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      • August 2024
      • Case

      Coca Cola İçecek—Managing a Sudden Turbulence

      By: Felix Oberholzer-Gee, Namrata Arora and Gizem Cihan Dincsoy
      In November 2021, Kerem Kerimoğlu, Coca Cola İçecek (CCI) Group Supply Chain Development Director, is alarmed by a news headline revealing a shortage of Turkish truck drivers impacting Europe. This crisis quickly affects CCI's distribution as third-party logistics... View Details
      Keywords: Business Strategy; Logistics; Supply Chain Management; Crisis Management; Distribution; Consumer Products Industry; Food and Beverage Industry; Turkey; Central Asia; Middle East
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      Oberholzer-Gee, Felix, Namrata Arora, and Gizem Cihan Dincsoy. "Coca Cola İçecek—Managing a Sudden Turbulence." Harvard Business School Case 725-368, August 2024.
      • 2024
      • Book

      Fintech, Small Business & the American Dream: How Technology Is Transforming Lending and Shaping a New Era of Small Business Opportunity

      By: Karen G. Mills
      The second edition of Fintech, Small Business & the American Dream, builds on the groundbreaking 2019 book with new insights on how technology and artificial intelligence are transforming small business lending. This ambitious view covers the significance of... View Details
      Keywords: Fintech; AI; AI and Machine Learning; Small Business; Economy; Technology Adoption; Credit; Financing and Loans; Analytics and Data Science
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      Mills, Karen G. Fintech, Small Business & the American Dream: How Technology Is Transforming Lending and Shaping a New Era of Small Business Opportunity. 2nd Edition, NY: Palgrave Macmillan, 2024.
      • August 2024
      • Article

      Heuristics on Call: The Impact of Mobile-Phone-Based Business-Management Advice

      By: Shawn Cole, Mukta Joshi and Antoinette Schoar
      There is growing evidence that business training for micro-entrepreneurs can be effective. However, in-person training can be expensive and imposes costs on the target beneficiaries. This paper presents the results of a two-site randomized evaluation of a light-touch,... View Details
      Keywords: Training; Entrepreneurship; Mobile and Wireless Technology; India; Philippines
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      Cole, Shawn, Mukta Joshi, and Antoinette Schoar. "Heuristics on Call: The Impact of Mobile-Phone-Based Business-Management Advice." World Bank Economic Review 38, no. 3 (August 2024): 580–597.
      • August 2024
      • Case

      Keurig: A Return to Growth

      By: David Fubini and Patrick Sanguineti
      By the early 2010s, Keurig Green Mountain (KGM) had lost the momentum that had made it the name in at-home coffee brewing in North America. Following a series of product missteps, negative media scrutiny, and ongoing challenges to its partner relationships, in late... View Details
      Keywords: Turnaround; Mergers and Acquisitions; Decisions; Initial Public Offering; Global Strategy; Growth and Development Strategy; Going Public; Diversification; Expansion; Food and Beverage Industry
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      Fubini, David, and Patrick Sanguineti. "Keurig: A Return to Growth." Harvard Business School Case 425-009, August 2024.
      • August 2024
      • Case

      Quickmart: Sustaining Growth in a Challenging Economic Environment

      By: Ramon Casadesus-Masanell and Kuria Kamau
      In July 2023, Peter Kang’iri, the Chief Executive Officer (CEO) of Quickmart, Kenya’s second-largest retail chain, sat in his Nairobi office reviewing the company’s first half financial results before the weekly executive committee (EXCO) meeting. The company was in... View Details
      Keywords: Distribution; Supply Chain; Logistics; Business Strategy; Expansion; Business Earnings; Growth and Development Strategy; Strategic Planning; Retail Industry; Food and Beverage Industry; Africa; Kenya; Nairobi
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      Casadesus-Masanell, Ramon, and Kuria Kamau. "Quickmart: Sustaining Growth in a Challenging Economic Environment." Harvard Business School Case 725-363, August 2024.
      • 2024
      • Working Paper

