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  • July 2004 (Revised January 2007)
  • Case

H&R Block and "Everyday Financial Services"

By: Peter Tufano and Daniel Schneider
H&R Block, the U.S. market leader in tax preparation services, must decide whether to offer financial services to its low-income clients. H&R Block is facing increased competition from branded and nonbranded tax preparers, and the number of returns prepared by the... View Details
Keywords: Financial Management; Income; Taxation; Product Development; Financial Services Industry; United States
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Tufano, Peter, and Daniel Schneider. H&R Block and "Everyday Financial Services". Harvard Business School Case 205-013, July 2004. (Revised January 2007.)
  • April 2013
  • Article

First-Party Content and Coordination in Two-Sided Markets

By: Andrei Hagiu and Daniel Spulber
The strategic use of first-party content by two-sided platforms is driven by two key factors: the nature of buyer and seller expectations (favorable versus unfavorable) and the nature of the relationship between first-party content and third-party content (complements... View Details
Keywords: Two-sided Platforms; Platform Strategy; Technology; Information Technology; Performance Expectations; Strategy; Digital Platforms
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Hagiu, Andrei, and Daniel Spulber. "First-Party Content and Coordination in Two-Sided Markets." Management Science 59, no. 4 (April 2013): 933–949.
  • May 2001 (Revised March 2008)
  • Case

"To hell with the future, let's get on with the past." George Mitchell in North Ireland

By: James K. Sebenius and Daniel F. Curran
Examines the strategies and tactics used by U.S. negotiator George Mitchell during his two-year tenure as chairman of the all-party talks in Northern Ireland. His efforts culminated in the signing of the historic Good Friday Accords. View Details
Keywords: Policy; International Relations; Managerial Roles; Negotiation Tactics; Strategy; Northern Ireland
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Sebenius, James K., and Daniel F. Curran. "To hell with the future, let's get on with the past." George Mitchell in North Ireland. Harvard Business School Case 801-393, May 2001. (Revised March 2008.)
  • 19 Jan 2016
  • First Look

January 19, 2016

emphasize users over producers. Large parts of the knowledge economy now routinely rely on users, communities, and open innovation approaches to solve important technological and organizational problems. This view of innovation, pioneered View Details
Keywords: Sean Silverthorne
  • 2016
  • Working Paper

Historical Change and the Competitive Advantage of Firms: Explicating the 'Dynamics' in the Dynamic Capabilities Framework

By: Geoffrey Jones and R. Daniel Wadhwani
This working paper aims to deepen the scholarly dialogue between strategy and history. It does so by examining how historical models of change can contribute to theory and research on the competitive advantage of firms during periods of rapid innovation. Focusing on... View Details
Keywords: Strategy; Dynamic Capabilities; Innovation; Temporality; Context; Microfoundations; Business History; Competitive Advantage; Change; Innovation and Invention
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Jones, Geoffrey, and R. Daniel Wadhwani. "Historical Change and the Competitive Advantage of Firms: Explicating the 'Dynamics' in the Dynamic Capabilities Framework." Harvard Business School Working Paper, No. 17-052, December 2016.
  • January 2002 (Revised November 2010)
  • Case

Strategic Planning at NFTE

By: Allen S. Grossman and Daniel F. Curran
The National Foundation for Teaching Entrepreneurship (NFTE), is a successful nonprofit poised on the verge of explosive growth. The senior management contracted with McKinsey consultants to help guide the process. The founders of NFTE brought it from a small program... View Details
Keywords: Entrepreneurship; Growth and Development Strategy; Growth Management; Organizational Change and Adaptation; Organizational Structure; Partners and Partnerships; Nonprofit Organizations
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Grossman, Allen S., and Daniel F. Curran. "Strategic Planning at NFTE." Harvard Business School Case 302-002, January 2002. (Revised November 2010.)
  • June 2003 (Revised April 2004)
  • Case

Mercy Corps: Global Social Entrepreneurship (A)

By: Christopher A. Bartlett and Daniel F. Curran
Neal Keny-Guyer, CEO of Mercy Corps International, built his organization by following the advice of Theodore Roosevelt: "Be smart enough to hire good people and have sense enough to get out of their way." For eight years, Keny-Guyer helped Mercy Corps grow in size and... View Details
Keywords: Corporate Entrepreneurship; Globalization; Government and Politics; Selection and Staffing; Leadership; Organizational Structure; Opportunities; Afghanistan; Iraq
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Bartlett, Christopher A., and Daniel F. Curran. "Mercy Corps: Global Social Entrepreneurship (A)." Harvard Business School Case 303-079, June 2003. (Revised April 2004.)
  • 2012
  • Chapter

Lessons for the Financial Sector from 'Preventing Regulatory Capture: Special Interest Influence, and How to Limit It'

By: Daniel Carpenter, David Moss and Melanie Wachtell Stinnett
In the wake of the global financial crisis of 2007–09, regulatory capture has become at once a diagnosis and a source of discomfort. The word “capture” has been used by dozens upon dozens of authors—ranging from pundits and bloggers to journalists and leading... View Details
Keywords: Regulatory Capture; Governing Rules, Regulations, and Reforms; Financial Crisis
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Carpenter, Daniel, David Moss, and Melanie Wachtell Stinnett. "Lessons for the Financial Sector from 'Preventing Regulatory Capture: Special Interest Influence, and How to Limit It'." Chap. 3 in Making of Good Financial Regulation: Towards a Policy Response to Regulatory Capture, edited by Stefano Pagliari, 70–84. Grosvenor House Publishing Limited, 2012.
  • June 2000
  • Case

Rebirth of the Swiss Watch Industry, 1980-1992 (B): Hayek and Thomke at SMH

By: Michael L. Tushman and Daniel Radov
Describes the course pursued by Hayek, Thomke, and others in the formation of SMH. Discusses the new strategy and its implementation, charting the dramatic recovery of the large Swiss watchmakers. Ends with an exploration of Hayek's efforts to build on SMH's successes. View Details
Keywords: Strategy; Organizational Structure; Cost Management; Organizational Change and Adaptation; Change Management; Alignment; Success; Asia; Hong Kong
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Tushman, Michael L., and Daniel Radov. "Rebirth of the Swiss Watch Industry, 1980-1992 (B): Hayek and Thomke at SMH." Harvard Business School Case 400-088, June 2000.
  • October 2016
  • Article

Technical Debt and System Architecture: The Impact of Coupling on Defect-related Activity

By: Alan MacCormack and Daniel J. Sturtevant
Technical debt is created when design decisions that are expedient in the short-term increase the costs of maintaining and adapting this system in future. An important component of technical debt relates to decisions about system architecture. As systems grow and... View Details
Keywords: Information Infrastructure; Performance Efficiency; Applications and Software; Infrastructure
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MacCormack, Alan, and Daniel J. Sturtevant. "Technical Debt and System Architecture: The Impact of Coupling on Defect-related Activity." Journal of Systems and Software 120 (October 2016): 170–182. (Received 31 May 2015. Revised 28 May 2016. Accepted 4 June 2016.)
  • February 2009 (Revised April 2011)
  • Case

Yahoo! in China (A)

By: Sandra J. Sucher and Daniel Baer
In 2007 Jerry Yang, CEO of Yahoo!, was lambasted by U.S. Representative Tom Lantos, chairman of the U.S. House Committee on Foreign Affairs, for Yahoo's role in the arrest and imprisonment of Chinese journalist and democracy advocate Shi Tao. The case describes the... View Details
Keywords: Ethics; Cross-Cultural and Cross-Border Issues; Governance Compliance; Laws and Statutes; Rights; Business and Government Relations; Internet; Information Technology Industry; China; United States
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Sucher, Sandra J., and Daniel Baer. "Yahoo! in China (A)." Harvard Business School Case 609-051, February 2009. (Revised April 2011.)
  • January 1999 (Revised March 2004)
  • Case

AMB Consolidation, The

By: William J. Poorvu and Daniel J. Rudd
Anne Shea, assistant vice president at the Curators' Fund (The Fund), is responsible for investing roughly $80 million in real-estate assets. Less than three years ago, Anne invested $40 million into a commingled fund run by AMB Institutional Realty Advisors, Inc., a... View Details
Keywords: Private Ownership; Conflict of Interests; Industry Structures; Property; Investment; Public Ownership; Real Estate Industry
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Poorvu, William J., and Daniel J. Rudd. "AMB Consolidation, The." Harvard Business School Case 899-144, January 1999. (Revised March 2004.)
  • 28 Jun 2011
  • First Look

First Look: June 28

by examining the association between top executive turnovers and guidance. Although firm and industry characteristics are important determinants of guidance, we conclude that CEOs participate in firm-level policy decisions, whereas CFOs... View Details
Keywords: Sean Silverthorne
  • March 2022
  • Article

