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  • All HBS Web  (6,464)
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  • December 2014 (Revised February 2020)
  • Case

Compass Group: The Ascension Health Decision

By: Ryan W. Buell
In 2012, Compass Group (Compass) was on the verge of closing a $2 billion deal with Ascension Health (Ascension), one of the largest healthcare systems in the United States. Under the deal, Compass would provide foodservice management and cleaning services for 86 of... View Details
Keywords: Operations Strategy; Sectorization; Operational Focus; Customer Compatibility; Service Operations; Service Delivery; Operations; Strategy; Customer Focus and Relationships; Service Industry; Health Industry; United States
Citation
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Buell, Ryan W. "Compass Group: The Ascension Health Decision." Harvard Business School Case 615-026, December 2014. (Revised February 2020.)
  • February 2018 (Revised October 2019)
  • Case

HubSpot and Motion AI: Chatbot-Enabled CRM

By: Jill Avery and Thomas Steenburgh
HubSpot, an inbound marketing, sales, and customer relationship management (CRM) software provider, announced that it had acquired Motion AI, a software platform that enabled companies to easily build and deploy chatbots, fueled by artificial intelligence, to interact... View Details
Keywords: CRM; Sales Management; Customer Service; Artificial Intelligence; B2B Vs. B2C; Business Marketing; SaaS; Marketing; Marketing Strategy; Brands and Branding; Customer Focus and Relationships; Sales; Salesforce Management; Technological Innovation; Applications and Software; Customer Relationship Management; AI and Machine Learning; Technology Industry; Service Industry; United States; North America
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Avery, Jill, and Thomas Steenburgh. "HubSpot and Motion AI: Chatbot-Enabled CRM." Harvard Business School Case 518-067, February 2018. (Revised October 2019.)
  • August 2017
  • Case

Data-driven Manufacturing: The Kutesmart System

By: Willy Shih and Nancy Hua Dai
The data-driven manufacturing system at this Chinese bespoke mens' suit manufacturer illustrates the use of information technology to support mass customization in a largely manual production environment. It contrasts sharply with some of the Industrie 4.0... View Details
Keywords: Manufacturing; Garment Manufacturing; Mass Customization; Data-driven Management; Data-driven Manufacturing; Operations; Production; Product; Customization and Personalization; Apparel and Accessories Industry; Manufacturing Industry; China
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Shih, Willy, and Nancy Hua Dai. "Data-driven Manufacturing: The Kutesmart System." Harvard Business School Case 618-005, August 2017.
  • December 2018 (Revised June 2021)
  • Supplement

Bulb 2017: Launch

By: John R. Wells and Benjamin Weinstock
On August 21, 2015, Amit Gudka and Hayden Wood, co-founders of Bulb Ltd. (Bulb) launched a new business to supply energy to the United Kingdom’s 27 million residential homes with a promise of 100% renewable electricity at affordable prices. By the end of March 2017,... View Details
Keywords: Green Energy; Start-up; Launch; Customer Acquisition; Customer Churn; Customer Engagement; Electricity; Resources; Growth Strategy; B-Corp; Entrepreneurial Management; Entrepreneurial Journey; Entrepreneurial Financing; Renewable Energy; Business Startups; Growth and Development Strategy; Business Model; Working Capital; Product Launch; Customers; Growth Management; Business Plan; Decision Making; United Kingdom
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Wells, John R., and Benjamin Weinstock. "Bulb 2017: Launch." Harvard Business School Supplement 719-441, December 2018. (Revised June 2021.)
  • July 2018 (Revised March 2019)
  • Teaching Note

Hilti (A): Fleet Management?

