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    • All HBS Web  (1,759)
      • Faculty Publications  (136)

      Case MethodRemove Case Method →

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      • October 2018 (Revised May 2019)
      • Teaching Note

      Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs

      By: Joseph Fuller, Shikhar Ghosh and Monica Baraldi
      Teaching Note for HBS No. 816-048. The case tells the story of a product manager within Intuit who develops an idea for a new product that spans two of the company's existing business units—professional tax software, sold to accountants, and the consumer focused... View Details
      Keywords: Business Units; Business or Company Management; Applications and Software; Accounting; Product Development; Financial Services Industry
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      Fuller, Joseph, Shikhar Ghosh, and Monica Baraldi. "Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs." Harvard Business School Teaching Note 319-045, October 2018. (Revised May 2019.)
      • August 2018 (Revised September 2018)
      • Supplement

      LendingClub (C): Gradient Boosting & Payoff Matrix

      By: Srikant M. Datar and Caitlin N. Bowler
      This case builds directly on the LendingClub (A) and (B) cases. In this case students follow Emily Figel as she builds an even more sophisticated model using the gradient boosted tree method to predict, with some probability, whether a borrower would repay or default... View Details
      Keywords: Data Analytics; Data Science; Investment; Financing and Loans; Analytics and Data Science; Analysis; Forecasting and Prediction
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      Datar, Srikant M., and Caitlin N. Bowler. "LendingClub (C): Gradient Boosting & Payoff Matrix." Harvard Business School Supplement 119-022, August 2018. (Revised September 2018.)
      • June 2018
      • Article

      Personal and Social Usage: The Origins of Active Customers and Ways to Keep Them Engaged

      By: Clarence Lee, Elie Ofek and Thomas Steenburgh
      We study how digital service firms can develop an active customer base, focusing on two questions. First, how does the way that customers use the service postadoption to meet their own needs (personal usage) and to interact with one another (social usage) vary across... View Details
      Keywords: Customer Engagement; Adoption Routes; Word-of-Mouth; Digital Marketing; Bayesian Estimation; Customers; Communication; Consumer Behavior; Marketing; Internet and the Web; Analytics and Data Science
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      Lee, Clarence, Elie Ofek, and Thomas Steenburgh. "Personal and Social Usage: The Origins of Active Customers and Ways to Keep Them Engaged." Management Science 64, no. 6 (June 2018): 2473–2495. (Lead Article.)
      • 2018
      • Book

      Kissinger the Negotiator: Lessons from Dealmaking at the Highest Level

      By: James K. Sebenius, R. Nicholas Burns and Robert H. Mnookin (with a forward by Henry A. Kissinger)
      As professors and practitioners with careers devoted to negotiation, we are often asked “Who are the world’s best negotiators? What makes them effective?” Inevitably Henry Kissinger’s name comes up as an elite, if controversial, negotiator from whom we can learn a... View Details
      Keywords: History; Negotiation Process; Negotiation Tactics; Personal Development and Career; Negotiation Style; United States
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      Sebenius, James K., R. Nicholas Burns, and Robert H. Mnookin (with a forward by Henry A. Kissinger). Kissinger the Negotiator: Lessons from Dealmaking at the Highest Level. New York: HarperCollins, 2018.
      • September 2017
      • Article

      Winning the War for Talent: Modern Motivational Methods for Attracting and Retaining Employees

      By: Anais Thibault-Landry, Allan Schweyer and Ashley V. Whillans
      Given the struggle that many organizations face hiring and retaining talent in today's tight labor market, it is critical to understand how to effectively reward employees. To address this question, we review relevant evidence that explains the importance of workplace... View Details
      Keywords: Rewards; Total Reward Strategies; Incentives; Recognition; Motivation; Psychological Needs; Employees; Retention; Motivation and Incentives; Working Conditions
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      Thibault-Landry, Anais, Allan Schweyer, and Ashley V. Whillans. "Winning the War for Talent: Modern Motivational Methods for Attracting and Retaining Employees." Compensation & Benefits Review 49, no. 4 (September 2017): 230–246.
      • 2019
      • Chapter

      The Case Method

      By: Joseph L. Bower
      The case method was developed concurrently with the emergence of business schools as a way of teaching future executives evidence-based problem solving in the classroom. Harvard Business School faculty led in developing the method. A particular challenge in the writing... View Details
      Keywords: Case Method; Case Studies; Case Teaching; Problem-based Learning; Cases; Learning; Teaching
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      Bower, Joseph L. "The Case Method." In The Palgrave Encyclopedia of Strategic Management. Continuously updated edition, edited by Mie Augier and David J. Teece. Palgrave Macmillan, 2017. Electronic. (Pre-published, June 2016.)
      • 2017
      • Chapter

