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      • November 2015 (Revised May 2016)
      • Case

      Aspiring Minds

      By: Karim R. Lakhani, Marco Iansiti and Christine Snively
      By 2015, India-based employment assessment and certification provider Aspiring Minds had helped facilitate over 300,000 job matches through its assessment tools. Aspiring Minds' flagship product, the Aspiring Minds Computer Adaptive Test (AMCAT), used machine learning... View Details
      Keywords: Information Technology; Strategy; Higher Education; Technological Innovation; Employment; Technology Industry; India; China
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      Lakhani, Karim R., Marco Iansiti, and Christine Snively. "Aspiring Minds." Harvard Business School Case 616-013, November 2015. (Revised May 2016.)
      • 2015
      • Working Paper

      A Normative Theory of Dynamic Capabilities: Connecting Strategy, Know-How, and Competition

      By: Gary P. Pisano
      The field of strategy has mounted an enormous effort to understand, define, predict, and measure how organizational capabilities shape competitive advantage. While the notion that capabilities influence strategy dates back to the work of Andrews (1971), attempts to... View Details
      Keywords: Competitive Advantage; Organizations
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      Pisano, Gary P. "A Normative Theory of Dynamic Capabilities: Connecting Strategy, Know-How, and Competition." Harvard Business School Working Paper, No. 16-036, September 2015.
      • March 2015
      • Case

      The I-PASS Patient Handoff Program

      By: Robert S. Huckman and Michael Norris
      In 2015, the I-PASS Patient Handoff Program Team, led by six pediatricians around the U.S., had to determine the best way to disseminate their program that had been proven to reduce communication errors in patient handoffs in hospital settings. Should they turn it into... View Details
      Keywords: Health Care; Hospitals; Operations Improvement; Entrepreneurship; Health Care and Treatment; Health Industry; United States
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      Huckman, Robert S., and Michael Norris. "The I-PASS Patient Handoff Program." Harvard Business School Case 615-069, March 2015.
      • March 2015 (Revised May 2018)
      • Case

      JPMorgan Chase: Tapping an Overlooked Talent Pool

      By: Boris Groysberg and Katherine Connolly
      By the spring of 2014, the pilot had come to an end for JPMorgan Chase's ReEntry Program, a program designed for women coming back to the workforce after a period of time away. Mary Callahan Erdoes, CEO of Asset Management, and her team had to evaluate whether or not... View Details
      Keywords: Women; Training; Leadership; Motherhood; Talent and Talent Management; Experience and Expertise; Diversity; Gender; Knowledge Use and Leverage; Human Capital; Management Practices and Processes; Organizational Culture; Programs; Financial Services Industry; United States
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      Groysberg, Boris, and Katherine Connolly. "JPMorgan Chase: Tapping an Overlooked Talent Pool." Harvard Business School Case 415-066, March 2015. (Revised May 2018.)
      • 2014
      • Article

      Wall Street Research

      By: Paul M. Healy
      This article discusses a research program investigating the workings of both the sell and buy sides of financial analysis, tackles how the U.S. securities industry research adds value in financial markets, and evaluates the business model problems that the industry... View Details
      Keywords: Financial Markets; Business Model; Research; Financial Services Industry; United States
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      Healy, Paul M. "Wall Street Research." Journal of Applied Finance 24, no. 2 (2014): 6–16.
      • November 2014 (Revised May 2017)
      • Teaching Note

      Fresno's Social Impact Bond for Asthma

      By: John A. Quelch
      The case desccribes a social impact bond (SIB) to fund home-based remediation programs designed to reduce asthma attacks among Fresno residents (especially children) and thereby save on health care costs (ambulance callouts, emergency room visits etc.). The case... View Details
      Keywords: Programs; Social Issues; Investment Return; Health Care and Treatment; Health Industry; California
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      Quelch, John A. "Fresno's Social Impact Bond for Asthma." Harvard Business School Teaching Note 515-031, November 2014. (Revised May 2017.)
      • October 2013
      • Case

      Oaktree and the Restructuring of CIT Group (A)

      By: Victoria Ivashina and David Scharfstein
      CIT's prepackaged bankruptcy marked the first time a major financial institution was able to successfully restructure and emerge from Chapter 11 bankruptcy, challenging conventional views that a financial firm could not survive bankruptcy proceedings as a going... View Details
      Keywords: Debt Securities; Restructuring; Financial Services Industry
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      Ivashina, Victoria, and David Scharfstein. "Oaktree and the Restructuring of CIT Group (A)." Harvard Business School Case 214-035, October 2013.
      • February 2013 (Revised March 2013)
      • Case

      Agero: Enhancing Capabilities for Customers

      By: Robert Simons and Natalie Kindred

      This case illustrates the importance of choosing a primary customer as the basis for organization design. Cross Country Group managers adjusted resource allocation, organization design and performance measures over time to transform Cross Country Group from an... View Details

