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      • October 2023
      • Supplement

      Making Progress at Progress Software (B)

      By: Katherine Coffman, Hannah Riley Bowles and Alexis Lefort
      In this case, the Human Capital team at Progress Software has identified that some employees have a hard time understanding how to advance within Progress. This realization leads the team to develop several major people-process innovations: the introduction of... View Details
      Keywords: Leading Change; Negotiation; Organizational Culture; Performance Evaluation; Prejudice and Bias; Talent and Talent Management; Employees; Technology Industry; United States; Bulgaria
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      Coffman, Katherine, Hannah Riley Bowles, and Alexis Lefort. "Making Progress at Progress Software (B)." Harvard Business School Supplement 924-011, October 2023.
      • October 2023 (Revised February 2024)
      • Case

      Loris

      By: Shunyuan Zhang, Das Narayandas, Stacy Straaberg and David Lane
      In December 2022, Loris’s executive team considered their go-to-market strategy. Loris was an artificial intelligence (AI) software startup for the customer service industry with two products on the market: 1) Agent Assist which provided customer service agents (CSAs)... View Details
      Keywords: Decisions; Growth and Development Strategy; Product Launch; Product Positioning; Business Strategy; Competitive Strategy; Business Startups; AI and Machine Learning; Applications and Software; Marketing Strategy; Sales; Technology Industry; United States
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      Zhang, Shunyuan, Das Narayandas, Stacy Straaberg, and David Lane. "Loris." Harvard Business School Case 524-010, October 2023. (Revised February 2024.)
      • October–December 2023
      • Article

      A Practical Guide to Conversation Research: How to Study What People Say to Each Other

      By: Michael Yeomans, Katelynn Boland, Hanne K. Collins, Nicole Abi-Esber and Alison Wood Brooks
      Conversation—a verbal interaction between two or more people—is a complex, pervasive, and consequential human behavior. Conversations have been studied across many academic disciplines. However, advances in recording and analysis techniques over the last decade have... View Details
      Keywords: Interpersonal Communication; Analytics and Data Science; Research
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      Yeomans, Michael, Katelynn Boland, Hanne K. Collins, Nicole Abi-Esber, and Alison Wood Brooks. "A Practical Guide to Conversation Research: How to Study What People Say to Each Other." Advances in Methods and Practices in Psychological Science 6, no. 4 (October–December 2023).
      • September 2023
      • Technical Note

      Note on Difficult Conversations in the Family Enterprise

      By: Christina R. Wing
      The best time to have a difficult conversation is, ideally, as soon as possible. Engaging in challenging conversations early can produce beneficial results for several reasons, such as resolving issues, improving communication, preserving relationships, and increasing... View Details
      Keywords: Conversation; Family Business; Interpersonal Communication; Conflict and Resolution
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      Wing, Christina R. "Note on Difficult Conversations in the Family Enterprise." Harvard Business School Technical Note 624-044, September 2023.
      • August 10, 2023
      • Editorial

      A Conversation on the Draft Merger Guidelines

      By: Cory S. Capps and Leemore Dafny
      Keywords: Mergers and Acquisitions; Government Legislation
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      Capps, Cory S., and Leemore Dafny. "A Conversation on the Draft Merger Guidelines." Promarket (August 10, 2023). (Round II published September 13, 2023.)
      • August 2023
      • Article

      Explaining Machine Learning Models with Interactive Natural Language Conversations Using TalkToModel

      By: Dylan Slack, Satyapriya Krishna, Himabindu Lakkaraju and Sameer Singh
      Practitioners increasingly use machine learning (ML) models, yet models have become more complex and harder to understand. To understand complex models, researchers have proposed techniques to explain model predictions. However, practitioners struggle to use... View Details
      Keywords: AI and Machine Learning; Technological Innovation; Technology Adoption
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      Slack, Dylan, Satyapriya Krishna, Himabindu Lakkaraju, and Sameer Singh. "Explaining Machine Learning Models with Interactive Natural Language Conversations Using TalkToModel." Nature Machine Intelligence 5, no. 8 (August 2023): 873–883.
      • June 2023
      • Exercise

      Successful Governance for the Family Enterprise

      By: Christina R. Wing
      This exercise examines three different family enterprise scenarios to open a conversation on what makes them successful. We look at how there is no strategy that fits all for family businesses, but there are strategies that can influence both the business and the... View Details
      Keywords: Family Business; Strategy; Success
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      Wing, Christina R. "Successful Governance for the Family Enterprise." Harvard Business School Exercise 623-083, June 2023.
      • May 3, 2023
      • Article

