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      • Faculty Publications  (173)

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      • January 2015 (Revised July 2019)
      • Case

      CVS Health: Promoting Drug Adherence

      By: Leslie John, John Quelch and Robert Huckman
      Email mking@hbs.edu for a courtesy copy.

      The case describes a program that CVS Health recently implemented to improve medication adherence, an important problem from a societal, public policy, and firm... View Details
      Keywords: Medication Adherence; Affordable Care Act (ACA); Marketing Strategy; Communication Strategy; Customer Value and Value Chain; Decisions; Health Care and Treatment; Goals and Objectives; Resource Allocation; Marketing Communications; Consumer Behavior; Measurement and Metrics; Service Delivery; Behavior; Motivation and Incentives; Social Issues; Information Technology; Value Creation; Health Industry; Pharmaceutical Industry; Insurance Industry; Public Relations Industry; Retail Industry; United States
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      John, Leslie, John Quelch, and Robert Huckman. "CVS Health: Promoting Drug Adherence." Harvard Business School Case 515-010, January 2015. (Revised July 2019.) (Email mking@hbs.edu for a courtesy copy.)
      • January 2015
      • Case

      Marie Trellu-Kane at Unis-Cité: Establishing Youth Service in France

      By: Julie Battilana, Michel Anteby and Anne-Claire Pache
      Marie Trellu-Kane is trying to decide how Unis-Cité should respond to French President Jacques Chirac's announcement in 2005 of a new national voluntary civil service program. Since 1994, Trellu-Kane and her co-founders had been creating and overseeing a civil service... View Details
      Keywords: Expansion; Leadership; Non-profit Management; Government And Business; Growth and Development Strategy; Organizational Design; Business and Community Relations; Business and Government Relations; Social Enterprise; Paris
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      Battilana, Julie, Michel Anteby, and Anne-Claire Pache. "Marie Trellu-Kane at Unis-Cité: Establishing Youth Service in France." Harvard Business School Case 415-035, January 2015.
      • December 2014 (Revised July 2021)
      • Case

      Discovery Limited

      By: Michael E. Porter, Mark R. Kramer and Aldo Sesia
      Discovery Ltd. is a South Africa-based insurance company. Started in the early 1990s, Discovery used behavioral economics and data collection to innovate in the health care insurance industry. Its founder Adrian Gore believed that the company's products needed to not... View Details
      Keywords: Shared Value; Health Care; Financial Services; Strategy; Value Creation; Health Care and Treatment; Insurance; Growth and Development Strategy; Financial Services Industry; Financial Services Industry; Financial Services Industry; South Africa
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      Porter, Michael E., Mark R. Kramer, and Aldo Sesia. "Discovery Limited." Harvard Business School Case 715-423, December 2014. (Revised July 2021.)
      • 2014
      • Article

      Wall Street Research

      By: Paul M. Healy
      This article discusses a research program investigating the workings of both the sell and buy sides of financial analysis, tackles how the U.S. securities industry research adds value in financial markets, and evaluates the business model problems that the industry... View Details
      Keywords: Financial Markets; Business Model; Research; Financial Services Industry; United States
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      Healy, Paul M. "Wall Street Research." Journal of Applied Finance 24, no. 2 (2014): 6–16.
      • November 2014
      • Case

      BRAC in 2014

      By: Tarun Khanna, Rachna Tahilyani, Reeti Roy and Aldo Sesia
      In the early 1970s BRAC was a startup nongovernmental organization (NGO) working in Bangladesh. By 2014, it was the world's largest NGO. It had a strong presence in Bangladesh and had begun to deliver social development programs in nine other countries. Its founder and... View Details
      Keywords: BRAC; Bangladesh; NGO; Strategy; Business Model; Business Organization; Social Entrepreneurship; Innovation and Management; Growth and Development Strategy; Social Enterprise; Social Issues; Poverty; Bangladesh
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      Khanna, Tarun, Rachna Tahilyani, Reeti Roy, and Aldo Sesia. "BRAC in 2014." Harvard Business School Case 715-414, November 2014.
      • October 2014
      • Case