      The Consequences of Export Controls in Target Countries

      By: Xueyue Liu, Yu Liu and Jaya Y. Wen
      Export controls are a common instrument of national security, but their economic consequences are not well understood. This paper evaluates how these controls affect firm performance and adaptation in targeted countries. We use variation in a 2007 US policy,... View Details
      Keywords: National Security; Trade; Business and Government Relations; Policy; Performance Productivity; Adaptation
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      Liu, Xueyue, Yu Liu, and Jaya Y. Wen. "The Consequences of Export Controls in Target Countries." Harvard Business School Working Paper, No. 25-004, August 2024.
      • 2024
      • Article

      The Sociology of Entrepreneurship Revisited

      By: Tristan Botelho, Ranjay Gulati and Olav Sorensen
      Over the last two decades, the sociology of entrepreneurship has exploded as an area of academic inquiry. Most of this research has been focused on understanding the environmental conditions that promote entrepreneurship and processes related to the initial formation... View Details
      Keywords: Organizational Change and Adaptation; Entrepreneurship; Business Ventures
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      Botelho, Tristan, Ranjay Gulati, and Olav Sorensen. "The Sociology of Entrepreneurship Revisited." Annual Review of Sociology 50 (2024): 341–364.
      • July 2024
      • Case

      RMZ 4.0: 'How Fast Do We Want to Run?'

      By: Boris Groysberg and Sarah L. Abbott
      In 2023, RMZ Corporation (“RMZ”) a large family-owned real estate firm based in Bengaluru, India, announced plans to transform from a commercial real estate developer to a diversified alternative asset owner. Over the next 5 years, RMZ looked to grow its real estate... View Details
      Keywords: International Expansion; Growth Management; Family Business; Talent and Talent Management; Goals and Objectives; Transformation; Growth and Development Strategy; Diversification; Change Management; Global Strategy; Organizational Change and Adaptation; Real Estate Industry; India
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      Groysberg, Boris, and Sarah L. Abbott. "RMZ 4.0: 'How Fast Do We Want to Run?'." Harvard Business School Case 425-010, July 2024.
      • July 19, 2024
      • Article

      The CEO’s Journey Is a 3-Act Play: Planning for the Distinct Phases of Your Tenure Increases Your Odds of Success.

      By: Nitin Nohria
      Instead of treating a leadership role as an unending sprint, CEOs should approach their tenure as a series of three phases. Act one requires a leader to establish legitimacy, build a top team, and begin to communicate and implement a change agenda. Act two requires... View Details
      Keywords: Personal Development and Career; Business or Company Management; Leadership
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      Nohria, Nitin. "The CEO’s Journey Is a 3-Act Play: Planning for the Distinct Phases of Your Tenure Increases Your Odds of Success." Harvard Business Review (website) (July 19, 2024).
      • July 2024
      • Case

      ZEISS: Commercializing Science

      By: Maria P. Roche, Carlota Moniz and Daniela Beyersdorfer
      Karl Lamprecht, President and CEO of the ZEISS AG Group, mused on how far ZEISS had come in 175 years of being a pioneer in optics, and how the course he had charted since taking the helm of the company could keep it on track. In his role, he oversaw the four core... View Details
      Keywords: Business Model; Business Organization; Decisions; Business Strategy; Competition; Business History; Collaborative Innovation and Invention; Independent Innovation and Invention; Disruptive Innovation; Innovation and Management; Innovation Strategy; Technological Innovation; Growth and Development Strategy; Knowledge Sharing; Industry Growth; Monopoly; Organizational Culture; Supply Chain Management; Partners and Partnerships; Risk and Uncertainty; Adaptation; Commercialization; Resource Allocation; Corporate Strategy; Semiconductor Industry; Technology Industry; Germany; Europe
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      Roche, Maria P., Carlota Moniz, and Daniela Beyersdorfer. "ZEISS: Commercializing Science." Harvard Business School Case 725-359, July 2024.
      • July 2024 (Revised January 2025)
      • Case

      Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy

      By: Lauren Cohen, Hao Gao, Alexander Bischoff and Sophia Pan
      Melissa Berman, CEO of Rockefeller Philanthropy Advisors (RPA), evaluated her client’s philanthropy project and its mediocre performance. RPA was a segment of the Rockefeller Family Office’s Philanthropy Department, becoming an independent charity in 2002. Consistently... View Details
      Keywords: Philanthropy; Philanthropic Sector; Performance Evaluations; Social Network; Collaboration; Foundation; Due Diligence; Humanitarianism; Humanitarian Assistance; Grants; Expertise; HNW Products And Services; Donations; Impact; Advisor; Advice; Consulting; Funding; Consulting Services; Family Business; Cost vs Benefits; Developing Countries and Economies; Private Sector; Spending; Mission and Purpose; Philanthropy and Charitable Giving; Performance Evaluation; Nonprofit Organizations; Reputation; Social and Collaborative Networks; Social Issues; Wealth and Poverty; Consulting Industry; New York (city, NY); New York (state, US); United States
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      Cohen, Lauren, Hao Gao, Alexander Bischoff, and Sophia Pan. "Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy." Harvard Business School Case 225-005, July 2024. (Revised January 2025.)
      • July 2024
      • Case

      Jacqueline Cook at Vendasta: Debating an IPO

      By: Reza Satchu, Tom Quinn and Andrew Kosc
      In May 2021, after a surge in demand for digital services that prompted high valuations for startups across the Canadian tech sector, Saskatchewan-based Vendasta entered the final stages of the initial public offering (IPO) process. COO Jacqueline Cook had invested her... View Details
      Keywords: Business Growth and Maturation; Business Startups; Interpersonal Communication; Cost vs Benefits; Forecasting and Prediction; Business Cycles; Entrepreneurship; Fairness; Capital Markets; Private Equity; Investment Banking; Stock Options; Financial Markets; Initial Public Offering; Institutional Investing; Price Bubble; Digital Platforms; Digital Transformation; Internet and the Web; Leadership; Growth and Development Strategy; Managerial Roles; Agreements and Arrangements; Going Public; Ownership Stake; Performance Expectations; Work-Life Balance; Strategic Planning; Business and Stakeholder Relations; Rank and Position; Risk and Uncertainty; Opportunities; Happiness; Reputation; Status and Position; Well-being; Information Technology Industry; Retail Industry; Canada
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      Satchu, Reza, Tom Quinn, and Andrew Kosc. "Jacqueline Cook at Vendasta: Debating an IPO." Harvard Business School Case 825-037, July 2024.
      • July 2024
      • Case

      Roja Garimella: Developing a Founder's Judgment

      By: Reza Satchu and Patrick Sanguineti
      Roja Garimella’s path to becoming a founder was anything but straight. Setting her sights on a career in medicine since childhood, she committed to medical school with her acceptance to college. And yet, throughout her studies, she continually explored alternative... View Details
      Keywords: Entrepreneurship; Personal Development and Career; Entrepreneurial Finance; Business Startups; Judgments; Financial Services Industry; Health Industry
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      Satchu, Reza, and Patrick Sanguineti. "Roja Garimella: Developing a Founder's Judgment." Harvard Business School Case 825-006, July 2024.
      • July 2024
      • Case

      Living up to Purpose and Performance at Parker Hannifin

      By: Hubert Joly, Alicia Dadlani and Martha Hostetter
      In 2019, Parker Hannifin, one of the world’s largest manufacturers of motion and control technologies, did something unusual for an industrial company: it created a purpose statement. Even though it already had a clear business strategy and longstanding culture of... View Details
      Keywords: Mission and Purpose; Health Pandemics; Leadership; Business or Company Management; Organizational Culture; Business Strategy; Communication Strategy; Manufacturing Industry; Industrial Products Industry; Cleveland; Ohio; United States
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      Joly, Hubert, Alicia Dadlani, and Martha Hostetter. "Living up to Purpose and Performance at Parker Hannifin." Harvard Business School Case 525-015, July 2024.
      • July 2024
      • Case

      Freelancer, Ltd.

