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  • All HBS Web  (3,545)
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  • November 2016 (Revised March 2018)
  • Module Note

Strategy Execution Module 9: Building a Balanced Scorecard

By: Robert Simons
This module reading explains how to construct a strategy map and build a balanced scorecard. Using an internal value chain model, the module illustrates how a balanced scorecard can support and enable customer management, innovation, operations, and post-sale service... View Details
Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Strategy Map; Business Goals; Customer Measures; Strategy; Balanced Scorecard; Business Model
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Simons, Robert. "Strategy Execution Module 9: Building a Balanced Scorecard." Harvard Business School Module Note 117-109, November 2016. (Revised March 2018.)

    Offline Showrooms in Omni-channel Retail: Demand and Operational Benefits

    Omnichannel environments where customers shop online and offline at the same retailer are ubiquitous, and are deployed by online-first and traditional retailers alike. We focus on the relatively understudied domain of online-first retailers and the engagement of... View Details
    • July–August 2024
    • Article

    Doing More with Less: Overcoming Ineffective Long-Term Targeting Using Short-Term Signals

    By: Ta-Wei Huang and Eva Ascarza
    Firms are increasingly interested in developing targeted interventions for customers with the best response, which requires identifying differences in customer sensitivity, typically through the conditional average treatment effect (CATE) estimation. In theory, to... View Details
    Keywords: Long-run Targeting; Heterogeneous Treatment Effect; Statistical Surrogacy; Customer Churn; Field Experiments; Consumer Behavior; Customer Focus and Relationships; AI and Machine Learning; Marketing Strategy
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    Huang, Ta-Wei, and Eva Ascarza. "Doing More with Less: Overcoming Ineffective Long-Term Targeting Using Short-Term Signals." Marketing Science 43, no. 4 (July–August 2024): 863–884.
    • Article

    Offline Showrooms in Omni-channel Retail: Demand and Operational Benefits

    By: David R. Bell, Santiago Gallino and Antonio Moreno
    Omnichannel environments where customers shop online and offline at the same retailer are ubiquitous and are deployed by online-first and traditional retailers alike. We focus on the relatively understudied domain of online-first retailers and the engagement of a key... View Details
    Keywords: Experience Attributes; Marketing–operations Interface; Omnichannel Retailing; Quasi-experimental Methods; Retail Operations; Showrooms; Marketing Channels; Demand and Consumers; Performance Efficiency; Retail Industry
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    Bell, David R., Santiago Gallino, and Antonio Moreno. "Offline Showrooms in Omni-channel Retail: Demand and Operational Benefits." Management Science 64, no. 4 (April 2018): 1629–1651. (Winner of the 2014 POMS Applied Research Challenge. Workshop on Information Systems Economics Overall Best Paper Award 2014.)
    • 13 Mar 2018
    • News

    Shakespeare and Company is Coming Back to the West Side and the Village

    • 10 Jan 2024
    • Research & Ideas

    Technology and COVID Upended Tipping Norms. Will Consumers Keep Paying?

    if they tipped at all, throwing it into a jar on the counter.” Formerly, tipping was limited to waitstaff at sit-down restaurants, says Avery, an expert in customer relationship management. And, “In the US,... View Details
    Keywords: by Anna Lamb, Harvard Gazette
    • 2022
    • Working Paper

    Feeling Seen: Leader Eye Gaze Promotes Psychological Safety, Participation, and Voice

    By: Nicole Abi-Esber, Alison Wood Brooks and Ethan Burris
    Psychological safety is a hallmark of effective team functioning. Although prior work shows that characteristics of the leader influence employee judgments of psychological safety (and subsequent decisions to speak up), we know very little about “the specific behaviors... View Details
    Keywords: Eye Gaze; Psychological Safety; Voice; Participation; Nonverbal Behavior; Verbal Behavior; Ostracism; Conversation; Groups; Groups and Teams; Social Psychology; Safety; Leadership; Behavior
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    Abi-Esber, Nicole, Alison Wood Brooks, and Ethan Burris. "Feeling Seen: Leader Eye Gaze Promotes Psychological Safety, Participation, and Voice." Harvard Business School Working Paper, No. 22-048, January 2022.
    • July 2010 (Revised March 2013)
    • Case

