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      Operations ManagementRemove Operations Management →

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      • February 2018
      • Case

      Montes Calcados: A Step Ahead

      By: James L. Heskett and James T. Kindley
      Montes Calçados (MC) is a well-known "fast-fashion" Brazilian manufacturer of casual, but fashionable, shoes for women aged 18–35 in major cities worldwide. To boost its declining revenues, MC must evaluate two growth options: whether to expand distribution online (at... View Details
      Keywords: Brands and Branding; Distribution Channels; Growth and Development Strategy; Marketing Strategy; Global Range; Apparel and Accessories Industry; Retail Industry
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      Heskett, James L., and James T. Kindley. "Montes Calcados: A Step Ahead." Harvard Business School Brief Case 918-513, February 2018.
      • February 2018 (Revised June 2021)
      • Case

      New Constructs: Disrupting Fundamental Analysis with Robo-Analysts

      By: Charles C.Y. Wang and Kyle Thomas
      This case highlights the business challenges associated with a financial technology firm, New Constructs, that created a technology that can quickly parse complicated public firm financials to paint a clearer economic picture of firms, remove accounting distortions,... View Details
      Keywords: Fundamental Analysis; Machine Learning; Robo-analysts; Financial Statements; Financial Reporting; Analysis; Information Technology; Accounting Industry; Financial Services Industry; Information Technology Industry; North America; Tennessee
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      Wang, Charles C.Y., and Kyle Thomas. "New Constructs: Disrupting Fundamental Analysis with Robo-Analysts." Harvard Business School Case 118-068, February 2018. (Revised June 2021.)
      • February 2018 (Revised March 2019)
      • Case

      Sandlands Vineyards

      By: Benjamin C. Esty and Gregory Saldutte
      Approximately 80% of the wineries in the U.S. break even or lose money. An even greater percentage lose money on an economic basis (i.e., after a charge for the cost of equity). Tegan Passalacqua is a successful, young, Californian winemaker who specializes in making... View Details
      Keywords: Wine; Winery; Vineyard; Market Attractiveness; Porter's 5 Forces; Capital Investment; Industry Attractiveness; Performance Analysis; Agriculture; Entrepreneurship; Business Strategy; Competitive Strategy; Competitive Advantage; Vertical Integration; Segmentation; Food; Supply Chain; Industry Structures; Five Forces Framework; Retail Industry; Food and Beverage Industry; United States; California; Napa Valley
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      Esty, Benjamin C., and Gregory Saldutte. "Sandlands Vineyards." Harvard Business School Case 718-438, February 2018. (Revised March 2019.)
      • January 2018
      • Case

      Scaling Swagbucks (A)

      By: Jeffrey F. Rayport and Matthew G. Preble
      In early 2014, Chuck Davis (HBS '86) has joined Swagbucks as its first professional CEO to scale a successful and profitable brand promotion and consumer research business. Davis came into the job while serving as a venture partner at TCV, a growth stage VC firm,... View Details
      Keywords: Loyalty Management; Scaling; Scale; Entrepreneurship; Human Resources; Employees; Employee Relationship Management; Organizational Change and Adaptation; Organizational Culture; Organizational Design; Leading Change; Growth Management; Religion; Information Technology; Internet and the Web; Transition; Leadership; Web Services Industry; Technology Industry
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      Rayport, Jeffrey F., and Matthew G. Preble. "Scaling Swagbucks (A)." Harvard Business School Case 818-070, January 2018.
      • January 2018 (Revised July 2019)
      • Case

      Big Apple Circus: Time to Fold the Tent?

      By: David G. Fubini and Matthew Wiger
      By 2016, the Big Apple Circus has weathered many storms in its 38 seasons as one of the most well-known New York City nonprofits. Will Weiss, the executive director, has witnessed his share of chaos during four years at Big Apple. After a slight resurgence following... View Details
      Keywords: Turnarounds; Bankruptcy; "Live Entertainment; Art; Crisis Management; Financial Crisis; Organizational Culture; Entertainment; Insolvency and Bankruptcy; Decision Choices and Conditions; Entertainment and Recreation Industry
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      Fubini, David G., and Matthew Wiger. "Big Apple Circus: Time to Fold the Tent?" Harvard Business School Case 418-050, January 2018. (Revised July 2019.)
      • January 2018
      • Case

      Tomer Zvulun and The Atlanta Opera: At Crossroads (A)

