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      • April 2020 (Revised June 2025)
      • Teaching Note

      HubSpot and Motion AI: Chatbot-Enabled CRM and HubSpot and Motion AI (B): Generative AI Opportunities

      By: Jill Avery and Thomas Steenburgh
      Teaching Note for HBS No. 518-067 and HBS No. 524-088. There are two cases in this series. The first entitled “HubSpot and Motion AI: Chatbot-Enabled CRM,” drives the main discussion. The second entitled “HubSpot and Motion AI (B): Generative AI Opportunities... View Details
      Keywords: Marketing; Sales; Marketing Strategy; Technology Industry; United States; North America
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      Avery, Jill, and Thomas Steenburgh. "HubSpot and Motion AI: Chatbot-Enabled CRM and HubSpot and Motion AI (B): Generative AI Opportunities." Harvard Business School Teaching Note 520-100, April 2020. (Revised June 2025.)
      • April 2020
      • Teaching Note

      Glossier: Co-Creating a Cult Brand with a Digital Community

      By: Jill Avery
      Teaching Note for HBS No. 519-022. Flush with cash from its Series C fundraise, cult beauty brand Glossier considers its next phase of growth, facing critical decisions on how to allocate its capital to support various marketing communications and distribution... View Details
      Keywords: Digital Marketing; Crowdsourcing; CRM; Startup; Direct-to-consumer; DTC; Marketing; Marketing Strategy; Brands and Branding; Consumer Behavior; Customer Relationship Management; Venture Capital; Business Startups; Entrepreneurship; Social Media; Beauty and Cosmetics Industry; United States
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      Avery, Jill. "Glossier: Co-Creating a Cult Brand with a Digital Community." Harvard Business School Teaching Note 520-099, April 2020.
      • April 2020 (Revised May 2020)
      • Case

      NTT DOCOMO's Race to 5G

      By: Juan Alcácer, Horst Melcher and Akiko Kanno
      The case, based on extensive interviews with NTT DOCOMO’s technology leaders, focuses on the opportunities and challenges that NTT DOCOMO faces with the launch of infrastructure and services for 5G wireless telecommunication technology. With higher data rates and... View Details
      Keywords: 5G; Mobile and Wireless Technology; Product Launch; Strategic Planning; Decision Making; Strategy; Telecommunications Industry; Technology Industry
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      Alcácer, Juan, Horst Melcher, and Akiko Kanno. "NTT DOCOMO's Race to 5G." Harvard Business School Case 720-413, April 2020. (Revised May 2020.)
      • April 2020 (Revised November 2020)
      • Case

      Ping An: Pioneering the New Model of ‘Technology-driven Finance’

      By: Feng Zhu, Anthony K. Woo and Nancy Hua Dai
      In mid-December 2018, Peter Ma, Chairman and CEO of Ping An Insurance (Group) Company of China, Ltd. was considering whether the company should grow a fifth ecosystem of Smart City Services. Established in 1988, Ping An was one of the top 10 global financial... View Details
      Keywords: Business Ecosystems; Fintech; Finance; Information Technology; Business Model; Expansion; Competitive Strategy; Financial Services Industry; Technology Industry
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      Zhu, Feng, Anthony K. Woo, and Nancy Hua Dai. "Ping An: Pioneering the New Model of ‘Technology-driven Finance’." Harvard Business School Case 620-068, April 2020. (Revised November 2020.)
      • 2020
      • Working Paper

      Draw Near to Go Far: The Role of Convergence in Capitalizing on Exploration

      By: Carolyn Fu
      Organizations are often advised to engage heavily in exploration in order to succeed – to cast a wide net for diverse solutions that are superior to what they currently exploit. However, what is the organization to do when the fruits of its exploration are inconsistent... View Details
      Keywords: Problems and Challenges; Learning; Knowledge Acquisition; Decision Choices and Conditions
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      Fu, Carolyn. "Draw Near to Go Far: The Role of Convergence in Capitalizing on Exploration." Working Paper, April 2020.
      • Article