    Heidrick & Struggles and Standard Chartered Bank: Managing Global Key Accounts

    By: Robert G. Eccles and Kerry Herman
    Daren Kemp, a partner at leadership consultancy and executive search firm Heidrick & Struggles, is responsible for the firm's relationship with Standard Chartered Bank (Standard Chartered). Standard Chartered is one of 94 companies in Heidrick's strategic partners... View Details
    Keywords: Customer Relationship Management; Service Delivery; Partners and Partnerships; Business Strategy; Consulting Industry; Employment Industry
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    Eccles, Robert G., and Kerry Herman. "Heidrick & Struggles and Standard Chartered Bank: Managing Global Key Accounts." Harvard Business School Case 411-011, July 2010. (Revised March 2013.)
    • 15 Apr 2019
    • Research & Ideas

    Infographic: Can I Please Speak to an Actual Person?

    Based on the Working Paper, Mitigating the Negative Effects of Customer Anxiety through Access to Human Contact (pdf) by Michelle A. Shell and Ryan W. Buell.  Shell is a doctoral student at Harvard Business... View Details
    Keywords: by Katherine Vizcardo and Danielle Kost; Service
    • March–April 2013
    • Article

    Unlocking Innovation Through Business Experimentation

    By: Stefan Thomke
    There is a downside to businesses that focus heavily on standardization, optimization, and driving out variability: Such organizations leave themselves vulnerable to underinvesting in experimentation and variation, which are the lifeblood of innovation. Good... View Details
    Keywords: Experimentation; Innovation Management; Learning And Development; Research; Innovation and Management; Business Processes
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    Thomke, Stefan. "Unlocking Innovation Through Business Experimentation." European Business Review (March–April 2013): 55–58.
    • 10 Jan 2005
    • Research & Ideas

    Motivation and the Cross-Sector Alliance

    relationships to attain the desired outcome. Of comparable importance is an understanding of why the other partner wishes to engage in the collaboration so that the participant can be responsive to those goals View Details
    Keywords: by James Austin, Ezequiel Reficco & SEKN research team
    • April 2008
    • Case

    Engstrom Auto Mirror Plant: Motivating in Good Times and Bad

    By: Michael Beer and Elizabeth Collins
    In May 2007, the Engstrom Auto Mirrors plant, a relatively small supplier based in Indiana, faces a crisis. The business was in the second year of a downturn. Sales had started to decline in 2005; a year later, plant manager Ron Bent had been forced to lay off more... View Details
    Keywords: Organizational Behavior; Human Resource Management; Incentives; Motivation; Manufacturing; Leadership; Change Management; Employees; Motivation and Incentives; Goals and Objectives; Manufacturing Industry; Indiana
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    Beer, Michael, and Elizabeth Collins. "Engstrom Auto Mirror Plant: Motivating in Good Times and Bad." Harvard Business School Brief Case 082-175, April 2008.

      Broadening Focus: Spillovers, Complementarities and Specialization in the Hospital Industry

      The long-standing argument that focused operations outperform others stands in contrast to claims about the benefits of broader operational scope. Within the literature on corporate strategy, this tension between focus and breadth is reconciled by the concept of... View Details

      • 11 Aug 2008
      • Research & Ideas

      Strategy Execution and the Balanced Scorecard

      financial strategy. If the company does not have a distinctive brand or market presence, a focus on identifying an attractive customer segment, such as through Harvard University professor Michael Porter's... View Details
      Keywords: by Martha Lagace
      • 01 Mar 2024
      • News

