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  • 18 Oct 2022
  • Research & Ideas

When Bias Creeps into AI, Managers Can Stop It by Asking the Right Questions

can amplify bias. Some companies try to address the issue by making sure that their algorithms don’t use data on protected characteristics such as race or gender. Yet, eliminating factors like race from an algorithm doesn’t address the... View Details
Keywords: by Rachel Layne
  • July–August 2014
  • Article

Unlock the Mysteries of Your Customer Relationships

By: Jill Avery, Susan Fournier and John Wittenbraker
Consumers have always had relationships with brands, but sophisticated tools for analyzing customer data are finally allowing marketing organizations to personalize and manage those relationships. With this new power comes a new challenge: people now expect companies... View Details
Keywords: Brand Management; CRM; Brands and Branding; Marketing; Marketing Strategy; Customer Focus and Relationships; Customer Relationship Management; Consumer Products Industry; Retail Industry; United States
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Avery, Jill, Susan Fournier, and John Wittenbraker. "Unlock the Mysteries of Your Customer Relationships." Harvard Business Review 92, nos. 7/8 (July–August 2014): 72–81.
  • August 2015 (Revised February 2017)
  • Case

Bridj and the Business of Urban Mobility (A): Developing a New Model

By: Rosabeth Moss Kanter and Daniel Fox
Bridj, a Boston startup that provides Big Data-powered, "pop-up" bus routes that respond to transportation demand, has been in operation for a little over a year and has recently launched service in Washington, D.C., its second market. Despite media acclaim and... View Details
Keywords: Startup; Startup Management; Big Data; Smart Transit; Stakeholder Engagement; Stakeholder Management; Urban Vehicle; Mobility; Mass Transit; Uber; Government Relations; Technological Innovation; Analytics and Data Science; Entrepreneurship; Business and Stakeholder Relations; Transportation; Business Startups; Management; Business and Government Relations; Transportation Industry; Boston; District of Columbia
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Kanter, Rosabeth Moss, and Daniel Fox. "Bridj and the Business of Urban Mobility (A): Developing a New Model." Harvard Business School Case 316-025, August 2015. (Revised February 2017.)
  • 22 Feb 2011
  • Research & Ideas

The Most Important Management Trends of the (Still Young) Twenty-First Century

Internet-based companies like Google record every click and keystroke of every customer, analyzing the data to continuously improve their products and marketing. Customers are courted and supply chains are View Details
Keywords: by Sean Silverthorne
  • March 2016 (Revised April 2017)
  • Teaching Note

Bridj and the Business of Urban Mobility (A): Introducing a New Model

By: Rosabeth Moss Kanter and Jonathan Cohen
This note is for the purpose of aiding classroom instructors in the use of the Harvard Business School case "Bridj and the Business of Urban Mobility: Introducing a New Model." Instructors may use it to help students understand the challenges that come with disrupting... View Details
Keywords: Startup; Startup Management; Big Data; Smart Transit; Stakeholder Engagement; Stakeholder Management; Urban Vehicle; Mobility; Mass Transit; Uber; Government Relations; Technological Innovation; Analytics and Data Science; Entrepreneurship; Business and Stakeholder Relations; Business Startups; Transportation; Business and Government Relations; Transportation Industry; United States
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Kanter, Rosabeth Moss, and Jonathan Cohen. "Bridj and the Business of Urban Mobility (A): Introducing a New Model." Harvard Business School Teaching Note 316-155, March 2016. (Revised April 2017.)
  • July 2024
  • Case

Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones

By: Lauren Cohen, Richard Ryffel, Grace Headinger and Sophia Pan
Edward Jones, a wealth management advisory firm that prided itself on its interpersonal connections and face-to-face interactions, was eager to augment their services with AI capabilities. Built on 1-to-1 close-knit relationships, the firm had more than 15,000 offices... View Details
Keywords: Fintech; Innovation And Strategy; Financial Advisors; Big Data; Artificial Intelligence; Digitization; Financial Institutions; Business Strategy; Competitive Advantage; Technology Adoption; Business Plan; Technological Innovation; Interpersonal Communication; Communication Intention and Meaning; Communication Strategy; Transformation; Employee Stock Ownership Plan; Disruptive Innovation; Innovation Strategy; Innovation and Management; Innovation Leadership; Knowledge Acquisition; Knowledge Use and Leverage; Customer Relationship Management; AI and Machine Learning; Digital Strategy; Financial Services Industry; St. Louis; Missouri; United States; Canada
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Cohen, Lauren, Richard Ryffel, Grace Headinger, and Sophia Pan. "Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones." Harvard Business School Case 225-009, July 2024.
  • February 2016
  • Case

