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      • September 2015 (Revised March 2025)
      • Technical Note

      FIELD Global Capstone: Developing Customer Empathy

      By: Jill Avery
      The Design Thinking process begins with empathizing with potential customers. Empathizing, being aware of, interpreting, and understanding the thoughts of others, as well as being able to vicariously experience them oneself, requires the careful and deliberate study of... View Details
      Keywords: Market Research; Design Thinking; Customer Behavior; Ethnography; Interviews; Surveys; A/B Testing; Experimentation; Marketing; Customer Focus and Relationships; Consumer Behavior; Demand and Consumers
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      Avery, Jill. "FIELD Global Capstone: Developing Customer Empathy." Harvard Business School Technical Note 316-082, September 2015. (Revised March 2025.)
      • September 2015
      • Technical Note

      FIELD 2: Situation Analysis

      By: Jill Avery
      In this note, we present a method, the 5 C's Analysis, for collecting and analyzing information about the internal and external environments that firms face. This analysis will enable you to develop design ideas for a new product or service for your Global Partner that... View Details
      Keywords: Design Thinking; Innovation; Market Research; Marketing; Customers
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      Avery, Jill. "FIELD 2: Situation Analysis." Harvard Business School Technical Note 316-081, September 2015.
      • September 2015
      • Technical Note

      The On-Demand Economy

      By: Cynthia A. Montgomery, James Weber and Elizabeth Anne Watkins
      This note describes the emerging on-demand economy, also referred to as the sharing economy. The note highlights several companies including Uber and Airbnb that exemplify this new mode of competition, a model that threatens to disrupt traditional firms. Uber provides... View Details
      Keywords: Regulation; Reform; Disruption; Disruptive Innovation; Strategy; Technological Innovation; Labor; Employment; Working Conditions; Human Capital; Rights; Organizational Design; Social and Collaborative Networks; Service Industry
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      Montgomery, Cynthia A., James Weber, and Elizabeth Anne Watkins. "The On-Demand Economy." Harvard Business School Technical Note 716-405, September 2015.
      • September–October 2015
      • Article

      Facts and Figuring: An Experimental Investigation of Network Structure and Performance in Information and Solution Spaces

      By: Jesse Shore, Ethan Bernstein and David Lazer
      Using data from a novel laboratory experiment on complex problem solving in which we varied the structure of 16-person networks, we investigate how an organization's network structure shapes performance of problem-solving tasks. Problem solving, we argue, involves both... View Details
      Keywords: Networks; Experiments; Clustering; Problem Solving; Exploration And Exploitation; Knowledge; Search; Collaboration; Collaboration Structures; Transparency; Communication; Communication Technology; Information; Knowledge Use and Leverage; Organizational Design; Organizational Structure; Performance Effectiveness; Theory; Service Industry; Service Industry; Service Industry; Service Industry; Service Industry
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      Shore, Jesse, Ethan Bernstein, and David Lazer. "Facts and Figuring: An Experimental Investigation of Network Structure and Performance in Information and Solution Spaces." Organization Science 26, no. 5 (September–October 2015): 1432–1446. (Won 2014 INGRoup Outstanding Paper Award.)
      • 2015
      • Book

      What Great Service Leaders Know and Do: Creating Breakthroughs in Service Firms

      By: James L. Heskett, W. Earl Sasser and Leonard A. Schlesinger
      Based on decades of collective field experiences, the authors present anecdotal evidence in support of eight things that great service leaders know and do. Great service leaders know that (1) leading a breakthrough service is different, and they take steps to ensure... View Details
      Keywords: Management; Leadership; Service Operations; Service Delivery
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      Heskett, James L., W. Earl Sasser, and Leonard A. Schlesinger. What Great Service Leaders Know and Do: Creating Breakthroughs in Service Firms. Oakland, CA: Berrett-Koehler Publishers, 2015.
      • June 2015 (Revised April 2018)
      • Case

      WeChat: A Global Platform?

