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      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 8: Linking Performance to Markets

      By: Robert Simons
      This module reading shows how to link profit plans and other performance measurement systems to both internal and external markets. Starting with the transfer of goods and services within a firm, the module discusses the different methods of designing transfer pricing... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Transfer Pricing; Activity Based Costing; Return On Investment; Residual Income; EVA; Strategy; Cost Accounting; Activity Based Costing and Management; Markets; Investment Return
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      Simons, Robert. "Strategy Execution Module 8: Linking Performance to Markets." Harvard Business School Module Note 117-108, November 2016. (Revised December 2016.)
      • November 2016 (Revised March 2018)
      • Module Note

      Strategy Execution Module 9: Building a Balanced Scorecard

      By: Robert Simons
      This module reading explains how to construct a strategy map and build a balanced scorecard. Using an internal value chain model, the module illustrates how a balanced scorecard can support and enable customer management, innovation, operations, and post-sale service... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Strategy Map; Business Goals; Customer Measures; Strategy; Balanced Scorecard; Business Model
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      Simons, Robert. "Strategy Execution Module 9: Building a Balanced Scorecard." Harvard Business School Module Note 117-109, November 2016. (Revised March 2018.)
      • November 2016 (Revised October 2018)
      • Case

      IguanaFix

      By: Frank V. Cespedes, Thomas R. Eisenmann, Maria Fernanda Miguel and Laura Urdapilleta
      IguanaFix is a rapidly scaling Latin American startup that provides an online platform connecting consumers with home improvement contractors. The founders have acquired customers through both B2C and B2B methods. But in seeking to grow and scale the business, they now... View Details
      Keywords: Entrepreneurial Marketing; Home Improvement Services; Marketing Management; Scaling; Entrepreneurship; Marketing; Sales; Online Advertising; Latin America
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      Cespedes, Frank V., Thomas R. Eisenmann, Maria Fernanda Miguel, and Laura Urdapilleta. "IguanaFix." Harvard Business School Case 817-056, November 2016. (Revised October 2018.)
      • November 2016 (Revised October 2018)
      • Case

      Formlabs: Selling a New 3D Printer

      By: Frank V. Cespedes, Olivia Hull and Amram Migdal
      Headquartered in Somerville, Massachusetts, Formlabs manufactures 3D printers used to print everything from prototypes and models to jewelry, dental, and sculpture molds. As Formlabs prepares to ship its latest model, the Form 2, Head of Customer Development and... View Details
      Keywords: 3D Printing And Manufacturing; Sales Channel Development; Sales Strategy; Entrepreneurial Management; Product Engineering; Prototype; Prototyping; Entrepreneurship; Product Launch; Information Infrastructure; Business Startups; Customers; Technological Innovation; Growth and Development Strategy; Technology Adoption; Marketing Channels; Marketing Strategy; Product Positioning; Demand and Consumers; Sales; Salesforce Management; Technology Industry; Computer Industry; Manufacturing Industry; United States; Massachusetts; Europe; Asia
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      Cespedes, Frank V., Olivia Hull, and Amram Migdal. "Formlabs: Selling a New 3D Printer." Harvard Business School Case 817-001, November 2016. (Revised October 2018.)
      • October 2016 (Revised October 2020)
      • Case

      Essent: From a State-Owned Utility to a Commercial Company

      By: Ananth Raman and Elena Corsi
      Patrick Lammers, Chief Commercial Officer (CCO) for the Dutch energy company Essent NV, once a state-owned company, was pleased with the progress Essent’s consumer (“B2C”) business had made: Earnings Before Income Tax (EBIT) for B2C had gone from a loss of €18 million... View Details
      Keywords: Lean Management; Operation Management; Service Management; Commercialization; Operations; Management; Energy; Organizational Change and Adaptation; Service Operations; Performance; Energy Industry; Europe
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      Raman, Ananth, and Elena Corsi. "Essent: From a State-Owned Utility to a Commercial Company." Harvard Business School Case 617-026, October 2016. (Revised October 2020.)
      • October 2016 (Revised February 2019)
      • Case