Health Catalyst

By: Kevin Schulman and Suresh Balu
Dan Burton, Health Catalyst CEO (HBS Baker Scholar), and Tom Burton, Health Catalyst Senior Vice President of Product Development and cofounder, closed on a $41 million investment round. Their firm was one of the hottest companies in the health information technology... View Details
Keywords: Service Management; Strategy; Operations Management; Information Technology; Information Management; Entrepreneurship; Service Delivery; Competitive Strategy; Performance; Information Technology Industry; Health Industry
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Schulman, Kevin, and Suresh Balu. "Health Catalyst." Harvard Business School Case 316-098, February 2016.
  • May 2024 (Revised January 2025)
  • Technical Note

Education Technology: A Technical Note

By: Boris Groysberg
This note considers educational technology as it intersects with HR technology. View Details
Keywords: Edtech; HR; AI; Data Science; Competency and Skills; Talent and Talent Management; Human Resources; Personal Development and Career; Education Industry; Technology Industry; United States
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Groysberg, Boris. "Education Technology: A Technical Note." Harvard Business School Technical Note 424-003, May 2024. (Revised January 2025.)
  • September 2013
  • Case

The Case of the Unidentified Industries—2013

By: Mihir A. Desai, William E. Fruhan Jr. and Elizabeth A. Meyer
Helps students to understand how the characteristics of a business are reflected in its financial statements. This case consists of an exercise in which students are given balance sheet data in percentage form and other selected financial data for companies in 14... View Details
Keywords: Financial Management; Accounting Statements; Ratio Analysis; Financial Statements; Finance
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Desai, Mihir A., William E. Fruhan Jr., and Elizabeth A. Meyer. "The Case of the Unidentified Industries—2013." Harvard Business School Case 214-028, September 2013.
  • 2025
  • Working Paper

Training Within Firms

By: Brayan Diaz, Andrea Neyra-Nazarrett, Julian Ramirez, Raffaella Sadun and Jorge Tamayo
Training investments are essential for improving worker and firm productivity, yet their implementation is often hindered by low participation rates and insufficient worker engagement. This study uses data from three firms–a car manufacturer, a quick-service... View Details
Keywords: Productivity; Absenteeism; Middle Managers; Training; Management Practices and Processes; Performance Productivity; Employees
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Diaz, Brayan, Andrea Neyra-Nazarrett, Julian Ramirez, Raffaella Sadun, and Jorge Tamayo. "Training Within Firms." Harvard Business School Working Paper, No. 25-045, April 2025.
  • September 19, 2017
  • Article

After Equifax Breach, Companies Advised to Review Open-Source Software Code

By: Ben DiPietro and Lou Shipley
It doesn’t make much sense: At a time when high-powered automated trading systems can execute stock sales in real time, some companies that rely on open-source software to help to run their businesses track their open-source use on spread sheets on paper.
Lou... View Details
Keywords: Software; Open-source; Security Vulnerabilities; Data Privacy; Hack; Applications and Software; Safety; Cybersecurity
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DiPietro, Ben, and Lou Shipley. "After Equifax Breach, Companies Advised to Review Open-Source Software Code." Wall Street Journal (September 19, 2017).
  • September 2016 (Revised May 2018)
  • Case

Zurich Insurance: Talent Pipeline

By: Boris Groysberg and Katherine Connolly
Zurich Insurance was undergoing organizational change after implementing five new people practices focused on manager development, diversity and inclusion, job model and data analytics, recruitment, and talent pipeline. The case “Zurich Insurance: Fostering Key People... View Details
Keywords: Managing Change; Leadership; Organizational Behavior; Succession; Organizational Culture; Organizational Change and Adaptation; Leading Change; Leadership Development; Human Capital; Human Resources; Insurance; Management Succession; Insurance Industry
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Groysberg, Boris, and Katherine Connolly. "Zurich Insurance: Talent Pipeline." Harvard Business School Case 417-040, September 2016. (Revised May 2018.)
  • March 2021
  • Supplement

Artea (A), (B), (C), and (D): Designing Targeting Strategies

By: Eva Ascarza and Ayelet Israeli
Power Point Supplement to Teaching Note for HBS No. 521-021,521-022,521-037,521-043. This collection of exercises aims to teach students about 1)Targeting Policies; and 2)Algorithmic bias in marketing—implications, causes, and possible solutions. Part (A) focuses on... View Details
Keywords: Targeted Advertising; Targeting; Algorithmic Data; Bias; A/B Testing; Experiment; Advertising; Gender; Race; Diversity; Marketing; Customer Relationship Management; Prejudice and Bias; Analytics and Data Science; Retail Industry; Apparel and Accessories Industry; Technology Industry; United States
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Ascarza, Eva, and Ayelet Israeli. "Artea (A), (B), (C), and (D): Designing Targeting Strategies." Harvard Business School PowerPoint Supplement 521-719, March 2021.
  • 2024
  • Working Paper

