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  • October 2017 (Revised September 2022)
  • Teaching Note

Fuyao Glass America: Sourcing Decision

By: Willy Shih
This case is about globalization: a Chinese company has decided to locate a production facility close to its customers in the U.S., but a recent contract bid means it will lose money, at least initially, by supplying product from that factory. The purpose of this case... View Details
Keywords: Supply Chains; Labor Market; Labor Supply; Arbitrage; Tradable Sector; Supply Chain Management; Supply Chain; Labor; Globalization; Globalized Markets and Industries; Geographic Location; Auto Industry; United States; China
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Shih, Willy. "Fuyao Glass America: Sourcing Decision." Harvard Business School Teaching Note 618-032, October 2017. (Revised September 2022.)
  • 2010
  • Working Paper

Performance Tradeoffs in Team Knowledge Sourcing

By: Bradley R. Staats, Melissa Valentine and Amy C. Edmondson
This research examines how teams organize knowledge sourcing (obtaining access to others' knowledge or expertise) and investigates the performance trade-offs involved in two approaches to knowledge sourcing in teams. One approach a team can take is to specialize, such... View Details
Keywords: Information Management; Knowledge Sharing; Knowledge Use and Leverage; Performance Efficiency; Performance Productivity; Quality; Groups and Teams; Information Technology Industry; India
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Staats, Bradley R., Melissa Valentine, and Amy C. Edmondson. "Performance Tradeoffs in Team Knowledge Sourcing." Harvard Business School Working Paper, No. 11-031, September 2010. (Revised December 2010, May 2011, and October 2011.)
  • September 1998 (Revised May 2011)
  • Background Note

Note on Private Equity Information Sources

By: Josh Lerner and Ann Leamon
Provides an overview of key information sources about venture capital and private equity. View Details
Keywords: Venture Capital; Private Equity; Investment; Knowledge Acquisition
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Lerner, Josh, and Ann Leamon. "Note on Private Equity Information Sources." Harvard Business School Background Note 299-018, September 1998. (Revised May 2011.)
  • May 2001
  • Article

The Open Source Movement: Key Research Questions

By: Josh Lerner and Jean Tirole
The paper analyzes the incentives of individual programmers and of commercial companies to participate in open source projects. While these incentives are in our opinion well accounted for by the economic paradigm, much empirical and theoretical work is still needed to... View Details
Keywords: Motivation and Incentives; Open Source Distribution
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Lerner, Josh, and Jean Tirole. "The Open Source Movement: Key Research Questions." Special Issue on Papers and Proceedings of the 15th Congress of the European Economic Association European Economic Review 45, nos. 4-6 (May 2001): 819–826.
  • July 1986 (Revised April 1989)
  • Background Note

Note on Sources of Comparative Advantage

By: David B. Yoffie and John J. Coleman
After Eli Heckscher and Bertil Ohlin's propositions about the sources of comparative advantage were empirically challenged by Wassily Leontief, scholars set out to explain the "Leontief paradox" by developing alternative theories on the sources of comparative... View Details
Keywords: Competitive Advantage
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Yoffie, David B., and John J. Coleman. "Note on Sources of Comparative Advantage." Harvard Business School Background Note 387-024, July 1986. (Revised April 1989.)
  • 24 Feb 2020
  • Research & Ideas

The Hidden Vulnerabilities of Open Source Software

Commonly used free and open source software (FOSS) is one of the most significant technological trends of the decade. After all, 80-90 percent of a typical application contains FOSS components. And that trend is only increasing with its... View Details
Keywords: by Frank Nagle and Jenny Hoffman; Computer
  • November – December 2011
  • Article