      By: Michael L. Tushman and Kerry Herman
      In 2017, Tomer Zvulun, the CEO and artistic director of The Atlanta Opera, was considering next steps. Zvulun had adapted quickly to the new, dual role of chief executive and artistic director, although there had been a steep learning curve. As he gained traction, the... View Details
      Keywords: Innovation; Explore/Exploit; Ambidexterity; Zvulun; Opera; Strategy; Talent; Talent Management; Non-profit; Leadership Transition; Organizational Behavior; Leadership; Innovation and Invention; Talent and Talent Management; Arts; Strategic Planning; Fine Arts Industry
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      Tushman, Michael L., and Kerry Herman. "Tomer Zvulun and The Atlanta Opera: At Crossroads (A)." Harvard Business School Case 418-012, January 2018.
      • January 2018 (Revised March 2019)
      • Teaching Note

      Jumia Nigeria: from Retail to Marketplace (A) and (B)

      By: Ramon Casadesus-Masanell and Karen Elterman
      Founded in 2012, Jumia Nigeria, a startup effort by Germany-based Rocket Internet, aimed to become an African Amazon. The company entered the nascent market and immediately enjoyed an uptick in consumer spending fueled by the strength of Nigeria’s oil-based economy. By... View Details
      Keywords: Retail; Marketplace; Inventory; Ecommerce; Funding; Business Ecosystems; Competition; Business Model; Globalization; Emerging Markets; Expansion; Logistics; E-commerce; Retail Industry; India; Nigeria; Africa
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      Casadesus-Masanell, Ramon, and Karen Elterman. "Jumia Nigeria: from Retail to Marketplace (A) and (B)." Harvard Business School Teaching Note 718-467, January 2018. (Revised March 2019.)
      • January 2018 (Revised October 2021)
      • Case

      Château Margaux: Launching the Third Wine (Abridged)

      By: Elie Ofek
      Château Margaux, one of only five prestigious estates in the Bordeaux Medoc wine region to have been classified as a "first-growth", is facing a host of strategic decisions in early 2013. Up until this point the estate had been selling two red wines, a first wine whose... View Details
      Keywords: New Product Launch; Marketing Plan; Brand Management; Go To Market Strategy; Channels Of Distribution; Wine Industry; Marketing Strategy; Distribution Channels; Product Launch; Brands and Branding; Agriculture and Agribusiness Industry; Food and Beverage Industry; France
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      Ofek, Elie. "Château Margaux: Launching the Third Wine (Abridged)." Harvard Business School Case 518-070, January 2018. (Revised October 2021.)
      • January 2018 (Revised June 2018)
      • Case

      Medtronic: Navigating a Shifting Healthcare Landscape

      By: Robert S. Kaplan, Michael E. Porter, Thomas W. Feeley and Alee Hernandez
      Medtronic is adapting its strategy to changes in healthcare competition and payments. It has decided to develop new relationships with payers, hospitals, and physicians to become more accountable for patient outcomes and total costs. The case describes new forms of... View Details
      Keywords: Value Based Health Care; Bundled Payments; Health Care and Treatment; Cost Management; Value Creation; Supply Chain Management; Customer Value and Value Chain; Health Industry; Medical Devices and Supplies Industry; United States; Netherlands
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      Kaplan, Robert S., Michael E. Porter, Thomas W. Feeley, and Alee Hernandez. "Medtronic: Navigating a Shifting Healthcare Landscape." Harvard Business School Case 718-471, January 2018. (Revised June 2018.)
      • January 2018
      • Supplement

      Interview with Case Protagonist Wen Li

      By: Willy C. Shih
      In today's global economy, what are the factors that go into production location choice? This case is set in the world's largest automotive glass producer as it expands from China into the United States. To meet a very aggressive cost target, management is faced with... View Details
      Keywords: Globalization Of Supply Chain; Production Management; Production; Globalization; Global Strategy; Auto Industry; China; United States
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      Shih, Willy C. "Interview with Case Protagonist Wen Li." Harvard Business School Multimedia/Video Supplement 618-704, January 2018.
      • January 2018 (Revised May 2018)
      • Case

      AT&T: Managing Technological Change and the Future of Telephone Operators in the 20th Century

      By: Daniel P. Gross and William R. Kerr
      By the 1930s, AT&T dominated the American phone industry, serving 10 million telephones and employing over 100,000 switchboard operators. But beginning in the mid-1910s, the company began changing from manually operated switchboards to mechanical switching systems that... View Details
      Keywords: AT&T; Bell Telephone; Phone Lines; Phone Operators; Mechanical Switching; Layoffs; Technological Change; Transition; History; Innovation and Invention; Technological Innovation; Information Technology; Disruption; Change Management; Communications Industry; Telecommunications Industry; United States
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      Gross, Daniel P., and William R. Kerr. "AT&T: Managing Technological Change and the Future of Telephone Operators in the 20th Century." Harvard Business School Case 718-486, January 2018. (Revised May 2018.)
      • January 2018
      • Case

      Kids & Company: Entering the U.S.

