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      • May 2024
      • Supplement

      HubSpot and Motion AI (B): Generative AI Opportunities

      By: Jill Avery
      The technologies driving artificial intelligence (AI) had progressed significantly since HubSpot’s acquisition of Motion AI in 2017. Generative AI was the newest major development. Software-as-a-service (SaaS) companies such as HubSpot were analyzing how generative AI... View Details
      Keywords: Artificial Intelligence; CRM; Chatbots; Sales Management; Generative Ai; SaaS; Marketing; Sales; AI and Machine Learning; Customer Relationship Management; Applications and Software; Technological Innovation; Competitive Advantage; Technology Industry; United States
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      Avery, Jill. "HubSpot and Motion AI (B): Generative AI Opportunities." Harvard Business School Supplement 524-088, May 2024.
      • April 2024
      • Teaching Note

      'The Wheels on the Bus' Go Electric: Highland Electric Fleets and Partners

      By: Rosabeth Moss Kanter and Jacob A. Small
      Teaching Note for HBS Case No. 324-107. Founder Duncan McIntyre developed an innovative service-based business to electrify transportation fleets for school districts and scale through public-private partnerships while contributing to climate change solutions. The case... View Details
      Keywords: Climate Change; Leadership; Growth Management; Supply Chain; Business and Stakeholder Relations; Innovation Leadership; Transportation Industry; United States; Canada
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      Kanter, Rosabeth Moss, and Jacob A. Small. "'The Wheels on the Bus' Go Electric: Highland Electric Fleets and Partners." Harvard Business School Teaching Note 324-129, April 2024.
      • April 2024
      • Case

      Managing AI Risks in Consumer Banking

      By: Suraj Srinivasan, Satish Tadikonda, Paul Dongha, Manoj Saxena and Radhika Kak
      In early 2024, Ruth Jones, head of digital banking at Signa Bank, a (fictitious) European consumer bank, was thinking about how to best incorporate GenAI capabilities to improve efficiencies and create new ways to improve the customer experience. Where were the biggest... View Details
      Keywords: Customer Relationship Management; AI and Machine Learning; Risk Management; Opportunities; Customization and Personalization; Banking Industry; Europe
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      Srinivasan, Suraj, Satish Tadikonda, Paul Dongha, Manoj Saxena, and Radhika Kak. "Managing AI Risks in Consumer Banking." Harvard Business School Case 124-093, April 2024.
      • April 2024 (Revised July 2024)
      • Case

      Unleashing Human Magic at Best Buy

      By: Leonard A. Schlesinger, Sunil Gupta and Amram Migdal
      The case examines the transformation of Best Buy under CEO Hubert Joly's leadership from 2012. Facing significant business challenges, including competition from online and physical retailers, Joly implemented the "Renew Blue" turnaround strategy, which focused on... View Details
      Keywords: Change Management; Transformation; Transition; Communication Intention and Meaning; Communication Strategy; Customer Focus and Relationships; Health Care and Treatment; Digital Transformation; Digital Strategy; Job Cuts and Outsourcing; Labor; Leadership Development; Leadership Style; Leading Change; Management Practices and Processes; Management Style; Business or Company Management; Crisis Management; Mission and Purpose; Organizational Change and Adaptation; Organizational Culture; Failure; Success; Personal Development and Career; Strategic Planning; Adaptation; Competition; Alignment; Business Strategy; Retail Industry; Minneapolis; Minnesota; United States
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      Schlesinger, Leonard A., Sunil Gupta, and Amram Migdal. "Unleashing Human Magic at Best Buy." Harvard Business School Case 524-072, April 2024. (Revised July 2024.)
      • April 2024
      • Article

      Detecting Routines: Applications to Ridesharing CRM

      By: Ryan Dew, Eva Ascarza, Oded Netzer and Nachum Sicherman
      Routines shape many aspects of day-to-day consumption. While prior work has established the importance of habits in consumer behavior, little work has been done to understand the implications of routines—which we define as repeated behaviors with recurring, temporal... View Details
      Keywords: Ride-sharing; Routine; Machine Learning; Customer Relationship Management; Consumer Behavior; Segmentation
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      Dew, Ryan, Eva Ascarza, Oded Netzer, and Nachum Sicherman. "Detecting Routines: Applications to Ridesharing CRM." Journal of Marketing Research (JMR) 61, no. 2 (April 2024): 368–392.
      • March 2024
      • Case

