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      • October 2009 (Revised February 2010)
      • Supplement

      Merger of Equals: The Integration of Mellon Financial and The Bank of New York (B)

      By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
      [Continuation of "A" case.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of annual cost... View Details
      Keywords: Mergers and Acquisitions; Integration; Banks and Banking; Banking Industry
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      Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (B)." Harvard Business School Supplement 210-025, October 2009. (Revised February 2010.)
      • October 2009
      • Supplement

      Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)

      By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
      [Continuation of "A" and "B" cases.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of... View Details
      Keywords: Mergers and Acquisitions; Horizontal Integration; Financial Institutions; Business Processes; Risk Management; Strategy; Market Transactions; Assets; System; Saving; Banking Industry; New York (state, US)
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      Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)." Harvard Business School Supplement 210-028, October 2009.
      • October 2009
      • Case

      Low-k Dielectrics at IBM

      By: Willy C. Shih and Giovanni Carraro
      Innovations at the frontiers of technology carry enormous risk of making wrong choices. This case examines a decision made by IBM in its semiconductor process technology strategy: a material to use as a dielectric insulator in its leading edge silicon chip technology.... View Details
      Keywords: Competency and Skills; Decision Choices and Conditions; Technological Innovation; Product Development; Science; Creativity; Semiconductor Industry; United States
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      Shih, Willy C., and Giovanni Carraro. "Low-k Dielectrics at IBM." Harvard Business School Case 610-023, October 2009.
      • September 2009 (Revised April 2011)
      • Case

      Integrated Project Delivery at Autodesk, Inc. (A)

      By: Amy C. Edmondson and Faaiza Rashid
      Describes Autodesk's engagement in Integrated Project Delivery—a new model of risk management, inter-firm teamwork, and multi-objective (aesthetic, cost, and sustainability) optimization in building projects. In 2008, Autodesk, Inc., the world's largest design software... View Details
      Keywords: Buildings and Facilities; Business Headquarters; Design; Risk Management; Business Processes; Projects; Groups and Teams; Partners and Partnerships; Cooperation; Construction Industry; Service Industry
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      Edmondson, Amy C., and Faaiza Rashid. "Integrated Project Delivery at Autodesk, Inc. (A)." Harvard Business School Case 610-016, September 2009. (Revised April 2011.)
      • September 2009 (Revised August 2013)
      • Case

      Colombia: Organizing for Competitiveness

      By: Jorge Ramirez-Vallejo and Michael E. Porter
      The case is designed to explore the process of building competitiveness, particularly in an unstable environment, with a focus on organizing for competitiveness. View Details
      Keywords: Microeconomics; Industry Clusters; Competition; Competitive Strategy; Colombia
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      Ramirez-Vallejo, Jorge, and Michael E. Porter. "Colombia: Organizing for Competitiveness." Harvard Business School Case 710-417, September 2009. (Revised August 2013.)
      • September 2009
      • Article

      Hidden Roadblocks in Cross-Border Talks

      By: James K. Sebenius
      While most analysts and dealmakers are aware of "cultural" differences in negotiations that cross national borders--different protocol and process expectations, differences in the role of the individual versus the group, differences in attitudes toward risk and time,... View Details
      Keywords: Cross-Cultural and Cross-Border Issues; Negotiation Tactics; Risk Management; Time Management; Strategy; Governance; Performance Expectations; Attitudes; Culture; Decision Making
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      Sebenius, James K. "Hidden Roadblocks in Cross-Border Talks." Negotiation 12, no. 9 (September 2009): 8.
      • 2009
      • Working Paper

      Operational Failures and Problem Solving: An Empirical Study of Incident Reporting

      By: Julia Rose Adler-Milstein, Sara J. Singer and Michael W. Toffel
      Operational failures occur in all industries with consequences that range from minor inconveniences to major catastrophes. Many organizations have implemented incident reporting systems to highlight actual and potential operational failures in order to encourage... View Details
      Keywords: Communication Strategy; Legal Liability; Management Practices and Processes; Service Operations; Failure; Health Industry
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      Adler-Milstein, Julia Rose, Sara J. Singer, and Michael W. Toffel. "Operational Failures and Problem Solving: An Empirical Study of Incident Reporting." Harvard Business School Working Paper, No. 10-017, September 2009. (August 2009.)
      • August 2009 (Revised August 2010)
      • Case

      Calera Corporation

      By: Joseph B. Lassiter III, Thomas J. Steenburgh and Lauren Barley
      Brent Constantz, founder, CEO, and president of Calera Corporation, felt a surge of optimism as he gazed at the recently commissioned prototype flue gas processing line at Calera's R&D facility in Moss Landing, California. It was late May 2009, and Calera was an... View Details
      Keywords: Business Startups; Entrepreneurship; Product Design; Product Development; Environmental Sustainability; Commercialization; Green Technology Industry
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      Lassiter, Joseph B., III, Thomas J. Steenburgh, and Lauren Barley. "Calera Corporation." Harvard Business School Case 810-030, August 2009. (Revised August 2010.)
      • August 2009
      • Case

