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  • December 2014 (Revised August 2015)
  • Case

Muñoz Group: Sustaining Global Vertical Integration Through Innovation

By: Jose B. Alvarez and Annelena Lobb
Muñoz Group, which supplied supermarket chains and food distribution chains around the world with fruit, flowers, juice and ice cream, was at a strategic crossroads in 2014. CEO Alvaro Muñoz had to choose the best way to achieve profit goals and provide his company... View Details
Keywords: Innovation; Supply Chain; Retail; Agribusiness Industry; Globalized Firms and Management; Supply Chain Management; Competitive Advantage; Vertical Integration; Profit; Innovation and Invention; Agriculture and Agribusiness Industry; Agriculture and Agribusiness Industry; North and Central America
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Alvarez, Jose B., and Annelena Lobb. "Muñoz Group: Sustaining Global Vertical Integration Through Innovation." Harvard Business School Case 515-011, December 2014. (Revised August 2015.)
  • 2012
  • Working Paper

IP Modularity: Profiting from Innovation by Aligning Product Architecture with Intellectual Property

By: Joachim Henkel, Carliss Y. Baldwin and Willy C. Shih
In this paper we explain how firms seeking to take advantage of distributed innovation and outsourcing can bridge the tension between value creation and value capture by modifying the modular structure of their technical systems. Specifically, we introduce the concept... View Details
Keywords: Modularity; Value Appropriation; Distributed Innovation; Open Innovation; Strategy; Open Source Distribution; Value; Complexity; Intellectual Property
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Henkel, Joachim, Carliss Y. Baldwin, and Willy C. Shih. "IP Modularity: Profiting from Innovation by Aligning Product Architecture with Intellectual Property." Harvard Business School Working Paper, No. 13-012, August 2012. (Revised November 2012.)
  • October 2011 (Revised March 2012)
  • Case

AQR's DELTA Strategy

By: Daniel Bergstresser, Lauren Cohen, Randolph B. Cohen and Christopher Malloy
In the summer of 2008, AQR Capital Management was considering the launch of a new hedge fund strategy. The proposed DELTA portfolio would offer investors exposure to a basket of nine major hedge fund strategies. The DELTA strategy would be innovative in two ways.... View Details
Keywords: Investment Portfolio; Investment Funds; Financial Strategy; Financial Services Industry
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Bergstresser, Daniel, Lauren Cohen, Randolph B. Cohen, and Christopher Malloy. "AQR's DELTA Strategy." Harvard Business School Case 212-038, October 2011. (Revised March 2012.)
  • July 2023
  • Article

Political Strategies for Climate and Environmental Solutions

By: Jonas Meckling and Valerie Karplus
Many of the barriers to progress in addressing environmental problems, such as climate change, are political. We argue that politics should not be seen only as a constraint but be recognized as a target of intervention to advance environmental solutions. We use the... View Details
Keywords: Environmental Management; Government and Politics; Problems and Challenges
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Meckling, Jonas, and Valerie Karplus. "Political Strategies for Climate and Environmental Solutions." Nature Sustainability 6, no. 7 (July 2023): 742–751.
  • 05 Jul 2006
  • Research & Ideas

The Accidental Innovator

do. In their recent working paper "Accident, Innovation, and Expectation in Innovation Process," authors Robert D. Austin and Lee Devin explore the concept of... View Details
Keywords: by Sarah Jane Gilbert
  • Research Summary

Reverse Innovation

VG and Chris Trimble reveal a bold discovery with far-reaching implications in REVERSE INNOVATION: Create Far From Home, Win Everywhere (Harvard Business Review Press; April 10, 2012;... View Details

    Seven Strategy Questions

    To stay ahead of the pack, you must translate your organization's competitive strategy into day-to-day actions that will enable your company to win in the marketplace. This means channeling resources into the right efforts, striking a balance between innovation and... View Details
    • November 2007 (Revised January 2010)
    • Case

    ThedaCare: System Strategy

    By: Michael E. Porter and Sachin H. Jain
    Over the 1980s and 1990s, America's changing health care payer environment resulted in mergers of numerous community hospitals into hospital systems. Based in Appleton, Wisconsin, ThedaCare stood out among community hospital systems in its pursuit of service... View Details
    Keywords: Value Creation; Health Care and Treatment; Problems and Challenges; Innovation and Invention; Health Industry; Wisconsin
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    Porter, Michael E., and Sachin H. Jain. "ThedaCare: System Strategy." Harvard Business School Case 708-424, November 2007. (Revised January 2010.)
    • September 2019 (Revised September 2020)
    • Case

    SOFWERX: Innovation at U.S. Special Operations Command (Abridged)

    By: Herman Leonard, Mitch Weiss, Jin Hyun Paik and Kerry Herman
    James "Hondo" Geurts, the Acquisition Executive for U.S. Special Operations Command was in the middle of his Senate confirmation hearing in 2017 to become Assistant Secretary of the Navy for Research, Development and Acquisition. Overseeing acquisitions in one of the... View Details
    Keywords: Open Innovation; Crowdsourcing; Prototyping; Navy; Entrepreneurship; Public Equity; Innovation and Invention; Innovation Leadership; Acquisition; Organizational Change and Adaptation; Public Administration Industry; United States
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    Leonard, Herman, Mitch Weiss, Jin Hyun Paik, and Kerry Herman. "SOFWERX: Innovation at U.S. Special Operations Command (Abridged)." Harvard Business School Case 820-047, September 2019. (Revised September 2020.)