      Teamworks: Tackling a Forecasting Fumble (A)

      By: N. Louis Shipley and Stacy Straaberg
      In late March 2018, Teamworks CEO Zach Maurides learned Q1 2018 sales were at risk for a large forecasting miss. Founded in 2004, Teamworks’s software application assisted support staff in messaging, scheduling, and sharing documents with collegiate and professional... View Details
      Keywords: Acquisition; Business Growth and Maturation; Communication Strategy; Decisions; Forecasting and Prediction; Business Cycles; Technological Innovation; Sports; Growth and Development Strategy; Resource Allocation; Marketing; Sales; Business Strategy; Expansion; Sports Industry; Technology Industry; United States; North Carolina
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      Shipley, N. Louis, and Stacy Straaberg. "Teamworks: Tackling a Forecasting Fumble (A)." Harvard Business School Case 824-057, March 2024.
      • March 2024
      • Supplement

      Teamworks: Tackling a Forecasting Fumble (B)

      By: N. Louis Shipley, Stacy Straaberg and Tom Quinn
      In late March 2018, Teamworks CEO Zach Maurides learned Q1 2018 sales were at risk for a large forecasting miss. Founded in 2004, Teamworks’s software application assisted support staff in messaging, scheduling, and sharing documents with collegiate and professional... View Details
      Keywords: Acquisition; Business Growth and Maturation; Communication Strategy; Decisions; Forecasting and Prediction; Business Cycles; Technological Innovation; Sports; Growth and Development Strategy; Resource Allocation; Marketing; Sales; Business Strategy; Expansion; Valuation; Sports Industry; Technology Industry; United States; North Carolina
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      Shipley, N. Louis, Stacy Straaberg, and Tom Quinn. "Teamworks: Tackling a Forecasting Fumble (B)." Harvard Business School Supplement 824-148, March 2024.
      • March 2024 (Revised May 2024)
      • Case

      Amperity: First-Party Data at a Crossroads

      By: Elie Ofek, Hema Yoganarasimhan and Alexis Lefort
      In the summer of 2023, Amperity management was facing a critical decision on its future direction. Given the dramatic changes occurring within the digital advertising ecosystem, as concerns over consumer privacy placed limits on the ability to engage in third-party... View Details
      Keywords: AI and Machine Learning; Technology Adoption; Business Strategy; Digital Marketing; Price; Product; Business or Company Management; Advertising Industry
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      Ofek, Elie, Hema Yoganarasimhan, and Alexis Lefort. "Amperity: First-Party Data at a Crossroads." Harvard Business School Case 524-017, March 2024. (Revised May 2024.)
      • March 2024 (Revised June 2025)
      • Teaching Note

      CoPilot(s): Generative AI at Microsoft and GitHub

      By: Frank Nagle and Maria P. Roche
      This teaching note is the companion to case N9-624-010 CoPilot(s): Generative AI at Microsoft and GitHub, which takes place in late 2021. The case briefly describes the history of both GitHub and Microsoft with a particular focus on open source software (OSS)—software... View Details
      Keywords: Mergers and Acquisitions; AI and Machine Learning; Applications and Software; Technological Innovation; Product Launch; Open Source Distribution; Product Development; Commercialization; Competition; Resource Allocation; Technology Industry
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      Nagle, Frank, and Maria P. Roche. "CoPilot(s): Generative AI at Microsoft and GitHub." Harvard Business School Teaching Note 724-452, March 2024. (Revised June 2025.)
      • March 2024
      • Supplement