      Human Capital and the Future of Work: Implications for Investors and ESG Integration

      By: Sakis Kotsantonis and George Serafeim
      Human capital development (HCD) is a key consideration for most companies, but only recently have investors focused on understanding the risks and opportunities related to human capital with the emergence of environmental, social, and governance (ESG) investment... View Details
      Keywords: Future Of Work; ESG; Employee Engagement; Employee Compensation; Human Capital; Human Resources; Employees; Compensation and Benefits; Wages
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      Kotsantonis, Sakis, and George Serafeim. "Human Capital and the Future of Work: Implications for Investors and ESG Integration." Journal of Financial Transformation 51 (April 2020): 115–130.
      • March 2020 (Revised September 2020)
      • Case

      Opportunity Insights: Research and Policy for Social Mobility

      By: Scott Duke Kominers, Jeffrey Huizinga and Allison Ciechanover
      Opportunity Insights -- a non-profit that researches drivers of economic opportunity and develops policy solutions to help families achieve better life outcomes -- seeks to expand its impact. View Details
      Keywords: Economic Opportunity; Social Mobility; Nonprofit Organizations; Social Issues; Housing; Policy; Opportunities
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      Kominers, Scott Duke, Jeffrey Huizinga, and Allison Ciechanover. "Opportunity Insights: Research and Policy for Social Mobility." Harvard Business School Case 820-714, March 2020. (Revised September 2020.)
      • March 2020
      • Technical Note

      Influencer Marketing

      By: Jill Avery and Ayelet Israeli
      Despite a heavy barrage of advertising, most consumers declare that their purchases are most influenced by the experiences, advice, and recommendations of others, and not by marketers. Interpersonal communication between and among consumers serves as a potent path for... View Details
      Keywords: Influencers; Marketing; Marketing Communications; Brands and Branding; Marketing Strategy; Media and Broadcasting Industry; Advertising Industry; Consumer Products Industry
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      Avery, Jill, and Ayelet Israeli. "Influencer Marketing." Harvard Business School Technical Note 520-075, March 2020.
      • March 2020
      • Module Note

      Business Model Transformation in the Platform Age

      By: Feng Zhu
      Although some digital platforms are highly successful, most firms today are still traditional product- or service-based firms. To take advantage of the opportunities created by platform business models, traditional firms can work with existing platforms to become their... View Details
      Keywords: Platforms; Platform Businesses; Platform Disruption; Internet and the Web; Business Model; Transformation; Digital Platforms
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      Zhu, Feng. "Business Model Transformation in the Platform Age." Harvard Business School Module Note 620-109, March 2020.
      • 2020
      • Chapter

      Immigrant Networking and Collaboration: Survey Evidence from CIC

      By: Sari Pekkala Kerr and William R. Kerr
      Networking and the giving and receiving of advice outside of one's own firm are important features of entrepreneurship and innovation. We study how immigrants and natives utilize the potential networking opportunities provided by CIC, formerly known as the Cambridge... View Details
      Keywords: Immigrants; Networking; Advice; Entrepreneurs; Inventors; Start-up Employees; Venturing; Co-working; Agglomeration; Immigration; Entrepreneurship; Networks; Innovation and Invention; Social and Collaborative Networks
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      Kerr, Sari Pekkala, and William R. Kerr. "Immigrant Networking and Collaboration: Survey Evidence from CIC." In The Roles of Immigrants and Foreign Students in U.S. Science, Innovation, and Entrepreneurship, edited by Ina Ganguli, Shulamit Kahn, and Megan MacGarvie. Chicago: University of Chicago Press, 2020.
      • February 2020 (Revised June 2020)
      • Case