      Keywords: Entrepreneurial Management; Entrepreneurial Gap; Entrepreneurship; Auto Industry; Insurance; Performance Management; Performance Measurement; Performance Measures; Performance Pressure; Decisions; Family Business; Resource Allocation; Organizational Design; Customer Focus and Relationships; Performance Evaluation; Growth and Development Strategy; Service Industry
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      Simons, Robert, and Natalie Kindred. "Agero: Enhancing Capabilities for Customers." Harvard Business School Case 113-001, February 2013. (Revised March 2013.)
      • May 2012
      • Case

      Start-Up Chile: April 2012

      By: Lynda M. Applegate, William R. Kerr, Josh Lerner, Dina D. Pomeranz, Gustavo A. Herrero and Cintra Scott
      Start-Up Chile is a unique program to encourage entrepreneurs to bring their new ventures to Chile. Policymakers must evaluate its effectiveness in achieving economic and social goals. View Details
      Keywords: Entrepreneurship; Venture Capital; Policy; Chile
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      Applegate, Lynda M., William R. Kerr, Josh Lerner, Dina D. Pomeranz, Gustavo A. Herrero, and Cintra Scott. "Start-Up Chile: April 2012." Harvard Business School Case 812-158, May 2012.
      • September 2011 (Revised August 2013)
      • Case

      The Pepsi Refresh Project: A Thirst for Change

      By: Michael I. Norton and Jill Avery
      In 2010, for the first time in 23 years, PepsiCo did not invest in Superbowl advertising for its iconic brand. Instead, the company diverted this $20 million to the social media-fueled Pepsi Refresh Project: PepsiCo's innovative cause-marketing program in which... View Details
      Keywords: Risk Management; Marketing Strategy; Customer Focus and Relationships; Advertising Campaigns; Investment Return; Brands and Branding; Marketing Communications; Social Marketing; Cost vs Benefits; Food and Beverage Industry
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      Norton, Michael I., and Jill Avery. "The Pepsi Refresh Project: A Thirst for Change." Harvard Business School Case 512-018, September 2011. (Revised August 2013.)
      • February 2011 (Revised April 2012)
      • Case

      Braddock Industries, Inc.

      By: William E. Fruhan
      This case examines the drivers of economic value creation for shareholders, and how these drivers are reflected in various incentive compensation programs for management. The case also looks at how the economic performance of business units can be evaluated using... View Details
      Keywords: Business Units; Investment; Executive Compensation; Measurement and Metrics; Performance Evaluation; Business and Shareholder Relations; Motivation and Incentives; Value Creation
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      Fruhan, William E. "Braddock Industries, Inc." Harvard Business School Case 211-061, February 2011. (Revised April 2012.)
      • January 2011 (Revised March 2011)
      • Case

      Development and Promotion at North Atlantic Hospital

      By: Boris Groysberg, Lisa Leffert, Kerry Herman and Libby Williams
      Dr. Elizabeth Harris, Chair of the Department of Anesthesiology (DA) at North Atlantic Hospital (NAH), faces several significant challenges. Staff satisfaction surveys confirmed her assessment that department faculty morale was low, the tenure and promotion system was... View Details
      Keywords: Training; Employees; Retention; Performance Evaluation; Personal Development and Career; Motivation and Incentives; Health Industry
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      Groysberg, Boris, Lisa Leffert, Kerry Herman, and Libby Williams. "Development and Promotion at North Atlantic Hospital." Harvard Business School Case 411-018, January 2011. (Revised March 2011.)
      • 2011
      • Chapter

      Developing an Effective Organization: Intervention Method, Empirical Evidence, and Theory

      By: Michael Beer
      The field of organization development is fragmented and lacks a coherent and integrated theory and method for developing an effective organization. A 20-year action research program led to the development and evaluation of the Strategic Fitness Process (SFP)-a platform... View Details
      Keywords: Learning; Corporate Governance; Leadership Development; Growth and Development Strategy; Management Teams; Organizational Design; Performance Effectiveness; Research; Alignment; Theory; Value
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      Beer, Michael. "Developing an Effective Organization: Intervention Method, Empirical Evidence, and Theory ." In Research in Organizational Change and Development. Vol. 19, edited by Richard Woodman, William Pasmore, and Abraham B. (Rami) Shani, 1–54. Emerald Group Publishing, 2011.
      • July 2010
      • Article

