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      • December 2018 (Revised July 2023)
      • Case

      Instituto Dara: Breaking the Cycle of Poverty and Illness at Scale

      By: Julie Battilana, Marissa Kimsey, Priscilla Zogbi and Johanna Mair
      Dr. Vera Cordeiro founded the NGO Instituto Dara in 1991 to help poor families break the cycle of poverty and illness in Brazil. She and her team of employees and volunteers developed a holistic methodology to address the multidimensional sources of poverty based on... View Details
      Keywords: Social Innovation; NGO; Scaling; Health; Social Enterprise; Social Entrepreneurship; Non-Governmental Organizations; Health Care and Treatment; Poverty; Health Industry; South America; Brazil
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      Battilana, Julie, Marissa Kimsey, Priscilla Zogbi, and Johanna Mair. "Instituto Dara: Breaking the Cycle of Poverty and Illness at Scale." Harvard Business School Case 419-048, December 2018. (Revised July 2023.)
      • December 2018 (Revised March 2021)
      • Background Note

      Modern Automation (A): Artificial Intelligence

      By: William R. Kerr and James Palano
      This primer is meant to be a field guide to the late 2010s' surge in business use of "Artificial Intelligence" (AI), or enterprise software based in machine learning. First, it provides an overview of the key trends—digitization, connectivity, the continuation of... View Details
      Keywords: Artificial Intelligence; Digitization; Connectivity; Computing; Future Of Work; Automation; AI and Machine Learning
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      Kerr, William R., and James Palano. "Modern Automation (A): Artificial Intelligence." Harvard Business School Background Note 819-084, December 2018. (Revised March 2021.)
      • 2018
      • Article

      Cracking the Organizational Challenge of Pursuing Joint Social and Financial Goals: Social Enterprise as a Laboratory to Understand Hybrid Organizing

      By: Julie Battilana
      While in recent decades the social and business sectors have evolved on fairly separate tracks, today companies are increasingly expected to generate social value in addition to profit. As a result, they also increasingly face the distinct challenge of pursuing social... View Details
      Keywords: Hybrid Organizations; Hybrid Organizing; Multiple Goals; Social Enterprise; Goals and Objectives; Organizational Design; Organizational Culture
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      Battilana, Julie. "Cracking the Organizational Challenge of Pursuing Joint Social and Financial Goals: Social Enterprise as a Laboratory to Understand Hybrid Organizing." M@n@gement 21, no. 4 (2018): 1278–1305.
      • November 2018 (Revised January 2021)
      • Case

      Peak Investment Capital

      By: Richard S. Ruback and Royce Yudkoff
      Kobbina Awuah (MBA 2014) became intrigued with the possibility of adapting Entrepreneurship through Acquisition in Ghana, where he grew up and where his family still lived. While he knew he could work for a multi-national enterprise located in Ghana, he was confident... View Details
      Keywords: Entrepreneurship In Africa; Entrepreneurship Through Acquisition; Entrepreneurship; Acquisition; Ghana
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      Ruback, Richard S., and Royce Yudkoff. "Peak Investment Capital." Harvard Business School Case 219-061, November 2018. (Revised January 2021.)
      • November 2018
      • Case

      Swissgrid: Enterprise Risk Management in a Digital Age

      By: Robert S. Kaplan and Anette Mikes
      Kurt Meyer, chief risk officer of Swissgrid, the Swiss national electricity transmission system operator, reflects on the risk management system he installed after the deregulation and liberalization of the European energy market. With 41 connections to other European... View Details
      Keywords: Enterprise Risk Management; Energy Transmission; Risk and Uncertainty; Risk Management; Energy; Energy Industry; Utilities Industry; Switzerland
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      Kaplan, Robert S., and Anette Mikes. "Swissgrid: Enterprise Risk Management in a Digital Age." Harvard Business School Case 119-045, November 2018.
      • November 2018
      • Case