      By: Christopher Stanton, Karim R. Lakhani, Jin Hyun Paik and Nina Cohodes
      Over the course of the 2010s, the rapid advancement of mobile technologies and the rise of online freelancing platforms seemed to portend a radical transformation of labor markets into on-demand, flexible talent pools. Even though several Fortune 500... View Details
      Keywords: Freelancers; Labor Markets; Internet and the Web; Digital Platforms; Corporate Entrepreneurship; Human Capital; Change Management; Globalized Firms and Management; Employment; Global Range; Employment Industry
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      Stanton, Christopher, Karim R. Lakhani, Jin Hyun Paik, and Nina Cohodes. "Freelancer, Ltd." Harvard Business School Multimedia/Video Case 823-706, July 2024.
      • July 2024
      • Case

      Board Director Dilemmas: Strategic Leadership

      By: David G. Fubini and Patrick Sanguineti
      Professor John Michaels, a distinguished scholar of corporate strategy, has served on the Board of OmniCo, a diversified industrial giant, for four years. Three months ago, the Board appointed a new CEO, Andrew Bennett, to lead growth, develop a more cooperative... View Details
      Keywords: Board; Board Dynamics; Strategic Leadership; Governing and Advisory Boards; Corporate Strategy; Organizational Culture; Leadership Style; Management Succession
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      Fubini, David G., and Patrick Sanguineti. "Board Director Dilemmas: Strategic Leadership." Harvard Business School Case 425-013, July 2024.
      • July 2024
      • Supplement

      Fail Safe Testing, Inc. (A)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: Fail Safe Testing, Inc., founded in 1988, was the leading provider of fire hose pressure testing, ground ladder and pump... View Details
      Keywords: Customers; Acquisition; Business Plan; Marketing Strategy
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      Ruback, Richard S., and Royce Yudkoff. "Fail Safe Testing, Inc. (A)." Harvard Business School Multimedia/Video Supplement 224-749, July 2024.
      • July 2024
      • Supplement

      Fail Safe Testing, Inc. (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: Fail Safe Testing, Inc., founded in 1988, was the leading provider of fire hose pressure testing, ground ladder and pump... View Details
      Keywords: Marketing Strategy; Business Plan; Acquisition; Customers
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      Ruback, Richard S., and Royce Yudkoff. "Fail Safe Testing, Inc. (B)." Harvard Business School Multimedia/Video Supplement 224-750, July 2024.
      • July 10, 2024
      • Article

      Designing a Successful Reskilling Program

      By: Jorge Tamayo, Leila Doumi, Sagar Goel, Orsolya Kovács-Ondrejkovic and Raffaella Sadun
      In this article, written as a follow up to the award-winning “Reskilling in the Age of AI”, the authors report the results of a reskilling survey that they conducted with chief human resource officers from approximately 1,200 organizations in the U.S., along with... View Details
      Keywords: Competency and Skills; Training; Organizational Change and Adaptation; Employees
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      Tamayo, Jorge, Leila Doumi, Sagar Goel, Orsolya Kovács-Ondrejkovic, and Raffaella Sadun. "Designing a Successful Reskilling Program." Harvard Business Review (website) (July 10, 2024).
      • July 2024 (Revised October 2024)
      • Case

      Knowledge Transfer: Toyota, NUMMI, and GM

      By: Willy Shih
      New United Motors Manufacturing, Inc. (NUMMI) was a joint venture between Toyota and General Motors. It was an opportunity for GM to learn about the Toyota Production System, which was quite different from the mass production processes American automakers used at the... View Details
      Keywords: Culture Change; Organizational Culture; Organizational Change and Adaptation; Factories, Labs, and Plants; Joint Ventures; Transformation; Selection and Staffing; Knowledge Acquisition; Knowledge Sharing; Labor Unions; Management Systems; Performance Improvement; Production; Labor and Management Relations; Auto Industry; Japan; United States
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      Shih, Willy. "Knowledge Transfer: Toyota, NUMMI, and GM." Harvard Business School Case 625-003, July 2024. (Revised October 2024.)
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