      By: Willy Shih, Howard Yu and Feng Liu
      WeChat was developed by Tencent Holdings as a lightweight messaging platform. As it grew quickly to become the most popular messaging app in China, it added a range of products and services that sat on top that were designed to appeal to a broad range of consumers and... View Details
      Keywords: Online Platforms; China; WeChat; Tencent Holdings; Globalization; Internet and the Web; Applications and Software; Digital Platforms; Telecommunications Industry; Information Industry; China
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      Shih, Willy, Howard Yu, and Feng Liu. "WeChat: A Global Platform?" Harvard Business School Case 615-049, June 2015. (Revised April 2018.)
      • March 2015
      • Teaching Note

      CVS Health: Promoting Drug Adherence

      By: Leslie John, John Quelch and Robert Huckman
      Email mking@hbs.edu for a courtesy copy.

      This Teaching Note explains the theory of the case and teaching plan for the case: CVS Health: Promoting Drug Adherence (515010). The case finds Helena Foulkes, Executive... View Details
      Keywords: Medication Adherence; Affordable Care Act (ACA); Marketing Strategy; Communication Strategy; Customer Value and Value Chain; Decisions; Health Care and Treatment; Goals and Objectives; Resource Allocation; Marketing Communications; Consumer Behavior; Measurement and Metrics; Service Delivery; Behavior; Motivation and Incentives; Social Issues; Information Technology; Value Creation; Health Industry; Pharmaceutical Industry; Insurance Industry; Public Relations Industry; Retail Industry; United States
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      John, Leslie, John Quelch, and Robert Huckman. "CVS Health: Promoting Drug Adherence." Harvard Business School Teaching Note 515-086, March 2015. (Email mking@hbs.edu for a courtesy copy.)
      • March 2015 (Revised May 2018)
      • Case

      JPMorgan Chase: Tapping an Overlooked Talent Pool

      By: Boris Groysberg and Katherine Connolly
      By the spring of 2014, the pilot had come to an end for JPMorgan Chase's ReEntry Program, a program designed for women coming back to the workforce after a period of time away. Mary Callahan Erdoes, CEO of Asset Management, and her team had to evaluate whether or not... View Details
      Keywords: Women; Training; Leadership; Motherhood; Talent and Talent Management; Experience and Expertise; Diversity; Gender; Knowledge Use and Leverage; Human Capital; Management Practices and Processes; Organizational Culture; Programs; Financial Services Industry; United States
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      Groysberg, Boris, and Katherine Connolly. "JPMorgan Chase: Tapping an Overlooked Talent Pool." Harvard Business School Case 415-066, March 2015. (Revised May 2018.)
      • January 2015
      • Case

      Marie Trellu-Kane at Unis-Cité: Establishing Youth Service in France

      By: Julie Battilana, Michel Anteby and Anne-Claire Pache
      Marie Trellu-Kane is trying to decide how Unis-Cité should respond to French President Jacques Chirac's announcement in 2005 of a new national voluntary civil service program. Since 1994, Trellu-Kane and her co-founders had been creating and overseeing a civil service... View Details
      Keywords: Expansion; Leadership; Non-profit Management; Government And Business; Growth and Development Strategy; Organizational Design; Business and Community Relations; Business and Government Relations; Social Enterprise; Paris
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      Battilana, Julie, Michel Anteby, and Anne-Claire Pache. "Marie Trellu-Kane at Unis-Cité: Establishing Youth Service in France." Harvard Business School Case 415-035, January 2015.
      • January 2015 (Revised September 2017)
      • Case

      Omar Selim: Building a Values-Based Asset Management Firm (A)

      By: George Serafeim, Rebecca Henderson and Shannon Gombos
      The sustainable investing market was a recent phenomenon in the first decade of the 21st century. However, an increasing number of investors began to integrated Environmental, Social and Governance (ESG) issues in investment decisions. At Barclays Capital, Omar Selim... View Details
      Keywords: Sustainability; ESG; Social Business; Entrepreneurs; Scaling; Emerging Market Entrepreneurship; Not For Profit; Entrepreneurial Finance; Mentoring; Business Networks; Hybrid Nonprofit Funding; Investing; Investment Management; Asset Management; Values and Beliefs; Religion; Personal Development and Career; Business Startups; Social Enterprise; Social Entrepreneurship; Financial Services Industry; Europe; Germany; United Kingdom
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      Serafeim, George, Rebecca Henderson, and Shannon Gombos. "Omar Selim: Building a Values-Based Asset Management Firm (A)." Harvard Business School Case 115-021, January 2015. (Revised September 2017.)
      • January 2015 (Revised March 2015)
      • Case