      Intel NBI: Vivonic

      By: Willy C. Shih and Thomas Thurston
      Vivonic was a start-up that was part of Intel's New Business Initiatives that sought to develop and sell personal health monitoring hardware and software. When it was first funded, Intel was in the midst of record growth and was seeking diversification. But the company... View Details
      Keywords: Business Startups; Experience and Expertise; Corporate Entrepreneurship; Product Development; Failure; Diversification; Semiconductor Industry
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      Shih, Willy C., and Thomas Thurston. "Intel NBI: Vivonic." Harvard Business School Case 610-025, August 2009.
      • August 2009 (Revised August 2012)
      • Case

      Cabot Pharmaceuticals, Inc.

      By: Frank V. Cespedes and John T. Gourville
      Traces the 12-year career of a pharmaceutical salesperson, Bob Marsh, from recruitment to termination. Marsh has had an uneven career with Cabot Pharmaceuticals and eventually is asked to resign. Following his termination, a number of Marsh's former customers complain... View Details
      Keywords: Customer Relationship Management; Employees; Resignation and Termination; Performance Evaluation; Salesforce Management; Alignment; Pharmaceutical Industry
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      Cespedes, Frank V., and John T. Gourville. "Cabot Pharmaceuticals, Inc." Harvard Business School Case 510-030, August 2009. (Revised August 2012.)
      • 2009
      • Chapter

      Creating Superior Customer Value in a Connected World

      By: Ranjay Gulati
      "In the early twenty-first century, customers are more demanding than ever, and difficult economic times make them all the more so. As customers tighten their wallets and increase their demands, firms face greater pressure to provide superior customer value. Reducing... View Details
      Keywords: Customer Satisfaction; Customer Value and Value Chain; Consumer Behavior; Product Design; Social and Collaborative Networks; Value Creation
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      Gulati, Ranjay. "Creating Superior Customer Value in a Connected World." In Business Network Transformation: Strategies to Reconfigure Your Business Relationships for Competitive Advantage, edited by Jeffrey Word. Jossey-Bass, 2009.
      • 2009
      • Book

      High Commitment, High Performance: How to Build a Resilient Organization for Sustained Advantage

      By: Michael Beer
      Integrating knowledge from strategic management, performance management, and organization design, strategic human resource expert and Harvard Business School Professor Michael Beer outlines what the high-commitment, high-performance organization looks like and provides... View Details
      Keywords: Human Resources; Leadership; Management; Goals and Objectives; Organizational Culture; Organizational Design; Organizational Structure; Performance; Practice; Business Strategy; System
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      Beer, Michael. High Commitment, High Performance: How to Build a Resilient Organization for Sustained Advantage. Jossey-Bass, 2009.
      • August 2009
      • Article

      The Reality and Myth of Sacred Issues in Negotiations

      By: A. E. Tenbrunsel, K A. Wade-Benzoni, V. H. Medvec, L. Thompson and M. H. Bazerman
      This paper investigates the role of sacred issues in a dyadic negotiation set in an environmental context. As predicted, when negotiators focus on sacred issues, this negatively impacts the negotiation, producing more impasses, lower joint outcomes, and more negative... View Details
      Keywords: Decision Choices and Conditions; Values and Beliefs; Negotiation Process; Negotiation Tactics; Conflict of Interests; Perception; Cooperation
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      Tenbrunsel, A. E., K A. Wade-Benzoni, V. H. Medvec, L. Thompson, and M. H. Bazerman. "The Reality and Myth of Sacred Issues in Negotiations." Negotiation and Conflict Management Research 2, no. 3 (August 2009): 263–284.
      • July – August 2009
      • Article

      Organizational Ambidexterity: Balancing Exploitation and Exploration for Sustained Performance

      By: Sebastian Raisch, Julian Birkinshaw, Gilbert Probst and Michael Tushman
      Organizational ambidexterity has emerged as a new research paradigm in organization theory, yet several issues that are fundamental to this debate remain controversial. We explore four central tensions here: Should organizations achieve ambidexterity through... View Details
      Keywords: Change; Innovation and Invention; Business Processes; Organizational Change and Adaptation; Organizational Design; Organizational Structure; Research; Integration
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      Raisch, Sebastian, Julian Birkinshaw, Gilbert Probst, and Michael Tushman. "Organizational Ambidexterity: Balancing Exploitation and Exploration for Sustained Performance." Organization Science 20, no. 4 (July–August 2009): 685–695.
      • July – August 2009
      • Article

