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      • September 2014 (Revised February 2017)
      • Case

      Belk: Towards Exceptional Scheduling

      By: Ethan Bernstein, Saravanan Kesavan, Bradley Staats and Luke Hassall
      With 24,000 staff and over 300 stores, Belk Inc. sought to replace its entirely manual labor scheduling system with an automated software solution from Reflexis. Belk hoped the upgrade would simplify scheduling, reduce time employees spent in non-customer-facing roles,... View Details
      Keywords: Retail; Scheduling; Local Autonomy; Automation; Metrics; Organizational Change; Human Resource Management; Process Improvement; Performance Measurement; Transparency; Southern United States; Retailing; Department Stores; System Outsourced Services; Employee Relationship Management; Selection and Staffing; Change Management; Governance Controls; Resource Allocation; Service Operations; Organizational Culture; Organizational Change and Adaptation; Performance Evaluation; Performance Improvement; Applications and Software; Family Business; Retail Industry; Technology Industry; United States
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      Bernstein, Ethan, Saravanan Kesavan, Bradley Staats, and Luke Hassall. "Belk: Towards Exceptional Scheduling." Harvard Business School Case 415-023, September 2014. (Revised February 2017.)
      • September 2014 (Revised March 2016)
      • Case

      Mayo Clinic: The 2020 Initiative

      By: Regina E. Herzlinger, Robert S. Huckman and Jenny Lesser
      Describes the challenges facing Dr. John Noseworthy, President and CEO, in implementing a long-term strategy for the growth of the Mayo Clinic—a leading academic medical center with a reputation for excellence in tertiary and quaternary health care. The case highlights... View Details
      Keywords: Health; Health Care Industry; Health Care Policy; Health Care and Treatment; Health Industry; United States
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      Herzlinger, Regina E., Robert S. Huckman, and Jenny Lesser. "Mayo Clinic: The 2020 Initiative." Harvard Business School Case 615-027, September 2014. (Revised March 2016.)
      • September 2014
      • Supplement

      Netflix: Designing the Netflix Prize (B)

      By: Karim R. Lakhani, Wesley M. Cohen, Kynon Ingram, Tushar Kothalkar, Maxim Kuzemchenko, Santosh Malik, Cynthia Meyn, Stephanie Healy Pokrywa and Greta Friar
      This supplemental case follows up on the Netflix Prize Contest described in Netflix: Designing the Netflix Prize (A). In the A case, Netflix CEO Reed Hastings must decide how to organize a crowdsourcing contest to improve the algorithms for Netflix's movie... View Details
      Keywords: Crowdsourcing; Prizes; Digitization; Algorithms; Recommendation Software; Disruption; Transformation; Collaborative Innovation and Invention; Technological Innovation; Knowledge Sharing; Applications and Software
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      Lakhani, Karim R., Wesley M. Cohen, Kynon Ingram, Tushar Kothalkar, Maxim Kuzemchenko, Santosh Malik, Cynthia Meyn, Stephanie Healy Pokrywa, and Greta Friar. "Netflix: Designing the Netflix Prize (B)." Harvard Business School Supplement 615-025, September 2014.
      • Article

      SOX after Ten Years: A Multidisciplinary Review

      By: Suraj Srinivasan and John C. Coates IV
      We review and assess research findings from 120+ papers in accounting, finance, and law to evaluate the impact of the Sarbanes-Oxley Act. We describe significant developments in how the Act was implemented and find that despite severe criticism, the Act and... View Details
      Keywords: Financial Reporting; Laws and Statutes; United States
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      Srinivasan, Suraj, and John C. Coates IV. "SOX after Ten Years: A Multidisciplinary Review." Accounting Horizons 28, no. 3 (September 2014): 627–671.
      • August 2014
      • Case

      Three Jays Corporation

      By: Paul Marshall and Mark Davis
      Brodie Arens is an MBA student and summer intern at Three Jays Corporation, a jam and jelly manufacturer in Michigan. Brodie's first assignment as an intern is to update the inventory and production planning system. Initially, he begins by updating the Economic Order... View Details
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      Marshall, Paul, and Mark Davis. "Three Jays Corporation." Harvard Business School Brief Case 915-531, August 2014.
      • August 2014
      • Technical Note

      Conjoint Analysis: A Do it Yourself Guide

      By: Elie Ofek and Olivier Toubia
      Conjoint Analysis has become one of the most commonly used quantitative market research methods. It has been successfully employed across a wide variety of industries to quantify consumer preferences for products and services. This technical note is intended to provide... View Details
      Keywords: Market Research; Conjoint Analysis; Consumer Preferences; Segmentation; Product Development; Demand Measurement; Demand and Consumers; Analysis; Markets
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      Ofek, Elie, and Olivier Toubia. "Conjoint Analysis: A Do it Yourself Guide." Harvard Business School Technical Note 515-024, August 2014.
      • June 2014
      • Simulation