      Oberoi Hotels: Train Whistle in the Tiger Reserve

      By: Ryan W. Buell, Ananth Raman and Vidhya Muthuram
      Celebrated as one of the world's premiere luxury hotel brands, Oberoi Hotels attracts and serves some of the most quality-sensitive guests in the world. The case considers the challenge of how an organization, with a standardized service model, can repeatedly delight... View Details
      Keywords: Service Quality; Service Management; Service Quality Competition; Customer Management; Customer Service Excellence; Employee Empowerment; Employee Engagement; Employee Training; India; Hospitality; Hotel Industry; Service Delivery; Service Operations; Customer Satisfaction; Employees; Quality; Accommodations Industry; India
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      Buell, Ryan W., Ananth Raman, and Vidhya Muthuram. "Oberoi Hotels: Train Whistle in the Tiger Reserve." Harvard Business School Case 615-043, January 2015. (Revised March 2015.)
      • December 2014
      • Case

      DaVita HealthCare Partners and the Denver Public Schools: Creating Connections

      By: John J-H Kim and Christine S. An
      In 2011, DaVita HealthCare Partners (DaVita)—a Fortune 500 healthcare services company specializing in kidney dialysis services—and the Denver Public Schools (DPS)—the largest school district in Colorado—forged a plan to incorporate greater intentional focus on culture... View Details
      Keywords: Corporate-community Partnerships; K-12; School Districts; DaVita; Kent Thiry; Tom Boasberg; Denver Public Schools; Wisdom Team; DaVita Way; Creating Connections; Social Enterprise; Community Impact; Education Reform; Public Schools; Leadership Development; Partners and Partnerships; Social Entrepreneurship; Education; Business and Community Relations; Culture; Education Industry; Health Industry; Colorado
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      Kim, John J-H, and Christine S. An. "DaVita HealthCare Partners and the Denver Public Schools: Creating Connections." Harvard Business School Case 315-047, December 2014.
      • November 2014
      • Case

      Oasys Water: Balancing Strategic Partnerships & Financing Decisions

      By: Ramana Nanda, William A. Sahlman and Sid Misra
      Oasys Water had developed a proprietary water treatment technology based on an innovative forward osmosis process that could remove dissolved solids from water more effectively and efficiently than existing technologies. As Oasys looked to scale, it was exploring... View Details
      Keywords: Entrepreneurial Finance; Finance; Strategy; Entrepreneurship; China
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      Nanda, Ramana, William A. Sahlman, and Sid Misra. "Oasys Water: Balancing Strategic Partnerships & Financing Decisions." Harvard Business School Case 815-076, November 2014.
      • October 2014 (Revised January 2016)
      • Case

      IDEO: Human-Centered Service Design

      By: Ryan W. Buell and Andrew Otazo
      The case describes IDEO, one of the world's leading design firms, and its human-centered innovation culture and processes. It is an example of what managers can do to make their own organizations more innovative. In reaction to a rapidly changing competitive landscape,... View Details
      Keywords: Design Thinking; Innovation; Service Management; Service; Design; Service Delivery; Innovation and Management; Entertainment and Recreation Industry; Peru
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      Buell, Ryan W., and Andrew Otazo. "IDEO: Human-Centered Service Design." Harvard Business School Case 615-022, October 2014. (Revised January 2016.)
      • September 2014 (Revised February 2017)
      • Case