      Teckentrup: A Door to Managing Difference

      By: Clayton Rose, Jerome Lenhardt and Daniela Beyersdorfer
      For Kai Teckentrup, the owner and co-CEO of the German "Mittelstand" door manufacturer Teckentrup, balancing competitive pressures, demographic realities and values were at the heart of the diversity program that he had started and championed at the company. Beyond... View Details
      Keywords: Diversity Management; Corporate Values; Competitiveness; Demographics; Change Management; Transformation; Diversity; Ethnicity; Gender; Literacy; Nationality; Race; Residency; Corporate Accountability; Corporate Social Responsibility and Impact; Organizational Culture; Economic Growth; Fairness; Moral Sensibility; Values and Beliefs; Immigration; Employee Relationship Management; Civil Society or Community; Manufacturing Industry; Construction Industry; Consumer Products Industry; Europe; Germany; Russia; Turkey
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      Rose, Clayton, Jerome Lenhardt, and Daniela Beyersdorfer. "Teckentrup: A Door to Managing Difference." Harvard Business School Case 315-016, October 2014.
      • September 2014 (Revised May 2017)
      • Case

      Fresno's Social Impact Bond for Asthma

      By: John A. Quelch and Margaret L. Rodriguez
      In 2014, Social Impact Bonds (SIBs) were quickly gaining popularity as an investment vehicle which joined together private investors and nonprofits to tackle social issues. Although numerous SIB projects and proposals had cropped up across the U.S. following the launch... View Details
      Keywords: Social Enterprise; Health Care; Marketing; Bonds; Financing; Asthma; Air Pollution; Air Quality; Chronic Disease; Public Health; Health; Health Care and Treatment; Finance; Financial Services Industry; Financial Services Industry; United States
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      Quelch, John A., and Margaret L. Rodriguez. "Fresno's Social Impact Bond for Asthma." Harvard Business School Case 515-028, September 2014. (Revised May 2017.)
      • Article

      Analyzing Scrip Systems

      By: Kris Johnson, David Simchi-Levi and Peng Sun
      Scrip systems provide a nonmonetary trade economy for exchange of resources. We model a scrip system as a stochastic game and study system design issues on selection rules to match potential trade partners over time. We show the optimality of one particular rule in... View Details
      Keywords: "Repeated Games"; Stochastic Trust Game; Dynamic Program; P2P Lending; Scrip Systems; Artificial Currency; Non-monetary Trade Economies; Marketplace Matching; Currency; Operations; Game Theory
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      Johnson, Kris, David Simchi-Levi, and Peng Sun. "Analyzing Scrip Systems." Operations Research 62, no. 3 (May–June 2014): 524–534.
      • October 2013
      • Case

      Oaktree and the Restructuring of CIT Group (A)

      By: Victoria Ivashina and David Scharfstein
      CIT's prepackaged bankruptcy marked the first time a major financial institution was able to successfully restructure and emerge from Chapter 11 bankruptcy, challenging conventional views that a financial firm could not survive bankruptcy proceedings as a going... View Details
      Keywords: Debt Securities; Restructuring; Financial Services Industry
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      Ivashina, Victoria, and David Scharfstein. "Oaktree and the Restructuring of CIT Group (A)." Harvard Business School Case 214-035, October 2013.
      • August 2013 (Revised November 2015)
      • Case

      Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?

      By: Luis M. Viceira and Emily A. Chien

      In November 2012, Prudential Financial and General Motors closed on a $25.1B pension risk transfer (PRT) transaction, the largest of its kind to date by an order of magnitude both in the U.S. market and globally. In exchange for an in-kind transfer of $25.1B in... View Details

      Keywords: Risk Management; Asset Management; Insurance; Retirement; Financial Services Industry; Financial Services Industry
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      Viceira, Luis M., and Emily A. Chien. "Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?" Harvard Business School Case 213-126, August 2013. (Revised November 2015.)
      • 2013
      • Working Paper

      Where do the Most Active Customers Originate and How Can Firms Keep Them Engaged?

