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      • August 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 2: Building a Successful Strategy

      By: Robert Simons
      This module reading describes the basics of building a successful strategy. Topics in this module include a discussion of the distinction between corporate and business strategy; how to conduct a SWOT analysis of market dynamics and internal capabilities; the use of... View Details
      Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Business Strategy; Five Forces; Distinctive Capabilities; Emergent Strategy; Mission Statements; Strategy; SWOT Analysis; Competitive Advantage
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      Simons, Robert. "Strategy Execution Module 2: Building a Successful Strategy." Harvard Business School Module Note 117-102, August 2016. (Revised December 2016.)
      • August 2016 (Revised May 2018)
      • Module Note

      Strategy Execution Module 1: Managing Organizational Tensions

      By: Robert Simons
      This module reading lays the foundation for executing strategy using performance measurement and control systems. Properly applied, these systems can overcome the organizational blocks that impede the potential of all people who work in modern organizations. This... View Details
      Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Performance Measurement; Profit Planning; Organization Design; Profitable Growth; Management Attention; Organizational Conflict; Human Behavior; Strategy; Ethics; Goals and Objectives; Organizational Design; Management Analysis, Tools, and Techniques; Performance; Measurement and Metrics
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      Simons, Robert. "Strategy Execution Module 1: Managing Organizational Tensions." Harvard Business School Module Note 117-101, August 2016. (Revised May 2018.)
      • April 2016
      • Teaching Note

      Cree Inc.: Introducing the LED Light Bulb

      By: John Gourville and Michael Norris
      This case is taught as part of the first year required marketing course in the Harvard Business School's MBA program. This course is built around the "Four Ps," with modules focusing on product, promotion, place, and pricing. The Cree case is used in the product policy... View Details
      Keywords: Lighting Industry; Marketing; Pricing; Promotion; Technological Innovation; Energy Conservation; Product Marketing; Consumer Products Industry; Energy Industry
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      Gourville, John, and Michael Norris. "Cree Inc.: Introducing the LED Light Bulb." Harvard Business School Teaching Note 516-043, April 2016.
      • March 2016
      • Module Note

      Government Policy and Distributive Justice

      By: Matthew Weinzierl
      This note introduces the second of two main modules in the HBS elective curriculum course, The Role of Government in Market Economies (RoGME). This module is focused on policies, such as taxes, that change the distribution of economic outcomes. Like the... View Details
      Keywords: Policy; Government and Politics; Economics
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      Weinzierl, Matthew. "Government Policy and Distributive Justice." Harvard Business School Module Note 716-072, March 2016.
      • January 2016 (Revised April 2017)
      • Case

      The Galaxy Dividend Income Growth Fund's Option Investment Strategies

      By: W. Carl Kester
      This case is designed to provide an elementary introduction to options and option pricing for beginning finance students. Analysis of the case requires students to compare the prices of put and call options with various exercise prices and maturity dates on two... View Details
      Keywords: Options; Option Contract; Option Pricing; Derivatives; Mutual Funds; Call Options; Put Options; Stock Options; Risk and Uncertainty; Volatility; Financial Services Industry; United States
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      Kester, W. Carl. "The Galaxy Dividend Income Growth Fund's Option Investment Strategies." Harvard Business School Case 216-041, January 2016. (Revised April 2017.)
      • March 2015
      • Module Note

      Power and Influence in Society

      By: Julie Battilana
      This module aims to help students understand how power and influence are employed, both to reproduce the status quo and to effect change in society. It first helps them to understand why, more often than not, power is used to reproduce the existing way individuals and... View Details
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      Battilana, Julie. "Power and Influence in Society." Harvard Business School Module Note 415-055, March 2015.
      • 2015
      • Working Paper

      Bottlenecks, Modules and Dynamic Architectural Capabilities

      By: Carliss Y. Baldwin
      How do firms create and capture value in large technical systems? In this paper, I argue that the points of both value creation and value capture are the system's bottlenecks. Bottlenecks arise first as important technical problems to be solved. Once the problem is... View Details
      Keywords: Architecture; Architectural Knowledge; Dynamic Capabilities; Bottleneck; Modularity; Organization Design; Organization Boundaries; Property Rights; Organizational Design; Organizational Structure
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      Baldwin, Carliss Y. "Bottlenecks, Modules and Dynamic Architectural Capabilities." Harvard Business School Working Paper, No. 15-028, October 2014. (Revised May 2015.)
      • 2014
      • Case

      Zenglibao: An Internet Money Market Fund Run by Tianhong Asset Management Co., LTD.