      Toward Transparent Reporting of Psychological Science

      By: Etienne P. LeBel and Leslie K. John
      In this chapter we make a case for increased transparency of the methods used to obtain research findings. Although comprehensive reporting facilitates accurate assessment of a paper’s claims, the current reporting norm is secrecy, not openness. We begin by putting... View Details
      Keywords: Research; Problems and Challenges
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      LeBel, Etienne P., and Leslie K. John. "Toward Transparent Reporting of Psychological Science." In Psychological Science under Scrutiny: Recent Challenges and Proposed Solutions, edited by S.O. Lilienfeld and I.D. Waldman. New York: John Wiley & Sons, 2017.
      • 2017
      • Book

      Democracy: A Case Study

      By: David Moss
      Democracy: A Case Study invites readers to experience American history anew and come away with a deeper understanding of the greatest strengths and vulnerabilities of the nation’s democracy as well as its resilience over time. The book adapts the case method to... View Details
      Keywords: Democracy; Political Economy; Constitution; Productive Tension; Culture Of Democracy; E Pluribus Unum; United States; History; Government and Politics; Governance; Economic Systems; United States
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      Moss, David. Democracy: A Case Study. Cambridge, MA: Belknap Press of Harvard University Press, 2017.
      • 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 June 2016)
      • Case

      Gotong Royong: Toward Sustainable Palm Oil

      By: Rebecca Henderson, Hann-Shuin Yew and Monica Baraldi
      In late 2015, Jeff Seabright, chief sustainability officer at Unilever, had to report to Unilever CEO Paul Polman on the effort to transform palm oil cultivation. Historically, palm oil was produced using unsustainable methods that included burning large tracts of... View Details
      Keywords: Sustainability; Environment; Industry Self-regulation; Corporate Image; Corporate Strategy; Indonesia; Malaysia
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      Henderson, Rebecca, Hann-Shuin Yew, and Monica Baraldi. "Gotong Royong: Toward Sustainable Palm Oil." Harvard Business School Case 316-124, March 2016. (Revised June 2016.)
      • March 2016 (Revised March 2022)
      • Teaching Note

      Express Scripts: Promoting Prescription Drug Home Delivery (A) and (B)

      By: John Beshears
      The pharmacy benefit manager (PBM) sector processes prescription drug claims on behalf of companies that offer a prescription drug benefit to their employees. The case associated with this teaching note follows Bob Nease, chief scientist at Express Scripts, as he... View Details
      Keywords: Pharmaceuticals; Prescription Drugs; Pharmacy Benefit Manager; PBM; Healthcare; Behavioral Economics; Choice Architecture; Active Choice; Service Delivery; Decision Choices and Conditions; Consumer Behavior; Distribution Channels; Health Care and Treatment; Service Industry; Pharmaceutical Industry
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      Beshears, John. "Express Scripts: Promoting Prescription Drug Home Delivery (A) and (B)." Harvard Business School Teaching Note 916-047, March 2016. (Revised March 2022.)
      • Article

      Representative Democracy and the Implementation of Majority-Preferred Alternatives

      By: Katherine Baldiga Coffman
      In this paper, we contrast direct and representative democracy. In a direct democracy, individuals have the opportunity to vote over the alternatives in every choice problem the population faces. In a representative democracy, the population commits to a candidate ex... View Details
      Keywords: Economic Systems; Voting; Decision Choices and Conditions
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      Coffman, Katherine Baldiga. "Representative Democracy and the Implementation of Majority-Preferred Alternatives." Social Choice and Welfare 46, no. 3 (March 2016): 477–494.
      • February 2016
      • Case

      Express Scripts: Promoting Prescription Drug Home Delivery (A)

      By: John Beshears, Patrick Rooney and Jenny Sanford
      The pharmacy benefit manager (PBM) sector processes prescription drug claims on behalf of companies that offer a prescription drug benefit to their employees. This case follows Bob Nease, Chief Scientist at Express Scripts, as he considers methods to promote home... View Details
      Keywords: Pharmaceuticals; Prescription Drugs; Pharmacy Benefit Manager; PBM; Healthcare; Behavioral Economics; Choice Architecture; Active Choice; Service Delivery; Decision Choices and Conditions; Health Care and Treatment; Order Taking and Fulfillment; Compensation and Benefits; Pharmaceutical Industry
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      Beshears, John, Patrick Rooney, and Jenny Sanford. "Express Scripts: Promoting Prescription Drug Home Delivery (A)." Harvard Business School Case 916-026, February 2016.
      • February 2016 (Revised March 2022)
      • Case

      Express Scripts: Promoting Prescription Drug Home Delivery (B)

