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Old Hand or New Blood? (Commentary for HBR Case Study)
Fusilier Technology is in disarray. Its vice-president of sales is leaving, the company's new growth strategy to sell customized business solutions has stalled, and sales have been flat for five years. Bill MacLeod, Fusilier's CEO, has to choose between two very different candidates for the top sales job: a veteran sales director who has excelled under the old order and a brash outsider who has experience selling solutions but doesn't know the industry. With an outside board director pressuring him to accelerate the pace of change, MacLeod ponders which candidate can best help the company make the transition. Fusilier's new solutions strategy has made the decision that much more difficult. Under this model, the company must revamp its incentives, training, and processes for deploying the sales force. Historically, compensation has been based largely on an individual rep's results, and sales training has focused on product features and cost-performance advantages, not on the business issues facing customers. Now salespeople need to understand, promote, and select from an entire portfolio of products and services offered both by Fusilier and its business partners. What's more, they need to collaborate with Professional Services, the new consulting unit whose mission is to jump-start the solutions-centric approach. Whom should MacLeod hire for the top sales job, and what should he do to put Fusilier back on a growth track? In R0607A and R0607Z, four experts comment on this fictional case study: Alston Gardner, founder of OnTarget, a sales training and consulting firm; Steve Kerr, a managing director and the chief learning officer of Goldman Sachs; Randall D. Kelley, a partner of the executive search firm Spencer Stuart; and Andrea L. Dixon, an associate professor of marketing at the University of Cincinnati. -
Service Redesign at South Devon NHS Trust (A)
This case shows how Fiona Jenkins, Head of Physiotherapy for South Devon Health Services, reviewed and redesigned the stroke service care pathway. She had just four months to present a proposal and then implement it in accordance with the National Service Framework (NSF) guidelines. These guidelines specified that a stroke specialist should examine all individuals admitted with a diagnosis of stroke. Her challenge was to coordinate the different stakeholders - primary care, secondary care and social services. In addition, she had to do this without any additional funding. The case describes the different options open to her and how she decides on a plan. Some of the players are suspicious, and even threaten to resign if the plan is implemented. -
Deborah Jamieson and the University College London Hospitals
Deborah Jamieson, Advanced Practitioner at the University College London Hospital (UCLH) National Health Service (NHS) Trust, had been employed to set up nurse-led pre-admissions clinics within the Trust and to improve the existing day surgery clinics. The case describes how she manages to recruit and train nurses to run these clinics. She draws on her experience in the US to encourage the nursing staff to take on more clinical responsibilities. The case examines how nurses' roles are developing within the NHS as they take on more tasks that have traditionally been the responsibility of doctors and consultants (attending physicians). The case describes how Jamieson changes the mindset of the key players (managers, consultants and anaesthetists), and how she implements the pre-assessment clinics and improves the existing day surgery pre-admission process. Patient satisfaction is increased and fewer operations are cancelled, thus reducing costs for the Trust. -
Leadership and Change: Martin McShane at the Moss Valley Practice
This case examines how Martin McShane, a general practitioner and physician manager at the Moss Valley Medical Centre, changes the mindset of all the key players involved in caring for the elderly and implements a proactive, prevention-oriented care model. McShane is up against all the different elements of the NHS - primary care, social services and acute care. Through skilful management of the various players, he succeeds in smoothly integrating new systems throughout the region. A nurse-led service for tracking hospital admission and discharge of elderly patients is introduced, with systems implemented to improve continuing care of patients and communication between services that ultimately reduce hospital stays and admission rates. -
NICE or Nasty? Access and Reimbursement of Multiple Sclerosis Medicines in the UK
NICE (National Institute for Health and Clinical Excellence) reviews the cost effectiveness of medicines for the treatment of multiple sclerosis (annual cost per patient 10,000-18,000) and does not authorize their use within the UK National Health Service. However, an agreement between the manufacturers and the Department of Health is reached on an innovative risk sharing scheme. -
Howard Schultz: Building Starbucks Community
In 2006, Howard Schultz reflects on his leadership at Starbucks in light of its continued growth plans. Provides information on the leadership development of the protagonist, tracing his youth and education, his early business career, his acquisition of Starbucks, and its subsequent massive growth. Raises questions about leadership styles, the role of a self-authored life story in leadership, and the qualities that attract, retain, and deploy complementary management talent. -
Euronext.liffe and the Over-the-Counter Derivatives Market (A)
Euronext.liffe, a derivatives trading exchange, had just finished rolling out three new services targeted at the over-the-counter (OTC) market in 2004. The services offered automated confirmation and clearing for OTC equity derivatives. Yet, developments in the industry seemed to call for a re-evaluation of the exchange's OTC strategy. Describes the exchange and OTC markets for derivatives, Euronext.liffe's existing OTC services, and the other key market participants in 2004. Provides the information needed to evaluate the exchange's existing OTC services and consider other ways in which the exchange could create value for the industry. -
De Beers at the Millennium
At the time of the millennium, diamond demand was threatened by an increasing awareness among jewelry customers that diamond production and trading in some countries was being linked to growing inequities and human rights violations. This, in turn, had an impact on De Beers' reputation and consumer confidence in the diamond as a product that represented integrity, love, and commitment. In 2000, De Beers' sustainability depends on the ability of its leaders to shift the paradigm of both the firm and its context and embrace a distinctly different strategy. -
Jack Carlisle, CIO
An experienced CIO hired to professionalize IT in a growing financial services firm struggles with the turmoil that follows sudden replacement of the company's CEO. Jack Carlisle must assess the changes, both actual and prospective, in an environment in which IT has not been well run and is frequently criticized by peer executives, from both a professional and career perspective. Asks students how Carlisle should evaluate his situation, to decide whether he can operate effectively in the new company environment, and to determine whether the new CEO sees a role for him going forward. Includes descriptions of initiatives that Carlisle has put in place to help mature the firm's IT capabilities; students can assess whether his efforts to address long-standing grievances with executive peers are likely to succeed or should be redressed. -
