 03/02/2004 Revision Date: 01/16/2008
Product Type: Case (Field)
HBS Number: 9-504-051
Industry Setting: Electronics industry Number of Employees: 30,000 Gross Revenues: $20 billion revenues
Event Year Start: 2003 Event Year End: 2003
Subjects: Brand management; Brands; Globalization; Marketing strategy
Academic Discipline: Marketing
Supplementary Materials: Case Video, (9-505-701), 11 min, by John A. Quelch; Video, (9-505-704), 15 min, by John A. Quelch; Case Video, DVD, (9-505-700), 11 min, by John A. Quelch; Case Video, DVD, (9-505-702), 15 min, by John A. Quelch; Teaching Note, (5-505-022), 8p, by John A. Quelch
Product Description: Samsung’s global marketing director is assessing how to build the global brand reputation of the company further and upgrade the company‘s worldwide brand image. To show how to build a global brand. May be used with: (R0310H) Optimal Marketing.

Source: Harvard
  Add   View  32 pp.  Case
Author(s): Quelch, John A.; Harrington, Anna
Publication Date: 03/02/2004 Revision Date: 01/16/2008
Product Type: Case (Field)
HBS Number: 9-504-051
Industry Setting: Electronics industry Number of Employees: 30,000 Gross Revenues: $20 billion revenues
Event Year Start: 2003 Event Year End: 2003
Subjects: Brand management; Brands; Globalization; Marketing strategy
Academic Discipline: Marketing
Supplementary Materials: Case Video, (9-505-701), 11 min, by John A. Quelch; Video, (9-505-704), 15 min, by John A. Quelch; Case Video, DVD, (9-505-700), 11 min, by John A. Quelch; Case Video, DVD, (9-505-702), 15 min, by John A. Quelch; Teaching Note, (5-505-022), 8p, by John A. Quelch
Product Description: Samsung’s global marketing director is assessing how to build the global brand reputation of the company further and upgrade the company‘s worldwide brand image. To show how to build a global brand. May be used with: (R0310H) Optimal Marketing.

Source: Harvard
   Samsung Electronics in 2004: Conquering the Wireless Digital World
  Add   View  28 pp.  Case
Author(s): Burgelman, Robert A.; Rolland, Jean-Bernard
Publication Date: 07/08/2004
Product Type: Case (Field)
Publisher: Stanford University
HBS Number: SM129
Geographic Setting: South Korea; United States Industry Setting: Consumer electronics
Subjects: Consumer electronics; Semiconductors; Strategy; Telecommunications
Academic Discipline: Competitive strategy
Product Description: Examines the strategic opportunities available to Samsung Electronics in 2004 and beyond as the company attempts to penetrate the digital home. Key issues include the role of horizontal industry models versus vertical industry models in consumer electronics, and how a global conglomerate like Samsung can best participate in the fast-changing, digital-based consumer electronics industry.

Source: Harvard
   Samsung Electronics’ Semiconductor Division (A)
  Add   View  26 pp.  Case
Author(s): Podolny, Joel; Chang, Sea-Jin
Publication Date: 05/20/2002 Revision Date: 08/01/2007
Product Type: Case (Library)
Publisher: Stanford University
HBS Number: IB24A
Geographic Setting: South Korea Industry Setting: Semiconductor industry Number of Employees: 55,000 Gross Revenues: $22.860 million revenues
Event Year Start: 2000 Event Year End: 2000
Subjects: Competitive decision making; Diversification
Academic Discipline: Competitive strategy
Supplementary Materials: Supplement (Library), (IB24B), 5p, by Joel Podolny, Sea-Jin Chang
Product Description: In 2000, Samsung Electronics was the world’s largest manufacturer of semiconductor memory chips. Its main line of business was the manufacture of DRAM chips, but worldwide demand had plummeted. Moreover, Intel, the world‘s largest producer of microprocessors, had formed an alliance with Rambus, a memory design company, to develop a new super-high-speed DRAM design that would represent a new industry standard. Senior management at Samsung faced fundamental strategic issues: Should it continue to invest in the high-risk DRAM business alone, and could Samsung be a market leader by itself? Should it be steadfast in its opposition to the alternative standard, which represented new opportunities? If it adopted the Rambus design, how many resources should be devoted to the manufacture of Rambus chips? Diversification out of the volatile memory business was a key strategic issue and represented one possible means for reducing Samsung's vulnerability to industrywide downturns, but Samsung's past efforts to expand its nonmemory business had met with only limited success. This case provides the background to the issues Samsung faced as it debated how to meet these challenges while remaining a leading player in the semiconductor industry.