      Balanced Scorecard Simulation

      By: V.G. Narayanan
      In this multi-player simulation, students experience the benefits and challenges of using a scorecard to implement strategic initiatives and monitor firm performance. Small teams of students work together to choose a strategy for their company, create a strategy map,... View Details
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      "Balanced Scorecard Simulation." Harvard Business School Simulation 114-701, June 2014.
      • June 2014 (Revised October 2015)
      • Case

      Molycorp: Financing the Production of Rare Earth Minerals (A)

      By: Benjamin C. Esty and E. Scott Mayfield
      Molycorp, the western hemisphere's only producer of rare earth minerals, was in the middle of a $1 billion capital expenditure project in its effort to become a vertically integrated supplier of rare earth minerals, oxides, and metals. Yet it had just reported lower... View Details
      Keywords: Convertible Debt; Uncertainty; Competition; Startup; China; Supply & Demand; Growth; Rare Earth Minerals; Discounted Cash Flows; Mining; Payoff Diagrams; Option Pricing; Capital Budgeting; Capital Structure; Cash Flow; Financial Strategy; Market Entry and Exit; Vertical Integration; Valuation; Metals and Minerals; Mining Industry; Industrial Products Industry; Canada; California
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      Esty, Benjamin C., and E. Scott Mayfield. "Molycorp: Financing the Production of Rare Earth Minerals (A)." Harvard Business School Case 214-054, June 2014. (Revised October 2015.)
      • Article

      Integration of Online and Offline Channels in Retail: The Impact of Sharing Reliable Inventory Availability Information

      By: Santiago Gallino and Antonio Moreno
      Using a proprietary data set, we analyze the impact of the implementation of a “buy-online, pick-up-in-store” (BOPS) project. The implementation of this project is associated with a reduction in online sales and an increase in store sales and traffic. These results can... View Details
      Keywords: Retail Operations; Inventory Availability; Empirical Operations Management; Business Analytics; Online Retail; Ecommerce; Operations; Management; Distribution Channels; Consumer Behavior; E-commerce; Retail Industry
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      Gallino, Santiago, and Antonio Moreno. "Integration of Online and Offline Channels in Retail: The Impact of Sharing Reliable Inventory Availability Information." Management Science 60, no. 6 (June 2014): 1434–1451. (Finalist of Management Science Best Paper award in Operations Management.)
      • 2014
      • Other Teaching and Training Material

      Marketing Reading: Sales Force Design and Management

      By: Doug J. Chung and Das Narayandas
      This Core Curriculum Reading introduces students to (1) the importance of sales force design in implementing organizational strategy, and (2) the role of sales force management in linking structures and processes to behaviors. The material combines theoretical... View Details
      Keywords: Sales Budget; Sales Compensation; Sales Cycle; Sales Force Management; Sales Forces; Sales Management; Sales Operations; Sales Organization; Sales Planning; Sales Strategy
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      Chung, Doug J., and Das Narayandas. "Marketing Reading: Sales Force Design and Management." Core Curriculum Readings Series. Boston: Harvard Business Publishing 8213, 2014.
      • May 2014 (Revised March 2017)
      • Case

      Unilever's Lifebuoy in India: Implementing the Sustainability Plan

      By: Christopher A. Bartlett

      Unilever's new Global Brand VP must not only revitalize Lifebuoy soap's sagging market performance, but simultaneously impact the health of one billion people worldwide. The latter challenge comes from Unilever's new CEO who has introduced the Unilever Sustainable... View Details

      Keywords: Multinational Management; Corporate Social Responsibility; Strategy Implementation; Marketing Strategy; Mission And Purpose; Change Management; International Business; Global; Fast-moving Consumer Goods; Soap; Corporate Social Responsibility and Impact; Health Care and Treatment; Environmental Sustainability; Global Strategy; Developing Countries and Economies; Beauty and Cosmetics Industry; Health Industry; India
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      Bartlett, Christopher A. "Unilever's Lifebuoy in India: Implementing the Sustainability Plan." Harvard Business School Case 914-417, May 2014. (Revised March 2017.)
      • May 2014
      • Case

      Goldman Sachs: Anchoring Standards After the Financial Crisis

      By: Rajiv Lal and Lisa Mazzanti
      Goldman Sachs, a longtime venerable financial institution headquartered in New York City, had a partnership culture that was known to value its clients. But when the financial crisis hit in 2008 and Goldman Sachs emerged relatively unscathed, its public image took a... View Details
      Keywords: Brand Management; Public Image; Corporate Accountability; Reputation; Standards; Financial Crisis; Brands and Branding; Banking Industry; Financial Services Industry
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      Lal, Rajiv, and Lisa Mazzanti. "Goldman Sachs: Anchoring Standards After the Financial Crisis." Harvard Business School Case 514-020, May 2014.
      • May 2014
      • Article

      Incorporating Field Data into Archival Research

      By: Eugene F. Soltes
      I explore the use of field data in conjunction with archival evidence by examining Iliev, Miller, and Roth's (2014) analysis of an amendment to the Securities Exchange Act of 1934. This regulatory amendment allowed depositary banks to cross-list firms without the... View Details
      Keywords: Analytics and Data Science; Research; Financial Reporting
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      Soltes, Eugene F. "Incorporating Field Data into Archival Research." Journal of Accounting Research 52, no. 2 (May 2014): 521–540.
      • May 2014
      • Article