      What Top-Performing Sales Managers Do Differently

      By: Mike Schultz and Frank V. Cespedes
      Sales managers hire reps, influence their training, provide (we hope) feedback and so reinforce good selling behaviors, and are key in the execution of growth and change initiatives. In a study of more than 1,000 sales managers and sellers across industries, we found... View Details
      Keywords: Management Practices and Processes; Sales; Performance Effectiveness
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      Schultz, Mike, and Frank V. Cespedes. "What Top-Performing Sales Managers Do Differently." TrainingIndustry.com (May 3, 2023).
      • March 2023 (Revised January 2024)
      • Case

      Laughter on Call: Injecting Conversational Levity

      By: Alison Wood Brooks, Michael Norton and F Katelynn Boland
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      Brooks, Alison Wood, Michael Norton, and F Katelynn Boland. "Laughter on Call: Injecting Conversational Levity." Harvard Business School Case 923-045, March 2023. (Revised January 2024.)
      • February 2023
      • Teaching Note

      SIMmersion: Simulating Crucial Conversations

      By: Alison Wood Brooks and Julian Zlatev
      Teaching Note for HBS Case No. 923-040. View Details
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      Brooks, Alison Wood, and Julian Zlatev. "SIMmersion: Simulating Crucial Conversations." Harvard Business School Teaching Note 923-044, February 2023.
      • February 2023
      • Case

      SIMmersion: Simulating Crucial Conversations

      By: Alison Wood Brooks, Julian Zlatev and F Katelynn Boland
      This case introduces readers to SIMmersion, a company founded in 2002 that creates and sells training programs to firms, government agencies, educational institutions, and individuals (B2B and B2C). Their training programs are built around simulations (“sims”) that... View Details
      Keywords: Decision Making; Interpersonal Communication; Training
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      Brooks, Alison Wood, Julian Zlatev, and F Katelynn Boland. "SIMmersion: Simulating Crucial Conversations." Harvard Business School Case 923-040, February 2023.
      • January 2023
      • Case

      Clay Ridge Capital

      By: Martin A. Sinozich and William R. Kerr
      Kel Jackson, with the support of his young family, has been searching for a manufacturing business to purchase. After a long process, Kel had submitted a written offer to buy Sheetfab that matched his original conversation with the owner, but a broker Kel had never met... View Details
      Keywords: Leveraged Buyouts; Small Business; Entrepreneurship; Manufacturing Industry
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      Sinozich, Martin A., and William R. Kerr. "Clay Ridge Capital." Harvard Business School Case 823-089, January 2023.
      • November 2022 (Revised March 2024)
      • Case

      Replika AI: Monetizing a Chatbot

      By: Julian De Freitas and Nicole Tempest Keller
      In early 2018, Eugenia Kuyda, co-founder and CEO of San Francisco-based chatbot Replika AI, was deciding how to monetize the app she had built. Launched in 2017, Replika was a consumer AI “companion app” developed by a team of AI software engineers originally based in... View Details
      Keywords: Mental Health; Subscriber Models; TAM; Monetization Strategy; Marketing Strategy; Product Marketing; AI and Machine Learning; Applications and Software; Product Positioning; Health Disorders; Technology Industry
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      De Freitas, Julian, and Nicole Tempest Keller. "Replika AI: Monetizing a Chatbot." Harvard Business School Case 523-016, November 2022. (Revised March 2024.)
      • 2022
      • Article

      A Human-Centric Take on Model Monitoring

      By: Murtuza Shergadwala, Himabindu Lakkaraju and Krishnaram Kenthapadi
      Predictive models are increasingly used to make various consequential decisions in high-stakes domains such as healthcare, finance, and policy. It becomes critical to ensure that these models make accurate predictions, are robust to shifts in the data, do not rely on... View Details
      Keywords: AI and Machine Learning; Research and Development; Demand and Consumers
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      Shergadwala, Murtuza, Himabindu Lakkaraju, and Krishnaram Kenthapadi. "A Human-Centric Take on Model Monitoring." Proceedings of the AAAI Conference on Human Computation and Crowdsourcing (HCOMP) 10 (2022): 173–183.
      • 13 Oct 2022
      • Other Presentation

      4 Business Ideas That Changed the World: Disruptive Innovation

      By: Amy Bernstein, Rita McGrath, Felix Oberholzer-Gee and Derek van Bever
      A roundtable conversation takes stock of Clayton Christensen’s influential theory. This first in a series of roundtable conversations assessing the origins and impact of four breakthrough ideas.