      By: F. Warren McFarlan, Yongjun Jin and Xiaohui Li
      Mobile Internet has imposed an increasing impact on traditional finance. Firstly, some financial business modules can be operated via mobile Internet, and the corresponding transaction cost is greatly reduced. For example, payment by traditional bank draft is replaced... View Details
      Keywords: Finance; Internet; China; Mobile Devices; Internet and the Web; Mobile and Wireless Technology; China
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      McFarlan, F. Warren, Yongjun Jin, and Xiaohui Li. "Zenglibao: An Internet Money Market Fund Run by Tianhong Asset Management Co., LTD." Tsinghua University Case, 2014.
      • 2014
      • Teaching Note

      Zenglibao: An Internet Money Market Fund Run By Tianhong Asset Management Co., LTD. (TN)

      By: F. Warren McFarlan, Yongjun Jin and Xiaohui Li
      Mobile Internet has imposed an increasing impact on traditional finance. Firstly, some financial business modules can be operated via mobile Internet, and the corresponding transaction cost is greatly reduced. For example, payment by traditional bank draft is replaced... View Details
      Keywords: Internet; China; Mobile Devices; Finance; Internet and the Web; Mobile and Wireless Technology; China
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      McFarlan, F. Warren, Yongjun Jin, and Xiaohui Li. "Zenglibao: An Internet Money Market Fund Run By Tianhong Asset Management Co., LTD. (TN)." Tsinghua University Teaching Note, 2014.
      • November 2013 (Revised January 2015)
      • Case

      Restructuring JAL

      By: Malcolm Baker, Adi Sunderam, Nobuo Sato and Akiko Kanno
      Hideo Seto, the recently appointed chairman of the investment committee of the Enterprise Turnaround Initiative Corporation, must decide whether to push JAL group, Japan's largest airline, into bankruptcy or to act as a sponsor in an out-of-court restructuring. The... View Details
      Keywords: Bankruptcy; Costs Of Financial Distress; Cost vs Benefits; Air Transportation; Restructuring; Capital Structure; Insolvency and Bankruptcy; Air Transportation Industry; Japan; United States
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      Baker, Malcolm, Adi Sunderam, Nobuo Sato, and Akiko Kanno. "Restructuring JAL." Harvard Business School Case 214-055, November 2013. (Revised January 2015.)
      • July 2013 (Revised November 2021)
      • Module Note

      Exploration vs. Exploitation

      By: Willy Shih
      This module note introduces James March's concept of exploration and exploitation, and the management challenge of balancing the allocation of resources to the two activities in the firm. The note also touches on the O'Reilly and Tushman paper on the ambidextrous... View Details
      Keywords: Exploration And Exploitation; Exploitation; Research; Scientific Research; Product Commercialization; Innovation and Invention; Innovation and Management; Innovation Leadership; Innovation Strategy; Technological Innovation; Knowledge Acquisition; Growth and Development Strategy; Resource Allocation; Strategic Planning; Research and Development; Science-Based Business; Corporate Strategy; Knowledge Sharing; Biotechnology Industry; Information Technology Industry; Manufacturing Industry; Medical Devices and Supplies Industry; Pharmaceutical Industry; Semiconductor Industry; Technology Industry; United States
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      Shih, Willy. "Exploration vs. Exploitation." Harvard Business School Module Note 614-004, July 2013. (Revised November 2021.)
      • 2012
      • Working Paper

      Modularity and Organizations

      By: Carliss Y. Baldwin
      Modularity describes the degree to which a complex system can be broken apart into subunits (modules) that can be recombined in various ways. Modularity is important for organizations and the economy because the boundaries of organizational units and corporations are... View Details
      Keywords: Complex Systems; Information Hiding; Loosely-coupled Systems; Mirroring; Mirroring Hypothesis; Modules; Modularity; Near-decomposable Systems; Product Architecture; Option Value; Organizational Design; Complexity
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      Baldwin, Carliss Y. "Modularity and Organizations." Harvard Business School Working Paper, No. 13-046, November 2012. (To appear in the Elsevier International Encyclopedia of the Social and Behavioral Sciences, 2nd edition; available on request to the author.)
      • October 2012 (Revised February 2014)
      • Teaching Note

      Intel: Strategic Decisions in Locating a New Assembly and Test Plant (A) and (B)

      By: Juan Alcácer
      The case is used in Harvard Business School's (HBS) elective course "Competing Globally" as the first case in the third module (see "Competing Globally: Course Note for Instructors," HBS No. 713-422). As the first case in the module, it introduces the framework to... View Details
      Keywords: Strategic Positioning; Location Choices; Location Strategies; Strategic Planning; Strategy; Global Strategy; Geographic Location; Computer Industry
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      Alcácer, Juan. "Intel: Strategic Decisions in Locating a New Assembly and Test Plant (A) and (B)." Harvard Business School Teaching Note 713-445, October 2012. (Revised February 2014.)
      • September 2012
      • Teaching Note

      Vodafone Japan (A), (B) and (C) (TN)