By: Ramon Casadesus-Masanell and Jan Rivkin
This Teaching Note accompanies the case HBS No. 718-419, “Hilti (A): Fleet Management.” It provides guidelines for class discussion, as well as a board plan and transcripts of the associated videos, Hilti Fleet Management Video Supplements.
The associated case... View Details
Keywords: Business Model Innovation; Total Customer Value; Innovation; Inventions; Business Models; Value Chains; Transformations; Focusing On Customers; Business Model; Restructuring; Transformation; Customer Value and Value Chain; Decision Making; Customer Focus and Relationships; Customer Relationship Management; Construction; Innovation and Invention; Leasing; Strategy; Liechtenstein; Switzerland; Europe
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Casadesus-Masanell, Ramon, and Jan Rivkin. "Hilti (A): Fleet Management?" Harvard Business School Teaching Note 719-404, July 2018. (Revised March 2019.)
  • March 17, 2021
  • Other Article

Beyond Pajamas: Sizing Up the Pandemic Shopper

By: Ayelet Israeli, Eva Ascarza and Laura Castrillo
A first look at how the COVID-19 pandemic impacted e-commerce apparel shopping in the US and the UK. Extensive analysis and interactive graphics utilizing millions of transactions.
While the pandemic is still playing out, our preliminary investigations... View Details
Keywords: Retail; Retail Analytics; Consumer; Pandemic; COVID; COVID-19; Apparel; Ecommerce; Online Shopping; Online Apparel; Online Sales; Returns; CRM; Customer Retention; Customer Experience; Customer Value; Digital; Customer Focus and Relationships; Customers; Health Pandemics; Consumer Behavior; Customer Relationship Management; Internet and the Web; Behavior; E-commerce; Retail Industry; Apparel and Accessories Industry; Technology Industry; United States; United Kingdom
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Israeli, Ayelet, Eva Ascarza, and Laura Castrillo. "Beyond Pajamas: Sizing Up the Pandemic Shopper." Harvard Business School Working Knowledge (March 17, 2021).
  • Article

The Store Is Dead—Long Live the Store

By: David R. Bell, Santiago Gallino and Antonio Moreno
In this article, we pursue two interconnected themes: the expansion of online-first retailers into offline stores that serve the purpose of “supercharging” customer value, and the transformation of the stores of offline-first retailers from... View Details
Keywords: Customer Experience; Inventory Control; Omnichannel Retailing; Online Marketing; Marketing Channels; Trends; Transformation; Digital Marketing; Retail Industry
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Bell, David R., Santiago Gallino, and Antonio Moreno. "The Store Is Dead—Long Live the Store." MIT Sloan Management Review 59, no. 3 (Spring 2018): 59–66.
  • October 2016
  • Case

Turkasset: Bringing Customer-Centricity to Debt Collection

By: Dennis Campbell and Gamze Yucaoglu
In December 2014, in preparation for the year-end board presentation, Hilmi Guvenal (PMD 1993), shareholder and CEO of Turkasset, and Ilker Yoney, COO, sat down to discuss Turkasset’s five- and ten-year strategic plans. Since taking leadership of the company in 2009,... View Details
Keywords: Customer Satisfaction; Customer Experience; Customer Service; Customer-centric; Emerging Market; Customer Focus; Employee Empowerment; Employee Engagement; Employee Training; Staffing; Operations Management; Quality Management; Service Management; Service Quality; Continuous Improvement; Turkasset; Collections Agency; NPL; Call Center; Financial Services; Borrowing and Debt; Customer Focus and Relationships; Organizational Culture; Operations; Management; Service Operations; Quality; Competitive Advantage; Cost vs Benefits; Financial Services Industry; Turkey
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Campbell, Dennis, and Gamze Yucaoglu. "Turkasset: Bringing Customer-Centricity to Debt Collection." Harvard Business School Case 117-023, October 2016.
  • March 2016 (Revised February 2020)
  • Teaching Note

Compass Group: The Ascension Health Decision

By: Ryan W. Buell
In 2012, Compass Group (Compass) was on the verge of closing a $2 billion deal with Ascension Health (Ascension), one of the largest healthcare systems in the United States. Under the deal, Compass would provide foodservice management and cleaning services for 86 of... View Details
Keywords: Operations Strategy; Sectorization; Operational Focus; Customer Compatibility; Service Operations; Service Delivery; Operations; Customer Focus and Relationships; Service Industry; Health Industry; United States
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Buell, Ryan W. "Compass Group: The Ascension Health Decision." Harvard Business School Teaching Note 616-046, March 2016. (Revised February 2020.)
  • October 2016 (Revised April 2018)
  • Case