      By: Boris Groysberg, Matthew G. Preble and Katherine Connolly Baden
      In April 2017, Victoria Sopik and Jennifer Nashmi, CEO and CFO (respectively) of Kids & Company, a Canadian childcare provider that they had co-founded in the early 2000s and developed into a nearly 100-unit enterprise, are discussing how the company should proceed... View Details
      Keywords: Child Care; Childcare; Day Care; Daycare; Early Childhood Education; Strategy; Growth and Development Strategy; Growth Management; Business Strategy; Competitive Strategy; Competitive Advantage; Expansion; Leadership; Marketing; Product Marketing; Brands and Branding; Service Delivery; Service Operations; Product Design; Product Development; Cross-Cultural and Cross-Border Issues; Selection and Staffing; Customer Focus and Relationships; Entrepreneurship; Service Industry; Education Industry; United States; Canada
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      Groysberg, Boris, Matthew G. Preble, and Katherine Connolly Baden. "Kids & Company: Entering the U.S." Harvard Business School Case 418-011, January 2018.
      • 2018
      • Article

      Service Operations: What Have We Learned?

      By: Liana Victorino, Joy M. Field, Ryan W. Buell, Michael J. Dixon, Susan M. Goldstein, Larry J. Menor, Madeleine E. Pullman, Aleda V. Roth, Enrico Secchi and Jie J. Zhang
      The purpose of this article is to identify research themes in service operations that have great potential for exciting and innovative conceptual and empirical work. To frame these research themes, the article provides a systematic literature review of operations... View Details
      Keywords: Service Operations; Knowledge; Research
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      Victorino, Liana, Joy M. Field, Ryan W. Buell, Michael J. Dixon, Susan M. Goldstein, Larry J. Menor, Madeleine E. Pullman, Aleda V. Roth, Enrico Secchi, and Jie J. Zhang. "Service Operations: What Have We Learned?" Journal of Service Management 29, no. 1 (2018): 39–54.
      • 2018
      • Article

      Service Operations: What's Next?

      By: Joy M. Field, Liana Victorino, Ryan W. Buell, Michael J. Dixon, Susan M. Goldstein, Larry J. Menor, Madeleine E. Pullman, Aleda Roth, Enrico Secchi and Jie J. Zhang
      The purpose of this article is to present exciting and innovative research questions in service operations that are aligned with eight key themes and related topics determined by the Journal of Service Management (JOSM) Service Operations Expert Research Panel.... View Details
      Keywords: Service Operations; Research; Collaborative Innovation and Invention
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      Field, Joy M., Liana Victorino, Ryan W. Buell, Michael J. Dixon, Susan M. Goldstein, Larry J. Menor, Madeleine E. Pullman, Aleda Roth, Enrico Secchi, and Jie J. Zhang. "Service Operations: What's Next?" Journal of Service Management 29, no. 1 (2018): 55–97.
      • January 2018
      • Supplement

      Fuyao Glass: Making Automotive Windshields

      By: Willy C. Shih
      This supplementary video shows the manufacturing process for automotive windshields. It is intended for use with HBS Case no. 618-007 Fuyao Glass: Americas Sourcing Decision. View Details
      Keywords: Manufacturing; Manufacturing Industry; Manufacturing Footprint; Production Management; Production; Management; Auto Industry; China; United States
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      Shih, Willy C. "Fuyao Glass: Making Automotive Windshields." Harvard Business School Multimedia/Video Supplement 618-706, December 2017.
      • December 2017 (Revised December 2018)
      • Case

      OCP Group

      By: Kristin Fabbe, Forest Reinhardt, Natalie Kindred and Alpana Thapar
      This case explores the strategy of OCP Group, the 95% state-owned Moroccan firm charged with managing the North African country’s vast reserves of phosphate. Phosphate was one of the most vital macronutrients for plant health, along with nitrogen and potassium, and... View Details
      Keywords: OCP; OCP Group; Casablanca; Chemicals; Operations; Transformation; Competitive Strategy; Competitive Advantage; Chemical Industry; Morocco
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      Fabbe, Kristin, Forest Reinhardt, Natalie Kindred, and Alpana Thapar. "OCP Group." Harvard Business School Case 718-002, December 2017. (Revised December 2018.)
      • December 2017 (Revised January 2018)
      • Case