Competitive Strategy for Open Source Software

By: Vineet Kumar, Brett Gordon and Kannan Srinivasan
Commercial open source software (COSS) products-privately developed software based on publicly available source code-represent a rapidly growing, multibillion-dollar market. A unique aspect of competition in the COSS market is that many open source licenses require... View Details
Keywords: Applications and Software; Competitive Strategy; Product Development; Growth and Development; Markets; Motivation and Incentives; Quality; Policy; Perspective; Profit; Open Source Distribution; Emerging Markets
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Kumar, Vineet, Brett Gordon, and Kannan Srinivasan. "Competitive Strategy for Open Source Software." Marketing Science 30, no. 6 (November–December 2011): 1066–1078.
  • 11 Jan 2010
  • Research & Ideas

Mixing Open Source and Proprietary Software Strategies

Adopting a new business model can be a strategic, game-changing play in any industry. But knowing when and how to try something new can be tricky, particularly in the constantly evolving software industry. The open source (OS) movement is... View Details
Keywords: by Julia Hanna; Web Services
  • November 2023
  • Case

Open Source Machine Learning at Google

By: Shane Greenstein, Martin Wattenberg, Fernanda B. Viégas, Daniel Yue and James Barnett
Set in early 2023, the case exposes students to the challenges of managing open source software at Google. The case focuses on the challenges for Alex Spinelli, Vice President of Product Management for Core Machine Learning. He must set priorities for Google’s efforts... View Details
Keywords: Decision Choices and Conditions; Technological Innovation; Open Source Distribution; Strategy; AI and Machine Learning; Applications and Software; Technology Industry; United States
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Greenstein, Shane, Martin Wattenberg, Fernanda B. Viégas, Daniel Yue, and James Barnett. "Open Source Machine Learning at Google." Harvard Business School Case 624-015, November 2023.
  • September 2023
  • Technical Note

Free and Open Source Software and Hardware

By: Frank Nagle
This technical note surveys the concepts of free and open source software and hardware. It introduces the concepts in general, providing a brief history of their development and numerous examples of how companies employ them in practice. Further, it identifies various... View Details
Keywords: Corporate Strategy; Collaborative Innovation and Invention; Technological Innovation; Nonprofit Organizations; Competitive Strategy; Patents; Information Technology; Business Model; Open Source Distribution; Applications and Software; Information Technology Industry; Technology Industry
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Nagle, Frank. "Free and Open Source Software and Hardware." Harvard Business School Technical Note 724-380, September 2023.
  • January 1996 (Revised October 1999)
  • Background Note

Sources of Joint Gains in Negotiations

Presents two basic principles that underlie the creation of joint gains. Four sources of joint gains--differences in interests, opinion, risk preference, and time preference--are discussed, and simple examples are provided to illustrate the basic concepts. View Details
Keywords: Management; Negotiation; Decision Making
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Wu, George. "Sources of Joint Gains in Negotiations." Harvard Business School Background Note 396-241, January 1996. (Revised October 1999.)
  • March 2007
  • Supplement

IKEA's Global Sourcing Challenge

By: Christopher A. Bartlett
Keywords: Problems and Challenges; Supply Chain; Retail Industry; Consumer Products Industry
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Bartlett, Christopher A. "IKEA's Global Sourcing Challenge." Harvard Business School Video Supplement 907-801, March 2007.
  • 02 Mar 2011
  • Research & Ideas

Managing the Open Source vs. Proprietary Decision

Editor's note: In their new book, The Comingled Code: Open Source and Economic Development, HBS professor Josh Lerner and London School of Economics professor Mark Schankerman look at the impact of open View Details
Keywords: by Josh Lerner & Mark Schankerman; Technology
  • September 2013 (Revised February 2016)
  • Case