JCPenney: Back in Business

By: Elie Ofek, K. Shelette Stewart and Christine Snively
In 2016, JCPenney was in the midst of a multi-year turnaround after coming dangerously close to bankruptcy. Under CEO Marvin Ellison, the company had identified three strategic objectives—a focus on omnichannel, private label goods, and increasing revenue per... View Details
Keywords: Retail; Customer Management; Omnichannel; Turnarounds; Private Label; Promotions; Marketing Strategy; Brands and Branding; Customer Relationship Management; Goals and Objectives; Competition; Retail Industry; United States
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Ofek, Elie, K. Shelette Stewart, and Christine Snively. "JCPenney: Back in Business." Harvard Business School Case 517-037, October 2016. (Revised April 2018.)
  • 2012
  • Chapter

The Relational Roles of Brands

By: Jill Avery
In contemporary culture, brands play important relational roles, linking consumers to others and serving as relational partners. This chapter provides an understanding of the relational roles of brands to illuminate why and how consumers connect with brands and how... View Details
Keywords: Brands; Brand Management; Brand Equity; Brand Building; Customer Relationship Management; CRM; Customers; Customer Focus and Relationships; Brands and Branding; Marketing; Marketing Strategy; Consumer Products Industry
Citation
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Avery, Jill. "The Relational Roles of Brands." Chap. 9 in Marketing Management: A Cultural Perspective, edited by Lisa Penaloza, Nil Toulouse, and Luca M. Visconti, 147–163. Routledge, 2012.
  • March–April 2020
  • Article

Building A Culture of Experimentation

By: Stefan Thomke
Why don’t organizations test more? After examining this question for several years, I can tell you that the central reason is culture. As companies try to scale up their experimentation capacity, they often find that the obstacles are not tools and technology but... View Details
Keywords: Experimentation; Culture; Innovation; Online; Customer Experience; Organizational Culture; Innovation and Invention; Internet and the Web; Attitudes; Decision Making; Change; Leadership
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Thomke, Stefan. "Building A Culture of Experimentation." Harvard Business Review 98, no. 2 (March–April 2020): 40–48.
  • January 2017 (Revised October 2021)
  • Case

Delivering the Goods at Shippo

By: Jeffrey J. Bussgang, Jeffrey F. Rayport and Olivia Hull
Laura Behrens Wu, CEO of software start-up Shippo, prepares her pitch for a Series A funding round following a successful seed round. Customer adoption of Shippo’s e-commerce dashboard application, which allows small and medium retailers to compare delivery rates... View Details
Keywords: Application Program Interface; API; API Strategy; Customer Cohorts; Churn; Retention; Entrepreneurship; Venture Capital; Business Startups; Strategy; Transition; Customer Focus and Relationships; Technological Innovation; Organizational Change and Adaptation; Valuation; Shipping Industry; Technology Industry; Retail Industry; San Francisco; California; United States
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Bussgang, Jeffrey J., Jeffrey F. Rayport, and Olivia Hull. "Delivering the Goods at Shippo." Harvard Business School Case 817-065, January 2017. (Revised October 2021.)
  • March 2016
  • Supplement

Compass Group: The Ascension Health Decision

By: Ryan W. Buell
In 2012, Compass Group (Compass) was on the verge of closing a $2 billion deal with Ascension Health (Ascension), one of the largest healthcare systems in the United States. Under the deal, Compass would provide foodservice management and cleaning services for 86 of... View Details
Keywords: Operations Strategy; Sectorization; Operational Focus; Customer Compatibility; Service Operations; Service Delivery; Operations; Customer Focus and Relationships; Service Industry; Health Industry; United States
Citation
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Buell, Ryan W. "Compass Group: The Ascension Health Decision." Harvard Business School Multimedia/Video Supplement 616-705, March 2016.
  • 2021
  • Working Paper

Impact Accounting for Product Use: A Framework and Industry-specific Models

By: George Serafeim and Katie Trinh
This handbook provides the first systematic attempt to generate a framework and industry-specific models for the measurement of impacts on customers and the environment from use of products and services, in monetary terms, that can then be reflected in financial... View Details
Keywords: Impact Measurement; Product Impact; Customer Welfare; Environment; ESG; Product; Customers; Well-being; Environmental Sustainability; Measurement and Metrics; Accounting; Financial Statements; Analysis; Framework
Citation
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Serafeim, George, and Katie Trinh. "Impact Accounting for Product Use: A Framework and Industry-specific Models." Harvard Business School Working Paper, No. 21-141, June 2021.
  • November – December 1993
  • Response