      Madrigal: Conducting a Customer-Base Audit

      By: Eva Ascarza, Peter Fader, Bruce G.S. Hardie and Michael Ross
      This case presents a scenario where Madrigal, a U.S. retailer with a rich 20-year history and a solid loyalty program, faces a turning point with the arrival of a new CEO. This leadership change reveals a critical gap in understanding the customer base, prompting an... View Details
      Keywords: Customer Relationship Management; Analytics and Data Science; Growth and Development Strategy; Retail Industry; United States
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      Ascarza, Eva, Peter Fader, Bruce G.S. Hardie, and Michael Ross. "Madrigal: Conducting a Customer-Base Audit." Harvard Business School PowerPoint Supplement 524-068, March 2024.
      • March 2024
      • Supplement

      Madrigal: Conducting a Customer-Base Audit

      By: Eva Ascarza, Bruce Hardie, Peter S. Fader and Michael Ross
      This case presents a scenario where Madrigal, a U.S. retailer with a rich 20-year history and a solid loyalty program, faces a turning point with the arrival of a new CEO. This leadership change reveals a critical gap in understanding the customer base, prompting an... View Details
      Keywords: Customer Relationship Management; Analytics and Data Science; Growth and Development Strategy; Retail Industry; United States
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      Ascarza, Eva, Bruce Hardie, Peter S. Fader, and Michael Ross. "Madrigal: Conducting a Customer-Base Audit." Harvard Business School Spreadsheet Supplement 524-707, March 2024.
      • March 2024
      • Supplement

      Madrigal: Conducting a Customer-Base Audit

      By: Eva Ascarza, Bruce Hardie, Peter S. Fader and Michael Ross
      This case presents a scenario where Madrigal, a U.S. retailer with a rich 20-year history and a solid loyalty program, faces a turning point with the arrival of a new CEO. This leadership change reveals a critical gap in understanding the customer base, prompting an... View Details
      Keywords: Customer Relationship Management; Analytics and Data Science; Growth and Development Strategy; Retail Industry; United States
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      Ascarza, Eva, Bruce Hardie, Peter S. Fader, and Michael Ross. "Madrigal: Conducting a Customer-Base Audit." Harvard Business School Spreadsheet Supplement 524-706, March 2024.
      • March 2024
      • Teaching Note

      Madrigal: Conducting a Customer-Base Audit

      By: Eva Ascarza, Peter S. Fader, Bruce Hardie and Michael Ross
      Teaching Note for HBS Case No. 524-046. This case presents a scenario where Madrigal, a U.S. retailer with a rich 20-year history and a solid loyalty program, faces a turning point with the arrival of a new CEO. This leadership change reveals a critical gap in... View Details
      Keywords: Customer Relationship Management; Analytics and Data Science; Growth and Development Strategy; Customer Value and Value Chain; Retail Industry; United States
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      Ascarza, Eva, Peter S. Fader, Bruce Hardie, and Michael Ross. "Madrigal: Conducting a Customer-Base Audit." Harvard Business School Teaching Note 524-047, March 2024.
      • March 2024
      • Case

      Madrigal: Conducting a Customer-Base Audit

      By: Eva Ascarza, Bruce Hardie, Michael Ross and Peter S. Fader
      This case presents a scenario where Madrigal, a U.S. retailer with a rich 20-year history and a solid loyalty program, faces a turning point with the arrival of a new CEO. This leadership change reveals a critical gap in understanding the customer base, prompting an... View Details
      Keywords: Customer Relationship Management; Analytics and Data Science; Growth and Development Strategy; Customer Value and Value Chain; Retail Industry; United States
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      Ascarza, Eva, Bruce Hardie, Michael Ross, and Peter S. Fader. "Madrigal: Conducting a Customer-Base Audit." Harvard Business School Case 524-046, March 2024.
      • March 2024
      • Case

      Nomad: A License to Bank

      By: Paul A. Gompers and Pedro Levindo
      In late 2023, Lucas Vargas, CEO and co-founder of Nomad, a fintech that offered financial services in the United States for Brazilian residents, had to decide what to do to ensure the company’s continued expansion. Nomad launched its first product, a U.S. digital bank... View Details
      Keywords: Mergers and Acquisitions; Business Startups; Customer Satisfaction; Decision Making; Entrepreneurship; Banks and Banking; Initial Public Offering; Global Strategy; Growth and Development Strategy; Brands and Branding; Marketing Strategy; Product Launch; Organizational Culture; Going Public; Ownership Stake; Innovation and Invention; Strategic Planning; Business and Government Relations; Business and Stakeholder Relations; Risk and Uncertainty; Business Strategy; Competitive Advantage; Corporate Strategy; Diversification; Expansion; Vertical Integration; Leadership; Law; Banking Industry; Technology Industry; Service Industry; Brazil; United States; North America; Latin America
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      Gompers, Paul A., and Pedro Levindo. "Nomad: A License to Bank." Harvard Business School Case 824-144, March 2024.
      • March 7, 2024
      • Article

      Integrating Digital Tools into Every Stage of Your Sales Strategy

      By: Frank V. Cespedes and Georg Krentzel
      In their growth and customer-acquisition activities, most companies now face twin challenges: understanding and responding to omni-channel buying behavior and doing that without inadvertently decreasing sales productivity. Thirty years ago, Peter Drucker noted that... View Details
      Keywords: Sales Management; Digital Tools; Sales; Marketing Channels; Technology Adoption; Brands and Branding
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      Cespedes, Frank V., and Georg Krentzel. "Integrating Digital Tools into Every Stage of Your Sales Strategy." Harvard Business Review (website) (March 7, 2024).
      • March 2024 (Revised April 2024)
      • Case

      'The Wheels on the Bus' Go Electric: Highland Electric Fleets and Partners

      By: Rosabeth M. Kanter and Jacob A. Small
      Founder Duncan McIntyre developed an innovative service-based business to electrify transportation fleets for school districts and scale through public-private partnerships while contributing to climate change solutions. The case covers the rationale for electric... View Details
      Keywords: Climate Change; Leadership; Growth Management; Supply Chain; Business and Stakeholder Relations; Innovation Leadership; Transportation Industry; United States; Canada
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      Kanter, Rosabeth M., and Jacob A. Small. "'The Wheels on the Bus' Go Electric: Highland Electric Fleets and Partners." Harvard Business School Case 324-107, March 2024. (Revised April 2024.)
      • March 2024
      • Case

      Unintended Consequences of Algorithmic Personalization

      By: Eva Ascarza and Ayelet Israeli
      “Unintended Consequences of Algorithmic Personalization” (HBS No. 524-052) investigates algorithmic bias in marketing through four case studies featuring Apple, Uber, Facebook, and Amazon. Each study presents scenarios where these companies faced public criticism for... View Details
      Keywords: Race; Gender; Marketing; Diversity; Customer Relationship Management; Prejudice and Bias; Customization and Personalization; Technology Industry; Retail Industry; United States
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      Ascarza, Eva, and Ayelet Israeli. "Unintended Consequences of Algorithmic Personalization." Harvard Business School Case 524-052, March 2024.
      • March 2024 (Revised August 2024)
      • Case

      Darktrace: Scaling Cybersecurity and AI (A)

      By: Jeffrey F. Rayport and Alexis Lefort
      In 2023, Darktrace CEO Poppy Gustafsson was contemplating her growth strategy at a leading U.K.-based cybersecurity venture, launched in 2013 by a group of anti-terror cyber specialists, University of Cambridge mathematicians, and artificial intelligence (AI) experts.... View Details
      Keywords: Technology; Talent; Scaling; Entrepreneurship; Cybersecurity; Leadership; Business Growth and Maturation; Recruitment; Resignation and Termination; AI and Machine Learning; Growth and Development Strategy; Organizational Culture; Going Public; Technology Industry; United Kingdom; Europe; United States
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      Rayport, Jeffrey F., and Alexis Lefort. "Darktrace: Scaling Cybersecurity and AI (A)." Harvard Business School Case 824-092, March 2024. (Revised August 2024.)
      • March 2024
      • Supplement

      Managing Customers for Growth

      By: Eva Ascarza
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      Ascarza, Eva. "Managing Customers for Growth." Harvard Business School PowerPoint Supplement 524-063, March 2024.
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