      By: Clarence Lee, E. Ofek and Thomas Steenburgh
      In this paper, we study how firms offering Web services can acquire and develop an active customer base. We focus on two basic questions. First, how does the method of customer acquisition affect the way customers use the service to meet their own needs and to interact... View Details
      Keywords: Customer Engagement; Adoption Routes; Hidden Markov Models; Search; Word-of-Mouth; Digital Media; Customer Relationship Management; Internet and the Web; Mathematical Methods; Consumer Behavior; Entrepreneurship; Marketing Reference Programs; Web Services Industry
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      Lee, Clarence, E. Ofek, and Thomas Steenburgh. "Where do the Most Active Customers Originate and How Can Firms Keep Them Engaged?" Working Paper, 2013. (Revise and Resubmit at Management Science.)
      • June 2013
      • Case

      Olympic Rent-A-Car U.S.: Customer Loyalty Battles

      By: John Deighton and James T. Kindley
      The marketing and operations managers for Olympic Rent-A-Car meet to decide how to respond to changes in the loyalty rewards program at the market-leading competitor. The competitor's program gives awards based on dollars spent instead of days rented and eliminates... View Details
      Keywords: Customer Relationship Management; Competitive Strategy; Marketing; Operations; Service Industry; Service Industry
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      Deighton, John, and James T. Kindley. "Olympic Rent-A-Car U.S.: Customer Loyalty Battles." Harvard Business School Brief Case 913-568, June 2013.
      • 2013
      • Dissertation

      Designing Freemium: A Model of Consumer Usage, Upgrade, and Referral Dynamics

      By: Clarence Lee, Vineet Kumar and Sunil Gupta
      Abstract. Over the past decade "freemium" (free + premium) has become the dominant business model among internet start-ups for its ability to acquire and monetize a large install-base with limited marketing resources. Freemium is a hybrid strategy where a firm offers... View Details
      Keywords: Discrete-Continuous Choice Dynamic Structural Models; Bayesian Estimation; Word-of-Mouth; Digital Services; Freemium; Entrepreneurship; Business Model; Motivation and Incentives; Marketing Strategy; Internet and the Web; Consumer Behavior; Marketing Reference Programs; Business Startups
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      Lee, Clarence, Vineet Kumar, and Sunil Gupta. "Designing Freemium: A Model of Consumer Usage, Upgrade, and Referral Dynamics." Diss., Harvard Business School, 2013. (Job Market Paper.)
      • February 2013 (Revised March 2013)
      • Case

      Agero: Enhancing Capabilities for Customers

      By: Robert Simons and Natalie Kindred

      This case illustrates the importance of choosing a primary customer as the basis for organization design. Cross Country Group managers adjusted resource allocation, organization design and performance measures over time to transform Cross Country Group from an... View Details

      Keywords: Entrepreneurial Management; Entrepreneurial Gap; Entrepreneurship; Auto Industry; Insurance; Performance Management; Performance Measurement; Performance Measures; Performance Pressure; Decisions; Family Business; Resource Allocation; Organizational Design; Customer Focus and Relationships; Performance Evaluation; Growth and Development Strategy; Service Industry
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      Simons, Robert, and Natalie Kindred. "Agero: Enhancing Capabilities for Customers." Harvard Business School Case 113-001, February 2013. (Revised March 2013.)
      • December 2012
      • Case

      Delwarca Software Remote Support Unit

      By: Roy D. Shapiro and Paul E. Morrison
      Delwarca Software provides business software to large corporate clients around the world. The firm serves customers who prefer to assemble corporate solutions using a combination of software programs from various suppliers rather than implementing a single enterprise... View Details
      Keywords: Service Operations; Service Delivery; Mathematical Methods; Applications and Software; Problems and Challenges; Customer Satisfaction; Information Technology Industry
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      Shapiro, Roy D., and Paul E. Morrison. "Delwarca Software Remote Support Unit." Harvard Business School Brief Case 913-541, December 2012.
      • October 2012 (Revised August 2014)
      • Case

      The Canada Pension Plan Investment Board: October 2012

      By: Josh Lerner, Matthew Rhodes-Kropf and Nathaniel Burbank
      The Canada Pension Plan Investment Board (CPPIB) is one of the largest and fastest-growing pools of investment capital in the world and follows an unusually active program of investment management. In October of 2012, Mark Wiseman was just 12 weeks into his role as... View Details
      Keywords: Canada; CPPIB; Pensions; Private Equity; Financial Services Industry; Canada
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      Lerner, Josh, Matthew Rhodes-Kropf, and Nathaniel Burbank. "The Canada Pension Plan Investment Board: October 2012." Harvard Business School Case 813-103, October 2012. (Revised August 2014.)
      • October 2012 (Revised August 2018)
      • Case