      Alltech

      By: David E. Bell and Natalie Kindred
      Alltech was a Lexington, Kentucky–based producer of supplements for animal feed, with revenues of over $2 billion (projected to reach $3 billion in 2018), sales in 120 countries, 5,000 employees, and 100 manufacturing plants worldwide. For nearly four decades, Alltech... View Details
      Keywords: Alltech; United States; Agribusiness; Agriculture; Animal; Animal Agriculture; Animal Feed; Livestock; Family Business; Vertical Integration; Strategy; Growth; Feed Additives; Feed Supplements; Kentucky; Growth Strategy; Family Businesses; Animal-Based Agribusiness; Acquisition; Business Growth and Maturation; Business Model; Change Management; Trends; Governance; Entrepreneurship; Growth and Development; Intellectual Property; Leadership; Management; Markets; Organizational Culture; Private Ownership; Science; Quality; Risk and Uncertainty; Research; Sales; Agriculture and Agribusiness Industry; Pharmaceutical Industry; United States; Kentucky; Brazil; China
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      Bell, David E., and Natalie Kindred. "Alltech." Harvard Business School Case 518-001, December 2017. (Revised January 2018.)
      • December 2017 (Revised January 2018)
      • Case

      NatureSweet

      By: Jose Alvarez, Forest Reinhardt and Natalie Kindred
      This case describes the business model and workplace philosophy of NatureSweet, a privately owned, vertically integrated greenhouse grower and marketer of fresh tomatoes with sales across the United States and $329 million in 2016 revenues. CEO Bryant Ambelang treated... View Details
      Keywords: NatureSweet; Tomatoes; Agriculture; Greenhouse; Ambelang; Cherry Tomatoes; Incentives; Worker Empowerment; Empowerment; Toyota Production System; Leadership; Branding; Produce; Manufacturing; Organizational Change; Agribusiness; Business Model; Employee Relationship Management; Working Conditions; Organizational Culture; Success; Problems and Challenges; Agriculture and Agribusiness Industry; Manufacturing Industry; United States; Mexico; North America
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      Alvarez, Jose, Forest Reinhardt, and Natalie Kindred. "NatureSweet." Harvard Business School Case 518-002, December 2017. (Revised January 2018.)
      • January 2018
      • Supplement

      Jumia Nigeria PowerPoint Supplement

      By: Ramon Casadesus-Masanell
      Founded in 2012, Jumia Nigeria, a startup effort by Germany-based Rocket Internet, aimed to become an African Amazon. The company entered the nascent market and immediately enjoyed an uptick in consumer spending fueled by the strength of Nigeria’s oil-based economy. By... View Details
      Keywords: Retail; Marketplace; Inventory; Nigeria; Africa; Ecommerce; Funding; Business Ecosystems; Business Ecosystem; Competition; Business Model; Globalization; Emerging Markets; Expansion; Logistics; E-commerce; Retail Industry; India; Nigeria; Africa
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      Casadesus-Masanell, Ramon. "Jumia Nigeria PowerPoint Supplement." Harvard Business School PowerPoint Supplement 718-468, November 2017.
      • November 2017
      • Teaching Note

      Predicting Consumer Tastes with Big Data at Gap

      By: Ayelet Israeli and Jill Avery
      CEO Art Peck was eliminating his creative directors for The Gap, Old Navy, and Banana Republic brands and promoting a collective creative ecosystem fueled by the input of big data. Rather than relying on artistic vision, Peck wanted the company to use the mining of big... View Details
      Keywords: Brands; Brand & Product Management; Big Data; "Marketing Analytics"; Consumer Behavior; Predictive Analytics; Forecasting; Preferences; Operation Management; Distribution Channels; Marketing; Marketing Channels; Marketing Strategy; Brands and Branding; Forecasting and Prediction; Data and Data Sets; Retail Industry; Fashion Industry; Apparel and Accessories Industry; United States; North America
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      Israeli, Ayelet, and Jill Avery. "Predicting Consumer Tastes with Big Data at Gap." Harvard Business School Teaching Note 518-053, November 2017.
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