Source: Harvard
   Samsung Electronics’ Semiconductor Division (B)
  Add   View  5 pp.  Case
Author(s): Podolny, Joel; Chang, Sea-Jin
Publication Date: 05/20/2002 Revision Date: 08/01/2007
Product Type: Supplement (Library)
Publisher: Stanford University
HBS Number: IB24B
Industry Setting: Consumer electronics; Semiconductor industry
Subjects: Competitive decision making; Diversification
Academic Discipline: Competitive strategy
Product Description: Supplements the (A) case. Must be used with: (IB24A) Samsung Electronics’ Semiconductor Division (A).

Source: Harvard
   Samsung Electronics: Global Flash Memory Market
  Add   View  32 pp.  Case
Author(s): McKern, Bruce ; Tayan, Brian
Publication Date: 08/25/2009
Product Type: Case
Publisher: Stanford University
HBS Number: IB70
Geographic Setting: South Korea
Subjects: Capital investments; Innovation; Technology; Competitive advantage; Technological planning
Academic Discipline: Competitive strategy
Product Description: In 2006, Samsung Electronics semiconductor business was the world’s largest supplier of flash memory components. The company, however, did not originally invent flash technology and entered the market in the early 1990s behind technology leader Toshiba Corporation of Japan. This case explains how Samsung became a leader in the global market for flash memory over the following fifteen years. Readers are asked how they would make investment decisions to maintain this leadership position going forward.

Source: Harvard
   Samsung Electronics: Innovation and Design Strategy
  Add   View  19 pp.  Case
Author(s): Farhoomand, Ali; Desai, Vishwanath
Publication Date: 04/01/2009
Product Type: Case (Field)
Publisher: University of Hong Kong
HBS Number: HKU825
Geographic Setting: Asia; South Korea Industry Setting: Computer industry; Electronics industry; Semiconductor industry
Subjects: Corporate strategy; Design; Innovation; Marketing; Outsourcing; Product development; Strategy; Wireless technologies
Academic Discipline: Competitive strategy
Product Description: In January 2008, Samsung Electronics won 32 innovation and design engineering awards at the Consumer Electronics Show, the largest show of its kind in the world. Samsung Electronics’ management believed that the awards were an endorsement (or “vindication”) of the company‘s investment in product design and innovation. However, the company found its competitive advantage diminishing quickly due to commoditization of research and development (“R&D”), product design and innovation processes. This is a management strategy case that explores product design, innovation strategies and strategic planning in a changing competitive landscape. While investment in R&D and product design has rewarded Samsung Electronics with its dominant market position and premium brand perception, such dominance may not be sustainable in the long run, especially now that competitors are achieving higher profitability with lower investments in R&D per product. The case also discusses such issues as product design philosophies, innovation strategies, localization of products, product design outsourcing for consumer electronics products.

Source: Harvard
   SAMSUNG EVERLAND: MANAGING SERVICE QUALITY (A)
  Add   View  24 pp.  Case
Haywood-Farmer JS; Dhanaraj C
The president of Joong-Ang Development Company, was concerned with the level of service quality at Yongin Farmland, the company’s theme park located just south of Seoul, South Korea. Despite the service quality program he had initiated since heassumed his present position 14 months ago, service quality seemed to be less than that of its competitors. He wondered if he had made the right moves, how Farmland could achieve international service quality standards, whether it would be worthdoing, and if it would really provide a sustainable competitive advantage. This case and its companion (B) case, 9A97D017, are intended for use in a service quality module of a service management course. Industry: Amusement and Recreation Services Issues: Service Quality, Services, Organizational Change, Corporate Culture Location: Korea Size: Large organization Year of event: 1994 Level: Undergraduate/MBA Revised: 6/1/00 Ivey #: 9A97D016

Source: Ivey
   SAMSUNG EVERLAND: MANAGING SERVICE QUALITY (B)
  Add   View  9 pp.  Case
Haywood-Farmer JS; Dhanaraj C
In mid 1997, the president of Joong-Ang Development Company, was reviewing the results from Yongin Farmland, the company’s theme park located just south of Seoul, South Korea. Although results had improved significantly since 1994, he knew that itwould be difficult to sustain the company‘s service quality levels. This case updates the (A) case, 9A97D016, and presents the action taken as well as the results. This case and its companion (A) case are intended for use in a service qualitymodule of a service management course. Industry: Amusement and Recreation Services Issues: Service Quality, Services, Organizational Change, Corporate Culture Location: Korea Size: Large organization Year of event: 1997 Level: Undergraduate/MBA Revised: 26/11/1999 Ivey #: 9A97D017

