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      • August 2018 (Revised April 2019)
      • Case

      Chateau Winery (A): Unsupervised Learning

      By: Srikant M. Datar and Caitlin N. Bowler
      This case follows Bill Booth, marketing manager of a regional wine distributor, as he applies unsupervised learning on data about his customers’ purchases to better understand their preferences. Specifically, he uses the K-means clustering technique to identify groups... View Details
      Keywords: Clustering; Data Science; Analytics and Data Science; Customers; Marketing; Analysis
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      Datar, Srikant M., and Caitlin N. Bowler. "Chateau Winery (A): Unsupervised Learning." Harvard Business School Case 119-023, August 2018. (Revised April 2019.)
      • August 2018 (Revised April 2019)
      • Supplement

      Chateau Winery (B): Supervised Learning

      By: Srikant M. Datar and Caitlin N. Bowler
      This case builds directly on “Chateau Winery (A).” In this case, Bill Booth, marketing manager of a regional wine distributor, shifts to supervised learning techniques to try to predict which deals he should offer to customers based on the purchasing behavior of those... View Details
      Keywords: Data Science; Clustering; Analytics and Data Science; Customers; Marketing; Analysis
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      Datar, Srikant M., and Caitlin N. Bowler. "Chateau Winery (B): Supervised Learning." Harvard Business School Supplement 119-024, August 2018. (Revised April 2019.)
      • August 2018 (Revised September 2018)
      • Case

      LendingClub (A): Data Analytic Thinking (Abridged)

      By: Srikant M. Datar and Caitlin N. Bowler
      LendingClub was founded in 2006 as an alternative, peer-to-peer lending model to connect individual borrowers to individual investor-lenders through an online platform. Since 2014 the company has worked with institutional investors at scale. While the company assigns... View Details
      Keywords: Data Science; Data Analytics; Investing; Loans; Investment; Financing and Loans; Analytics and Data Science; Analysis; Forecasting and Prediction; Business Model
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      Datar, Srikant M., and Caitlin N. Bowler. "LendingClub (A): Data Analytic Thinking (Abridged)." Harvard Business School Case 119-020, August 2018. (Revised September 2018.)
      • 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.)
      • Article

      The Impact of the 'Open' Workspace on Human Collaboration

      By: Ethan Bernstein and Stephen Turban
      Organizations’ pursuit of increased workplace collaboration has led managers to transform traditional office spaces into “open,” transparency-enhancing architectures with fewer walls, doors, and other spatial boundaries, yet there is scant direct empirical research on... View Details
      Keywords: Open Office; Transparency; Collaboration; Collective Intelligence; Workspace; Workspace Design; Architecture; Cubicles; Boundaries; Spatial Boundaries; Human Behavior; Propinquity; Co-location; Interaction; Sociometers; People Analytics; Buildings and Facilities; Communication; Design; Human Resources; Leadership; Management; Organizational Design; Organizational Structure; Networks; Social and Collaborative Networks; Information Technology; United States
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      Bernstein, Ethan, and Stephen Turban. "The Impact of the 'Open' Workspace on Human Collaboration." Art. 239. Philosophical Transactions of the Royal Society B, Biological Sciences 373, no. 1753 (August 19, 2018).
      • August 2018 (Revised October 2019)
      • Case

      C3.ai—Driven to Succeed

      By: Robert Simons and George Gonzalez
      CEO Tom Siebel navigates his artificial intelligence (ai) startup through a series of pivots, market expansions, and even an elephant attack to become a leading platform ad service provider. The case describes his unusual management approach emphasizing employee... View Details
      Keywords: Strategy Execution; Performance Measurement; Critical Performance Variables; Strategic Boundaries; Internet Of Things; Artificial Intelligence; Software Development; Big Data; Machine Learning; Business Startups; Management Style; Business Strategy; Performance; Measurement and Metrics; Organizational Culture; AI and Machine Learning; Digital Transformation; Applications and Software; Digital Marketing; Analytics and Data Science; Technology Industry; United States; California
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      Simons, Robert, and George Gonzalez. "C3.ai—Driven to Succeed." Harvard Business School Case 119-004, August 2018. (Revised October 2019.)
      • August 2018 (Revised October 2020)
      • Case

      Tailor Brands: Artificial Intelligence-Driven Branding

      By: Jill Avery
      Using proprietary artificial intelligence technology, startup Tailor Brands set out to democratize branding by allowing small businesses to create their brand identities by automatically generating logos in just minutes at minimal cost with no branding or design skills... View Details
      Keywords: Startup; Services; Artificial Intelligence; Machine Learning; Digital Marketing; Brand Management; Big Data; Internet Marketing; Analytics; Marketing; Marketing Strategy; Brands and Branding; Information Technology; Entrepreneurship; Venture Capital; Business Model; Consumer Behavior; AI and Machine Learning; Analytics and Data Science; Advertising Industry; Service Industry; Technology Industry; United States; North America; Israel
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      Avery, Jill. "Tailor Brands: Artificial Intelligence-Driven Branding." Harvard Business School Case 519-017, August 2018. (Revised October 2020.)
      • August 2018
      • Case

      BlackBuck (A)

