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Publications

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    • All HBS Web  (2,119)
      • Faculty Publications  (393)

      Platform BusinessRemove Platform Business →

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      • 2019
      • Working Paper

      Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 14 Introducing Open Platforms and Ecosystems

      By: Carliss Y. Baldwin
      The purpose of this chapter is to lay the groundwork for a comprehensive theoretical investigation of open platform systems. To do this, we must first recognize that, although there is a strong family resemblance among all platform systems, there are different types of... View Details
      Keywords: Open Platforms; Business Ecosystems; Information Technology; Organizational Design; Industry Structures; Digital Platforms
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      Baldwin, Carliss Y. "Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 14 Introducing Open Platforms and Ecosystems." Harvard Business School Working Paper, No. 19-035, October 2018. (Revised January 2019.)
      • 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.
      • September 2018 (Revised October 2018)
      • Supplement

      Lexoo: Building a Long-Lasting Platform

      By: Chiara Farronato and Elena Corsi
      Lexoo, a UK-based online marketplace for legal services, was facing the strategic choice of how to grow from early start-up to mature platform. Daniel van Binsbergen, Lexoo's CEO, and web developer Chris O'Sullivan, CTO, had set up Lexoo to help Small and Medium-Sized... View Details
      Keywords: Marketplaces; Legal Services; Growth Strategy; Technology Ventures; Pivot; Service Operations; Digital Platforms; Growth and Development Strategy; Small Business; Decision Making; Legal Services Industry
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      Farronato, Chiara, and Elena Corsi. "Lexoo: Building a Long-Lasting Platform." Harvard Business School Spreadsheet Supplement 619-701, September 2018. (Revised October 2018.)
      • August 2018 (Revised June 2019)
      • Case

      Oaktree: Pierre Foods Investment

      By: Victoria Ivashina and Mike Harmon
      This case is a setting to discuss “loan to own” investment strategy that is often pursued by distressed investors. The aftermath of the 2007 financial crisis left many companies with poor liquidity and limited ability to obtain credit. One of these companies was Pierre... View Details
      Keywords: Distress Investing; Investment; Debt Securities; Strategy; Restructuring
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      Ivashina, Victoria, and Mike Harmon. "Oaktree: Pierre Foods Investment." Harvard Business School Case 219-018, August 2018. (Revised June 2019.)
      • August 2018 (Revised February 2022)
      • Case

      Lexoo: Building a Long-Lasting Platform

      By: Chiara Farronato and Elena Corsi
      Daniel van Binsbergen, Lexoo’s CEO, and web developer Chris O’Sullivan, CTO, had set up Lexoo, a UK legal marketplace, to help small and medium enterprises (SME) find legal advice at low prices. Lexoo had recently invested in a new vertical focused on larger companies.... View Details
      Keywords: Marketplaces; Legal Services; Growth Strategy; Technology Ventures; Service Operations; Digital Platforms; Marketplace Matching; Growth and Development Strategy; Legal Services Industry; United Kingdom
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      Farronato, Chiara, and Elena Corsi. "Lexoo: Building a Long-Lasting Platform." Harvard Business School Case 619-019, August 2018. (Revised February 2022.)
      • August 2018
      • Teaching Note

      IguanaFix

      By: Frank V. Cespedes and Thomas Eisenmann
      Teaching Note for HBS No. 817-056. IguanaFix, based in Argentina, is a platform business that connects consumers with home improvement contractors. The founders are evaluating growth options and an investment offer. The case focuses on scaling issues for a venture... View Details
      Keywords: Entrepreneurial Marketing; Home Improvement Services; Marketing Management; Scaling; Entrepreneurship; Marketing; Sales; Digital Platforms; Growth and Development Strategy
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      Cespedes, Frank V., and Thomas Eisenmann. "IguanaFix." Harvard Business School Teaching Note 819-029, August 2018.
      • August 2018 (Revised October 2019)
      • Case

