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  • March 2018 (Revised March 2018)
  • Teaching Note

OpenInvest

By: Boris Vallee and Caitlin Reimers Brumme
Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolio to their personal values in an automated way, for instance by screening out weapon manufacturers stocks or overweighting LGBTQ... View Details
Keywords: Socially Responsible Investing; Investing For Impact; Robo-advisors; Investment; Values and Beliefs; Customization and Personalization; Technology; Financial Services Industry
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Vallee, Boris, and Caitlin Reimers Brumme. "OpenInvest." Harvard Business School Teaching Note 218-089, March 2018. (Revised March 2018.)
  • 2011
  • Article

Strategic Change and the Jazz Mindset: Exploring Practices That Enhance Dynamic Capabilities for Organizational Improvisation

By: Ethan S. Bernstein and Frank J. Barrett
How can leaders adopt a mindset that maximizes learning, remains responsive to short-term emergent opportunities, and simultaneously strengthens longer-term dynamic capabilities of the organization? This chapter explores the organizational decisions and practices... View Details
Keywords: Dynamic Capabilities; Strategic Change; Jazz; Jazz Mindset; Improvisation; Innovation; Change Management; Collaborative Innovation and Invention; Innovation and Management; Innovation Leadership; Knowledge Use and Leverage; Leading Change; Leadership Style; Leadership; Management; Management Style; Organizational Change and Adaptation; Organizational Culture; Organizations; Creativity; Strategy; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; Information Technology Industry; United States; Japan; Taiwan; Europe; Asia
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Bernstein, Ethan S., and Frank J. Barrett. "Strategic Change and the Jazz Mindset: Exploring Practices That Enhance Dynamic Capabilities for Organizational Improvisation." Research in Organizational Change and Development 19 (2011): 55–90.

    Revolutionizing Innovation: Users, Communities, and Open Innovation

    The last two decades have witnessed an extraordinary growth of new models of managing and organizing the innovation process that emphasizes users over producers. Large parts of the knowledge economy now routinely rely on users, communities, and open innovation... View Details

    • Web

    Class Profile - Doctoral

    Pricing Corporate Governance Corporate Strategy Corporate Finance Diversity Emerging Markets Environment Ethics Experimental Economics Game Theory Health Care Incentives Innovation International Business Leadership Networks Power &... View Details
    • 17 Jul 2019
    • Blog Post

    Tech for the People

    HBS Leadership Fellow Henry Tsai (MBA 2017) was working as a technology and innovation advisor in the San José mayor’s office in the fall of 2017 when he began thinking about the plight of families forced from their homes during natural... View Details
    • September 2020 (Revised June 2023)
    • Supplement

    Spreadsheet Supplement to Artea Teaching Note

    By: Eva Ascarza and Ayelet Israeli
    Spreadsheet Supplement to Artea Teaching Note 521-041. This collection of exercises aims to teach students about 1)Targeting Policies; and 2)Algorithmic bias in marketing—implications, causes, and possible solutions. Part (A) focuses on A/B testing analysis and... View Details
    Keywords: Targeted Advertising; Algorithmic Data; Bias; Advertising; Race; Gender; Diversity; Marketing; Customer Relationship Management; Prejudice and Bias; Analytics and Data Science; Technology Industry; Technology Industry; Technology Industry; United States
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    Ascarza, Eva, and Ayelet Israeli. "Spreadsheet Supplement to Artea Teaching Note." Harvard Business School Spreadsheet Supplement 521-705, September 2020. (Revised June 2023.)
    • September 2020 (Revised July 2022)
    • Exercise