      From Cradle to Heaven: Taikang Insurance Group

      By: William C. Kirby, Shu Lin, John P. McHugh and Yuanzhuo Wang
      Taikang Insurance Group was a leading Chinese insurance and financial services institution. It operated in the insurance, asset management, and health and senior care industries. Due to China’s underdeveloped social welfare state, Taikang saw an opportunity for the... View Details
      Keywords: Health; Insurance; Strategy; Insurance Industry; China
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      Kirby, William C., Shu Lin, John P. McHugh, and Yuanzhuo Wang. "From Cradle to Heaven: Taikang Insurance Group." Harvard Business School Case 320-088, February 2020. (Revised June 2020.)
      • January–February 2020
      • Article

      Competing in the Age of AI

      By: Marco Iansiti and Karim R. Lakhani
      Today’s markets are being reshaped by a new kind of firm—one in which artificial intelligence (AI) runs the show. This cohort includes giants like Google, Facebook, and Alibaba, and growing businesses such as Wayfair and Ocado. Every time we use their services, the... View Details
      Keywords: Artificial Intelligence; Algorithms; Technological Innovation; Business Model; Competition; Competitive Strategy; AI and Machine Learning
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      Iansiti, Marco, and Karim R. Lakhani. "Competing in the Age of AI." Harvard Business Review 98, no. 1 (January–February 2020): 60–67.
      • January 2020 (Revised July 2020)
      • Case

      BlackRock: Linking Purpose to Profit

      By: Aiyesha Dey
      The case revolves around the actions that Barbara Novick, co-founder and Vice-Chair of Blackrock, and Michelle Edkins, Global Head of Investment Stewardship, would need to take in response to the controversial CEO letters from Laurence (Larry) Fink, Chairman and CEO of... View Details
      Keywords: Boards Of Directors; Institutional Investors; Disclosure; Transparency; Corporate Purpose; Corporate Profits; ESG; ESG Disclosure Metrics; Corporate Sustainability; Engagement Strategy Of Institutions; Stewardship Role Of Institutions; BlackRock; Corporate Governance; Governing and Advisory Boards; Institutional Investing; Accounting; Corporate Disclosure; Mission and Purpose; Profit; Environmental Sustainability; Climate Change; Diversity; Corporate Accountability; Financial Services Industry; United States
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      Deshpandé, Rohit, Aiyesha Dey, and George Serafeim. "BlackRock: Linking Purpose to Profit." Harvard Business School Case 120-042, January 2020. (Revised July 2020.)
      • January 2020
      • Case

      Terra Nova: A Social Business Trying to Unlock Land Rights for the Urban Poor in Brazil

      By: Julie Battilana, Ruth Costas, Marissa Kimsey and Priscilla Zogbi
      Brothers André and Daniel Albuquerque founded the company Terra Nova in 2001 to mediate land disputes between poor families illegally living in urban areas and the official landowners—with the aspiration to improve the lives of the poor. A business-led approach to the... View Details
      Keywords: Mission and Purpose; Social Enterprise; Entrepreneurship; Negotiation; Power and Influence; Social Issues; Conflict and Resolution; Business and Government Relations; Infrastructure; Urban Development; Real Estate Industry; Brazil; Latin America
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      Battilana, Julie, Ruth Costas, Marissa Kimsey, and Priscilla Zogbi. "Terra Nova: A Social Business Trying to Unlock Land Rights for the Urban Poor in Brazil." Harvard Business School Case 420-092, January 2020.
      • 2020
      • Book

      Competing in the Age of AI: Strategy and Leadership When Algorithms and Networks Run the World

      By: Marco Iansiti and Karim R. Lakhani
      In industry after industry, data, analytics, and AI-driven processes are transforming the nature of work. While we often still treat AI as the domain of a specific skill, business function, or sector, we have entered a new era in which AI is challenging the very... View Details
      Keywords: Artificial Intelligence; Technological Innovation; Change; Competition; Strategy; Leadership; Business Processes; Organizational Change and Adaptation; AI and Machine Learning
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      Iansiti, Marco, and Karim R. Lakhani. Competing in the Age of AI: Strategy and Leadership When Algorithms and Networks Run the World. Boston: Harvard Business Review Press, 2020.
      • January 2020
      • Case