      In the 1980s, Clayton Christensen cofounded a startup that... View Details
      Keywords: Disruptive Innovation
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      "4 Business Ideas That Changed the World: Disruptive Innovation." HBR IdeaCast (podcast), Harvard Business Review Group, October 13, 2022.
      • 20 Oct 2022
      • Other Presentation

      4 Business Ideas That Changed the World: Shareholder Value

      By: Adi Ignatius, Lynn Paine, Mihir Desai and Carola Frydman
      A roundtable conversation appraises the 50-year reign of shareholder primacy and the growing backlash against it today.

      The idea that maximizing shareholder value takes legal and practical precedence above all else first came to prominence in the 1970s. The... View Details
      Keywords: Shareholder Value Maximization; Business and Shareholder Relations
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      "4 Business Ideas That Changed the World: Shareholder Value." HBR IdeaCast (podcast), Harvard Business Review Group, October 20, 2022.
      • October 2022
      • Article

      Underestimating Counterparts' Learning Goals Impairs Conflictual Conversations

      By: Hanne K. Collins, Charles A. Dorison, Francesca Gino and Julia A. Minson
      Given the many contexts in which people have difficulty engaging with views that disagree with their own— from political discussions to workplace conflicts—it is critical to understand how conflictual conversations can be improved. Whereas previous work has focused on... View Details
      Keywords: Interpersonal Communication; Conflict and Resolution; Values and Beliefs; Learning; Perception
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      Collins, Hanne K., Charles A. Dorison, Francesca Gino, and Julia A. Minson. "Underestimating Counterparts' Learning Goals Impairs Conflictual Conversations." Psychological Science 33, no. 10 (October 2022): 1732–1752.
      • 2025
      • Working Paper

      Algorithmic Assortment Curation: An Empirical Study of Buybox in Online Marketplaces

      By: Santiago Gallino, Nil Karacaoglu and Antonio Moreno
      Most online sales worldwide take place in marketplaces that connect sellers and buyers. The presence of numerous third-party sellers leads to a proliferation of listings for each product, making it difficult for customers to choose between the available options. Online... View Details
      Keywords: Algorithms; E-commerce; Sales; Digital Marketing; Internet and the Web; Customer Satisfaction
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      Gallino, Santiago, Nil Karacaoglu, and Antonio Moreno. "Algorithmic Assortment Curation: An Empirical Study of Buybox in Online Marketplaces." Working Paper, 2025.
      • August 2022 (Revised November 2024)
      • Case

      Boston Impact Initiative: Investing in Local Change

      By: Emily R. McComb, Amy Klopfenstein and Mel Martin
      In fall 2021, Aliana Piñeiro, impact director at Boston Impact Initiative (BII) discovered that an entrepreneur the organization was considering for an investment had failed to disclose pre-existing debt with another lender. Although the business scored highly on BII’s... View Details
      Keywords: Entrepreneurship; Social Entrepreneurship; Finance; Investment; Investment Funds; Investment Portfolio; Relationships; Business and Community Relations; Society; Social Issues; Wealth and Poverty; Wealth; Poverty; Risk Management; Financial Services Industry; North and Central America; United States; Massachusetts; Boston
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      McComb, Emily R., Amy Klopfenstein, and Mel Martin. "Boston Impact Initiative: Investing in Local Change." Harvard Business School Case 323-012, August 2022. (Revised November 2024.)
      • July–August 2022
      • Article

      How Do Disadvantaged Groups Seek Information about Public Services? A Randomized Controlled Trial of Communication Technologies

      By: Katerina Linos, Melissa Carlson, Laura Jakli, Nadia Dalma, Isabelle Cohen, Afroditi Veloudaki and Stavros Nikiforos Spyrellis
      Governments and NGOs are switching to phone- and Internet-based communication technologies to reduce costs and broaden access to public services. However, these technological shifts can backfire if they exacerbate administrative burden in high-need communities. We... View Details
      Keywords: Communication Technology; Income
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      Linos, Katerina, Melissa Carlson, Laura Jakli, Nadia Dalma, Isabelle Cohen, Afroditi Veloudaki, and Stavros Nikiforos Spyrellis. "How Do Disadvantaged Groups Seek Information about Public Services? A Randomized Controlled Trial of Communication Technologies." Public Administration Review 82, no. 4 (July–August 2022): 708–720.
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