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      • Summer 2014
      • Article

      Taiwan's PC Industry, 1976–2010: The Evolution of Organizational Capabilities

      By: Howard H. Yu and Willy C. Shih
      The stellar growth of Taiwan's personal computer (PC) industry over the past three decades represents a paradox. Participating in the global production system, local firms in Taiwan grew in association with established firms in the West. Despite their technical... View Details
      Keywords: Personal Computer; PC; PC Industry; Taiwan PC Industry; Taiwan PC Manufacturers; Innovation and Invention; Innovation and Management; Innovation Strategy; Growth and Development; Growth and Development Strategy; Growth Management; Industry Clusters; Industry Growth; Industry Structures; Information Technology; Technological Innovation; Mobile Technology; Information Technology Industry; Taiwan
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      Yu, Howard H., and Willy C. Shih. "Taiwan's PC Industry, 1976–2010: The Evolution of Organizational Capabilities." Business History Review 88, no. 2 (Summer 2014): 329–357.
      • July–August 2014
      • Article

      Unlock the Mysteries of Your Customer Relationships

      By: Jill Avery, Susan Fournier and John Wittenbraker
      Consumers have always had relationships with brands, but sophisticated tools for analyzing customer data are finally allowing marketing organizations to personalize and manage those relationships. With this new power comes a new challenge: people now expect companies... View Details
      Keywords: Brand Management; CRM; Brands and Branding; Marketing; Marketing Strategy; Customer Focus and Relationships; Customer Relationship Management; Consumer Products Industry; Consumer Products Industry; United States
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      Avery, Jill, Susan Fournier, and John Wittenbraker. "Unlock the Mysteries of Your Customer Relationships." Harvard Business Review 92, nos. 7/8 (July–August 2014): 72–81.
      • June 2014
      • Case

      Financial Policy at Apple, 2013 (A)

      By: Mihir A. Desai and Elizabeth A. Meyer
      By the end of 2013, Apple had $137 billion dollars in cash and marketable securities. This case explores how companies can generate such large amounts of cash and how and if they should distribute it to shareholders, especially in the face of shareholder pressure. In... View Details
      Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Consumer Products Industry; Consumer Products Industry; United States; Republic of Ireland
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      Desai, Mihir A., and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 (A)." Harvard Business School Case 214-085, June 2014.
      • June 2014 (Revised October 2015)
      • Case

      Molycorp: Financing the Production of Rare Earth Minerals (A)

      By: Benjamin C. Esty and E. Scott Mayfield
      Molycorp, the western hemisphere's only producer of rare earth minerals, was in the middle of a $1 billion capital expenditure project in its effort to become a vertically integrated supplier of rare earth minerals, oxides, and metals. Yet it had just reported lower... View Details
      Keywords: Convertible Debt; Uncertainty; Competition; Startup; China; Supply & Demand; Growth; Rare Earth Minerals; Discounted Cash Flows; Mining; Payoff Diagrams; Option Pricing; Capital Budgeting; Capital Structure; Cash Flow; Financial Strategy; Market Entry and Exit; Vertical Integration; Valuation; Metals and Minerals; Industrial Products Industry; Industrial Products Industry; Canada; California
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      Esty, Benjamin C., and E. Scott Mayfield. "Molycorp: Financing the Production of Rare Earth Minerals (A)." Harvard Business School Case 214-054, June 2014. (Revised October 2015.)
      • June 2014
      • Supplement

      Financial Policy at Apple, 2013 Student Supplement

      By: Mihir Desai and Elizabeth A. Meyer
      This is the student spreadsheet supplement to case 214-085, Financial Policy at Apple, 2013 (A). View Details
      Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Consumer Products Industry; Consumer Products Industry; United States; Republic of Ireland
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      Desai, Mihir, and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 Student Supplement." Harvard Business School Spreadsheet Supplement 214-714, June 2014.
      • June 2014 (Revised January 2017)
      • Case

      Focus Financial Partners and the U.S. RIA Industry in 2014

      By: Luis Viceira and Emily A. Chien
      In the Spring of 2014, Rudy Adolf, CEO and founder of Focus Financial, and the two other co-founders of the firm are considering alternative growth strategies to solidify Focus Financial's position as a leading aggregator of independent wealth management firms in the... View Details
      Keywords: Financial Management; Growth and Development Strategy; Business Model; Financial Services Industry
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      Viceira, Luis, and Emily A. Chien. "Focus Financial Partners and the U.S. RIA Industry in 2014." Harvard Business School Case 214-103, June 2014. (Revised January 2017.)
      • June 2014
      • Supplement

      Financial Policy at Apple, 2013 (B)

      By: Mihir Desai and Elizabeth A. Meyer
      This case is meant to accompany Financial Policy at Apple, 2013 (A) and details the results of Apple's Q2 2013 earnings call. View Details
      Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Consumer Products Industry; Consumer Products Industry; United States; Republic of Ireland
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      Desai, Mihir, and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 (B)." Harvard Business School Supplement 214-094, June 2014.
      • June 2014
      • Teaching Note