      PTC: A Transformation to IoT

      By: Rajiv Lal and Sarah McAra
      In the 2010s, PTC, a leading provider of software for discrete manufacturers, faced maturing markets and changing customer needs as smart, connected products took hold—the rise of the Internet of Things (IoT). PTC saw a first mover advantage in entering the IoT space... View Details
      Keywords: Internet Of Things; IoT; Smart; Connected Products; Business Organization; Transformation; Customer Relationship Management; Innovation Strategy; Technological Innovation; Leading Change; Marketing; Product Development; Service Operations; Strategy; Competition; Technology Industry
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      Lal, Rajiv, and Sarah McAra. "PTC: A Transformation to IoT." Harvard Business School Case 517-033, October 2016. (Revised February 2019.)
      • October 2016
      • Case

      Turkasset: Bringing Customer-Centricity to Debt Collection

      By: Dennis Campbell and Gamze Yucaoglu
      In December 2014, in preparation for the year-end board presentation, Hilmi Guvenal (PMD 1993), shareholder and CEO of Turkasset, and Ilker Yoney, COO, sat down to discuss Turkasset’s five- and ten-year strategic plans. Since taking leadership of the company in 2009,... View Details
      Keywords: Customer Satisfaction; Customer Experience; Customer Service; Customer-centric; Emerging Market; Customer Focus; Employee Empowerment; Employee Engagement; Employee Training; Staffing; Operations Management; Quality Management; Service Management; Service Quality; Continuous Improvement; Turkasset; Collections Agency; NPL; Call Center; Financial Services; Borrowing and Debt; Customer Focus and Relationships; Organizational Culture; Operations; Management; Service Operations; Quality; Competitive Advantage; Cost vs Benefits; Financial Services Industry; Turkey
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      Campbell, Dennis, and Gamze Yucaoglu. "Turkasset: Bringing Customer-Centricity to Debt Collection." Harvard Business School Case 117-023, October 2016.
      • September 2016 (Revised October 2016)
      • Technical Note

      Internet Data Capping Note

      By: Shane Greenstein, Lisa Cox and Christine Snively
      In April 2016, U.S. federal regulators approved Charter Communications’ acquisition of Time Warner Cable (TWC). The Department of Justice (DoJ) and Federal Communications Commission (FCC), however, stipulated that the new company could not apply data caps or introduce... View Details
      Keywords: Internet Service Provider; Data Caps; Compression; Information Technology; Internet and the Web; United States
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      Greenstein, Shane, Lisa Cox, and Christine Snively. "Internet Data Capping Note." Harvard Business School Technical Note 617-003, September 2016. (Revised October 2016.)
      • September 2016 (Revised September 2017)
      • Case

      Collage.com: Scaling a Distributed Organization

      By: Christopher Stanton and Shikhar Ghosh
      Kevin Borders and Joe Golden, co-founders and co-CEOs of Collage.com, must decide how to grow their custom photo-products startup in the face of fierce competition. From 2011 through 2016, the business evolved from a hobby to a startup with $22 million in revenue and... View Details
      Keywords: Remote Work; Internet and the Web; Organizational Structure; Competitive Strategy; Employees; Business Startups; Growth and Development Strategy; Service Industry; Service Industry
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      Stanton, Christopher, and Shikhar Ghosh. "Collage.com: Scaling a Distributed Organization." Harvard Business School Case 817-038, September 2016. (Revised September 2017.)
      • September 2016 (Revised March 2020)
      • Teaching Note