      Attijariwafa Bank: Egypt Expansion

      By: Victoria Ivashina and Alpana Thapar
      This case follows Attijariwafa Bank, a leading Morocco-based commercial bank, giving insight into its risk management practices and its international expansion over time. In particular, the case focuses on its planned acquisition of Barclays Bank Egypt in 2017. At this... View Details
      Keywords: Commercial Banking; Risk Management; Small And Medium Enterprises; Acquisitions; International Expansion; Emerging Markets; Africa; SMEs
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      Ivashina, Victoria, and Alpana Thapar. "Attijariwafa Bank: Egypt Expansion." Harvard Business School Case 219-008, November 2018.
      • October 2018 (Revised May 2019)
      • Case

      Khan Academy 2018

      By: William Sahlman and Nicole Tempest Keller
      Founded in 2008, Khan Academy was a global educational nonprofit with a mission to provide a free, world-class education for anyone anywhere in the world. By 2018, the organization had expanded into numerous content areas, product areas, and geographic markets.... View Details
      Keywords: Entrepreneur; Sustainability; Scaling; Social Entrepreneurship; Nonprofit Organizations; Strategy; Education; Entrepreneurship; Teaching; Education Industry; California
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      Sahlman, William, and Nicole Tempest Keller. "Khan Academy 2018." Harvard Business School Case 819-064, October 2018. (Revised May 2019.)
      • October 2018 (Revised January 2019)
      • Case

      Social Finance, Inc.

      By: Shawn Cole and Fanele Mashwama
      This case begins in February 2019 as Tracy Palandjian, co-founder and CEO of Social Finance Inc., prepares for a board meeting that will determine the future strategy of the social enterprise. Social Finance is a non-profit in the impact investment space founded in... View Details
      Keywords: Impact Investment; Social Enterprise; Growth and Development Strategy; Decision Choices and Conditions
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      Cole, Shawn, and Fanele Mashwama. "Social Finance, Inc." Harvard Business School Case 219-044, October 2018. (Revised January 2019.)
      • October 2018 (Revised May 2019)
      • Teaching Note

      Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs

      By: Joseph Fuller, Shikhar Ghosh and Monica Baraldi
      Teaching Note for HBS No. 816-048. The case tells the story of a product manager within Intuit who develops an idea for a new product that spans two of the company's existing business units—professional tax software, sold to accountants, and the consumer focused... View Details
      Keywords: Business Units; Business or Company Management; Applications and Software; Accounting; Product Development; Financial Services Industry
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      Fuller, Joseph, Shikhar Ghosh, and Monica Baraldi. "Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs." Harvard Business School Teaching Note 319-045, October 2018. (Revised May 2019.)
      • 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
      • Teaching Note

      City Year at 30: Toward Long-Term Impact

      By: Rosabeth Moss Kanter and Jonathan Cohen
      This teaching note assists in the classroom instruction of the HBS No. 318-089, “City Year at 30: Toward Long-Term Impact.” It offers to instructors a case summary and analysis, along with student preparation questions and a guide for classroom discussion of the case.... View Details
      Keywords: Scaling; Education Entrepreneurship; Education; Service Operations; Nonprofit Organizations; Growth and Development Strategy; Performance Efficiency; Resource Allocation; Change Management; Social Entrepreneurship; Middle School Education; Secondary Education; Philanthropy and Charitable Giving; Human Capital; Growth Management; Service Delivery; Organizational Design; Social Enterprise; Poverty; United States
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      Kanter, Rosabeth Moss, and Jonathan Cohen. "City Year at 30: Toward Long-Term Impact." Harvard Business School Teaching Note 319-040, September 2018.
      • 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.)
      • September 2018
      • Case

      The Financial Management of Harvard Business School

      By: C. Fritz Foley and F. Katelynn Boland
      In the spring of 2018, the Senior Associate Dean for Strategic Financial Planning at Harvard Business School considers potential refinements to the School's financial management practices. He faced questions about whether the metrics that had been used to evaluate... View Details
      Keywords: Nonprofit; Financial Management; Nonprofit Organizations; Education Industry; United States
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      Foley, C. Fritz, and F. Katelynn Boland. "The Financial Management of Harvard Business School." Harvard Business School Case 219-036, September 2018.
      • 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