    Artea (D): Discrimination through Algorithmic Bias in Targeting

    By: Eva Ascarza and Ayelet Israeli
    This collection of exercises aims to teach students about 1)Targeting Policies; and 2)Algorithmic bias in marketing—implications, causes, and possible solutions. Part (A) focuses on A/B testing analysis and targeting. Parts (B),(C),(D) Introduce algorithmic bias. The... View Details
    Keywords: Targeted Advertising; Discrimination; Algorithmic Data; Bias; Advertising; Race; Gender; Marketing; Diversity; Customer Relationship Management; Prejudice and Bias; Analytics and Data Science; Technology Industry; Technology Industry; Technology Industry; United States
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    Ascarza, Eva, and Ayelet Israeli. "Artea (D): Discrimination through Algorithmic Bias in Targeting." Harvard Business School Exercise 521-043, September 2020. (Revised July 2022.)
    • Web

    Podcast - Business & Environment

    extended producer responsibility(EPR) laws—in driving investment and highlights emerging technologies like AI-powered waste stream analysis and autonomous electronics disassembly that are accelerating... View Details
    • August 2024 (Revised March 2025)
    • Case

    DBS' AI Journey

    By: Feng Zhu, Harold Zhu and Adina Wong
    Headquartered in Singapore, DBS Bank, one of Asia's leading financial services groups, embarked on a multi-year digital transformation under CEO Piyush Gupta in 2014. It was then that DBS also began experimenting with AI to drive value for the business and customers.... View Details
    Keywords: Corporate Governance; AI and Machine Learning; Digital Transformation; Risk Management; Value Creation; Banking Industry; Financial Services Industry; Asia; Singapore
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    Zhu, Feng, Harold Zhu, and Adina Wong. "DBS' AI Journey." Harvard Business School Case 625-053, August 2024. (Revised March 2025.)
    • June 1996 (Revised January 1999)
    • Case

    XcelleNet, Inc. (A)

    By: Stephen P. Bradley, Richard L. Nolan and James Leonard
    XcelleNet, a $35 million system software company based in Atlanta, was founded in 1986 to address the computing needs of a class of remote and mobile users and data that were rarely connected to a network. Though the clear first mover and leader in the remote... View Details
    Keywords: Technological Innovation; Opportunities; Competitive Strategy; Competitive Advantage; Technology Networks; Computer Industry; Atlanta
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    Bradley, Stephen P., Richard L. Nolan, and James Leonard. "XcelleNet, Inc. (A)." Harvard Business School Case 796-189, June 1996. (Revised January 1999.)

      Nitin Nohria

      Nitin Nohria served as the tenth dean of Harvard Business School from 2010-2020. He previously served as co-chair of the Leadership Initiative, Senior Associate Dean of Faculty Development, and Head of the Organizational Behavior unit.

      As Dean, building on... View Details

      Keywords: emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity; emerging market private equity
      • June 2005 (Revised January 2008)
      • Case

      Good Technology: Empowering Mobility Around the Globe (A)

      By: Geoffrey G. Jones and Adam Minnick
      Describes the global growth of Good Technology, a Silicon Valley start-up in wireless handheld computing software and service. Reviews the evaluation of wireless standards, the emergence of the world wireless market for voice and data, and the growth of the major firms... View Details
      Keywords: Business Startups; Entrepreneurship; Globalized Firms and Management; Partners and Partnerships; Expansion; Wireless Technology; Technology Industry; Technology Industry; California
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      Jones, Geoffrey G., and Adam Minnick. "Good Technology: Empowering Mobility Around the Globe (A)." Harvard Business School Case 805-139, June 2005. (Revised January 2008.)
      • 28 Aug 2006
      • Research & Ideas

      Online Match-Making with Virtual Dates

      interactions, Frost and Norton are also exploring the social implications of people seeking relationships online and the possibility for technology to influence the initial tone and trajectory of relationships. One obstacle they noticed... View Details
      Keywords: by Martha Lagace; Publishing
      • Teaching Interest

      Overview

      21st Century Energy — Dr Crawford teaches this EC course, which exposes students to business models and management diilemmas, all along the energy value chain — from oil sands and pipelines, to coal and natural gas, hydro and nuclear, wind and solar, to biofuels. The... View Details
      Keywords: Energy; Energy Efficiency; Energy Storage; Governance; Energy Generation; Renewable Energy; Energy Sources; Resource Allocation; Environmental Sustainability; Corporate Accountability; Corporate Governance; Ethics; Competitive Strategy; Technology Industry; Technology Industry; Technology Industry; Technology Industry; Technology Industry; Europe; Asia; United States
      • December 1999 (Revised December 2000)
      • Case