'Is It Too Late for Pacer to Change Course?' A Response to 'When New Products and Customer Loyalty Collide'

By: D. A. Leonard-Barton
Keywords: Change; Product
Citation
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Leonard-Barton, D. A. "'Is It Too Late for Pacer to Change Course?' A Response to 'When New Products and Customer Loyalty Collide'." Harvard Business Review 71, no. 6 (November–December 1993): 25–28.
  • September 2017 (Revised September 2023)
  • Case

Chase Sapphire: Creating a Millennial Cult Brand

By: Shelle Santana, Jill Avery and Christine Snively
The launch of the Chase Sapphire Reserve credit card was enthusiastically received by millennial consumers, a cohort that had previously eluded JPMorgan Chase and its competitors. With the one-year anniversary of the launch approaching, managers are focused on... View Details
Keywords: Brand & Product Management; Product Strategy; New Product Development; Credit Card; Customer Acquisition; CRM; Millennials; Marketing; Marketing Strategy; Brands and Branding; Credit Cards; Product Development; Product Launch; Customer Relationship Management; Consumer Behavior; Demographics; Financial Services Industry; Service Industry; Banking Industry; United States; North America
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Santana, Shelle, Jill Avery, and Christine Snively. "Chase Sapphire: Creating a Millennial Cult Brand." Harvard Business School Case 518-024, September 2017. (Revised September 2023.)
  • June 2012 (Revised August 2012)
  • Case

MF Global: Where's the Money?

By: Clayton S. Rose, Pamela Chan and Raghav Chopra
When MF Global failed in October of 2011, it was discovered that $1.6 billion of segregated customer assets was missing. Safeguarding these assets was the firm's responsibility, and in the words of one SEC official, its "sacred obligation." What is known about the... View Details
Keywords: Financial Firms; Customer Obligations; Bankruptcy; Regulation; Financial Crisis; Brokerage; Asset Management; Ethics; Governing Rules, Regulations, and Reforms; Financial Management; Crisis Management; Insolvency and Bankruptcy; Financial Services Industry
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Rose, Clayton S., Pamela Chan, and Raghav Chopra. "MF Global: Where's the Money?" Harvard Business School Case 312-106, June 2012. (Revised August 2012.)
  • September 2016 (Revised February 2017)
  • Case

MyTime

By: Juliane Begenau and Robin Greenwood
Ethan Anderson, the CEO of San Francisco–based e-commerce company MyTime, must decide on the company's growth strategy. MyTime’s first product was a website and mobile app that offered consumers a convenient way to book appointments with local merchants throughout the... View Details
Keywords: Customer Valuation; Discounted Cash Flow; Software; Valuation Methodologies; Subscriber Models; Financial Management; Corporate Finance; Growth and Development Strategy; Valuation; Applications and Software; Information Technology Industry; North and Central America
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Begenau, Juliane, and Robin Greenwood. "MyTime." Harvard Business School Case 217-026, September 2016. (Revised February 2017.)
  • September 2018 (Revised August 2019)
  • Case

The Progressive Corporation, 2018

By: John R. Wells and Benjamin Weinstock
In early 2019, The Progressive Corporation (Progressive), the USA’s third-largest auto insurance writer, reported earned premiums were up 20% in 2018 compared to the previous year, and net income was up 64%. Direct sales of personal auto policies rose 21%, while agent... View Details
Keywords: Insurance Companies; Strategic Analysis; Strategic Decisions; Customer Acquisition; Customer Experience; Customer Lifetime Value; Policy Implementation; Competitors; Auto Insurance; Vehicle; Progressive; Allstate; State Farm; GEICO; Implementation; Insurance; Customer Value and Value Chain; Growth Management; Competitive Strategy; Insurance Industry
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Wells, John R., and Benjamin Weinstock. "The Progressive Corporation, 2019." Harvard Business School Case 719-413, September 2018. (Revised August 2019.)
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