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  • June 2005 (Revised March 2017)
  • Teaching Note

Siebel Systems: Organizing for the Customer

By: Robert Simons
Teaching Note to (103-014). The Siebel Systems case describes the unusual accountability and organizing choices made by managers of a successful, rapidly growing software development company. The case is set in 2002, but details the critical decisions made by founder... View Details
Keywords: Management Control Systems; Execution; Organization Design; Structure; Job Design; Diagnostic Control Systems; Customers; Strategy; Organizational Design
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Simons, Robert. "Siebel Systems: Organizing for the Customer." Harvard Business School Teaching Note 105-079, June 2005. (Revised March 2017.)
  • April 2012
  • Case

Bayonne Packaging, Inc.

By: Roy D. Shapiro and Paul E. Morrison
A printer and paper converter produces customized packaging used by industrial customers to deliver promotional materials, software, luxury beverages, and gift food and candy. The company specializes in creating innovative packaging solutions for its customers and... View Details
Keywords: Production Controls; Manufacturing; Capacity Analysis; Quality Control; Performance Management; Process Analysis; Quality; Production; Performance Productivity; Performance Capacity; Business Processes; Manufacturing Industry
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Shapiro, Roy D., and Paul E. Morrison. "Bayonne Packaging, Inc." Harvard Business School Brief Case 124-420, April 2012.
  • November 2016 (Revised December 2016)
  • Module Note

Strategy Execution Module 14: Managing Strategic Risk

By: Robert Simons
This module reading provides an overview of the business conduct boundaries, strategic boundaries, and internal control systems used to manage risk. Boundary systems—linked to clear, enforceable sanctions—are essential whenever demanding performance goals are set and... View Details
Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Boundary Systems; Innovation; Internal Controls; Fraud; Human Behavior; Staff Experts; Strategy; Risk Management; Behavior; Governance Controls; Management Practices and Processes; Boundaries; Employees; Business Strategy; Innovation and Invention
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Simons, Robert. "Strategy Execution Module 14: Managing Strategic Risk." Harvard Business School Module Note 117-114, November 2016. (Revised December 2016.)
  • June 1998
  • Article

Using Delegation and Control Systems to Mitigate the Trade-off between the Performance-Evaluation and Belief-Revision Uses of Accounting Standards

By: V.G. Narayanan and A. Davila
Keywords: System; Performance Evaluation; Accounting
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Narayanan, V.G., and A. Davila. "Using Delegation and Control Systems to Mitigate the Trade-off between the Performance-Evaluation and Belief-Revision Uses of Accounting Standards." Special Issue on Mastering Finance Series. Journal of Accounting & Economics 25, no. 3 (June 1998).
  • Article

Leadership Is Associated with Lower Levels of Stress

By: Gary D. Sherman, J. J. Lee, A.J.C. Cuddy, Jonathan Renshon, Christopher Oveis, James J. Gross and Jennifer S. Lerner
As leaders ascend to more powerful positions in their groups, they face ever-increasing demands. This has given rise to the common perception that leaders have higher stress levels than non-leaders. But if leaders also experience a heightened sense of control—a... View Details
Keywords: Stress; Cortisol; Control; Leadership; Emotions; Power and Influence
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Sherman, Gary D., J. J. Lee, A.J.C. Cuddy, Jonathan Renshon, Christopher Oveis, James J. Gross, and Jennifer S. Lerner. "Leadership Is Associated with Lower Levels of Stress." Proceedings of the National Academy of Sciences 109, no. 44 (October 30, 2012): 17903–17907.
  • May 2017
  • Case

ATH Technologies: Making the Numbers

By: Robert Simons and Jennifer Packard
An exercise that takes students through five stages of growth in an entrepreneurial start-up in the medical devices industry: 1) founding, 2) growth, 3) push to profitability, 4) relocation process, and 5) takeover by new management. At each stage, students must... View Details
Keywords: Balancing Innovation And Control; Performance Evaluation; Strategy And Execution; Management Control Systems; Risk Management; Business Growth and Maturation; Business Startups; Profit; Geographic Location; Governance Controls; Innovation and Invention; Management Succession; Medical Devices and Supplies Industry
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Simons, Robert, and Jennifer Packard. "ATH Technologies: Making the Numbers." Harvard Business School Case 117-012, May 2017.
  • September 2017
  • Article

The Real Effects of Capital Controls: Firm-Level Evidence from a Policy Experiment

