【正文】 useless. Maintaining the integrity of client’s proprietary and confidential information is essential to protecting Bain’s reputation as a firm and thereby protecting the interests of our clients. If you have questions about the original analysis, you should contact the operating VP from the original case. Answers: Sharing Data and Research Done for Another Client (3 of 3) 37 professionalstandards ?You have been staffed on a case team assigned to segment the customer base of a client in the automotive industry. Two years ago you helped conduct the customer segmentation for one of Bain’s retail clothing clients and, consequently, you have access to a few old presentations that describe Bain’s approach to needsbased segmentation, and then goes into detail about the segments and their profitability. Additionally, a novel approach, using animated 3D PowerPoint, to display the profitability, growth, and attractiveness of the segments was developed to municate the results to this retail client. The client liked the presentation so much that they still use the template for updated versions of the customer segmentation project. ?Because you gathered most of the data on the original case, you wonder if you should disguise the case and summarize the team’s findings for your new case team. Situation: Complication: Sharing Bain Presentations (1 of 3) 38 professionalstandards ?What portions of the presentations done for the original client can be used in your own slide loop? ?To what degree does the case need to be disguised? ?Who is responsible for disguising the original work? Questions: Sharing Bain Presentations (2 of 3) 39 professionalstandards ?General information, such as methodology, general industry constructs and insights and workplan slides usually do not need to be disguised. However, as always, the Operating VP (the one who led the original work) must give his/her approval before any slides can be shared. ?When using a presentation as an example or a success story, the results need to be disguised to protect: –the identity of the client –any internal data of the client –proprietary insights or strategies which, if revealed, might disadvantage the original client or detract from Bain’s valueadded ?As a general rule, the material must should be disguised by the Operating VP on the original case or under his/her direction. However, the requesting case team’s Operating VP can disguise or direct the disguising of the material (if the requesting team works for a client which does not pete with the original client), with the approval of the Operating VP of the original team. In any case the Operating VP of the original team must approve of the final product. Answers: Sharing Bain Presentations (3 of 3) 40 professionalstandards ?To gather information on petitor performance, you prepare a detailed interview questionnaire and create a list of call candidates. The list is not extensive, and the best (and potentially only) source of information will e directly from the petitors. You receive approval for the questionnaire from your manager, and at that time he reminds you of how critical this information will be in cracking the case. ?Your first several calls have not proved fruitful, and your list of candidates is growing very short very quickly. Apparently the industry is highly sensitive: few people are willing to share information that is even remotely confidential. By midafternoon the next day you make contact with one of your client’s petitors. When the petitor asks your reason for calling, you identify yourself as a Harvard Business School student gathering data for a project you are currently working on for one of your professors. The petitor sends the information to you via Federal Express. Situation: Complication: Identification of Employer (1 of 2) 41 professionalstandards ?Is it correct to obtain proprietary or sensitive information from a petitor by misrepresenting your identity? ?The VP must approve (or direct the manager to approve) the list of panies called and the levels of employees contacted (., management vs. nonmanagement) ?Under no circumstances may you misrepresent yourself ?If, on giving your name, you are not asked to identify yourself further, you may proceed without offering Bain credentials ?However, IF ASKED, the only appropriate answer is identifying yourself as an employee of Bain amp。s Restricted List) ?If trading outside the ., you are expected to adhere to local laws。s stock when: –you know material, nonpublic information about a pany。 Company is dedicated to helping our clients achieve outstanding results. As such, we pride ourselves on having the most rigorous standards in the consulting industry with respect to confidentially and conflict of interest. Confidentiality of data: ?Our goal is absolute protection of proprietary client data ?Rigorous internal policies and procedures “ Assignment exclusivity’: ?Bain amp。 Company a management consulting firm –I am (your name) of Bain amp。 mechanism for mediation –Management reinforce (actively), interpret, apply, provide incentives/disincentives Program Description (3 of 4) 9 professionalstandards ?How –through local resources (Professional Standards Managers coordinated with the Center) –worldwide training for all levels –role modeling at the team level –local munications and marketing coordinated by the center (., intra) –internal/external marketing –incentives and disincentives –BVU Program Description (4 of 4) 10 professionalstandards Agenda ?Compliance and Introduction ?Policies ?Cases ?Sources of additional information 11 professionalstandards Professional Standards Policies ?Protecting and sharing client information ?Competitor