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May 2024
Case

Pernod Ricard: Uncorking Digital Transformation

By: Iavor Bojinov, Edward McFowland III, François Candelon, Nikolina Jonsson and Emer Moloney

This case study explores the opportunities and challenges of the digital transformation journey of French wine and spirits company Pernod Ricard. As part of the transformation, the company launched four key digital programs (KDPs) aimed at using data and artificial... View Details

Keywords: Business Organization; Business Divisions; Talent and Talent Management; Global Strategy; AI and Machine Learning; Analytics and Data Science; Digital Transformation; Digital Strategy; Advertising; Sales; Organizational Culture; Product Development; Decision Making; Technology Adoption; Alignment; Expansion; Food and Beverage Industry; France; Europe

May 2024
Supplement

HubSpot and Motion AI (B): Generative AI Opportunities

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

May 2024
Case

A New Aiera for Equity Research

By: Joseph Pacelli, Charles CY Wang and James Barnett

Aiera (pronounced “era”) co-founder and CEO Ken Sena considers strategic pathways to growth for the artificial intelligence (AI)-powered platform used to source, verify, and transcribe earnings calls, company presentations, and other corporate events. View Details

Keywords: Financial Reporting; Financial Statements; Business Startups; Entrepreneurship; AI and Machine Learning; Growth and Development Strategy; Accounting Industry; Financial Services Industry; Technology Industry; United States

May 2024
Teaching Note

AI21 Labs in 2023: Strategy for Generative AI

By: David Yoffie

Teaching Note for HBS Case 724-383. The case has 3 important teaching purposes: First, what are the advantages and disadvantages of imitation? (e.g., Should AI21 imitate OpenAI with a chatbot?) Second, what are the advantages and disadvantages of keeping new technology... View Details

Keywords: AI; Generative Ai; Generative Models; AI and Machine Learning; Innovation Strategy; Growth and Development Strategy; Business Model; Business Startups; Open Source Distribution; Competitive Advantage; Technology Industry; Israel

May 2, 2024
Article

Require Hospitals to Disclose Their Pandemic Plans Now

By: Regina E. Herzlinger, Richard J. Boxer and Ben Creo

The COVID-19 pandemic demonstrated that U.S. hospital and health care systems were ill-prepared for the surge of patients who overwhelmed available health care resources. An overlooked resource deserves more attention: the availability of intensive care unit (ICU)... View Details

Keywords: COVID-19 Pandemic; Crisis Management; Knowledge Sharing; Governance Compliance; Planning; Health Industry; United States

May 2024
Article

The Health Risks of Generative AI-Based Wellness Apps

By: Julian De Freitas and G. Cohen

Artifcial intelligence (AI)-enabled chatbots are increasingly being used to help people manage their mental health. Chatbots for mental health and particularly ‘wellness’ applications currently exist in a regulatory ‘gray area’. Indeed, most generative AI-powered... View Details

Keywords: AI and Machine Learning; Well-being; Governing Rules, Regulations, and Reforms; Applications and Software

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

April 2024
Case

Dr. Tom Mihaljevic and Cleveland Clinic

By: Linda A. Hill and Lydia Begag

In December 2022, Dr. Tomislav (“Tom”) Mihaljevic, CEO and President of Cleveland Clinic, was reflecting on the last few years at the hospital, marked both by unprecedented challenges and remarkable achievements. Cleveland Clinic had recently been ranked the world’s... View Details

2024
Working Paper

Human-Computer Interactions in Demand Forecasting and Labor Scheduling Decisions

By: Caleb Kwon, Ananth Raman and Jorge Tamayo

We investigate whether corporate officers should grant managers discretion to override AI-driven demand forecasts and labor scheduling tools. Analyzing five years of administrative data from a large grocery retailer using such an AI tool, encompassing over 500 stores,... View Details

Keywords: AI and Machine Learning; Forecasting and Prediction; Working Conditions; Performance Productivity

April 2024
Supplement

Recycle & Re-Match: The Future of Soccer Turfs

By: George Serafeim

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

April 2024
Article

A Machine Learning Algorithm Predicting Risk of Dilating VUR among Infants with Hydronephrosis Using UTD Classification

By: Hsin-Hsiao Scott Wang, Michael Lingzhi Li, Dylan Cahill, John Panagides, Tanya Logvinenko, Jeanne Chow and Caleb Nelson

Backgrounds: Urinary Tract Dilation (UTD) classification has been designed to be a more objective grading system to evaluate antenatal and post-natal UTD. Due to unclear association between UTD classifications to specific anomalies such as vesico-ureteral reflux (VUR),... View Details

Keywords: Health Disorders; Health Testing and Trials; AI and Machine Learning; Health Industry

April 2024 (Revised November 2024)
Case

Moderna: Pioneering a People Platform to Accelerate Science Innovation

By: Tatiana Sandino, Emil Dy and Samuel Grad

Moderna was founded in 2010 to explore how messenger ribonucleic acid (mRNA) could be used to create breakthrough medicines by encoding instructions for the body to create antibodies. When Stéphane Bancel (HBS 2000) took over in 2011, he bet on the potential of this... View Details

Keywords: Disruptive Innovation; Talent and Talent Management; Selection and Staffing; AI and Machine Learning; Digital Strategy; Innovation and Management; Leadership Development; Management Practices and Processes; Management Systems; Organizational Culture; Performance Evaluation; Alignment; Employee Relationship Management; Science-Based Business; Expansion; Pharmaceutical Industry; Biotechnology Industry; United States

March 2024
Teaching Note

CyberArk: Fearlessly Forward in a Digital World

By: David B. Yoffie

Teaching Note for HBS Case No. 724-382. CyberArk was a leader in privileged access management and was an emerging leader in security identity. This case explores strategies in cybersecurity and whether big bets are needed to become a global leader. View Details

Keywords: Cybersecurity; Strategy

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

March 2024
Case

From 'BIG' Ideas to Sustainable Impact at ICL Group (A)

By: Linda A. Hill and Lydia Begag

In the summer of 2023, Eduard (“Eddie”) Croitoru, Vice President (VP) of ICL Group (“ICL”) Corporate Initiatives, was reflecting on ICL’s internal ideation program, the Business Innovation for Growth (BIG) Accelerator. When Raviv Zoller became the CEO of ICL in 2018,... View Details

March 2024 (Revised April 2024)
Supplement

From 'BIG' Ideas to Sustainable Impact at ICL Group (B)

By: Linda A. Hill and Lydia Begag

In August 2023, Raviv Zoller, CEO of ICL Group, discussed his upcoming business trip to St. Louis with Eduard Croitoru, VP of ICL Corporate Initiatives, to commemorate the construction of ICL's new $400 million advanced manufacturing facility. In preparation for the... View Details

March 2024 (Revised June 2024)
Case

Kashat: Navigating the Uncertainties of the Egyptian Fintech Market

By: Paul A. Gompers and Ahmed Dahawy

Karim Nour, the founder of Kashat, an Egyptian nano-lending fintech company, is contemplating how to manage the growth of his startup. Over the summer of 2022, Kashat's loan disbursements had grown by nearly 40%, fueled by macroeconomic instability in Egypt. However,... View Details

Keywords: Fintech; Business Model; Developing Countries and Economies; Acquisition; Business Exit or Shutdown; Mobile and Wireless Technology; Business Growth and Maturation; Business Startups; Financing and Loans; Capital; Financial Services Industry; Banking Industry; Egypt

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

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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