      Charles Schwab: A Category of One

      By: Stephen P. Bradley and Thomas H. Esperson
      Examines Charles Schwab's on-line discount brokerage firm and questions whether or not Schwab has effectively balanced the old and new world of stock trading, and has remained a leader between giants like Merrill Lynch and Internet pure plays like E-Trade. Also looks... View Details
      Keywords: Financial Institutions; Banks and Banking; Technological Innovation; Goals and Objectives; Growth and Development Strategy; Growth Management; Competition; Competitive Strategy; Competitive Advantage; Banking Industry; Financial Services Industry
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      Bradley, Stephen P., and Thomas H. Esperson. "Charles Schwab: A Category of One." Harvard Business School Case 700-043, December 1999. (Revised December 2000.)
      • September 2020 (Revised February 2024)
      • Teaching Note

      Artea (A), (B), (C), and (D): Designing Targeting Strategies

      By: Eva Ascarza and Ayelet Israeli
      Teaching Note for HBS No. 521-021,521-022,521-037,521-043. This collection of exercises aims to teach students about 1)Targeting Policies; and 2)Algorithmic bias in marketing—implications, causes, and possible solutions. Part (A) focuses on A/B testing analysis and... View Details
      Keywords: Targeted Advertising; Targeting; Race; Gender; Diversity; Marketing; Customer Relationship Management; Prejudice and Bias; Analytics and Data Science; Technology Industry; Technology Industry; Technology Industry; United States
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      Ascarza, Eva, and Ayelet Israeli. "Artea (A), (B), (C), and (D): Designing Targeting Strategies." Harvard Business School Teaching Note 521-041, September 2020. (Revised February 2024.)
      • Web

      Middle East & North Africa - Global

      Research Center: Cairo Cairo, Egypt Middle East and North Africa Research Center: Istanbul Istanbul, Turkey Israel Research Office Tel Aviv, Israel News & Highlights March 2025 CREATING EMERGING MARKETS INTERVIEWS Creating View Details
      • 23 Jun 2009
      • First Look

      First Look: June 23

      technology, three core principles have emerged that work together to ensure that complementary, interconnected products coexist and compete. These core principles are particularly important when applied to platforms, which have played a... View Details
      Keywords: Martha Lagace
      • October 2016 (Revised February 2019)
      • Case

      PTC: A Transformation to IoT

      By: Rajiv Lal and Sarah McAra
      In the 2010s, PTC, a leading provider of software for discrete manufacturers, faced maturing markets and changing customer needs as smart, connected products took hold—the rise of the Internet of Things (IoT). PTC saw a first mover advantage in entering the IoT space... View Details
      Keywords: Internet Of Things; IoT; Smart; Connected Products; Business Organization; Transformation; Customer Relationship Management; Innovation Strategy; Technological Innovation; Leading Change; Marketing; Product Development; Service Operations; Strategy; Competition; Technology Industry
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      Lal, Rajiv, and Sarah McAra. "PTC: A Transformation to IoT." Harvard Business School Case 517-033, October 2016. (Revised February 2019.)
      • March 2022
      • Article

      From Proprietary to Collective Governance: How Do Platform Participation Strategies Evolve?

      By: Siobhan O'Mahony and Rebecca Karp
      When platform leaders change the rules guiding who can access and control a platform, the strategies of those who create value from the platform can be upended. Little research examines how platform participants adapt their strategies when a platform leader changes the... View Details
      Keywords: Platform Governance; Access; Crowdsourcing; Applications and Software; Employees; Leadership Style; Cybersecurity; Risk Management
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      O'Mahony, Siobhan, and Rebecca Karp. "From Proprietary to Collective Governance: How Do Platform Participation Strategies Evolve?" Strategic Management Journal 43, no. 3 (March 2022): 530–562.
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