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      Automation And AugmentationRemove Automation And Augmentation →

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      • 2019
      • Article

      Overcoming Cultural Resistance to Open Source Innovation

      By: John Winsor, Jin Hyun Paik, Michael Tushman and Karim R. Lakhani
      Purpose: This article offers insight on how to effectively help incumbent organizations prepare for global business shifts to open source and digital business models.
      Design/methodology/approach: Discussion related to observation, experience and case studies... View Details
      Keywords: Open Source Innovation; Organizational Culture; Organizational Change and Adaptation; Business Model; Technological Innovation; Collaborative Innovation and Invention
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      Winsor, John, Jin Hyun Paik, Michael Tushman, and Karim R. Lakhani. "Overcoming Cultural Resistance to Open Source Innovation." Strategy & Leadership 47, no. 6 (2019): 28–33.
      • October 2019 (Revised March 2021)
      • Background Note

      Modern Automation (B): Robotics

      By: William R. Kerr and James Palano
      Driven largely by advances in perception and situational awareness, robots in the 2010s were gaining functionality that allowed them to be applied to fundamentally new types of work. The expanding range of new tasks that could be completed by machines had significant... View Details
      Keywords: Robotics; Artificial Intelligence; Future Of Work; Technology Commercialization; Information Technology; Commercialization; Employment; AI and Machine Learning
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      Kerr, William R., and James Palano. "Modern Automation (B): Robotics." Harvard Business School Background Note 820-069, October 2019. (Revised March 2021.)
      • 2019
      • Working Paper

      Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 8 Rationalizing Flow Processes

      By: Carliss Y. Baldwin
      The purpose of this chapter is to examine the value structure of flow production processes and to explain why it is necessary to rationalize flow processes using the tools of systematic management. I first explain the problems facing managers of multi-step flow... View Details
      Keywords: Flow Processes; Bottlenecks; Systematic Management; Production; Management; Problems and Challenges
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      Baldwin, Carliss Y. "Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 8 Rationalizing Flow Processes." Harvard Business School Working Paper, No. 20-032, September 2019.
      • September 2019
      • Case

      Shell: A Company of Opportunity?

      By: Joseph B. Fuller and Emer Moloney
      The Opportunity Hub was a cloud-based platform that enabled managers to market projects they were working on and associated resourcing needs as “Opportunity Owners” and employees, or “Opportunity Seekers,” to browse these statements of need and engage when they had... View Details
      Keywords: Business Divisions; Change Management; Competency and Skills; Experience and Expertise; Talent and Talent Management; Energy; Energy Sources; Non-Renewable Energy; Renewable Energy; Human Resources; Employees; Retention; Collaborative Innovation and Invention; Innovation and Management; Innovation Strategy; Technological Innovation; Jobs and Positions; Job Design and Levels; Knowledge Sharing; Knowledge; Knowledge Use and Leverage; Labor; Human Capital; Labor Unions; Leading Change; Resource Allocation; Organizational Change and Adaptation; Performance Evaluation; Performance Productivity; Strategic Planning; Projects; Motivation and Incentives; Business Strategy; Social and Collaborative Networks; Technology Platform; Chemical Industry; Energy Industry; Information Technology Industry; Technology Industry; United Kingdom; Netherlands
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      Fuller, