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      • July 2019 (Revised November 2022)
      • Case

      Backstage at Boston Ballet

      By: David G. Fubini, Ryan Raffaelli, Begum Agca Okutgen and Julia Kelley
      This case asks students to consider how to prioritize goals when placed in a new leadership role. In August 2014, Meredith “Max” Hodges became the youngest Executive Director (ED) in the Boston Ballet’s 51-year history. In her first year, she was able to claim several... View Details
      Keywords: Organizational Behavior; Managing Change; Strategy Execution; Priorities; Arts; Buildings and Facilities; Decision Making; Theater Entertainment; Leadership; Business or Company Management; Mission and Purpose; Organizational Change and Adaptation; Strategic Planning; Problems and Challenges; Nonprofit Organizations; Strategy; Marketing; Price; Fine Arts Industry; Entertainment and Recreation Industry; Education Industry; United States; North America; Massachusetts; Boston; New England; Northeastern United States
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      Fubini, David G., Ryan Raffaelli, Begum Agca Okutgen, and Julia Kelley. "Backstage at Boston Ballet." Harvard Business School Case 420-005, July 2019. (Revised November 2022.)
      • June 2019 (Revised July 2019)
      • Case

      Building a Meritocracy at Alghanim Industries

      By: Paul M. Healy, Susanna Gallani and Esel Çekin
      Building on his father’s legacy, Omar Alghanim (MBA 2002) had been working on strengthening a performance-driven culture based on meritocracy in the family business, Alghanim Industries. The task had been particularly challenging because of traditional Middle East... View Details
      Keywords: Meritocracy; Social Norms; Family Business; Organizational Culture; Performance; Diversity; Organizational Change and Adaptation; Middle East; Kuwait
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      Healy, Paul M., Susanna Gallani, and Esel Çekin. "Building a Meritocracy at Alghanim Industries." Harvard Business School Case 119-019, June 2019. (Revised July 2019.)
      • May 2019
      • Case

      Mobileye Update, 2019

      By: David B. Yoffie and Daniel Fisher
      Mobileye was an Israeli company, officially headquartered in The Netherlands, which was a Tier 2 supplier to the global automobile industry. This short case updates Mobileye's business performance and strategy, following the acquisition by Intel in 2017. View Details
      Keywords: Driverless Car; Competitive Advantage; Strategy; Market Entry and Exit; Technology; Auto Industry; Semiconductor Industry; Technology Industry; Israel
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      Yoffie, David B., and Daniel Fisher. "Mobileye Update, 2019." Harvard Business School Case 719-511, May 2019.
      • 14 Apr 2019
      • Interview

      How to Build Psychological Safety, with Amy Edmondson

      By: Amy C. Edmondson and Dave Stachowiak
      Amy Edmondson is the Novartis Professor of Leadership and Management at the Harvard Business School. She has been recognized by the Thinkers50 global ranking of management thinkers for many years and was honored with their Talent Award in 2017. Amy is the author of... View Details
      Keywords: Psychological Safety; Organizational Culture; Groups and Teams; Performance Effectiveness
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      "How to Build Psychological Safety, with Amy Edmondson." Episode 404. Coaching for Leaders (podcast), April 14, 2019.
      • April 2019 (Revised March 2020)
      • Case

      Handy: The Future of Work? (A)

      By: Nien-hê Hsieh and Kieron Stopforth
      Witnessing numerous lawsuits alleging that online platform companies misclassified workers as contractors when they were actually employees, Handy’s founders faced a series of decisions. Handy was an online platform business that enabled customers to book appointments... View Details
      Keywords: Employment; Working Conditions; Entrepreneurship; Compensation and Benefits; Internet and the Web; Ethics; Fairness; Service Industry; United States
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      Hsieh, Nien-hê, and Kieron Stopforth. "Handy: The Future of Work? (A)." Harvard Business School Case 319-103, April 2019. (Revised March 2020.)
      • March 2019 (Revised May 2019)
      • Case

      Fetchr: A New Way of Last Mile Delivery

      By: V.G. Narayanan and Eren Kuzucu
      By mid-2016, five years of aggressive growth had transformed Fetchr from a small logistics startup to a 1,000-employee, full-fledged last-mile delivery company operating across four countries in the Middle East and North Africa (MENA). Already beneficiaries of the... View Details
      Keywords: Startup; Decision; Financial Strategy; UAE; KSA; MENA; Cost Accounting; Business Model; Business Startups; Transformation; Cost Management; Strategy; Disruptive Innovation; Technological Innovation; Growth and Development Strategy; Growth Management; Logistics; Service Delivery; Supply Chain Management; Performance Evaluation; Mathematical Methods; Mobile and Wireless Technology; Transportation Networks; Middle East; United Arab Emirates; Dubai; Bahrain; Egypt; Saudi Arabia; North Africa
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      Narayanan, V.G., and Eren Kuzucu. "Fetchr: A New Way of Last Mile Delivery." Harvard Business School Case 119-018, March 2019. (Revised May 2019.)
      • March 2019 (Revised March 2023)
      • Case

      Accion's Fintech Strategy

      By: V. Kasturi Rangan, Michael Chu and Tricia Gregg
      Accion, an NGO, had been a pioneer in microfinance since its entry into that sector in the early 1970s. Its investments in Banco Compartamos paid off, when the microfinance bank went IPO in 2007, leaving an influx of $138 million for Accion. Under a new CEO, Michael... View Details
      Keywords: Fintech; Impact Investing; Financial Inclusion; Technological Innovation; Strategy; Strategic Planning; Performance Effectiveness; Non-Governmental Organizations; Microfinance; Financial Institutions; Business Growth and Maturation; Customer Focus and Relationships; Industry Growth
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      Rangan, V. Kasturi, Michael Chu, and Tricia Gregg. "Accion's Fintech Strategy." Harvard Business School Case 319-091, March 2019. (Revised March 2023.)
      • 2019
      • Editorial

      Yes, Sustainability Can Be a Strategy

      By: Ioannis Ioannou and George Serafeim
      Keywords: Sustainability; Sustainability Management; Sustainability Standards; Strategy; Business Strategy; Competitive Advantage; Corporate Performance; CSR; Environmental Sustainability
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      Ioannou, Ioannis, and George Serafeim. "Yes, Sustainability Can Be a Strategy." Harvard Business Review (website) (February 11, 2019).
      • 22 Jan 2019
      • Interview

      Creating Psychological Safety in the Workplace

      By: Amy C. Edmondson and Curt Nickisch
      Amy Edmondson, professor at Harvard Business School, first identified the concept of psychological safety in work teams in 1999. Since then, she has observed how companies with a trusting workplace perform better. Psychological safety isn’t about being nice, she says.... View Details
      Keywords: Psychological Safety; Trust; Organizational Culture; Performance Effectiveness
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      "Creating Psychological Safety in the Workplace." HBR IdeaCast (podcast), Harvard Business Review Group, January 22, 2019.
      • January 15, 2019
      • Article

      Is Your Company's Strategy Aligned with Your Ownership Model?

      By: Josh Baron
      The legacy of Vanguard founder John Bogle has brought attention to the transformative influence of ownership structures within the business world. Bogle's revolutionary insight into the limitations of active fund management led to the widespread adoption of index... View Details
      Keywords: Ownership Type; Business Strategy; Organizational Structure; Strength and Weakness; Competitive Advantage
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      Baron, Josh. "Is Your Company's Strategy Aligned with Your Ownership Model?" Harvard Business Review (website) (January 15, 2019).
      • December 2018 (Revised August 2022)
      • Teaching Note

      Revenue Recognition at HBP

      By: Siko Sikochi and Paul Healy
      In early 2014, Corporate Learning, one of three business units at Harvard Business Publishing (HBP), was in the process of revamping its flagship product, Harvard Manage-Mentor (HMM) from version 11.0 (HMM11) to version 12.0 (HMM12). The revamped software would be... View Details
      Keywords: Accrual Accounting; Budgets and Budgeting; Revenue Recognition; Financial Reporting; Publishing Industry; Education Industry; United States
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      Sikochi, Siko, and Paul Healy. "Revenue Recognition at HBP." Harvard Business School Teaching Note 119-015, December 2018. (Revised August 2022.)
      • December 2018
      • Case

      Corporate Transformation at Merck KGaA, Darmstadt, Germany

      By: Joseph B. Fuller, Amy C. Edmondson, Daniela Beyersdorfer and Tonia Labruyere
      When Stefan Oschmann became CEO and chairman of the executive board of Merck KGaA, Darmstadt, Germany, in 2016, the company had started its transformation from a mid-tier traditional German industry player to a global modern science and technology player. The... View Details
      Keywords: Corporate Governance With Family Ownership; Transformation; Change Management; Restructuring; Corporate Governance; Family Ownership
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      Fuller, Joseph B., Amy C. Edmondson, Daniela Beyersdorfer, and Tonia Labruyere. "Corporate Transformation at Merck KGaA, Darmstadt, Germany." Harvard Business School Case 319-072, December 2018.
      • December 2018
      • Case

      Bata versus Relaxo—Analyzing Performance

      By: Suraj Srinivasan, Iris Leung and Quinn Pitcher
      Set in 2016, “Bata India versus Relaxo—Analyzing Performance” compares the strategies and financial performance of two Indian footwear companies. Bata India had long been the market leader in footwear in India, but its leading market position was being challenged by... View Details
      Keywords: Finance; Strategy; Operations; Performance Evaluation; Financial Statements; Analysis; Apparel and Accessories Industry
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      Srinivasan, Suraj, Iris Leung, and Quinn Pitcher. "Bata versus Relaxo—Analyzing Performance." Harvard Business School Case 119-050, December 2018.
      • Article

      Operational Efficiency and Effective Management in the Catheterization Laboratory