      C3.ai—Driven to Succeed

      By: Robert Simons and George Gonzalez
      CEO Tom Siebel navigates his artificial intelligence (ai) startup through a series of pivots, market expansions, and even an elephant attack to become a leading platform ad service provider. The case describes his unusual management approach emphasizing employee... View Details
      Keywords: Strategy Execution; Performance Measurement; Critical Performance Variables; Strategic Boundaries; Internet Of Things; Artificial Intelligence; Software Development; Big Data; Machine Learning; Business Startups; Management Style; Business Strategy; Performance; Measurement and Metrics; Organizational Culture; AI and Machine Learning; Digital Transformation; Applications and Software; Digital Marketing; Analytics and Data Science; Technology Industry; United States; California
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      Simons, Robert, and George Gonzalez. "C3.ai—Driven to Succeed." Harvard Business School Case 119-004, August 2018. (Revised October 2019.)
      • July 2018 (Revised December 2018)
      • Case

      SOFWERX: Innovation at U.S. Special Operations Command

      By: Herman Leonard, Mitchell Weiss, Jin Hyun Paik and Kerry Herman
      James “Hondo” Geurts, the Acquisition Executive for U.S. Special Operations Command, was in the middle of his Senate confirmation hearing in 2017 to become Assistant Secretary of the Navy for Research, Development and Acquisition. The questions had a common theme: how... View Details
      Keywords: James Geurts; Innovation; Public Entrepreneurship; Open Innovation; Crowdsourcing; Contests; Prototyping; SOFWERX; Special Operations; SOCOM; Govtech; Procurement; FAR; EZ-Fly; Navy; Department Of Defense; Innovation and Invention; Innovation and Management; Innovation Leadership; Entrepreneurship; Public Sector; Acquisition; Public Administration Industry; United States
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      Leonard, Herman, Mitchell Weiss, Jin Hyun Paik, and Kerry Herman. "SOFWERX: Innovation at U.S. Special Operations Command." Harvard Business School Case 819-004, July 2018. (Revised December 2018.)
      • May 2018
      • Case

      Environmental Platform LEEDership at USGBC

      By: Michael W. Toffel, Timothy S. Simcoe and Aldo Sesia
      By 2018, it was clear that U.S. Green Building Council (USGBC) had significantly contributed to the growth of green building and over its 25-year history had become a powerful brand in the construction sector with its Leadership in Energy and Environmental Design... View Details
      Keywords: Environmental Sustainability; Standards; Business Model; Leadership; Problems and Challenges; Construction Industry; Green Technology Industry
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      Toffel, Michael W., Timothy S. Simcoe, and Aldo Sesia. "Environmental Platform LEEDership at USGBC." Harvard Business School Case 618-027, May 2018.
      • April 2018 (Revised May 2018)
      • Teaching Note

      Haier: Incubating Entrepreneurs in a Chinese Giant

      By: Rosabeth Moss Kanter and Jonathan Cohen
      This Teaching Note helps instructors teach the HBS case, “Haier: Incubating Entrepreneurs in a Chinese Giant,” (HBS No. 318-104) presenting analysis of the case and a teaching plan to guide classroom discussions. View Details
      Keywords: Entrepreneurial Ecosystems; Entrepreneurs; Entrepreneurial Ventures; Innovation; Scaling; Global Corporate Cultures; Global; Cultural Context; Mainstream; Platform Strategies; Ecosystem; Digital; Internet Of Things; Business Model; Change Management; Disruption; Global Strategy; Entrepreneurship; Innovation and Invention; Innovation and Management; Innovation Strategy; Leading Change; Business Strategy; China
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      Kanter, Rosabeth Moss, and Jonathan Cohen. "Haier: Incubating Entrepreneurs in a Chinese Giant." Harvard Business School Teaching Note 318-140, April 2018. (Revised May 2018.)
      • April 2018 (Revised July 2018)
      • Case