      Political Reservations and Women's Entrepreneurship in India

      By: Ejaz Ghani, William R. Kerr and Stephen D. O'Connell
      We quantify the link between the timing of state-level implementations of political reservations for women in India with the role of women in India's manufacturing sector. While overall employment of women in manufacturing does not increase after the reforms, we find... View Details
      Keywords: Women; Female; Political Reservations; Development; Informal Sector; Entrepreneurship; Gender; Manufacturing Industry; India; South Asia
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      Ghani, Ejaz, William R. Kerr, and Stephen D. O'Connell. "Political Reservations and Women's Entrepreneurship in India." Journal of Development Economics 108 (May 2014): 138–153.
      • 2014
      • Working Paper

      SOX after Ten Years: A Multidisciplinary Review

      By: John C. Coates and Suraj Srinivasan
      We review and assess research findings from 120 papers in accounting, finance, and law to evaluate the impact of the Sarbanes-Oxley Act. We describe significant developments in how the Act was implemented and find that despite severe criticism, the Act and institutions... View Details
      Keywords: Laws and Statutes
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      Coates, John C., and Suraj Srinivasan. "SOX after Ten Years: A Multidisciplinary Review." John M. Olin Center for Law, Economics, and Business Discussion Paper, No. 758, May 2014.
      • April 2014 (Revised February 2015)
      • Case

      Saudi Arabia: Finding Stability after the Arab Spring

      By: Richard H.K. Vietor and Hilary White
      In 2015, King Salman of Saudi Arabia was juggling several balls as the kingdom's new monarch. At home, there were pressures for liberalization, from women and youth, and pressures for more conservative religious observance and policy from the Muslim "ulema." His... View Details
      Keywords: Economy; Policy; Balance and Stability; Change; Saudi Arabia
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      Vietor, Richard H.K., and Hilary White. "Saudi Arabia: Finding Stability after the Arab Spring." Harvard Business School Case 714-053, April 2014. (Revised February 2015.)
      • April 2014
      • Supplement

      Ingrid Johnson: Reflections on Leading Change

      By: Michael Tushman
      This case discusses the issue of leading change at the business banking division of Nedbank, a prominent South African bank, between 2005 and 2009. (This timeframe, beginning just 11 years after Apartheid's end, covers Ingrid Johnson's leadership of this division... View Details
      Keywords: Leading Change; Restructuring; Personal Development and Career; Commercial Banking; Banking Industry; South Africa
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      Tushman, Michael. "Ingrid Johnson: Reflections on Leading Change." Harvard Business School Video Supplement 414-709, April 2014.
      • April 2014
      • Article

      The Emergence of 'Us and Them' in 80 Lines of Code: Modeling Group Genesis in Homogeneous Populations

      By: Kurt Gray, David G. Rand, Eyal Ert, Kevin Lewis, Steve Hershman and Michael I. Norton
      Psychological explanations of group genesis often require population heterogeneity in identity or other characteristics, whether deep (e.g., religion) or superficial (e.g., eye color). We use game-theoretical agent-based models to explore group genesis in homogeneous... View Details
      Keywords: Groups and Teams
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      Gray, Kurt, David G. Rand, Eyal Ert, Kevin Lewis, Steve Hershman, and Michael I. Norton. "The Emergence of 'Us and Them' in 80 Lines of Code: Modeling Group Genesis in Homogeneous Populations." Psychological Science 25, no. 4 (April 2014): 982–990.
      • March 2014 (Revised June 2015)
      • Case

      Can Mexico Make Democracy Work?

      By: Gunnar Trumbull and Jonathan Schlefer
      Enrique Peña Nieto, the presidential candidate of the old Mexican ruling party elected in 2012, passed the most fundamental reforms in at least two decades. They included allowing private competition in the energy sector, including with the state-owned oil company,... View Details
      Keywords: Democratization; Economic Development; Competition Policy; Exchange Rates; Comparative Advantage; Growth and Development; Government Legislation; Political Elections; Economic Growth; Governing Rules, Regulations, and Reforms; Energy Industry; Communications Industry; Banking Industry; Latin America; Mexico
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      Trumbull, Gunnar, and Jonathan Schlefer. "Can Mexico Make Democracy Work?" Harvard Business School Case 714-049, March 2014. (Revised June 2015.)
      • March 2014 (Revised August 2015)
      • Technical Note

      Technology Innovations in K-12 Education

      By: John J-H Kim, Roniesha Copeland and Christine S. An
      This background note on technology innovations in education offers a market overview of the edtech sector and discusses trends, common challenges, and criticisms encountered in exploring edtech ventures. The note introduces the promise of educational technology as it... View Details
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      Kim, John J-H, Roniesha Copeland, and Christine S. An. "Technology Innovations in K-12 Education." Harvard Business School Technical Note 314-123, March 2014. (Revised August 2015.)
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