【正文】 s [except those generally accepted in the business munity) (., frequent flier awards)]. ?Employees cannot use Bain or Bain generated contacts to promote or sell products of panies in which they have a material interest. General Policies: ?Employees must follow Expense Standards to determine reimbursable expenses. Expense Policies: 29 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?While talking socially with a friend who is working for a different client in the same industry as your client (telemunications), your friend mentions that her manager has just approved the purchase of a $4,000 industry report. This 200 page prehensive document is from a research firm and has much of the data that she needs to plete her analysis. She thinks it might be helpful to your case team. ?You believe this report contains much of the data and analysis that you would need for your own analysis. Your friend has a copy of the report, and, as it contains no private or confidential data from her client, she asks if you want a copy. Additionally, she offers you a number of general articles, web pages, and literature searches on the industry that might be of some use to you. Situation: Complication: CrossTeam Sharing of External Data Sources (1 of 3) 31 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?If Bain, not one of its clients, paid for the report, the information can be shared within Bain. However, you should check with the Bain library and the research firm that published the report to ensure copyright laws will not be violated. ?If a Bain client purchased the report, Bain must secure the approval of that client in order to share the report with another client check with your VP. Typically, the two clients will split the cost of the report. Again, you should check with the Bain library and the research firm that wrote the report to ensure copyright laws will not be violated. ?Publicly available articles, web pages, and literature searches can be shared with you with approval of the manager on the case check with him/her first. Answers: CrossTeam Sharing of External Data Sources (3 of 3) 33 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?Can you contact the CTA on the other case and request the publicly available backup data? ?Can you use the other client’s internal study done on petitors’ machinery maintenance costs with the rationale that it does not contain any of the other client’s own data? ?Can you utilize the list of sources that the previous team developed? ?Can you request a copy of the original client’s final presentation and use the aggregated numbers they calculated to reality check your own work? Questions: Sharing Data and Research Done for Another Client (2 of 3) 35 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?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) 37 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?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) 39 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?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 Company ?Additional