      By: Shikhar Ghosh and Shweta Bagai
      The case presents the challenges of scaling an asset-heavy company (that relies on its operations). It highlights how decisions on the early team impact a company’s ability to scale, linkage between growth and cash flows, as well the organizational impact of high... View Details
      Keywords: Founders; Entrepreneurship; Growth and Development Strategy; Service Delivery; Cash Flow; Growth Management; Truck Transportation; Online Technology; India
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      Ghosh, Shikhar, and Shweta Bagai. "BlackBuck (A)." Harvard Business School Case 819-031, August 2018.
      • August 2018
      • Article

      Growth Through Heterogeneous Innovations

      By: Ufuk Akcigit and William R. Kerr
      We build a tractable growth model where multi-product incumbents invest in internal innovations to improve their existing products, while new entrants and incumbents invest in external innovations to acquire new product lines. External and internal innovations generate... View Details
      Keywords: Endogenous Growth; Innovation; Citations; Scientists; Entrepreneurs; External; Internal; Patents; Innovation Strategy; Entrepreneurship; Economic Growth; Research and Development; Science
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      Akcigit, Ufuk, and William R. Kerr. "Growth Through Heterogeneous Innovations." Journal of Political Economy 126, no. 4 (August 2018): 1374–1443.
      • August 2018 (Revised February 2023)
      • Case

      Hubble Contact Lenses: Data Driven Direct-to-Consumer Marketing

      By: Jill Avery and Ayelet Israeli
      As its Series A extension round approaches, the founders of Hubble, a subscription-based, social-media fueled, direct-to-consumer (DTC) brand of contact lenses, are reflecting on the marketing strategies that have taken them to a valuation of $200 million and debating... View Details
      Keywords: DTC; Direct To Consumer Marketing; Health Care; Mobile; Attribution; Experimentation; Experiments; Churn/retention; Customer Lifetime Value; Internet Marketing; Big Data; Analytics; A/B Testing; CRM; Advertising; Marketing; Marketing Channels; Marketing Strategy; Media; Brands and Branding; Marketing Communications; Digital Marketing; Consumer Behavior; Acquisition; Growth and Development Strategy; Customer Focus and Relationships; Social Media; E-commerce; Analytics and Data Science; Health Industry; Consumer Products Industry; United States; North America; Europe
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      Avery, Jill, and Ayelet Israeli. "Hubble Contact Lenses: Data Driven Direct-to-Consumer Marketing." Harvard Business School Case 519-011, August 2018. (Revised February 2023.)
      • July 2018 (Revised January 2019)
      • Teaching Note

      MC Tool

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Sean Witty and Jason Premo acquired MC Tool, a machine shop located in South Carolina in 2007 with the intent to transform it into a precision manufacturer. Witty and Premo were able to more than double revenue to $6 million in their first year of managing MC by... View Details
      Keywords: Small & Medium-sized Enterprises; Small Business; Production; Transformation; Problems and Challenges; Financial Condition; Business Strategy; Manufacturing Industry; United States
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "MC Tool." Harvard Business School Teaching Note 219-004, July 2018. (Revised January 2019.)
      • 2018
      • Working Paper

      Black Out-Migration and Southern Political Realignment

      By: Leah Boustan and Marco Tabellini
      Can emigration from less democratic and economically less developed areas induce political and economic change? We study this question in the context of the second Great Migration of African Americans (1940–1970), when more than 4 million blacks left the U.S. South and... View Details
      Keywords: Great Migration; Immigration; Race; Government and Politics; Economics; United States
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      Boustan, Leah, and Marco Tabellini. "Black Out-Migration and Southern Political Realignment." Working Paper, 2018.
      • July 2018 (Revised June 2020)
      • Case

      The Boston Cranberry Company

      By: Alan MacCormack
      This case describes the operations of a fictitious company that processes Cranberries. The case contains data that allows students to calculate the bottleneck stage in production, and to evaluate alternative investment options for increasing cranberry processing... View Details
      Keywords: Process Analysis; Plant Management; Operations; Production; Management; Analysis; Performance Capacity; Investment
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      MacCormack, Alan. "The Boston Cranberry Company." Harvard Business School Case 619-009, July 2018. (Revised June 2020.)
      • Article

      Evaluating the Effectiveness of Corporate Compliance Programs: Establishing a Model for Prosecutors, Courts, and Firms

      By: Eugene F. Soltes
      When prosecutors, courts, and regulators make charging and sentencing decisions, they must evaluate whether firms have effective compliance programs. Such evaluations are difficult because of the challenges associated with measuring effectiveness. Notably, these... View Details
      Keywords: Corporate Governance; Governance Compliance; Performance Effectiveness; Performance Evaluation
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      Soltes, Eugene F. "Evaluating the Effectiveness of Corporate Compliance Programs: Establishing a Model for Prosecutors, Courts, and Firms." NYU Journal of Law & Business 14, no. 3 (Summer 2018): 965–1011.
      • July–August 2018
      • Article