      By: Juan Alcacer
      The series of three cases is used in Harvard Business School's (HBS) elective course "Competing Globally" as the second case in the first module (Why?: Strategies to create value globally) (See "Competing Globally: Course Note for Instructors", HBS 713-422). The module... View Details
      Keywords: Telecommunications; Technological Innovation; Technology Strategy; Operations Strategy; Information Technology; Operations; Mobile and Wireless Technology; Strategy; Telecommunications Industry; Japan
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      Alcacer, Juan. "Vodafone Japan (A), (B) and (C) (TN)." Harvard Business School Teaching Note 713-444, September 2012.
      • Article

      Marketing Complex Financial Products in Emerging Markets: Evidence from Rainfall Insurance in India

      By: Sarthak Gaurav, Shawn A. Cole and Jeremy Tobacman
      Recent financial liberalization in emerging economies has led to the rapid introduction of new financial products. Lack of experience with financial products, low levels of education, and low financial literacy may slow adoption of these products. This article reports... View Details
      Keywords: Literacy; Insurance; Marketing; Decisions; Demand and Consumers; Financial Instruments; Emerging Markets; Education; Personal Finance; Agribusiness; Developing Countries and Economies; Innovation and Invention; Gujarat
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      Gaurav, Sarthak, Shawn A. Cole, and Jeremy Tobacman. "Marketing Complex Financial Products in Emerging Markets: Evidence from Rainfall Insurance in India." Journal of Marketing Research (JMR) 48, no. SPL (November 2011): S150–S162.
      • July 2011 (Revised January 2013)
      • Case

      Digital Microscopy Is Making Me Crazy!

      By: Willy Shih
      For Carl Zeiss Microimaging, modular hardware and software enabled customers to tailor Zeiss's broad range of microscopy systems hardware and software to meet a wide range of needs from basic scientific research in the biological and medical sciences to clinical... View Details
      Keywords: Information Infrastructure; Applications and Software; Corporate Strategy; Disruptive Innovation; Science-Based Business; Management Analysis, Tools, and Techniques; Business Conglomerates; Digital Platforms; Opportunities; Medical Devices and Supplies Industry; Computer Industry
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      Shih, Willy. "Digital Microscopy Is Making Me Crazy!" Harvard Business School Case 612-002, July 2011. (Revised January 2013.)
      • July 2011
      • Article

      Mixed Source

      By: Ramon Casadesus-Masanell and Gaston Llanes
      We study competitive interaction between a profit-maximizing firm that sells software and complementary services and a free open source competitor. We examine the firm's choice of business model between the proprietary model (where all software modules are... View Details
      Keywords: Competition; Open Source Distribution; Profit; Sales; Applications and Software; Service Operations; Business Model; Decision Choices and Conditions; Quality; Value Creation
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      Casadesus-Masanell, Ramon, and Gaston Llanes. "Mixed Source." Management Science 57, no. 7 (July 2011): 1212–1230.
      • April 2011
      • Module Note

      Financing International Trade

      By: C. Fritz Foley
      This module note summarizes the key insights covered in the Financing International Trade module of the International Financial Management course. It also provides a framework that guides decisions about which financing terms should be used in which situations. View Details
      Keywords: Trade; International Finance; Decisions; Situation or Environment; Framework; Globalization
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      Foley, C. Fritz. "Financing International Trade." Harvard Business School Module Note 211-089, April 2011.
      • 2010
      • Working Paper

      Mixed Source

      By: Ramon Casadesus-Masanell and Gaston Llanes
      We study competitive interaction between a profit-maximizing firm that sells software and complementary services and a free open source competitor. We examine the firm's choice of business model between the proprietary model (where all software modules are... View Details
      Keywords: Business Model; Duopoly and Oligopoly; Monopoly; Open Source Distribution; Quality; Competition; Information Technology Industry
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      Casadesus-Masanell, Ramon, and Gaston Llanes. "Mixed Source." Harvard Business School Working Paper, No. 10-022, September 2009. (Revised October 2010.)
      • September 2010 (Revised August 2011)
      • Background Note

      Pricing, Profits, and Customer Value

      By: Frank V. Cespedes, Benson P. Shapiro and Elliot B. Ross
      This note discusses how some firms (start-ups and established companies) maximize customer value and profits via their pricing processes. It is aimed at companies that compete on the basis of performance initiatives rather than absolute cost advantages and low price.... View Details
      Keywords: Customer Focus and Relationships; Customer Value and Value Chain; Cost; Price; Profit; Performance Effectiveness; Sales; Competitive Strategy
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      Cespedes, Frank V., Benson P. Shapiro, and Elliot B. Ross. "Pricing, Profits, and Customer Value." Harvard Business School Background Note 811-016, September 2010. (Revised August 2011.)
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