      The Supply Side of Innovation: H-1B Visa Reforms and U.S. Ethnic Invention

      By: William R. Kerr and William F. Lincoln
      This study evaluates the impact of high-skilled immigrants on U.S. technology formation. We use reduced-form specifications that exploit large changes in the H-1B visa program. Higher H-1B admissions increase immigrant science and engineering (SE) employment and... View Details
      Keywords: Engineering; Governing Rules, Regulations, and Reforms; Policy; Immigration; Innovation and Invention; Patents; Business and Government Relations; Science; United States
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      Kerr, William R., and William F. Lincoln. "The Supply Side of Innovation: H-1B Visa Reforms and U.S. Ethnic Invention." Journal of Labor Economics 28, no. 3 (July 2010): 473–508. (Winner of H. Gregg Lewis Prize for Best Paper in Journal of Labor Economics 2010-2011.)
      • September 2009 (Revised June 2011)
      • Supplement

      Citigroup's Exchange Offer (B)

      By: Robin Greenwood and James Quinn
      Citigroup faced considerable distress in early 2009. In late 2008, the bank had accepted $45 billion in preferred equity from the United States government via the Troubled Assets Relief Program (TARP). Yet, the stock had continued to slide in early 2009. In late... View Details
      Keywords: Financial Instruments; Financial Services Industry
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      Greenwood, Robin, and James Quinn. "Citigroup's Exchange Offer (B)." Harvard Business School Supplement 210-004, September 2009. (Revised June 2011.)
      • September 2009 (Revised June 2011)
      • Supplement

      Citigroup's Exchange Offer (C)

      By: Robin Greenwood and James Quinn
      Citigroup faced considerable distress in early 2009. In late 2008, the bank had accepted $45 billion in preferred equity from the United States government via the Troubled Assets Relief Program (TARP). Yet, the stock had continued to slide in early 2009. In late... View Details
      Keywords: Financial Instruments; Financial Services Industry
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      Greenwood, Robin, and James Quinn. "Citigroup's Exchange Offer (C)." Harvard Business School Supplement 210-015, September 2009. (Revised June 2011.)
      • September 2009 (Revised September 2010)
      • Case

      Genzyme Center (A)

      By: Michael W. Toffel and Aldo Sesia
      Genzyme Corporation is in the midst of planning its new corporate headquarters, which incorporates many innovative green building features. After learning that the building as planned would likely earn a LEED Silver rating, an intermediate score in the LEED green... View Details
      Keywords: Green Building; LEED Rating System; Economic And Environmental Performance; Program Evaluation And Assessment; Tradeoffs Between Process- And Performance Standards; Buildings and Facilities; Business Headquarters; Governing Rules, Regulations, and Reforms; Standards; Corporate Social Responsibility and Impact; Performance Improvement; Environmental Sustainability; Pollutants; Green Technology Industry
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      Toffel, Michael W., and Aldo Sesia. "Genzyme Center (A)." Harvard Business School Case 610-008, September 2009. (Revised September 2010.)
      • July 2009 (Revised June 2015)
      • Case

      Citigroup's Exchange Offer

      By: Robin Greenwood and James Quinn
      Citigroup faced considerable distress in early 2009. In late 2008, the bank had accepted $45 billion in preferred equity from the United States government via the Troubled Assets Relief Program (TARP). Yet, the stock had continued to slide in early 2009. In late... View Details
      Keywords: Financial Crisis; Capital Markets; Banks and Banking; Stocks; Price; Globalized Markets and Industries; Financial Services Industry
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      Greenwood, Robin, and James Quinn. "Citigroup's Exchange Offer." Harvard Business School Case 210-009, July 2009. (Revised June 2015.)
      • May 2009 (Revised December 2009)
      • Case

      Reliance Baking Soda: Optimizing Promotional Spending

      By: John A. Quelch and Heather Beckham
      Reliance Baking Soda is Stewart Corporation's oldest and most established product. The new Domestic Brand Director needs to create a 2008 marketing budget that delivers a profit increase of 10% over 2007 levels. She must first evaluate the effectiveness of past... View Details
      Keywords: Communication Strategy; Quantitative Analysis; Consumer Marketing; Marketing Planning; Product Management; Sales Promotions; Program Budgeting; Marketing Strategy; Advertising; Product Marketing; Budgets and Budgeting; Sales; Consumer Products Industry
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      Quelch, John A., and Heather Beckham. "Reliance Baking Soda: Optimizing Promotional Spending." Harvard Business School Brief Case 094-127, May 2009. (Revised December 2009.)
      • 2009
      • Chapter

      Evaluating the Impact of SA8000 Certification

      By: Michael J. Hiscox, Claire Schwartz and Michael W. Toffel
      SA 8000, along with other types of certification standards and corporate codes of conduct, represents a new form of private governance of working conditions, initiated and implemented by companies, labor unions, and non-governmental activist groups. Whether these codes... View Details
      Keywords: Corporate Governance; Working Conditions; Standards; Performance Evaluation
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      Hiscox, Michael J., Claire Schwartz, and Michael W. Toffel. "Evaluating the Impact of SA8000 Certification." In Social Accountability 8000: The First Decade -- Implementation, Influence, and Impact, edited by Deborah Leipziger. Greenleaf Publishing, 2009.
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