      Fasten: Challenging Uber and Lyft with a New Business Model

      By: Feng Zhu
      Fasten, a new ridesharing start-up in Boston, entered the scene in September 2015 hoping its unique vision of transparency for both driver and passenger and strategy to keep riders' fares low and charge drivers a flat $0.99 fee per ride, as opposed to the 20%–30%... View Details
      Keywords: Information Technology; Transportation; Business Startups; Business Model; Transportation Industry; Boston
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      Zhu, Feng. "Fasten: Challenging Uber and Lyft with a New Business Model." Harvard Business School Teaching Note 617-019, September 2016. (Revised March 2020.)
      • September 2016
      • Case

      Financial Services at Falabella (A)

      By: C. Fritz Foley and Agustin M. Hurtado
      In 2010, the board and senior management team of Falabella, a leading retailer with operations throughout Latin America, faced choices about what to do with its financial services division. More than 4.5 million customers had CMR credit cards that could be used in... View Details
      Keywords: Consumer Credit; Financial Institutions; Personal Finance; Financial Management; Financial Strategy; Corporate Strategy; Banking Industry; Retail Industry; Latin America; Chile; Argentina; Colombia; Peru
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      Foley, C. Fritz, and Agustin M. Hurtado. "Financial Services at Falabella (A)." Harvard Business School Case 217-016, September 2016.
      • Fall 2016
      • Article

      How Do Customers Respond to Increased Service Quality Competition?

      By: Ryan W. Buell, Dennis Campbell and Frances X. Frei
      When does increased service quality competition lead to customer defection, and which customers are most likely to defect? Our empirical analysis of 82,235 customers exploits the varying competitive dynamics in 644 geographically isolated markets in which a nationwide... View Details
      Keywords: Service Quality Competition; Retail Banks; Empirical Operations; Retention; Service Operations; Quality; Competition; Banking Industry; United States
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      Buell, Ryan W., Dennis Campbell, and Frances X. Frei. "How Do Customers Respond to Increased Service Quality Competition?" Manufacturing & Service Operations Management 18, no. 4 (Fall 2016): 585–607.
      • 2016
      • Book

      Innovation Equity: Assessing and Managing the Monetary Value of New Products and Services

      By: Elie Ofek, Eitan Muller and Barak Libai
      This book bridges the gap between what academics know, and what innovation stakeholders—from managers, to investors, to analysts, to consumers—need to know about how new products and services are expected to perform in the marketplace. The book develops a compelling... View Details
      Keywords: Innovation; Technology Diffusion; New Products; Customer Lifetime Value; Monetization Strategy; Social Influence; Innovation Adoption; Forecasting Demand; Commercialization; Marketing Strategy; Practice; Customer Value and Value Chain; Research; Innovation and Management; Technology Adoption; Forecasting and Prediction; Product Development
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      Ofek, Elie, Eitan Muller, and Barak Libai. Innovation Equity: Assessing and Managing the Monetary Value of New Products and Services. University of Chicago Press, 2016.
      • August 2016 (Revised January 2020)
      • Case

      Breakfast at the Paramount

      By: Ryan W. Buell
      The Paramount is a 44-seat diner on Charles Street in the Beacon Hill neighborhood of Boston. A frequent "Best of Boston" award winner, the restaurant is a perennial favorite among locals and tourists, particularly for brunch on the weekends, when lines often stretch... View Details
      Keywords: Food; Management Practices and Processes; Service Delivery; Service Industry; Service Industry; Boston
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      Buell, Ryan W. "Breakfast at the Paramount." Harvard Business School Case 617-011, August 2016. (Revised January 2020.)
      • August 2016 (Revised August 2017)
      • Case

      AnswerDash (Abridged)

      By: Elie Ofek and Jeffrey D. Shulman
      It is 2014 and AnswerDash, a startup backed by venture capital, has not seen the widespread adoption of their online self-service customer support solution that they were expecting based on early success in helping clients save and generate substantial amounts of... View Details
      Keywords: Pricing; Economic Value Estimation; Price Metrics; Organizational Selling; Innovation Adoption; Business To Business; Marketing; Customer Lifetime Value; Venture Capital; Customer Relationship Management; Price; Marketing Strategy; Entrepreneurship; Technology Adoption; Business Startups; Sales; Innovation and Invention; Product Marketing; Financial Services Industry
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      Ofek, Elie, and Jeffrey D. Shulman. "AnswerDash (Abridged)." Harvard Business School Case 517-020, August 2016. (Revised August 2017.)
      • August 2016 (Revised July 2017)
      • Background Note