      By: John Beshears, Patrick Rooney and Jenny Sanford
      The pharmacy benefit manager (PBM) sector processes prescription drug claims on behalf of companies that offer a prescription drug benefit to their employees. This case follows Bob Nease, Chief Scientist at Express Scripts, as he considers methods to promote home... View Details
      Keywords: Pharmaceuticals; Prescription Drugs; Pharmacy Benefit Manager; PBM; Healthcare; Behavioral Economics; Choice Architecture; Active Choice; Health Care and Treatment; Service Delivery; Decision Choices and Conditions; Order Taking and Fulfillment; Compensation and Benefits
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      Beshears, John, Patrick Rooney, and Jenny Sanford. "Express Scripts: Promoting Prescription Drug Home Delivery (B)." Harvard Business School Case 916-040, February 2016. (Revised March 2022.)
      • September 2015 (Revised March 2016)
      • Case

      Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs

      By: Shikhar Ghosh, Joseph Fuller and Michael Roberts
      The case provides a vehicle for teaching about both corporate intrapreneurship and the use of lean startup methods. It tells the story of a product manager within Intuit who develops an idea for a new product that spans two of the company's existing business... View Details
      Keywords: Business Units; Business or Company Management; Applications and Software; Accounting; Product Development; Financial Services Industry
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      Ghosh, Shikhar, Joseph Fuller, and Michael Roberts. "Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs." Harvard Business School Case 816-048, September 2015. (Revised March 2016.)
      • Article

      Visualizing and Measuring Software Portfolio Architecture: A Power Utility Case

      By: Robert Lagerström, Carliss Y. Baldwin and Alan MacCormack
      In this paper, we test a Design Structure Matrix (DSM) based method for visualizing and measuring software portfolio architectures. Our data is drawn from a power utility company, comprising 192 software applications with 614 dependencies between them. We show that the... View Details
      Keywords: Applications and Software; Infrastructure; Utilities Industry
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      Lagerström, Robert, Carliss Y. Baldwin, and Alan MacCormack. "Visualizing and Measuring Software Portfolio Architecture: A Power Utility Case." Special Issue on DSM Conference 2014. Journal of Modern Project Management 3, no. 2 (September–December 2015): 114–121.
      • July 2014 (Revised May 2015)
      • Case

      Making Room for the Baby Boom: Senior Living

      By: Charles F. Wu, Joseph Beyer and Arthur I. Segel
      Tom Alperin's National Development has purchased a building site in affluent Wellesley, MA, and is in the process of deciding whether to build apartments, a combination of independent living and assisted living units for seniors, or perhaps even higher acuity... View Details
      Keywords: Senior Living; Assisted Living; Independent Living; Property; Finance; Real Estate Industry; Boston; Massachusetts; United States
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      Wu, Charles F., and Joseph Beyer. "Making Room for the Baby Boom: Senior Living." Harvard Business School Case 215-003, July 2014. (Revised May 2015.)
      • 2014
      • Teaching Note

      Fine Harvest Restaurant Group

      By: Clara X. Chen, Kenneth A. Merchant, Tatiana Sandino and Wim Van der Stede
      The Fine Harvest Restaurant Group cases A and B examine a company's design of a new system to evaluate the performance (and determine the bonuses) for its restaurant managers. Fine Harvest had traditionally evaluated restaurant managers based on store margins and had... View Details
      Keywords: Incentive Systems; Relative Performance Evaluation; Restaurant Industry; Accounting; Economics; Human Resources; Measurement and Metrics; Labor; Performance; Salesforce Management; Retail Industry; North and Central America
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      Chen, Clara X., Kenneth A. Merchant, Tatiana Sandino, and Wim Van der Stede. "Fine Harvest Restaurant Group." University of Southern California, Marshall School of Business Teaching Note, 2014.
      • Spring 2014
      • Article

      Leveraging Crowdsourced Peer-to-Peer Assessments to Enhance the Case Method of Learning

      By: Jill Avery
      Many marketing educators use the case method to help their students strengthen their decision-making skills. Rigorous class participation is essential to achieving learning objectives in case method learning. One challenge for case method instructors is the assessment... View Details
      Keywords: Case Method Teaching; Marketing; Business Education; Teaching; Education Industry
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      Avery, Jill. "Leveraging Crowdsourced Peer-to-Peer Assessments to Enhance the Case Method of Learning." Journal for Advancement of Marketing Education 22, no. 1 (Spring 2014): 1–15.
      • 2014
      • Working Paper

      Firm Competitiveness and Detection of Bribery

      By: George Serafeim
      Using survey data from firms around the world I analyze how detection of bribery has impacted a firm's competitiveness over the past year. Managers report that the most significant impact was on employee morale, followed by business relations, and then reputation and... View Details
      Keywords: Competitiveness; Corruption; Bribery; Employee Engagement; Reputation; Regulation; Competition; Crime and Corruption; Ethics; Performance
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      Serafeim, George. "Firm Competitiveness and Detection of Bribery." Harvard Business School Working Paper, No. 14-012, July 2013. (Revised February 2014, April 2014.)
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