Riding With the Blackhorse (A)
Colonel Moore reflects on his command of the 11th Armored Cavalry Regiment and its preparation of the United States Army for 21st century adversaries. During his command, Colonel Moore had transformed the regiment from a unit focused on providing conventional force-on-force training as the world-class Opposing Force (OPFOR) to an organization that was preparing to deploy to Iraq to fight the insurgency. He also transformed the very nature of training at the Army's premier Nation Training Center from standard force-on-force conventional battles between two well-equipped adversaries to more complex training scenarios that better reflect the changing nature of warfare that the United States Army was experiencing on battlefields in Iraq and Afghanistan. As Colonel Moore left his command, he could not help but wonder if the 11th Armored Cavalry Regiment would successfully meet the challenge of combat operations in Iraq. When the Army tapped the 11th Armored Cavalry regiment for combat duty in Iraq, Colonel Moore could not help but reflect on the changes he made to the OPFOR. Could the Blackhorse adapt successfully to fighting the insurgency in Iraq? Would the National Guard successfully replace the vaunted Blackhorse Regiment as the OPFOR? Was the OPFOR successfully preparing units for combat operations in Iraq and Afghanistan? Only time would tell. -
Wendy Kopp and Teach for America (A)
In 1995, Wendy Kopp, founder and president of Teach for America, faces a worsening budget shortfall and sharpening challenges from education experts concerning her organization's mission and effectiveness. Provides information on the leadership development of the protagonist, tracing her youth and education and the process of launching Teach for America. Raises questions about social entrepreneurship, organizational and leadership development, and sustainability of leadership. -
Johnson & Johnson: Analysing an Annual Report: 2008
This note introduces students to the annual report of a company and ratio analysis, comparing over time and across industry. -
Rocky Shore Golf Links: Donald Andrews
For Douglas Peterson and his two 10-year-old golf partners, it had been a memorable round at a world-class course with a caddy who contributed greatly to their enjoyment. For caddy Donald Andrews, the round was among the most challenging, physically and mentally, in which he had participated. As the group walked up the 18th fairway, Peterson reflected on the size of an appropriate tip for the caddy while Andrews wondered how he might influence the size of the tip. -
Bruynzeel Keukens: Mastering Complexity
Bruynzeel Keukens, the Dutch kitchen industry leader faced a dilemma, it had audacious objectives in terms of maintaining leadership and increasing market share, yet its operations were not able to sustain such a pace any longer, it would have to be reengineered from scratch. Learning objective: This case provides a good opportunity to understand how supply chain management can have a huge impact on a company's strategy. -
Business Corruption in China
Provides an overview of business corruption in China, placing it in a context that takes into account various political, economic, legal, and cultural elements. More specifically, it examines corporate ownership and structure in China, identifies sources of corruption, and analyses the impact of corruption on the country's social and economic stability. Closes with a set of recommendations for countering business corruption in China. -
e-Types A/S
A successful young design firm faces a difficult decision: whether to compromise its creative values to win a big job. The client brief is very conservative. The company is pretty sure it can win the design competition, but the design staff hates what they think they will have to do to win it. Business managers and "creatives" disagree on the appropriate course of action. In debating the decision, staff members confront fundamental issues about who they want to be as a firm and how firms that rely on creative talent should be managed. -
Housatonic Partners--ArchivesOne, Inc.
Describes Housatonic Partners' investment in ArchivesOne, a records management company. The original investment was made in 1998, and subsequent investments are made by Housatonic. In 2005, as the life of the investment fund is coming to an end, Housatonic must work with management to decide when and how to exit. -
Teena Lerner: Dividing the Pie at Rx Capital (A)
Teena Lerner started her own hedge fund firm in 2001 after nearly 20 years as a star biotechnology analyst and hedge fund manager. After the start-up phase, her firm became highly profitable. In 2004, however, one of her four analysts lost a lot of money for the firm. If Lerner followed the existing compensation system, she would wind up significantly underpaying her other analysts, all of whom had performed well. Should she follow the compensation system or not? And what should be done about the underperforming analyst? -
BioScale
In 2004, Mark Lundstrom must decide on a funding method and strategic approach for BioScale, a biotechnology company that he founded. BioScale has developed a microchip-based bioanalytical platform that can be used to detect very small concentrations of cells, viruses, proteins, or small molecules. The company has several multibillion dollar markets in its sights. Up to this point, Lundstrom has used a combination of individual and angel equity funding and government grants to meet the company's capital needs. Now he must decide whether to continue on his current "go slow to go fast strategy" or, alternatively, raise a substantial round of capital or find a strategic partner. Also explores Lundstrom's career as an entrepreneur in science-based businesses. -
Mak vs. Canadian Corn Hybrid Research Institute
A polymer chemist initiated a lawsuit against a national research institute for having failed to pursue a patent on his behalf, while he was employed as a post-doctoral research fellow. The chemist must now decide whether to accept a pre-judgment cash settlement of less than one sixth what his lawyer claims he is entitled to. Among the questions raised in this case are: Should the research institute have pursued a patent for an invention it did not own? In letting the institute file the patent application on his behalf, did the chemist not tacitly agree to assign his invention to the institute? The case outlines the importance of human resource policies stipulating the ownership of inventions made by scientists employed by an agency or others working onsite. It also shows how problems of assignment of intellectual property rights, if not resolved, can lead to failed technology transfer. The case also provides a detailed look at how a scientist would report an invention to its technology transfer office in order that a patent might be applied for.