By: Laura Alfaro, Anusha Chari and Fabio Kanczuk
Emerging-market governments adopted capital control taxes to manage the massive surge in foreign capital inflows in the aftermath of the global financial crisis. Theory suggests that the imposition of capital controls can drive up the cost of capital and curb... View Details
Keywords: Capital Controls; Discriminatory Taxation; International Investment Barriers; Exports; Debt; Cost of Capital; Taxation; Investment; Borrowing and Debt; Equity; Brazil
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Alfaro, Laura, Anusha Chari, and Fabio Kanczuk. "The Real Effects of Capital Controls: Firm-Level Evidence from a Policy Experiment." Journal of International Economics 108 (September 2017): 191–210. (Also see NBER Working Paper 20726. See comment in Brookings Series: The Hutchins Roundup. See also, feature in NBER Digest March 2015 issue. )
  • 2023
  • Working Paper

When Does Gamified Training Improve Performance? The Roles of Office and Leader Engagement

By: Ryan W. Buell, Wei Cai and Tatiana Sandino
Gamified training is a novel management control system in which companies use gamification techniques to engage and motivate employees to learn. This study empirically examines the performance consequences of gamified training using data from a natural field... View Details
Keywords: Gamified Training; Management Control Systems; Employee Engagement; Employees; Learning; Training; Motivation and Incentives; Performance
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Buell, Ryan W., Wei Cai, and Tatiana Sandino. "When Does Gamified Training Improve Performance? The Roles of Office and Leader Engagement." Harvard Business School Working Paper, No. 19-101, March 2019. (Revised October 2023.)
  • June 2010 (Revised May 2017)
  • Teaching Note

Sydney IVF: Stem Cell Research

By: Robert Simons and Kathryn Rosenberg
Teaching Note for 109017. View Details
Keywords: Strategy And Execution; Management Control Systems; Levers Of Control; Strategy; Risk Management; Decisions; Cooperative Ownership; Product Development; Moral Sensibility; Governing Rules, Regulations, and Reforms; Expansion; Science-Based Business; Research; Management Practices and Processes; Business Subsidiaries; Biotechnology Industry; Sydney
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Simons, Robert, and Kathryn Rosenberg. "Sydney IVF: Stem Cell Research." Harvard Business School Teaching Note 110-092, June 2010. (Revised May 2017.)
  • 2019
  • Working Paper

Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 16 Capturing Value by Controlling Bottlenecks in Open Platform Systems

By: Carliss Y. Baldwin
The purpose of this chapter is to investigate the means by which firms capture value in open platform systems. I begin by arguing that the surplus value created by complementarities within a technical system will be split among the owners of the unique and essential... View Details
Keywords: Open Platforms; Bottlenecks; Flow Production; Value Capture; Disintermediation; Production; Management; Digital Platforms
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Baldwin, Carliss Y. "Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 16 Capturing Value by Controlling Bottlenecks in Open Platform Systems." Harvard Business School Working Paper, No. 20-054, November 2019.
  • May 1991 (Revised March 2018)
  • Teaching Note

Automation Consulting Services

By: Robert Simons
Teaching Note for 190-053 View Details
Keywords: Strategy And Execution; Management Control Systems; Levers Of Control; Consulting Industry
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Simons, Robert. "Automation Consulting Services." Harvard Business School Teaching Note 191-030, May 1991. (Revised March 2018.)
  • September 2016
  • Article

The Effect of Target Difficulty on Target Completion: The Case of Reducing Carbon Emissions

By: Ioannis Ioannou, Shelley Xin Li and George Serafeim
Targets are an integral component of management control systems and play a significant role in achieving desirable performance outcomes. We focus on a key environmental performance objective—reduction of carbon emissions—as a setting in which to examine how target... View Details
Keywords: Sustainability; Target-setting; Management Accounting; Management Accounting And Control Systems; Control Systems; Sustainable Development; Environment; Goals and Objectives; Climate Change; Management Systems; Accounting; Environmental Sustainability
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Ioannou, Ioannis, Shelley Xin Li, and George Serafeim. "The Effect of Target Difficulty on Target Completion: The Case of Reducing Carbon Emissions." Accounting Review 91, no. 5 (September 2016): 1467–1492.
  • Winter 2011
  • Article

Developing Good Measures to Advance Management Accounting and Control Research: A Discussion of 'Corporate Frugality: Theory, Measurement and Practice'

By: Tatiana Sandino
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Sandino, Tatiana. "Developing Good Measures to Advance Management Accounting and Control Research: A Discussion of 'Corporate Frugality: Theory, Measurement and Practice'." Contemporary Accounting Research 28, no. 4 (Winter 2011): 1388–1396.
  • June 2014 (Revised March 2017)
  • Teaching Note

Agero: Enhancing Capabilities for Customers

By: Robert Simons and Natalie Kindred
This is the teaching note for Agero: Enhancing Capabilities for Customers (HBS No. 113-001) View Details
Keywords: Management Control Systems; Execution; Organization Structure; Diagnostic Control Systems; Interactive Control Systems; Performance Goals; Performance Measurement; Strategy; Organizational Design; Performance Evaluation; Customer Focus and Relationships
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Simons, Robert, and Natalie Kindred. "Agero: Enhancing Capabilities for Customers." Harvard Business School Teaching Note 114-093, June 2014. (Revised March 2017.)
  • March 2020
  • Article

A Revolution in Economics? It's Just Getting Started...