      Restoring American Competitiveness

      By: Gary P. Pisano and Willy C. Shih
      For decades, U.S. companies have been outsourcing manufacturing in the belief that it held no competitive advantage. That's been a disaster, maintain Harvard professors Pisano and Shih, because today's low-value manufacturing operations hold the seeds of tomorrow's... View Details
      Keywords: Competitive Advantage; Value; Production; Innovation and Invention; Product Development; Government and Politics; Social Issues; Management Practices and Processes; Investment; Research and Development; Job Cuts and Outsourcing; Competency and Skills; Service Industry; United States
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      Pisano, Gary P., and Willy C. Shih. "Restoring American Competitiveness." Harvard Business Review 87, nos. 7-8 (July–August 2009). (Winner of McKinsey Award. First Place For the best articles published each year in the Harvard Business Review presented by McKinsey & Company​.)
      • June 2009 (Revised April 2011)
      • Case

      Cincinnati Children's Hospital Medical Center

      By: Anita L. Tucker and Amy C. Edmondson
      The case describes an organization's use of the science of improvement to transform their process quality from below average to the top 10% in their industry. The case outlines the protagonist's strategy of developing internal experts who are trained in a common... View Details
      Keywords: Change Management; Experience and Expertise; Leading Change; Measurement and Metrics; Service Delivery; Performance Improvement; Health Industry; Ohio
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      Tucker, Anita L., and Amy C. Edmondson. "Cincinnati Children's Hospital Medical Center." Harvard Business School Case 609-109, June 2009. (Revised April 2011.)
      • June 2009 (Revised April 2019)
      • Case

      Crosley

      By: Tom Nicholas and David Chen
      In October 1941, a top secret envoy from the U.S. military was sent to Crosley Corporation in Cincinnati, Ohio to request their assistance to construct a weapon that would drastically strengthen the defenses of U.S. troops: the proximity fuze. Such a fuze would allow... View Details
      Keywords: Information Technology; History; Production; National Security; Organizational Structure; Corporate Strategy; Research and Development; Product Development; Business and Government Relations; Creativity; Innovation and Invention; Ohio
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      Nicholas, Tom, and David Chen. "Crosley." Harvard Business School Case 809-160, June 2009. (Revised April 2019.)
      • May 2009 (Revised January 2011)
      • Case

      Enel: Power, Russia, and Global Markets

      By: Rawi E. Abdelal, Richard H.K. Vietor and Sogomon Tarontsi
      Although the global trend toward liberalization of electric utilities forced Enel, the largest power company in Italy, to give up some of its assets in its home base, it also opened up many opportunities abroad, including in Russia, one of the largest electricity... View Details
      Keywords: Mergers and Acquisitions; Energy Generation; Foreign Direct Investment; Global Strategy; Globalized Firms and Management; Globalized Markets and Industries; Business and Government Relations; Utilities Industry; Russia; Italy
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      Abdelal, Rawi E., Richard H.K. Vietor, and Sogomon Tarontsi. "Enel: Power, Russia, and Global Markets." Harvard Business School Case 709-046, May 2009. (Revised January 2011.)
      • 2009
      • Chapter

      Collaboration Across Knowledge Boundaries within Diverse Teams: Reciprocal Expertise Affirmation as an Enabling Condition

      By: Amy C. Edmondson, Kate Roloff and Lucy H. MacPhail
      We review research on expertise diversity, psychological safety, team collaboration, and role identity to propose a model in which reciprocal affirmations of expertise identity among team members—a feature of the team environment that we conceptualize as a dimension of... View Details
      Keywords: Interpersonal Communication; Experience and Expertise; Learning; Knowledge Use and Leverage; Groups and Teams; Familiarity; Identity; Cooperation
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      Edmondson, Amy C., Kate Roloff, and Lucy H. MacPhail. "Collaboration Across Knowledge Boundaries within Diverse Teams: Reciprocal Expertise Affirmation as an Enabling Condition." In Exploring Positive Identities and Organizations: Building a Theoretical and Research Foundation, edited by Laura M. Roberts and Jane E. Dutton, 311–332. Psychology Press, 2009.
      • April 2009
      • Journal Article

      Perspectives on the Productivity Dilemma

      By: Paul S. Adler, Mary Benner, David James Brunner, John Paul MacDuffie, Emi Osono, Bradley R. Staats, Hirotaka Takeuchi, Michael Tushman and Sidney G. Winter
      For more than a century, operations researchers have recognized that organizations can increase efficiency by adhering strictly to proven process templates, thereby rendering operations more stable and predictable. For several decades, researchers have also recognized... View Details
      Keywords: Learning; Innovation and Invention; Knowledge Use and Leverage; Operations; Business Processes; Organizational Change and Adaptation; Performance Efficiency; Performance Improvement; Performance Productivity; Adaptation
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      Adler, Paul S., Mary Benner, David James Brunner, John Paul MacDuffie, Emi Osono, Bradley R. Staats, Hirotaka Takeuchi, Michael Tushman, and Sidney G. Winter. "Perspectives on the Productivity Dilemma." Journal of Operations Management 27, no. 2 (April 2009): 99–113.
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