GlaxoSmithKline: Sourcing Complex Professional Services

By: Heidi K. Gardner and Silvia Hodges Silverstein
Pharmaceutical company GlaxoSmithKline (GSK) uses an innovative new approach to procuring outside legal counsel: it replaces relationship-based selection and law firms' traditional time-based billing with data-driven decision making and an online reverse auction. In... View Details
Keywords: Legal Industry; Procurement; Professional Service Firms; Pricing; Competition; Change Management; Supply Chain Management; Legal Liability; Business Processes; Legal Services Industry; Pharmaceutical Industry
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Gardner, Heidi K., and Silvia Hodges Silverstein. "GlaxoSmithKline: Sourcing Complex Professional Services." Harvard Business School Case 414-003, September 2013. (Revised February 2016.)
  • August 2017 (Revised September 2022)
  • Case

Fuyao Glass America: Sourcing Decision

By: Willy Shih
In today's global economy, what are the factors that go into production location choice? This case is set in the world's second largest automotive glass producer as it expands from China into the United States. To meet a very aggressive cost target, management is faced... View Details
Keywords: Supply Chains; Globalization Of Supply Chain; Manufacturing Footprint; Manufacturing; Manufacturing Strategy; Global Strategy; Supply Chain; Globalization; Supply Chain Management; Production; Logistics; Strategy; Auto Industry; Manufacturing Industry; United States; China
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Shih, Willy. "Fuyao Glass America: Sourcing Decision." Harvard Business School Case 618-007, August 2017. (Revised September 2022.)
  • March 2019
  • Article

Open Source Software and Firm Productivity

By: Frank Nagle
As open source software (OSS) is increasingly used as a key input by firms, understanding its impact on productivity becomes critical. This study measures the firm-level productivity impact of nonpecuniary (free) OSS and finds a positive and significant value-added... View Details
Keywords: Applications and Software; Open Source Distribution; Performance Productivity; Information Technology; Strategy
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Nagle, Frank. "Open Source Software and Firm Productivity." Management Science 65, no. 3 (March 2019): 1191–1215.
  • June 2019 (Revised January 2023)
  • Teaching Note

Global Sourcing at Nike

By: Nien-he Hsieh, Michael W. Toffel and Olivia Hull
This Teaching Note describes how to teach the Nike case (HBS No. 619-008) in an operations/supply chain course or a corporate sustainability/ethics course. View Details
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Hsieh, Nien-he, Michael W. Toffel, and Olivia Hull. "Global Sourcing at Nike." Harvard Business School Teaching Note 619-061, June 2019. (Revised January 2023.)
  • 6 Nov 2011
  • Keynote Speech

Concurrent Sourcing and Selling

By: Carliss Y. Baldwin
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Baldwin, Carliss Y. "Concurrent Sourcing and Selling." Strategic Management Society Annual International Conference, Miami, FL, November 6, 2011.
  • November 2023
  • Article

Open Source Software and Global Entrepreneurship

By: Nataliya Langburd Wright, Frank Nagle and Shane Greenstein
This is the first study to consider the relationship between open source software (OSS) and entrepreneurship around the globe. This study measures whether country-level participation on the GitHub OSS platform affects the founding of innovative ventures, and where it... View Details
Keywords: Entrepreneurship; Applications and Software; Business Ventures; Development Economics; Innovation and Invention; Global Range
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Wright, Nataliya Langburd, Frank Nagle, and Shane Greenstein. "Open Source Software and Global Entrepreneurship." Art. 104846. Research Policy 52, no. 9 (November 2023).
  • November 1994 (Revised February 1997)
  • Case

Levi Strauss & Co.: Global Sourcing (A)

By: Lynn S. Paine and Jane Palley Katz
In 1993, senior managers at Levi Strauss & Co., the world's largest brand-name apparel manufacturer, were deciding whether the company should have a business presence in China, given the human rights and other problems there. The China Policy Group has been asked to... View Details
Keywords: Management Teams; Decisions; Management Skills; Trade; Brands and Branding; Rights; Ethics; Foreign Direct Investment; Apparel and Accessories Industry; China
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Paine, Lynn S., and Jane Palley Katz. "Levi Strauss & Co.: Global Sourcing (A)." Harvard Business School Case 395-127, November 1994. (Revised February 1997.)
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