      Maersk: Betting on Blockchain

      By: Rajiv Lal and Scott Johnson
      In March 2018, international shipping giant Maersk is getting ready to debut a trade digitization platform. Maersk hopes the platform will help streamline global trade since shipping goods internationally is an extraordinarily complicated and inefficient process.... View Details
      Keywords: Maersk; IBM; Blockchain; Shipping; Shipping Line; Trade; Bitcoin; Digitization; Container Shipping; Joint Ventures; Ship Transportation; Transportation Networks; Digital Platforms; Information Technology; Technology Adoption; Applications and Software; Shipping Industry; Technology Industry
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      Lal, Rajiv, and Scott Johnson. "Maersk: Betting on Blockchain." Harvard Business School Case 518-089, April 2018. (Revised July 2018.)
      • March 2018 (Revised April 2018)
      • Case

      Morgan Stanley: Building Long-Term Sustainability

      By: Vikram S. Gandhi and Lynn Schenk
      This case focuses on the 10-year journey of one of the world's largest global financial institutions developing a sustainability strategy and integrating it across all of its business units. The case provides a deep dive into the challenges and successes of trying to... View Details
      Keywords: Finance; Sustainability; Green Bonds; ESG; Environmental Sustainability; Strategy; Business Units; Integration; Financial Institutions
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      Gandhi, Vikram S., and Lynn Schenk. "Morgan Stanley: Building Long-Term Sustainability." Harvard Business School Case 318-103, March 2018. (Revised April 2018.)
      • March 2018
      • Teaching Note

      Twine Health

      By: Robert S. Huckman and Ariel D. Stern
      In late 2014, Dr. John Moore (CEO), Frank Moss (chairman), and Scott Gilroy (CTO) of Twine Health (Twine) had to resolve several challenges that threatened to restrict the widespread dissemination of its sole product, Twine. Twine was a cloud-based platform that... View Details
      Keywords: Health Care; Chronic Disease; Digital Health; Health Acceleration Challenge; Strategy; Disease Management; Health; Health Care and Treatment; Information Technology; Mobile and Wireless Technology; Technology Adoption; Health Industry; United States; Massachusetts
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      Huckman, Robert S., and Ariel D. Stern. "Twine Health." Harvard Business School Teaching Note 618-055, March 2018.
      • 2018
      • Other Unpublished Work

      Trump's Populism: What Business Leaders Need To Understand

      By: Rafael Di Tella
      In the 2016 United States presidential election, candidates from both major political parties used anti-establishment messaging to appeal to Americans, a theme that had been on the sidelines of US political discourse for decades. Donald Trump, in particular, played... View Details
      Keywords: Populism; Globalization; Public Opinion; Social Issues; Government and Politics; Demographics; United States
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      Di Tella, Rafael. "Trump's Populism: What Business Leaders Need To Understand." HBS Working Knowledge, March 2018.
      • February 2018
      • Case

      Amazon, Google, and Apple: Smart Speakers and the Battle for the Connected Home

      By: Rajiv Lal and Scott Johnson
      Amazon, Google, and Apple all offer their own smart speaker. The devices represent each firm's entry point into the connected home market. All three companies come into the space with their own strengths and weaknesses. Who will win? View Details
      Keywords: Apple; Apple Inc.; Google; Amazon; Amazon.com; Google Home; Homepod; Echo; Smart Home; Connected Home; Voice; Artificial Intelligence; Machine Learning; Internet Of Things; Smart Speaker; Connected Speaker; Intelligent Assistants; Virtual Assistants; Voice Assistants; Alexa; Google Assistant; Siri; Technological Innovation; Disruptive Innovation; Competitive Strategy; Business Strategy; Adoption; Information Infrastructure; Information Technology; Internet and the Web; Mobile and Wireless Technology; Applications and Software; Technology Adoption; Digital Platforms; Household; AI and Machine Learning; Electronics Industry; Technology Industry; United States
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      Lal, Rajiv, and Scott Johnson. "Amazon, Google, and Apple: Smart Speakers and the Battle for the Connected Home." Harvard Business School Case 518-035, February 2018.
      • February 2018 (Revised March 2018)
      • Case

      Artificial Intelligence and the Machine Learning Revolution in Finance: Cogent Labs and the Google Cloud Platform (GCP)