Source: Ivey
   Samsung International, Inc.
  Add   View  13 pp.  Case
Author(s): Amsden, Alice H.
Publication Date: 03/12/1986 Revision Date: 08/28/1986
Product Type: Case (Field)
Product Description: A major Korean firm has begun production of televisions in the United States. Output and quality are below Korean standards. Students must determine why and suggest ways to improve.
HBS Number: 9-686-123
Geographic Setting: New Jersey Industry Setting: television
Event Year Start: 1985 Event Year End: 1985
Subjects: International operations; Process flow; Production processes; Productivity; Quality control
Academic Discipline: Operations management

Source: Harvard
   Samsung Tesco Homeplus and Corporate Social Responsibility
  Add   View  17 pp.  Case (Field)
Author(s): Youngchan Kim; Kwangho Ahn
Ivey ID: 9B09M040
Publication Date: 7/13/2009 Revision Date: 7/29/2009
Product Type: Case (Field)
Teaching Note: 8B09M40
Geographic Setting: South Korea Industry Setting: General Merchandise Stores; Food Stores Size: Large Year of Event: 2008 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Customer Value Management; Corporate Social Responsibility
Major Disciplines: Entrepreneurship; General Management; International; Marketing
Product Description: Samsung Tesco Homeplus (STH), one of Korea’s large hypermarkets, increased its investment in social contribution activities and systemized the organization in charge in the aftermath. It especially focused on education and cultural services, saving the environment and sharing with others. As a consequence, by December 2008, STH was considered one of the most innovative companies and one that realized true customer value. It had won a variety of awards, such as the Green Management award, Social Contribution Company award and the Eco-friendly Management award. After creating a corporate social responsibility (CSR) team in 2005, it won the CSR award given by the British Chamber of Commerce in Korea and was selected as one of Korea‘s Most Admired Companies. While much progress had been made, company executives wondered what factors would be the keys to their continuing CSR activities. This case presents points of contention and issues in the practice of corporate social responsibility by STH. Social contribution activities and STH were aligned with both sustainable management and customer value-oriented management. Various activities in extended education, environment and charity ultimately led customers to view STH as not just a discount store that simply sold products, but a "value store." STH conducted systematic programs and activities in the areas of extende

Source: Ivey
   SAMSUNG: LEVERAGING THE BRAND FROM B2C TO B2B
  Add   View  9 pp.  Case
Kotler, P; Pfoertsch, W A
Publisher: China Europe International Business School
Distributor: ecch (www.ecch.com) Reference: 507-116-1 Language: English
Category: Marketing Data source: Field research
Product Year: 2007
Geo location: Korea Industry: Electronics, industrial goods Size: Large Timing: 2006
Topics: Brand management; Brand transfer; B2C (business to consumer); B2B (business to business); Brand positioning; Leverage brand; Competitiveness; Building brands; Olympic sponsor; Communication planning; Emotional approach; Value proposition
Abstract: Samsung is a well-known industrial group with a product portfolio ranging from consumer electronics, finance and building construction to other industrial services. In 1997, Samsung slimmed down the company by removing more than 100 non-essential businesses and focused on four technical business areas. Samsung established a strong consumer brand in its electronics and appliance business. The company strategy also shifted to developing pioneering products and technology in the semiconductors, telecommunication devices and home appliances field, which in the long-term made Samsung a most competitive total solution provider in digital convergence. Consequently, the marketing team had to face the challenges of building a new brand vision fitting to the new era: (1) how to create one global brand and a clear brand position?; (2) how to communicate the new brand to all stakeholders and customers?; (3) how to increase communication planning?; and (4) how to expand their position on the new chip / semiconductor market? The case details what Samsung actually did.