      Wilderness Safaris: Ecotourism Entrepreneurship

      By: James E. Austin, Megan Epler Wood and Herman B. "Dutch" Leonard
      Teaching Note for HBS No. 318-040. View Details
      Keywords: Sustainability; Conservation Planning; Corporate Social Responsibility; Ecotourism; Strategy; Social Enterprise; Social Entrepreneurship; Tourism Industry; Entertainment and Recreation Industry; Travel Industry; Africa; Botswana
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      Austin, James E., Megan Epler Wood, and Herman B. "Dutch" Leonard. "Wilderness Safaris: Ecotourism Entrepreneurship." Harvard Business School Teaching Note 319-042, August 2018.
      • 2018
      • Working Paper

      Sustainability and Green Business in Latin America During Globalization Waves

      By: Geoffrey Jones
      This working paper examines the impact of modern business enterprise on the natural environment of Latin America during the globalization waves between the 19th century and the present day. It argues that although global capitalism created much wealth for the region,... View Details
      Keywords: Globalization; Natural Environment; Outcome or Result; Business History; Pollutants; Environmental Sustainability; Green Technology Industry; Beauty and Cosmetics Industry; Tourism Industry; Latin America
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      Jones, Geoffrey. "Sustainability and Green Business in Latin America During Globalization Waves." Harvard Business School Working Paper, No. 19-009, August 2018.
      • July 2018 (Revised January 2019)
      • Teaching Note

      MC Tool

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Sean Witty and Jason Premo acquired MC Tool, a machine shop located in South Carolina in 2007 with the intent to transform it into a precision manufacturer. Witty and Premo were able to more than double revenue to $6 million in their first year of managing MC by... View Details
      Keywords: Small & Medium-sized Enterprises; Small Business; Production; Transformation; Problems and Challenges; Financial Condition; Business Strategy; Manufacturing Industry; United States
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "MC Tool." Harvard Business School Teaching Note 219-004, July 2018. (Revised January 2019.)
      • July 2018 (Revised January 2019)
      • Teaching Note

      Next Street, LLC

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS Nos. 211-094 and 219-723. View Details
      Keywords: Small & Medium-sized Enterprises; Small Business; Capital; Development Economics; Urban Scope; Commercial Banking; Growth and Development; Banking Industry; Consulting Industry
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Next Street, LLC." Harvard Business School Teaching Note 219-003, July 2018. (Revised January 2019.)
      • July 2018 (Revised November 2018)
      • Case

      The Robin Hood Army

      By: Susanna Gallani
      In 2014, Neel Ghose and a handful of friends spent one evening distributing excess food they had collected from local restaurants to the less fortunate people living under the Hauz Khas flyover in South Delhi. Four years later, this initiative had developed into The... View Details
      Keywords: Volunteer-based Organization; Food Redistribution; Nonprofit Organizations; Food; Human Needs; Expansion; Global Range; Growth and Development
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      Gallani, Susanna. "The Robin Hood Army." Harvard Business School Case 119-007, July 2018. (Revised November 2018.)
      • June 2018
      • Supplement

      Knowledge Sharing at REMA 1000 (B)

      By: Tatiana Sandino and Olivia Hull
      Supplement to HBS No. 118-007, "Knowledge Sharing at REMA 1000 (A)." Chief Human Resources Officer Tore Høylie was proud of REMA 1000 (REMA)’s strong employee engagement with Workplace, Facebook’s corporate social media platform; however, some users complained that the... View Details
      Keywords: Social Network; Enterprise Social Media; Facebook; Workplace; Social and Collaborative Networks; Communication Technology; Problems and Challenges; Social Media; Retail Industry; Norway
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      Sandino, Tatiana, and Olivia Hull. "Knowledge Sharing at REMA 1000 (B)." Harvard Business School Supplement 118-072, June 2018.
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