      How CEOs Manage Time

      By: Michael E. Porter and Nitin Nohria
      In 2006 Harvard Business School’s Michael E. Porter and Nitin Nohria launched a study tracking how large companies’ CEOs spent their time, 24/7, for 13 weeks: where they were, with whom, what they did, and what they were focusing on. To date, Porter and Nohria have... View Details
      Keywords: CEOs; Executives; Time Management; Attitudes; Managerial Roles; Leadership; Performance Effectiveness; Strategy; Decision Making; Organizational Culture
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      Porter, Michael E., and Nitin Nohria. "How CEOs Manage Time." Harvard Business Review 96, no. 4 (July–August 2018): 42–51.
      • July 2018
      • Article

      Reimagining Health Data Exchange: An Application Programming Interface-Enabled Roadmap for India

      By: Satchit Balsari, Alexander Fortenko MD, MPH, Joaquin A. Blaya PhD, Adrian Gropper MD, Malavika Jayaram LLM, Rahul Matthan LLM, Ram Sahasranam, Mark Shankar MD, Suptendra N. Sarbadhikari PhD, Barbara Bierer, Kenneth D. Mandl MD, Sanjay Mehendale MD, MPH and Tarun Khanna
      In February 2018, the Government of India announced a massive public health insurance scheme extending coverage to 500 million citizens, in effect making it the world’s largest insurance program. To meet this target, the government will rely on technology to... View Details
      Keywords: Health Information Exchange; India; Health APIs; Health Care and Treatment; Information; Analytics and Data Science; Information Technology; Health Industry; India
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      Balsari, Satchit, Alexander Fortenko MD, MPH, Joaquin A. Blaya PhD, Adrian Gropper MD, Malavika Jayaram LLM, Rahul Matthan LLM, Ram Sahasranam, Mark Shankar MD, Suptendra N. Sarbadhikari PhD, Barbara Bierer, Kenneth D. Mandl MD, Sanjay Mehendale MD, MPH, and Tarun Khanna. "Reimagining Health Data Exchange: An Application Programming Interface-Enabled Roadmap for India." Journal of Medical Internet Research 20, no. 7 (July 2018).
      • June 2018 (Revised February 2019)
      • Teaching Note

      Home Nursing of North Carolina

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      In 2011, immediately after graduating HBS, Ari Medoff began a self-funded search for a small firm to buy and run as its CEO. After just three month of searching, he identified Home Nursing of North Carolina (HNNC), a home care agency based in Greensboro, NC, as a... View Details
      Keywords: Small Firms Management; Acquisition; Negotiation Process; Investment; Small Business; Management; Personal Development and Career
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Home Nursing of North Carolina." Harvard Business School Teaching Note 218-130, June 2018. (Revised February 2019.)
      • June 2018 (Revised October 2018)
      • Teaching Note

      Valuing Snap After the IPO Quiet Period (A), (B), and (C)

      By: Marco Di Maggio and Benjamin C. Esty
      Teaching Note for HBS Nos. 218-095, 218-096, and 218-116. View Details
      Keywords: Sell-side Analysts; Underwriters; Investment Banking; Social Network; Discounted Cash Flow; Cost Of Capital; Conflicts Of Interest; Corporate Governance; Advertising; Quiet Period; Business Startups; Digital Marketing; Initial Public Offering; Information Infrastructure; Valuation; Venture Capital; Forecasting and Prediction; Social Media; Advertising Industry; Entertainment and Recreation Industry; Web Services Industry; United States; California
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      Di Maggio, Marco, and Benjamin C. Esty. "Valuing Snap After the IPO Quiet Period (A), (B), and (C)." Harvard Business School Teaching Note 218-101, June 2018. (Revised October 2018.)
      • 2018
      • Working Paper

      The Impact of Pensions and Insurance on Global Yield Curves

      By: Robin Greenwood and Annette Vissing-Jorgensen
      We document a strong effect of pension and insurance company (P&I) assets on the long end of the yield curve. Using data from 26 countries, the yield spread between 30-year and 10-year government bond yields is negatively related to the ratio of pension assets (in... View Details
      Keywords: Pension Funds; Investment Funds; Insurance; Assets; Interest Rates; Bonds
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      Greenwood, Robin, and Annette Vissing-Jorgensen. "The Impact of Pensions and Insurance on Global Yield Curves." Harvard Business School Working Paper, No. 18-109, June 2018. (Revised December 2018.)
      • June 2018
      • Teaching Note

      Zurich Insurance

      By: Boris Groysberg, David Lane and Joni Coughlin
      This teaching note addresses six cases in the Zurich Insurance series, the overview case (HBS No. 417-035) and five cases focused on particular change efforts (HBS Nos. 417-036 through 417-040).
      Zurich Insurance was undergoing organizational change after... View Details
      Keywords: Managing Change; Organizational Behavior; Diversity Management; Organizational Architecture; Recruiting; Succession Planning; Management; Organizational Culture; Organizational Change and Adaptation; Leading Change; Human Capital; Human Resources; Insurance; Leadership; Diversity; Organizational Structure; Recruitment; Leadership Development; Management Succession; Insurance Industry
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      Groysberg, Boris, David Lane, and Joni Coughlin. "Zurich Insurance." Harvard Business School Teaching Note 418-071, June 2018.
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