Source: ecch
   SAMSUNG: REDEFINING A BRAND
  Add   View  20 pp.  Case
Author(s): Robin Ritchie; Fan Ye; Christian Kim
Publication Date: 8/10/2004 Revision Date: 8/14/2008
Product Type: Case
Teaching Note: 8B04A16
Ivey ID: 9B04A016
Geographic Setting: Canada; Korea Industry Setting: Electric & Electronic Equipment Supplies Size: Large Year of Event: 2003 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Branding; Marketing Mix; Marketing Management; Consumer Marketing
Major Disciplines: International; Marketing
Product Description: In less than a decade, Korea’s Samsung has transformed itself from a maker of low-end consumer electronics into a legitimate rival to Japanese industry giants such as Sony and Panasonic. Success has been due largely to efforts to reposition Samsung as a provider of stylish, leading-edge digital technology. But shadows of the old brand image remain, spurred on by the continued availability of several of the company‘s traditional products. The president of Samsung Electronics Canada has been directed to solve this problem, prompting difficult choices regarding product, pricing, distribution and promotion that threaten to hurt sales and short run profits.

Source: Ivey
  Add   View  20 pp.  Case
Author(s): Robin Ritchie; Fan Ye; Christian Kim
Publication Date: 8/10/2004 Revision Date: 8/14/2008
Product Type: Case
Teaching Note: 8B04A16
Ivey ID: 9B04A016
Geographic Setting: Canada; Korea Industry Setting: Electric & Electronic Equipment Supplies Size: Large Year of Event: 2003 Level of Difficulty: 4 - Undergraduate/MBA
Subjects: Branding; Marketing Mix; Marketing Management; Consumer Marketing
Major Disciplines: International; Marketing
Product Description: In less than a decade, Korea’s Samsung has transformed itself from a maker of low-end consumer electronics into a legitimate rival to Japanese industry giants such as Sony and Panasonic. Success has been due largely to efforts to reposition Samsung as a provider of stylish, leading-edge digital technology. But shadows of the old brand image remain, spurred on by the continued availability of several of the company‘s traditional products. The president of Samsung Electronics Canada has been directed to solve this problem, prompting difficult choices regarding product, pricing, distribution and promotion that threaten to hurt sales and short run profits.

Source: Ivey
  Add   View  11 pp.  Teaching Note
For use with 9B04A016
Ivey Number: 8B04A16

Source: Ivey
   Samuel Slater, Francis Cabot Lowell, and the Beginnings of the Factory System
  Add   View  21 pp.  Case
Author(s): McCraw, Thomas K.
Publication Date: 07/30/1991 Revision Date: 05/08/1995
Product Type: Case (Library)
Product Description: Deals with the coming of the mechanized textile industry to the United States, and with it, the nation’s first factories. Considers the introduction of small spinning mills in Rhode Island, and the appearance of large integrated spinning and weaving mills in Massachusetts. These basic business and technological innovations are best presented by comparing ways in which each set of enterprises were financed, carried out processes of production, marketed goods, trained labor, and managed their enterprises. Based partly on cases by N.S.B. Gras and T.R. Navin.
HBS Number: 9-792-008
Geographic Setting: New EnglandIndustry Setting: textiles
Event Year Start: 1790Event Year End: 1830
Subjects: Business history; Industrial development; Innovation; Technological change; Textiles
Academic Discipline: Business & government

Source: Harvard
   San Diego City Schools: Enterprise Resource Planning Return on Investment
  Add   View  18 pp.  Case
Author(s): Kulick, Nancy; Jeffery, Mark; Riitters, Tim; Abbott, Scott; Papp, Douglas; Schad, Tiffany; Wallace, Jed; Wiemann, Jeff
Publication Date: 01/01/2006
Product Type: Case (Field)
HBS Number: KEL174
Geographic Setting: California; United States Industry Setting: Public school K-12
Subjects: ERP; Finance; IT management; Operations management; Organizational behavior; Return on investment; Technology
Academic Discipline: Management of information systems
Supplementary Materials: Teaching Note, (KEL175), 10p, by Nancy Kulick, Mark Jeffery, Tim Riitters, Scott Abbott, Douglas Papp, Tiffany Schad, Jed Wallace, Jeff Wiemann
Product Description: This case focuses on the challenge of quantifying the return on investment (ROI) of a large technology project, enterprise resource planning (ERP), in the nonprofit environment of the San Diego City Schools. The school district does not generate a profit, so traditional revenue enhancement arguments do not work. Instead, the case discusses the internal processes re-design and system consolidation enabled by the new ERP system. The system ROI is composed of two major components: cost savings from removal of legacy applications and productivity improvements. The cost containment benefits are relatively straightforward to quantify, but do not justify the system. The productivity improvements are harder to quantify, and many can be categorized as soft benefits. Furthermore, many of the productivity and cost-saving benefits will not be realized without personnel reductions, which are especially difficult in school districts and government agencies. The case debrief therefore discusses the tradeoffs quantifying soft benefits and productivity improvements, best practices for management decision making, and the organizational change necessary to realize the ROI.