Rapport in Organizations: Evidence from Fast Food

By: Achyuta Adhvaryu, Parker Howell, Anant Nyshadham and Jorge Tamayo
Common identity often provides a foundation for workplace rapport. Using personnel and productivity data from a large fast food chain in Colombia, we study whether mismatched gender identity across managers and workers affects the team’s ability to deal with demand... View Details
Keywords: Productivity; Workplace Relationships; Rapport; Managers; People Management; Labor Allocation; Staffing; Scheduling; Quick-serve Restaurants; Management; Relationships; Gender; Labor and Management Relations; Organizational Change and Adaptation; Employees; Food and Beverage Industry; Colombia
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Adhvaryu, Achyuta, Parker Howell, Anant Nyshadham, and Jorge Tamayo. "Rapport in Organizations: Evidence from Fast Food." Harvard Business School Working Paper, No. 24-032, November 2023. (Revised August 2024.)
  • September 2013
  • Teaching Note

The Case of the Unidentified Industries—2013

By: Mihir A. Desai, William E. Fruhan, Jr. and Elizabeth A. Meyer
Helps students to understand how the characteristics of a business are reflected in its financial statements. This case consists of an exercise in which students are given balance sheet data in percentage form and other selected financial data for companies in 14... View Details
Keywords: Financial Management; Accounting Statements; Ratio Analysis; Financial Statements; Finance
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Desai, Mihir A., William E. Fruhan, Jr., and Elizabeth A. Meyer. "The Case of the Unidentified Industries—2013." Harvard Business School Teaching Note 214-030, September 2013.
  • January 2017 (Revised April 2017)
  • Supplement

Bridj and the Business of Urban Mobility (B): A New Model in Kansas City

By: Rosabeth Moss Kanter and Jonathan Cohen
In late 2016, Bridj was expanding its digital platform to help address urban mobility problems faced by cities across the country and the world. Its founder and CEO, Matt George, weighed up several possible strategies for growth as he aimed to responsibly build the... View Details
Keywords: Mobility; Digital; Mobile App; Mobile; Data; Platform; Organization; Startup; Start-up Growth; Startup Management; Responsibility; Corporate Responsibility; Entrepreneurship; Information Technology; Transportation; Business and Stakeholder Relations; Growth and Development Strategy; Digital Platforms; Mobile and Wireless Technology; United States; District of Columbia; Massachusetts; Kansas; Mexico
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Kanter, Rosabeth Moss, and Jonathan Cohen. "Bridj and the Business of Urban Mobility (B): A New Model in Kansas City." Harvard Business School Supplement 317-047, January 2017. (Revised April 2017.)
  • March 2022 (Revised January 2024)
  • Case

Moksha Data: Delivering Insights for Public Service

By: Ashish Nanda and Zack Kurtovich
Moksha Data, a boutique consulting firm specializing in public sector work, started in January 2017 with a handshake between friends and a shared commitment to the principles of egalitarianism, ownership, and collaboration. The Houston-based firm had built momentum... View Details
Keywords: Professional Service Firms; Professional Service Firm; Strategy Formulation; Data; Data As A Service; Government Contracting; Consulting; Consulting Firms; Consulting Services; Entrepreneurship; Public Sector; Analytics and Data Science; Growth and Development; Strategy; Consulting Industry; Texas
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Nanda, Ashish, and Zack Kurtovich. "Moksha Data: Delivering Insights for Public Service." Harvard Business School Case 722-397, March 2022. (Revised January 2024.)
  • February 2017 (Revised November 2021)
  • Case

Digitalization at Siemens

By: David J. Collis and Tonia Junker
The case discusses the digitalization strategy of Siemens AG, a German-based company operating in manufacturing and electronics. The increasing impact of digital technologies on all of its business units had prompted CEO Joe Kaeser and his team to put digitalization at... View Details
Keywords: Company Management; Digital Technologies; Corporate Strategy; Competition; Information Technology; Information Infrastructure; Manufacturing Industry; Electronics Industry
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Collis, David J., and Tonia Junker. "Digitalization at Siemens." Harvard Business School Case 717-428, February 2017. (Revised November 2021.)
  • 08 Jan 2016
  • Research & Ideas

Is it Worth a Pay Cut to Work for a Great Manager (Like Bill Belichick)?

Are coaches worth the multimillion-dollar salaries they are offered? Is the same true of managers in the business world? Just what is the value of a top manager to the organization and employees? Do baseball... View Details
Keywords: by Boris Groysberg & Abhijit Naik; Sports
  • Research Summary

Overview

By: Kris Johnson Ferreira
Professor Ferreira's research primarily focuses on how retailers can use algorithms to make better revenue management decisions, including pricing, product display, and assortment planning. In the retail industry, anticipating consumer demand is arguably one of the... View Details
Keywords: E-commerce; Analytics; Revenue Management; Pricing; Assortment Planning; Field Experiments; Operations; Supply Chain; Supply Chain Management; Retail Industry
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