      Alumni and Faculty Books and Podcasts

      Edited by Margie Kelley Alumni Books You Got This! A Straightforward, No-Nonsense Playbook for Crushing 130+ Workplace Challenges By Heidi Abelli (MBA 1993) Palmetto Publishing Stepping into the corporate world can feel like navigating a labyrinth, especially when... View Details
      Keywords: Publishing Industries (except Internet); Information
      • 09 Jul 2007
      • Research & Ideas

      Five Steps to Better Family Negotiations

      Negotiations between family members who own a business are different—different from negotiations between non-family members and also different from negotiations between family members who don't have a business. This is because family... View Details
      Keywords: by John A. Davis and Deepak Malhotra
      • February 2015
      • Case

      TouchTunes and the Connected Digital Jukebox Platform

      By: Alan MacCormack and Noah Fisher
      The case describes innovation and new product development at TouchTunes, the leader in the Digital Jukebox market. In March 2013, after releasing its innovative "Virtuo" jukebox developed in collaboration with frog design, TouchTunes was at a crossroads. Having... View Details
      Keywords: Innovation; Design; R&D; Outsourcing; Platform Strategy; Digital Media; Digital Platforms; Growth and Development Strategy; Innovation and Invention; Product Development; Music Industry
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      MacCormack, Alan, and Noah Fisher. "TouchTunes and the Connected Digital Jukebox Platform." Harvard Business School Case 615-051, February 2015.
      • March 2022 (Revised July 2022)
      • Teaching Note

      Camera IQ and the Metaverse: Building Augmented Reality Brand Experiences

      By: Jill Avery
      Camera IQ, a camera marketing software company that empowered brands to create and launch augmented reality experiences (AREs) across social platforms, had just raised an additional $5 million to fund further product development and expand its marketing and sales... View Details
      Keywords: Brand Management; Virtual Reality; Augmented Reality; B2B; E-commerce; Technology Platform; Marketing; Marketing Communications; Marketing Strategy; Brands and Branding; Digital Marketing; Internet and the Web; Growth Management; Customer Relationship Management; Customer Value and Value Chain; Social Media; Applications and Software; Digital Platforms; Advertising Industry; United States
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      Avery, Jill. "Camera IQ and the Metaverse: Building Augmented Reality Brand Experiences." Harvard Business School Teaching Note 522-065, March 2022. (Revised July 2022.)
      • January 2023 (Revised August 2023)
      • Case

      Veeva Systems and the Transformation to a Public Benefit Corporation

      By: Ranjay Gulati and Allison M. Ciechanover
      Peter Gassner, the co-founder and CEO of Veeva Systems, steered the company through rapid scaling from its launch in 2007 to 2022. Year after year, the company had exceeded expectations, with its market capitalization reaching $50 billion at its peak. By 2022, the... View Details
      Keywords: Transformation; Corporate Governance; Corporate Social Responsibility and Impact; Mission and Purpose; Organizational Culture; Information Technology Industry; Technology Industry; United States; California
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      Gulati, Ranjay, and Allison M. Ciechanover. "Veeva Systems and the Transformation to a Public Benefit Corporation." Harvard Business School Case 423-045, January 2023. (Revised August 2023.)
      • April 2012
      • Article

      Broadening Focus: Spillovers, Complementarities and Specialization in the Hospital Industry

      By: Jonathan R. Clark and Robert S. Huckman
      The long-standing argument that focused operations outperform others stands in contrast to claims about the benefits of broader operational scope. The performance benefits of focus are typically attributed to reduced complexity, lower uncertainty, and the development... View Details
      Keywords: Performance Capacity; Operations; Advertising; Production; Corporate Strategy; Relationships; Medical Specialties; Complexity; Risk and Uncertainty; Experience and Expertise; Diversification; Quality; Health Industry
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      Clark, Jonathan R., and Robert S. Huckman. "Broadening Focus: Spillovers, Complementarities and Specialization in the Hospital Industry." Management Science 58, no. 4 (April 2012): 708–722.
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