Source: Harvard
   San Diego Padres: PETCO Park as a Catalyst for Urban Redevelopment
  Add   View  38 pp.  Case
Author(s): Foster, George; Davila, Antonio; Hoyt, David W.
Publication Date: 02/19/2008
Product Type: Case (Field)
Publisher: Stanford University
HBS Number: SPM37
Geographic Setting: California Industry Setting: Arts, entertainment & sports; Baseball; Professional sports teams & organizations; Recreation
Subjects: Facilities;
Academic Discipline: General management
Product Description: In 1994, John Moores purchased the San Diego Padres baseball team. The team shared Qualcomm Stadium with the San Diego Chargers football team, which was the senior tenant and received a far higher share of stadium revenue than the Padres. As a result, the Padres’ ability to support the payroll needed to field a competitive team was severely limited. The solution was to build a new ballpark for the Padres in a blighted area of downtown San Diego. Redevelopment of the blighted area was integrated into the ballpark construction project, with the Padres owner having the responsibility of being the master developer, and for guaranteeing increased tax revenues from the redevelopment. Typically, sports team owners had sought public funding of their new stadiums, promoting this with the expectation that the new stadium would catalyze other development — an expectation that was often not met. The San Diego Padres ballpark, PETCO Park, was the first integrated sports facility/redevelopment project ever attempted. In the end, the City of San Diego paid $301 million of the $474 million cost for the ballpark. By 2007 (three years after the ballpark opened), redevelopment projects worth approximately $4.25 billion had been completed, were underway, or were planned. Of these, $4 billion was privately funded. The previously blighted area was well on its way to a dramatic redevelopment. While the project turned out to be a huge success for the Padres, the City of San Diego, and the taxpayers of the C

Source: Harvard
   San Fabian Supply Co. (B)
  Add   View  8 pp.  Case
Author(s): Malone, Claudine B.; Harrison, Neil
Publication Date: 02/25/1982
Product Type: Supplement (Field)
Product Description: Supplements San Fabian Supply Co. (Philippines). Must be used with: (9-582-104) San Fabian Supply Co. (Philippines).
HBS Number: 9-582-105
Subjects: Australia; Building materials industry; Distribution channels; Distribution planning; International marketing
Academic Discipline: Marketing

Source: Harvard
   San Fabian Supply Co. (Philippines)
  Add   View  18 pp.  Case
Malone, Claudine B.; Harrison, Neil
MacDowell Corp., a producer of construction supplies, terminated its exclusive distribution arrangement with San Fabian Supply Co., its sole distributor in the Philippines for nearly 20 years. Paul Cheng the owner of San Fabian had to decide whether to accept MacDowell’s decision or drop the line altogether. The case raises the notion of "relationships" in channels of distribution. MacDowell and San Fabian both felt that they were better positioned to serve the end-user and increase market penetration.
HBS Number: 9-582-104 Type: Case (Field)
Publication Date: 02/25/1982 Revision Date: 11/14/1994
Geographic Setting: Philippines Industry Setting: construction supplies
Subjects: Australia; Building materials industry; Distribution channels; Distribution planning; International marketing
Supplementary Materials: Supplement (Field), (9-582-105), 8p, by Claudine B. Malone, Neil Harrison; Teaching Note, (5-585-112), 13p, by Robert J. Dolan

Source: Harvard
  Add     13 pp.  Teaching Note
For use with 9-582-104
HBS Number: 5-585-112
Subjects: Australia; Building materials industry; Distribution channels; Distribution planning; International marketing