By: Shawn A. Cole, William Pariente and Anja Sautmann
We have each experienced thrills and pain while supporting the mission of the Abdul Latif Jameel Poverty Action Lab, which facilitated many of the experiments described in the 2019 Nobel Prize citation. J-PAL in many ways seeks to fulfill what Angrist and Pischke... View Details
Keywords: Randomized Control Trials; Economics; Research; Innovation and Invention
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Cole, Shawn A., William Pariente, and Anja Sautmann. "A Revolution in Economics? It's Just Getting Started..." Art. 104849. World Development 127 (March 2020).
  • June 2017
  • Teaching Note

Organizing for Performance: Four Vignettes

By: Robert Simons and Jennifer Packard
Teaching Note for HBS No. 117-062. View Details
Keywords: Strategy And Execution; Management Control Systems; Organization; Span Of Control; Resource Allocation
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Simons, Robert, and Jennifer Packard. "Organizing for Performance: Four Vignettes." Harvard Business School Teaching Note 117-063, June 2017.
  • January 2009 (Revised April 2017)
  • Teaching Note

American Cancer Society: Access to Care

By: Robert Simons
Teaching Note for [109015]. View Details
Keywords: Management Control Systems; Strategy And Execution; Levers Of Control; Non-profit; Non-Governmental Organizations; Nonprofit Organizations
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Simons, Robert. "American Cancer Society: Access to Care." Harvard Business School Teaching Note 109-016, January 2009. (Revised April 2017.)
  • August 2023
  • Article

Impact of Social Needs Case Management on Use of Medical and Behavioral Health Services: Secondary Analysis of a Randomized Controlled Trial

By: Mark D. Fleming, Crystal Guo, Margae Knox, Daniel M. Brown, Elizabeth A. Hernandez and Amanda L. Brewster
Social needs case management is an increasingly common strategy used by health care organizations to address integrated health and social needs. These programs connect patients to resources such as food assistance, housing, transportation, or income benefits, in... View Details
Keywords: Health Care and Treatment; Medical Specialties; Programs; Human Needs; Welfare; Health Industry; California
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Fleming, Mark D., Crystal Guo, Margae Knox, Daniel M. Brown, Elizabeth A. Hernandez, and Amanda L. Brewster. "Impact of Social Needs Case Management on Use of Medical and Behavioral Health Services: Secondary Analysis of a Randomized Controlled Trial." Annals of Internal Medicine 176, no. 8 (August 2023): 1139–1141.
  • May 2017
  • Supplement

ATH Technologies (E)

By: Robert Simons and Jennifer Packard
Supplements the (A) case. Designed as an in-class handout. View Details
Keywords: Strategy And Execution; Management Control Systems; Balancing Innovation And Control; Health Industry
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Simons, Robert, and Jennifer Packard. "ATH Technologies (E)." Harvard Business School Supplement 117-017, May 2017.
  • 2023
  • Article

Evidence from the First Shared Medical Appointments (SMAs) Randomised Controlled Trial in India: SMAs Increase the Satisfaction, Knowledge, and Medication Compliance of Patients with Glaucoma

By: Nazlı Sönmez, Kavitha Srinivasan, Rengaraj Venkatesh, Ryan W. Buell and Kamalini Ramdas
In Shared Medical Appointments (SMAs), patients with similar conditions meet the physician together and each receives one-on-one attention. SMAs can improve outcomes and physician productivity. Yet privacy concerns have stymied adoption. In physician-deprived nations,... View Details
Keywords: Health Care and Treatment; Customer Satisfaction; Outcome or Result; India
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Sönmez, Nazlı, Kavitha Srinivasan, Rengaraj Venkatesh, Ryan W. Buell, and Kamalini Ramdas. "Evidence from the First Shared Medical Appointments (SMAs) Randomised Controlled Trial in India: SMAs Increase the Satisfaction, Knowledge, and Medication Compliance of Patients with Glaucoma." e0001648. PLoS Global Public Health 3, no. 7 (2023).
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