      Sunset Limited or Full Speed Ahead? Amtrak Talks to Congress

      By: John D. Macomber
      Richard Anderson took the helm of Amtrak in 2017 after leading a successful turnaround at Delta Airlines. Amtrak is a US state owned enterprise with about $3.5 bn in annual revenue (and a large operating loss) that is responsible for substantial segments of passenger... View Details
      Keywords: Railroad; Passenger Transportation; Urbanization; Cities; U.S. Congress; Infrastructure; Transition; Transportation; Rail Transportation; Climate Change; Urban Scope; Strategic Planning; Business and Government Relations; Rail Industry; United States
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      Macomber, John D. "Sunset Limited or Full Speed Ahead? Amtrak Talks to Congress." Harvard Business School Case 220-052, January 2020.
      • January 2020 (Revised October 2021)
      • Case

      Zara: An Integrated Store and Online Model (A)

      By: Antonio Moreno
      In 2010, amidst the growth of ecommerce and the emergence of new, purely online, fashion players, Zara launched its first online store, Zara.com. Since then, Zara’s online business had grown at a fast pace. By 2018, 12% of Inditex Group’s total sales came from the... View Details
      Keywords: Stores; Integration; Operations; Business Model; Strategy; E-commerce; Retail Industry; Fashion Industry; Europe
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      Moreno, Antonio. "Zara: An Integrated Store and Online Model (A)." Harvard Business School Case 620-073, January 2020. (Revised October 2021.)
      • January 2020
      • Teaching Note

      PROOF: Pro Rata Opportunity Fund

      By: Josh Lerner, Shai Bernstein and Terrence Shu
      This is a teaching note meant to accompany "PROOF: Pro Rata Opportunity Fund," HBS Case No. 820-030. View Details
      Keywords: Finance; Venture Capital; Fund Management; Fund Raising; Investing; Investment Banking; Limited Partners
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      Lerner, Josh, Shai Bernstein, and Terrence Shu. "PROOF: Pro Rata Opportunity Fund." Harvard Business School Teaching Note 820-085, January 2020.
      • 2019
      • Working Paper

      Industrial Change, the Boundary of the Firm, and Racial Employment Segregation

      By: John-Paul Ferguson and Rembrand Koning
      Racial employment segregation between large workplaces in America has grown over the last generation. We know little about how changes in patterns of employment by economic sector have contributed to this growth, though. While there are many stylized narratives about... View Details
      Keywords: Workplace Segregation; Firm Boundaries; Organizations; Employees; Segmentation; Race; Change; United States
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      Ferguson, John-Paul, and Rembrand Koning. "Industrial Change, the Boundary of the Firm, and Racial Employment Segregation." Harvard Business School Working Paper, No. 20-069, December 2019.
      • Article

      A Theories-in-Use Approach to Building Marketing Theory

      By: G. Zaltman, Valarie A. Zeithaml, Bernard Jaworski, Ajay K. Kohli, Kapil R. Tuli and Wolfgang Ulaga
      This article’s objective is to inspire and provide guidance on the development of marketing knowledge based on the theories-in-use (TIU) approach. The authors begin with a description of the TIU approach and compare it with other inductive and deductive research... View Details
      Keywords: Building Theory; Grounded Theory; Theories-in-use; Theory Construction; Theory Development; Marketing; Knowledge; Theory
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      Zaltman, G., Valarie A. Zeithaml, Bernard Jaworski, Ajay K. Kohli, Kapil R. Tuli, and Wolfgang Ulaga. "A Theories-in-Use Approach to Building Marketing Theory." Journal of Marketing 84, no. 1 (January 2020): 32–51.
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