Source: Harvard
   San Francisco Bay Consulting
  Add   View  13 pp.  Case
Author(s): Baker, George P.; Monsler, Karin B.
Publication Date: 07/18/1994 Revision Date: 04/18/1995
Product Type: Case (Field)
Product Description: San Francisco Bay Consulting leads the field of economic consulting and litigation support in the use of powerful computers and cutting edge software to manipulate and analyze large data sets. The transfer pricing system, which is in place to facilitate the purchasing and payment of computer resources, is falling apart as computer prices drop and consultant demands broaden. Researchers, forbidden to go outside for their hardware or software needs, range from frustrated to furious when they can’t get the software they want or when transfer prices yield charges to clients that are greater than their computer‘s current market price. The case presents the company as it evaluates the system and discusses possible changes in pricing and sourcing policies. Teaching Purpose: Prompts a discussion of how to manage intra-company services to optimize resource allocation. Examines the trade-offs between organizing internal service departments as expense centers, cost centers, and profit centers. Students examine the influence of corporate governance on intra-firm interactions and the relative effect of a nebulous mission statement, conflicting goals, and a changing environment.
HBS Number: 9-195-096
Geographic Setting: San Francisco, CA Industry Setting: litigation support & economic consulting
Event Year Start: 1992 Event Year End: 1992
Subjects: Consulting; Control systems; Incentives; Information services; Performance measurement; Profit centers; Transfer pricing
Academic Discipline: Accounting & control
Supplementary Materials: Teaching Note, (5-195-263), 16p, by George P. Baker, Karin B. Monsler

Source: Harvard
  Add     16 pp.  Teaching Note
For use with 9-195-096
HBS Number: 5-195-263
Subjects: Consulting; Control systems; Incentives; Information services; Performance measurement; Profit centers; Transfer pricing

Source: Harvard
   San Francisco Coffee House: An American Style Franchise in Croatia
  Add   View  10 pp.  Case
Author(s): Ilan Alon; Mirela Alpeza; Aleksandar Erceg
Ivey ID: 9B08A013
Publication Date: 8/14/2008 Revision Date: 4/20/2010
Product Type: Case
Teaching Note: Teaching Note: 8B08A13
Geographic Setting: Croatia Size: Small Year of Event: 2006 Level of Difficulty: 2 - Intro/Undergraduate
Subjects: None specified
Major Disciplines: Accounting; Entrepreneurship; International
Product Description: On the return to their homeland of Croatia following a six-year visit to the United States, a couple has decided to open their own coffee house, one that is unique to the Croatian environment - a California-style coffee house that offers the quality, service, product assortment, ambiance and efficiency found in sophisticated coffee shops in developed markets, and all for a locally affordable price. The major challenge faced by the couple is how to grow. Specifically, should they consider franchising over organic growth? If so, how should they go about franchising in a country where the market is developing and where franchising is under-regulated, underdeveloped and misunderstood? This case can be used in entrepreneurship, retailing, international marketing or international business classes. The case provides a practical example of when and how to use franchising.

Source: Ivey
  Add   View  10 pp.  Case
Author(s): Ilan Alon; Mirela Alpeza; Aleksandar Erceg
Ivey ID: 9B08A013
Publication Date: 8/14/2008 Revision Date: 4/20/2010
Product Type: Case
Teaching Note: Teaching Note: 8B08A13
Geographic Setting: Croatia Size: Small Year of Event: 2006 Level of Difficulty: 2 - Intro/Undergraduate
Subjects: None specified
Major Disciplines: Accounting; Entrepreneurship; International
Product Description: On the return to their homeland of Croatia following a six-year visit to the United States, a couple has decided to open their own coffee house, one that is unique to the Croatian environment - a California-style coffee house that offers the quality, service, product assortment, ambiance and efficiency found in sophisticated coffee shops in developed markets, and all for a locally affordable price. The major challenge faced by the couple is how to grow. Specifically, should they consider franchising over organic growth? If so, how should they go about franchising in a country where the market is developing and where franchising is under-regulated, underdeveloped and misunderstood? This case can be used in entrepreneurship, retailing, international marketing or international business classes. The case provides a practical example of when and how to use franchising.

Source: Ivey
  Add   View  10 pp.  Teaching Note
Author(s): Ilan Alon; Mirela Alpeza; Aleksandar Erceg
Ivey ID: 8B08A13
Publication Date: 8/14/2008 Revision Date: 4/20/2010
Product Type: Teaching Note
Geographic Setting: Croatia Size: Small Year of Event: 2006 Level of Difficulty: 2 - Intro/Undergraduate
Subjects: None specified
Major Disciplines: Accounting; Entrepreneurship; International
Product Description: On the return to their homeland of Croatia following a six-year visit to the United States, a couple has decided to open their own coffee house, one that is unique to the Croatian environment - a California-style coffee house that offers the quality, service, product assortment, ambiance and efficiency found in sophisticated coffee shops in developed markets, and all for a locally affordable price. The major challenge faced by the couple is how to grow. Specifically, should they consider franchising over organic growth? If so, how should they go about franchising in a country where the market is developing and where franchising is under-regulated, underdeveloped and misunderstood? This case can be used in entrepreneurship, retailing, international marketing or international business classes. The case provides a practical example of when and how to use franchising.