      Winning through Innovation

      Tushman and O'Reilly examine how leadership, culture, and organizational architectures can be both important facilitators of innovation and, not uncommonly, formidable obstacles. They demonstrate how to clarify today's critical managerial problems, use culture and... View Details
      • April 2005 (Revised April 2005)
      • Background Note

      Corporate Strategies in Media and Entertainment Businesses

      By: Bharat N. Anand
      In recent years, many debates in corporate strategy have centered around information goods markets, and the media and entertainment sector in particular. Vertical integration is the norm in many parts of the media sector, despite conventional wisdom that it offers no... View Details
      Keywords: Corporate Strategy
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      Anand, Bharat N. "Corporate Strategies in Media and Entertainment Businesses." Harvard Business School Background Note 705-479, April 2005. (Revised April 2005.)
      • 2003
      • Book

      Strategic Management of Technology and Innovation

      By: Robert A Burgelman, Clayton M. Christensen and Steven C. Wheelwright
      Keywords: Strategy; Management; Information Technology; Innovation and Invention
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      Burgelman, Robert A., Clayton M. Christensen, and Steven C. Wheelwright. Strategic Management of Technology and Innovation. 4th ed. McGraw-Hill/Irwin, 2003.
      • February 2010 (Revised April 2010)
      • Case

      Organization and Strategy at Millennium (A)

      By: Julie M. Wulf and Scott Waggoner
      This case examines Millennium's strategic and organizational responses to the rapid evolution of the biopharmaceutical industry. In the early 2000s, as Millennium's competitive advantage in early-stage research slipped away and its losses mounted, founder and CEO Mark... View Details
      Keywords: Transformation; Leading Change; Management Succession; Organizational Change and Adaptation; Competitive Strategy; Competitive Advantage; Biotechnology Industry; Pharmaceutical Industry
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      Wulf, Julie M., and Scott Waggoner. "Organization and Strategy at Millennium (A)." Harvard Business School Case 710-415, February 2010. (Revised April 2010.)
      • Web

      Publications - Institute For Strategy And Competitiveness

      Areas of Innovation that Should be Embraced by Health Care Leaders by Michael E. Porter, Junaid Nabi, and Thomas H Lee Health care organizations must learn from what has worked during the Covid-19 crisis.... View Details
      • Web

      Clusters - Institute For Strategy And Competitiveness

      Strategy Clusters What Are Clusters? Today’s economic map of the world is characterized by “clusters.” A cluster is a geographic concentration of related companies, organizations, and institutions in a... View Details
      • 15 Dec 2020
      • Working Paper Summaries

      Biased Sampling of Early Users and the Direction of Startup Innovation

      Keywords: by Ruiqing Cao, Rembrand Koning, and Ramana Nanda
      • 21 Mar 2019
      • Working Paper Summaries

      Advancing Computational Biology and Bioinformatics Research Through Open Innovation Competitions

      Keywords: by Blasco, Andrea, Michael G. Endres, Rinat A. Sergeev, Anup Jonchhe, Max Macaluso, Rajiv Narayan, Ted Natoli, Jin H. Paik, Bryan Briney, Chunlei Wu, Andrew I. Su, Aravind Subramanian, and Karim R. Lakhani; Health
      • Web

      Biography - Institute For Strategy And Competitiveness

      and teacher. Throughout his career at Harvard Business School, he has brought economic theory and strategy concepts to bear on many of the most challenging problems facing... View Details
      • December 2014
      • Article

      Second Thoughts About a Strategy Shift

      By: Elie Ofek and Jill Avery
      A retail guru attempts to reposition an established brand and introduce an entirely new pricing scheme. Early financial results from the strategic shift are not favorable. Based on the experience of U.S. retailer J.C. Penney, the piece raises fundamental questions... View Details
      Keywords: Brand Management; Pricing Strategy; Retailing; Leadership; Price; Product Marketing; Brands and Branding; Retail Industry
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      Ofek, Elie, and Jill Avery. "Second Thoughts About a Strategy Shift." Harvard Business Review 92, no. 12 (December 2014): 125–127.
      • July 2009
      • Case

      Arcor: Global Strategy and Local Turbulence (Abridged)

      Argentine confectionery manufacturer, Arcor Group, seeks to implement an international strategy but in 2003, while recovering from the Argentine financial crisis, globalization plans are thwarted. Already Latin America's leading candy producer and an exporter to over... View Details
      Keywords: Financial Crisis; Currency; Global Strategy; Expansion; Balance and Stability; Food and Beverage Industry; Latin America; Argentina
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      Ghemawat, Pankaj, Michael G. Rukstad, and Jenny Illes. "Arcor: Global Strategy and Local Turbulence (Abridged)." Harvard Business School Case 710-407, July 2009.
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