      Steve Carpenter at Cake Financial

      By: Thomas R. Eisenmann
      After investing $9 million of venture capital, Cake Financial had failed to reach critical mass. In early 2010 Cake's assets were sold and the company was dissolved. Founded in 2006, the San Francisco-based Internet company allowed users to monitor their investments... View Details
      Keywords: Corporate Entrepreneurship; Business or Company Management; Business Model; Growth and Development Strategy; Business Strategy; Internet; Financial Services Industry; Web Services Industry
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      Eisenmann, Thomas R. "Steve Carpenter at Cake Financial." Harvard Business School Teaching Note 814-121, June 2014.
      • Article

      Better Accounting Transforms Health Care Delivery

      By: Robert S. Kaplan and Mary L. Witkowski
      The paper describes the theory and preliminary results for an action research program that explores the implications from better measurements of health care outcomes and costs. After summarizing Porter's outcome taxonomy (Porter 2010), we illustrate how to use process... View Details
      Keywords: Activity Based Costing and Management; Research; Health Care and Treatment; Health Industry
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      Kaplan, Robert S., and Mary L. Witkowski. "Better Accounting Transforms Health Care Delivery." Accounting Horizons 28, no. 2 (June 2014): 365–383.
      • June 2014
      • Article

      Building Brand Knowledge Structures: Elaboration and Interference Effects on the Processing of Sequentially Advertised Brand Benefit Claims

      By: Susan E. Heckler, Kevin L. Keller, Michael J. Houston and Jill Avery
      Two experiments are reported that examine the effects of an ad campaign designed to link two different benefit claims to a brand. The findings indicated that recall for a subsequently advertised claim depended on the strength of existing brand-benefit links in memory.... View Details
      Keywords: Marketing Communication; Brand Building; Brand Management; Brands; Advertising; Consumer Psychology; Advertising Campaigns; Brands and Branding; Marketing Communications; Consumer Behavior; Marketing Strategy; Consumer Products Industry; Consumer Products Industry
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      Heckler, Susan E., Kevin L. Keller, Michael J. Houston, and Jill Avery. "Building Brand Knowledge Structures: Elaboration and Interference Effects on the Processing of Sequentially Advertised Brand Benefit Claims." Journal of Marketing Communications 20, no. 3 (June 2014): 176–196.
      • Article

      Integration of Online and Offline Channels in Retail: The Impact of Sharing Reliable Inventory Availability Information

      By: Santiago Gallino and Antonio Moreno
      Using a proprietary data set, we analyze the impact of the implementation of a “buy-online, pick-up-in-store” (BOPS) project. The implementation of this project is associated with a reduction in online sales and an increase in store sales and traffic. These results can... View Details
      Keywords: Retail Operations; Inventory Availability; Empirical Operations Management; Business Analytics; Online Retail; Ecommerce; Operations; Management; Distribution Channels; Consumer Behavior; E-commerce; Retail Industry
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      Gallino, Santiago, and Antonio Moreno. "Integration of Online and Offline Channels in Retail: The Impact of Sharing Reliable Inventory Availability Information." Management Science 60, no. 6 (June 2014): 1434–1451. (Finalist of Management Science Best Paper award in Operations Management.)
      • May 2014
      • Case

      Building a High Performance Culture at IDFC

      By: V.G. Narayanan and Vidhya Muthuram
      IDFC was set up in 1997 to direct private finance to infrastructure projects in India. Over the years, it expanded its capabilities to become a 'complete solutions provider' offering financing solutions including debt and equity, investment banking, brokerage and asset... View Details
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      Narayanan, V.G., and Vidhya Muthuram. "Building a High Performance Culture at IDFC." Harvard Business School Case 114-077, May 2014.
      • May 2014
      • Case

      Groupon, Inc.

      By: Krishna G. Palepu, Blythe J. McGarvie and James Weber
      Internet coupon site "Groupon" grew revenues rapidly and went public, but struggled to impress investors or operate profitably. Did it have a sustainable business model? Groupon sold coupons called Groupons which purchasers used to acquire goods or services at... View Details
      Keywords: Accounting; Corporate Governance; Entrepreneurship; Financial Management; Financial Reporting; Financial Statements; Organizational Culture; Strategy; Web Services Industry; United States
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      Palepu, Krishna G., Blythe J. McGarvie, and James Weber. "Groupon, Inc." Harvard Business School Case 114-038, May 2014.
      • 2014
      • Other Teaching and Training Material

      Marketing Reading: Brand Positioning

      By: Jill Avery and Sunil Gupta
      This Reading addresses the principles of brand positioning and demonstrates how companies can strategically craft powerful, resonant, and unique brand positions to help products stand out amidst the cacophony of the marketplace. Strategic brand positioning provides... View Details
      Keywords: Brand Positioning; Branding; Consumer Research; Defensive Strategies; Market Positioning; Marketing; Product Differentiation; Product Positioning; Strategic Positioning; Value Proposition; Customer Relationship Management; Organizational Structure; Customer Satisfaction; Brands and Branding
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      Avery, Jill, and Sunil Gupta. "Marketing Reading: Brand Positioning." Core Curriculum Readings Series. Boston: Harvard Business School Publishing 8197, 2014.
      • May–June 2014
      • Article