Source: Ivey
   San Francisco Foundation: The Dilemma of the Buck Trust (A)
  Add   View  21 pp.  Case
Author(s): Augsburger, Robert R.; Chang, Victoria ; Meehan, William F., III
Publication Date: 01/01/1998 Revision Date: 11/01/2007
Product Type: Case
Publisher: Stanford University
HBS Number: SI106A
Geographic Setting: California
Subjects: Nonprofit organizations; Philanthropies; Social services
Academic Discipline: Social enterprise & ethics
Supplementary Materials: Supplement, (SI106B), 7p, by Victoria Chang, William F. Meehan
Product Description: When Beryl Buck, a Marin County, California widow, died on May 30, 1975 at the age of 75, she left $7.6 million “for exclusively nonprofit charitable, religious or educational purposes in providing care for the needy in Marin County, California, and for other nonprofit charitable, religious or educational purposes in that county.” For many years, Buck and her husband, a physician, had lived in Ross, a wealthy town in Marin County, just north of San Francisco. When Buck died, the money was mostly invested in Belridge Oil stock. The oil company was privately held and owned land that was rich in heavy crude oil reserves in Southern California. By the time the lengthy probate proceedings had ended, Belridge Oil had been sold to Shell Oil Company and the total amount in the Buck Trust skyrocketed from $7.6 million to $260 million. Under options contained in the will, Wells Fargo Bank and John Elliot Cook, Buck’s attorney, were appointed investment co-trustees, with the San Francisco Foundation (“the Foundation”) having the authority to direct distributions of income. The will also provided that “income shall always be distributed not later than the end of the year following the year of receipt.” This provision would have ramifications for the Foundation‘s strategy and distribution of funds. This case study discusses what happened to the Buck Trust money and the constituents involved.

Source: Harvard
  Add   View  21 pp.  Case
Author(s): Augsburger, Robert R.; Chang, Victoria ; Meehan, William F., III
Publication Date: 01/01/1998 Revision Date: 11/01/2007
Product Type: Case
Publisher: Stanford University
HBS Number: SI106A
Geographic Setting: California
Subjects: Nonprofit organizations; Philanthropies; Social services
Academic Discipline: Social enterprise & ethics
Supplementary Materials: Supplement, (SI106B), 7p, by Victoria Chang, William F. Meehan
Product Description: When Beryl Buck, a Marin County, California widow, died on May 30, 1975 at the age of 75, she left $7.6 million “for exclusively nonprofit charitable, religious or educational purposes in providing care for the needy in Marin County, California, and for other nonprofit charitable, religious or educational purposes in that county.” For many years, Buck and her husband, a physician, had lived in Ross, a wealthy town in Marin County, just north of San Francisco. When Buck died, the money was mostly invested in Belridge Oil stock. The oil company was privately held and owned land that was rich in heavy crude oil reserves in Southern California. By the time the lengthy probate proceedings had ended, Belridge Oil had been sold to Shell Oil Company and the total amount in the Buck Trust skyrocketed from $7.6 million to $260 million. Under options contained in the will, Wells Fargo Bank and John Elliot Cook, Buck’s attorney, were appointed investment co-trustees, with the San Francisco Foundation (“the Foundation”) having the authority to direct distributions of income. The will also provided that “income shall always be distributed not later than the end of the year following the year of receipt.” This provision would have ramifications for the Foundation‘s strategy and distribution of funds. This case study discusses what happened to the Buck Trust money and the constituents involved.

Source: Harvard
   San Francisco Foundation: The Dilemma of the Buck Trust (B)
  Add   View  7 pp.  Case
Author(s): Chang, Victoria ; Meehan, William F., III
Publication Date: 11/27/2007
Product Type: Supplement
Publisher: Stanford University
HBS Number: SI106B
Geographic Setting: California
Subjects: Nonprofit organizations; Philanthropies; Social services
Academic Discipline: Social enterprise & ethics
Product Description: Case study is a supplement to the A case, to be read in class after students have read the A case and discussed the A case. The B case is an update and discusses what happened after the San Francisco Foundation decided to bring the issue of the Beryl Buck Trust money to court.

Source: Harvard
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