      Carolina for Kibera

      By: Kathleen L. McGinn, Beth-Ann Kutchma and Cailin B. Hammer
      Carolina for Kibera (CFK) is an international non-profit organization whose mission is to promote youth leadership and gender and ethnic cooperation in Kibera, the largest unstructured settlement situated in the heart of Nairobi, Kenya. CFK's programs constructively... View Details
      Keywords: Organizational Behavior; Power and Influence; Non-Governmental Organizations; Social Enterprise; Negotiation; Organizational Change and Adaptation; Kenya; United States
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      McGinn, Kathleen L., Beth-Ann Kutchma, and Cailin B. Hammer. "Carolina for Kibera." Harvard Business School Multimedia/Video Case 913-701, October 2012. (Revised August 2018.)
      • September 2012 (Revised December 2012)
      • Case

      Addleshaw Goddard LLP (Abridged)

      By: Robert G. Eccles, Amy C. Edmondson and James Weber
      Addleshaw-Goddard (AG), the 15th largest law firm in the UK, is seeking ways to serve larger clients on more important legal matters. Part of this strategy involves its "Client Development Centre (CDC)," an innovative idea and set of services launched by Dr. Jim Hever... View Details
      Keywords: Price; Innovation and Invention; Service Operations; Partners and Partnerships; Competitive Advantage; Diversification; Legal Services Industry; United Kingdom
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      Eccles, Robert G., Amy C. Edmondson, and James Weber. "Addleshaw Goddard LLP (Abridged)." Harvard Business School Case 413-064, September 2012. (Revised December 2012.)
      • September 2012
      • Case

      SCMS: Battling HIV/AIDS in Africa

      By: Ananth Raman, Noel Watson, Santiago Kraiselburd and Emmanuel Akili
      In 2005, USAID and the U.S. President's Emergency Plan for AIDS Relief (PEPFAR), created the Supply Chain Management System (SCMS) to procure and distribute essential medicines and supplies; provide technical assistance to transform existing supply chains; and... View Details
      Keywords: HIV; AIDS; Procurement Coordination; Developing Countries; Healthcare; Public Health; Ethiopia; Supply Systems For Healthcare Delivery In Developing Countries; Healthcare Logistics Industry; Health Disorders; Health Care and Treatment; Service Delivery; Supply Chain Management; Logistics; Developing Countries and Economies; Programs; Transition; Strategy; Pharmaceutical Industry; Health Industry; Ethiopia; Africa
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      Raman, Ananth, Noel Watson, Santiago Kraiselburd, and Emmanuel Akili. "SCMS: Battling HIV/AIDS in Africa." Harvard Business School Case 613-023, September 2012.
      • 2012
      • Case

      Advanced Leadership Pathways: Shelly London and Ethics Education—'Strengthening Our Moral Compass'

      By: Rosabeth Moss Kanter and Anne Arlinghaus
      Shelly London and Ethics Education — 'Strengthening Our Moral Compass' 2009 AL Fellow
      Following a successful career as a Senior Vice President, Vice President, and Chief Communications Officer at two large corporate companies, Shelly London set out to promote... View Details
      Keywords: Leadership Skills; Ethics Education; Initiatives; Morality; Moral Compass; Prima Facie; Grassroots Movement; Ethical Reasoning; Decision-making; Social Media; Media Relations; Family Dinner Project; Public Conversations Project; Laura Chasin; Computer Games; Video Games; Quandary; Organizational Structure; Infrastructure; Ethics; Education; Moral Sensibility; Behavior; Decision Making; Leadership; Innovation and Management; Service Industry; Service Industry; North and Central America
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      Kanter, Rosabeth Moss, and Anne Arlinghaus. "Advanced Leadership Pathways: Shelly London and Ethics Education—'Strengthening Our Moral Compass'." Harvard Business Publishing Case 313-028, 2012. (Harvard Advanced Leadership Initiative.)
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