      Brand Portfolio Strategy and Brand Architecture

      By: Jill Avery
      While companies choose to brand their products and services in many different ways, there are some central tenets that help define an optimal brand portfolio and associated brand architecture. Brand portfolio strategy involves the design, deployment, and management of... View Details
      Keywords: Brand Management; Brand Portfolio; Brand Extension; Brand Portfolio Strategy; Brand Architecture; Consumer Behavior; Marketing; Brands and Branding; Marketing Strategy
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      Avery, Jill. "Brand Portfolio Strategy and Brand Architecture." Harvard Business School Background Note 517-021, August 2016. (Revised July 2017.)
      • August 2016
      • Case

      CSI Ingenieros

      By: Jay Lorsch and Emily McTague
      CSI's business unit managers gathered around the downstairs conference room for the company's weekly meeting to discuss project bids. Cristina WaldAshley Hartman, who was in charge of finding projects for the engineering firm to work on, read through several she had... View Details
      Keywords: Corporate Governance; Board; Board Committees; Board Dynamics; Organization; Organization Alignment; Dynamic Capabilities; Organization Design; Organizational Prototyping; Organizational Silence; Organizational Learning; Organization Behavior; Organizational Change and Adaptation; Organizational Culture; Manufacturing Industry; South America; Uruguay
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      Lorsch, Jay, and Emily McTague. "CSI Ingenieros." Harvard Business School Case 417-022, August 2016.
      • August 2016 (Revised June 2017)
      • Case

      Oversight Systems

      By: Frank V. Cespedes and Amram Migdal
      The case, set in May 2016, discusses sales strategy and managing sales and service at Oversight Systems, an Atlanta, Georgia–based software firm that developed analytics for organizations to monitor their data for errors, fraud, and operational inefficiencies. Included... View Details
      Keywords: Sales; Sales Strategy; Entrepreneurial Sales; Entrepreneurial Sales And Marketing; Software Sales; Marketing; Marketing Management; Pricing; Salesforce Management; Distribution Channels; Marketing Strategy; Technology Industry; North America; United States; Atlanta; Georgia (state, US)
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      Cespedes, Frank V., and Amram Migdal. "Oversight Systems." Harvard Business School Case 817-015, August 2016. (Revised June 2017.)
      • July 2016
      • Case

      Cataumet Boats, Inc.

      By: W. Earl Sasser and Mark Davis
      Jaime Giancola, an MBA student, has recently completed an operations management course in which aggregate production planning (APP) was one of the topics. She believes that her family's business, Cataumet Boats, which her grandparents started and which her mother and... View Details
      Keywords: Business or Company Management; Family Business; Production; Cost Management; Transportation; Customer Satisfaction
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      Sasser, W. Earl, and Mark Davis. "Cataumet Boats, Inc." Harvard Business School Brief Case 917-509, July 2016.
      • July 2016 (Revised January 2019)
      • Case

      Cyber Breach at Target

      By: Suraj Srinivasan, Lynn S. Paine and Neeraj Goyal
      In November and December of 2013, Target Corporation suffered one of the largest cyber breaches to date. The breach that occurred during the busy holiday shopping season resulted in personal and credit card information of approximately 110 million Target customers... View Details
      Keywords: Safety; Credit Cards; Customer Relationship Management; Internet and the Web; Governing and Advisory Boards; Crisis Management; Retail Industry
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      Srinivasan, Suraj, Lynn S. Paine, and Neeraj Goyal. "Cyber Breach at Target." Harvard Business School Case 117-027, July 2016. (Revised January 2019.)
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