      Belk: Towards Exceptional Scheduling

      By: Ethan Bernstein, Saravanan Kesavan, Bradley Staats and Luke Hassall
      With 24,000 staff and over 300 stores, Belk Inc. sought to replace its entirely manual labor scheduling system with an automated software solution from Reflexis. Belk hoped the upgrade would simplify scheduling, reduce time employees spent in non-customer-facing roles,... View Details
      Keywords: Retail; Scheduling; Local Autonomy; Automation; Metrics; Organizational Change; Human Resource Management; Process Improvement; Performance Measurement; Transparency; Southern United States; Retailing; Department Stores; System Outsourced Services; Employee Relationship Management; Selection and Staffing; Change Management; Governance Controls; Resource Allocation; Service Operations; Organizational Culture; Organizational Change and Adaptation; Performance Evaluation; Performance Improvement; Applications and Software; Family Business; Retail Industry; Technology Industry; United States
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      Bernstein, Ethan, Saravanan Kesavan, Bradley Staats, and Luke Hassall. "Belk: Towards Exceptional Scheduling." Harvard Business School Case 415-023, September 2014. (Revised February 2017.)
      • 2014
      • Working Paper

      Hidden Substitutes

      By: John William Hatfield and Scott Duke Kominers
      In this paper, we show that preferences exhibiting some forms of complementarity in fact have an underlying substitutable structure. Specifically, we show that some preferences that are not substitutable in the setting of many-to-one matching with contracts become... View Details
      Keywords: Many-to-One Matching; Many-to-Many Matching; Stability; Substitutes; Matching With Contracts; Slot-Specific Priorities; Sherlock; Market Design; Contracts; Marketplace Matching; Balance and Stability
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      Hatfield, John William, and Scott Duke Kominers. "Hidden Substitutes." Working Paper, September 2014.
      • June 2014
      • Case

      Making Progress at IDEO

      By: Teresa M. Amabile and Katrina Flanagan
      This case focuses on different types of client relationships at IDEO, the value of these relationships for IDEO and clients, and the implications for IDEO designers' everyday experience of work. As new types of client work have shifted away from the more classic design... View Details
      Keywords: Organizational Change and Adaptation; Motivation and Incentives; Employees; Customer Focus and Relationships; Service Industry
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      Amabile, Teresa M., and Katrina Flanagan. "Making Progress at IDEO." Harvard Business School Case 814-123, June 2014.
      • June 2014 (Revised January 2017)
      • Supplement

      YAAS's Service Center (B)

      By: Brian Hall and Sara del Nido
      This case is about a compensation change at an automotive service company in the Middle East. The case allows investigation and analysis of many issues related to compensation design and human resource management, and even change management. The focus of the case is... View Details
      Keywords: Compensation; Emotions; Values; Human Resources; Labor; Negotiation; Organizations; Social Psychology; Value Creation; Motivation and Incentives; Service Industry; Service Industry; Kuwait; Middle East
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      Hall, Brian, and Sara del Nido. "YAAS's Service Center (B)." Harvard Business School Supplement 914-050, June 2014. (Revised January 2017.)
      • June 2014 (Revised January 2017)
      • Supplement

      YAAS's Service Center (C)

      By: Brian Hall and Sara del Nido
      This case is about a compensation change at an automotive service company in the Middle East. The case allows investigation and analysis of many issues related to compensation design and human resource management, and even change management. The focus of the case is... View Details
      Keywords: Compensation; Emotions; Values; Human Resources; Labor; Negotiation; Organizations; Social Psychology; Value Creation; Motivation and Incentives; Service Industry; Service Industry; Kuwait; Middle East
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      Hall, Brian, and Sara del Nido. "YAAS's Service Center (C)." Harvard Business School Supplement 914-051, June 2014. (Revised January 2017.)
      • June 2014 (Revised March 2016)
      • Case

      Relating to Peapod

      By: Susan Fournier and Jill Avery
      Explores the relationships formed between consumers and the Peapod consumer-direct grocery delivery service, as revealed through an ethnographic study of Boston-area Peapod shoppers conducted between the Summer of 1997 and the Fall of 1999. Three representative case... View Details
      Keywords: Brands and Branding; Customer Relationship Management; Marketing Strategy; Service Industry; Boston
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      Fournier, Susan, and Jill Avery. "Relating to Peapod." Harvard Business School Case 314-142, June 2014. (Revised March 2016.)
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