      The Magic of Innovation

      By: Stefan Thomke and Jason Randal
      Why do certain product and service experiences seem to have that undeniable "wow" factor, while others disappoint customers? Perhaps there's no better place to turn to than the world of magic. Consider that leading magicians are constantly under pressure to come up... View Details
      Keywords: Innovation Management; Innovation and Management
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      Thomke, Stefan, and Jason Randal. "The Magic of Innovation." European Business Review (May–June 2014): 2–6.
      • April 2014
      • Case

      Merrimack Pharmaceuticals, Inc. (A)

      By: Amy C. Edmondson, Bethany S. Gerstein and Melissa Valentine
      In 2006, Merrimack Pharmaceuticals was a fast-growing biotechnology company. Its leadership team was divided over whether to keep R&D organized in functional departments or transition to interdisciplinary teams. As a small company, Merrimack's R&D organization had... View Details
      Keywords: Teamwork; Interdisciplinary Collaboration; R&D; Biotechnology; Complexity; Innovation Management; Organizational Design; Groups and Teams; Collaborative Innovation and Invention; Research and Development; Biotechnology Industry; Pharmaceutical Industry
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      Edmondson, Amy C., Bethany S. Gerstein, and Melissa Valentine. "Merrimack Pharmaceuticals, Inc. (A)." Harvard Business School Case 614-063, April 2014.
      • April 2014 (Revised June 2015)
      • Case

      Making stickK Stick: The Business of Behavioral Economics

      By: Leslie John, Michael Norton and Michael Norris
      Email mking@hbs.edu for a courtesy copy.

      stickK.com, a website that uses behavioral economics to help users achieve their goals, must choose between a direct-to-consumer or business-to-business model. The case... View Details
      Keywords: Behavioral Economics; Behavior Change; B2B Vs. B2C; Human Resource Management; Marketing Of Innovations; Health & Wellness; Weight Loss; Charitable Giving; Marketing; Consumer Behavior; Entrepreneurship; Internet and the Web; Health; Business Model; Sales; Human Resources; Health Industry; United States
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      John, Leslie, Michael Norton, and Michael Norris. "Making stickK Stick: The Business of Behavioral Economics." Harvard Business School Case 514-019, April 2014. (Revised June 2015.) (request a courtesy copy.)
      • April 2014 (Revised March 2015)
      • Case

      GE and the Industrial Internet

      By: Karim R. Lakhani, Marco Iansiti and Kerry Herman
      CEO Jeff Immelt considers whether GE is moving fast enough on its new Industrial Internet initiative. The undertaking includes building out an Industrial Internet, connecting machines and devices, collecting their data and operations, and providing services to clients... View Details
      Keywords: Technology; Operations Management; Strategy; Big Data; Business Analysis; Corporate Strategy; Digital Technology; Digital Innovation; General Management; General Strategy; Global Competitiveness; Global Strategy; Innovation; Innovation And Management; Industrial Internet; GE; Innovation and Invention; Information Technology; Analytics and Data Science; Industrial Products Industry; Industrial Products Industry; Industrial Products Industry; Industrial Products Industry; Industrial Products Industry; Industrial Products Industry; Industrial Products Industry; Industrial Products Industry; Industrial Products Industry; Industrial Products Industry; North and Central America; Asia; Europe; Middle East; Latin America
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      Lakhani, Karim R., Marco Iansiti, and Kerry Herman. "GE and the Industrial Internet." Harvard Business School Case 614-032, April 2014. (Revised March 2015.)
      • 2014
      • Working Paper

      The New Empirical Economics of Management

      By: Nicholas Bloom, Renata Lemos, Raffaella Sadun, Daniela Scur and John Van Reenen
      Over the last decade the World Management Survey (WMS) has collected firm-level management practices data across multiple sectors and countries. We developed the survey to try to explain the large and persistent TFP differences across firms and countries. This review... View Details
      Keywords: Management; Organization; Productivity; Management Practices and Processes; Performance Productivity; Microeconomics
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      Bloom, Nicholas, Renata Lemos, Raffaella Sadun, Daniela Scur, and John Van Reenen. "The New Empirical Economics of Management." Harvard Business School Working Paper, No. 14-111, April 2014. (NBER Working Paper Series, No. 20102, April 2014.)
      • April 2014 (Revised July 2017)
      • Case

      The Tate's Digital Transformation

      By: Jill Avery
      John Stack was the visionary Head of Digital Transformation at the Tate, a collection of four major art galleries in the UK, including Tate Modern, the most visited gallery devoted to modern and contemporary art in the world. Stack was the architect of the Tate's... View Details
      Keywords: Digital; Marketing Communication; Non-profit Management; Marketing; Marketing Strategy; Nonprofit Organizations; Social Media; Entertainment and Recreation Industry; Tourism Industry; United Kingdom
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      Avery, Jill. "The Tate's Digital Transformation." Harvard Business School Case 314-122, April 2014. (Revised July 2017.)
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