      By: Grant W. Reed, Michael L. Tushman and Samir R. Kapadia
      Operational efficiency is a core business principle in which organizations strive to deliver high-quality goods or services in a cost-effective manner. This concept has become increasingly relevant to cardiac catheterization laboratories, as insurers move away from... View Details
      Keywords: Cath Lab; Catheterization Laboratory; Health Care and Treatment; Performance Efficiency; Management; Performance Productivity; Cost Management; Health Industry
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      Reed, Grant W., Michael L. Tushman, and Samir R. Kapadia. "Operational Efficiency and Effective Management in the Catheterization Laboratory." Journal of the American College of Cardiology 72, no. 20 (November 20, 2018): 2507–2517.
      • October 2018
      • Article

      Competing with Complementors: An Empirical Look at Amazon.com

      By: Feng Zhu and Qihong Liu
      Platform owners sometimes enter complementors' product spaces to compete against them directly. Prior studies have offered two possible explanations for such entries: platform owners may target the most successful complementors so as to appropriate value from their... View Details
      Keywords: Amazon; Complementors; Co-opetition; Entry; Platform-based Markets; Competition; Digital Platforms; Competitive Strategy
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      Zhu, Feng, and Qihong Liu. "Competing with Complementors: An Empirical Look at Amazon.com." Strategic Management Journal 39, no. 10 (October 2018): 2618–2642.
      • October 2018
      • Article

      The Operational Value of Social Media Information

      By: Ruomeng Cui, Santiago Gallino, Antonio Moreno and Dennis J. Zhang
      While the value of using social media information has been established in multiple business contexts, the field of operations and supply chain management have not yet explored the possibilities it offers in improving firms' operational decisions. This study attempts to... View Details
      Keywords: Machine Learning; Information; Sales; Forecasting and Prediction; Social Media
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      Cui, Ruomeng, Santiago Gallino, Antonio Moreno, and Dennis J. Zhang. "The Operational Value of Social Media Information." Special Issue on Big Data in Supply Chain Management. Production and Operations Management 27, no. 10 (October 2018): 1749–1774.
      • September 2018 (Revised January 2019)
      • Teaching Note

      Gemini Investors

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS No. 211-066. Gemini Investors was a private equity firm that targeted equity investments of between $4 million to $6 million per firm. In the period from 2000 to 2015, Gemini had successfully deployed four funds, all licensed as Small Business... View Details
      Keywords: Small & Medium-sized Enterprises; Small Business; Private Equity; Investment Funds; Decision Making; Financial Services Industry; United States
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Gemini Investors." Harvard Business School Teaching Note 219-002, September 2018. (Revised January 2019.)
      • September 2018
      • Case

      Clayton, Dubilier & Rice at 40

      By: Josh Lerner, Abhijit Tagade and Terrence Shu
      In 2018, private equity firm Clayton, Dubilier & Rice celebrated its 40th anniversary and its 20th year under the leadership of CEO Don Gogel. In those decades, CD&R showed solid portfolio performance and generated strong returns for its investors - accomplishments... View Details
      Keywords: Finance; Succession; Buyout; Leveraged Buyout; Turnaround; Operations; Private Equity; Management Succession; Business Model; Leveraged Buyouts; Trends; Organizational Change and Adaptation
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      Lerner, Josh, Abhijit Tagade, and Terrence Shu. "Clayton, Dubilier & Rice at 40." Harvard Business School Case 819-055, September 2018.
      • August 2018 (Revised April 2019)
      • Case

      Fair Value Accounting at Berkshire Hathaway Inc. (A)

      By: Jonas Heese, Suraj Srinivasan, Francois Brochet and Christine Johnson
      In May 2018, Berkshire Hathaway announced an unprecedented loss of more than $1 billion for the first quarter of 2018. Warren Buffett blamed this loss on the new accounting rules for equity securities which he criticized. In the case ‘Fair Value Accounting at Berkshire... View Details
      Keywords: Equity Securities; FASB; Fair Value Accounting; Governing Rules, Regulations, and Reforms; Financial Services Industry
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      Heese, Jonas, Suraj Srinivasan, Francois Brochet, and Christine Johnson. "Fair Value Accounting at Berkshire Hathaway Inc. (A)." Harvard Business School Case 119-030, August 2018. (Revised April 2019.)
      • August 2018 (Revised July 2019)
      • Background Note

      Conducting a Kaizen

      By: Willy Shih
      Kaizen, meaning change for the better in Japanese, is a set of activities directed at improving standardized work, equipment, and procedures for carrying out daily production or other business operations. It was popularized by Toyota as an integral part of its Toyota... View Details
      Keywords: Best Practices; Continuous Improvement; Kaizen; Process Improvement; 5S; Muda; Toyota Production System; Production; Service Operations; Performance Improvement; North and Central America; Asia; Japan
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      Shih, Willy. "Conducting a Kaizen." Harvard Business School Background Note 619-016, August 2018. (Revised July 2019.)
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