Carbon Footprinting and Pricing under Climate Concerns

By: Marco Bertini, Stefan Buehler, Daniel Halbheer and Don Lehmann
This article studies how organizations should design a product by choosing the carbon footprint and price in a market with climate concerns. The authors first show how the cost and demand effects of reducing the product carbon footprint determine the profit-maximizing... View Details
Keywords: Carbon Footprint; Carbon Offsetting; Climate Impact; Net-zero Emissions; Pricing; Climate Change; Product Design; Price; Environmental Sustainability; Marketing
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Bertini, Marco, Stefan Buehler, Daniel Halbheer, and Don Lehmann. "Carbon Footprinting and Pricing under Climate Concerns." Journal of Marketing 86, no. 2 (March 2022): 186–201.
  • July 2005
  • Case

Harvard Business School and the Making of a New Profession

By: Rakesh Khurana, Tarun Khanna and Daniel Penrice
Since its founding in 1908, Harvard Business School's mission has been to perform a much-needed service for American society by turning business management into a profession. One of the most important factors in the founding of HBS and the nation's other new business... View Details
Keywords: Business Education; Mission and Purpose; Alignment; Social Issues; Practice
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Khurana, Rakesh, Tarun Khanna, and Daniel Penrice. "Harvard Business School and the Making of a New Profession." Harvard Business School Case 406-025, July 2005.
  • January 2018 (Revised May 2018)
  • Case

AT&T Managing Technological Change and the Future of Telephone Operators in the 20th Century

By: Daniel P. Gross and William R. Kerr
By the 1930s, AT&T dominated the American phone industry, serving 10 million telephones and employing over 100,000 switchboard operators. But beginning in the mid-1910s, the company began changing from manually operated switchboards to mechanical switching systems that... View Details
Keywords: AT&T; Bell Telephone; Phone Lines; Phone Operators; Mechanical Switching; Layoffs; Technological Change; Transition; History; Innovation and Invention; Technological Innovation; Information Technology; Disruption; Change Management; Communications Industry; Telecommunications Industry; United States
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Gross, Daniel P., and William R. Kerr. "AT&T: Managing Technological Change and the Future of Telephone Operators in the 20th Century." Harvard Business School Case 718-486, January 2018. (Revised May 2018.)
  • May 2025
  • Case

RTX's Lifetime Income Strategy: Shaping the Future of Retirement

By: Daniel Green, Luis M. Viceira and Sarah Mehta
Set in 2024, this case explores the Lifetime Income Strategy (LIS), a novel retirement product launched by aerospace and defense company RTX in 2012. Aiming to embed the security of a traditional pension within a 401(k) plan, the LIS allowed participants to secure a... View Details
Keywords: Asset Management; Compensation and Benefits; Collaborative Innovation and Invention; Jobs and Positions; Labor; Retirement; Society; Adoption; Aerospace Industry; Financial Services Industry; Insurance Industry; United States; Virginia
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Green, Daniel, Luis M. Viceira, and Sarah Mehta. "RTX's Lifetime Income Strategy: Shaping the Future of Retirement." Harvard Business School Case 225-016, May 2025.
  • 05 Oct 2010
  • First Look

First Look: October 5, 2010

accounting "reliability." Broadly, the evidence, by highlighting the influence of standard setters, can broaden our understanding of the political economy of standard setting beyond the role of corporate lobbying. Download the... View Details
Keywords: Sean Silverthorne
  • 18 Jun 2013
  • First Look

First Look: June 18

Second, pay disparity between managers located in different states decreases relative to that of co-located managers. Third, division productivity falls in dispersed firms, with the effect driven by managers at the low end of the wage... View Details
Keywords: Anna Secino
  • 2020
  • Working Paper

Automation and the Plight of Young Workers: Evidence from the Automation of Telephone Operation in the Early 20th Century

By: Daniel P. Gross and James J. Feigenbaum
Telephone operation was one of the most common jobs for young American women in the early 1900s. Between 1920 and 1940, AT&T adopted dial service in over half of U.S. telephone exchanges, automating away a legion of operators. We show that upon a city's adoption of... View Details
Keywords: Employment; Labor; Gender; Technology Adoption; History; Telecommunications Industry; United States
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Gross, Daniel P., and James J. Feigenbaum. "Automation and the Plight of Young Workers: Evidence from the Automation of Telephone Operation in the Early 20th Century." Working Paper, February 2020.
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