      By: Lauren Cohen, Christopher Malloy and William Powley
      This case examines the intersection of two firms (Cogent Labs—a machine learning software firm in Tokyo; and Google, the technology infrastructure giant) attempting to exploit the benefits of artificial intelligence and machine learning in the financial services... View Details
      Keywords: Technological Innovation; Finance; Growth and Development Strategy; Business Model; Applications and Software; Infrastructure; Technology Industry; Financial Services Industry
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      Cohen, Lauren, Christopher Malloy, and William Powley. "Artificial Intelligence and the Machine Learning Revolution in Finance: Cogent Labs and the Google Cloud Platform (GCP)." Harvard Business School Case 218-080, February 2018. (Revised March 2018.)
      • February 2018 (Revised August 2018)
      • Case

      OpenInvest

      By: Shawn Cole, Boris Vallée and Nicole Tempest Keller
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting... View Details
      Keywords: Fintech; Impact Investing; Investment Portfolio; Customization and Personalization; Technological Innovation; Social Issues; Growth and Development Strategy; Business Model; Financial Services Industry
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      Cole, Shawn, Boris Vallée, and Nicole Tempest Keller. "OpenInvest." Harvard Business School Case 218-064, February 2018. (Revised August 2018.)
      • February 2018 (Revised May 2018)
      • Case

      Haier: Incubating Entrepreneurs in a Chinese Giant

      By: Rosabeth Moss Kanter and Nancy Hua Dai
      CEO Zhang Ruimin must plan how to accelerate the growth of self-managed microenterprises. Platforms were Haier’s business platforms operating in five major sectors: white goods transformation, investment and incubation, financial holdings, real estate, and cultural... View Details
      Keywords: China; Microenterprise; Appliances; Platform; Change; Innovation; Opportunities; Entrepreneurship; Digital Platforms; Transformation; Innovation and Invention; Leadership; Growth and Development Strategy; China
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      Kanter, Rosabeth Moss, and Nancy Hua Dai. "Haier: Incubating Entrepreneurs in a Chinese Giant." Harvard Business School Case 318-104, February 2018. (Revised May 2018.)
      • February 2018 (Revised October 2019)
      • Case

      HubSpot and Motion AI: Chatbot-Enabled CRM

      By: Jill Avery and Thomas Steenburgh
      HubSpot, an inbound marketing, sales, and customer relationship management (CRM) software provider, announced that it had acquired Motion AI, a software platform that enabled companies to easily build and deploy chatbots, fueled by artificial intelligence, to interact... View Details
      Keywords: CRM; Sales Management; Customer Service; Artificial Intelligence; B2B Vs. B2C; Business Marketing; SaaS; Marketing; Marketing Strategy; Brands and Branding; Customer Focus and Relationships; Sales; Salesforce Management; Technological Innovation; Applications and Software; Customer Relationship Management; AI and Machine Learning; Technology Industry; Service Industry; United States; North America
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      Avery, Jill, and Thomas Steenburgh. "HubSpot and Motion AI: Chatbot-Enabled CRM." Harvard Business School Case 518-067, February 2018. (Revised October 2019.)
      • January 2018 (Revised October 2019)
      • Case

      ZBJ: Building a Global Outsourcing Platform for Knowledge Workers (A)

      By: Feng Zhu, Weiru Chen and Shirley Sun
      ZBJ.com (ZBJ), an online platform that connects knowledge workers to small- and medium-sized enterprises, is China’s largest outsourcing platform. Founded by Mingyue Zhu in 2006, ZBJ had grown into a unicorn with 4,000 employees and a daily transaction volume of RMB15... View Details
      Keywords: Outsourcing; Disintermediation; Digital Platforms; Information Technology; Problems and Challenges; Global Strategy; Information Technology Industry; China
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      Zhu, Feng, Weiru Chen, and Shirley Sun. "ZBJ: Building a Global Outsourcing Platform for Knowledge Workers (A)." Harvard Business School Case 618-044, January 2018. (Revised October 2019.)
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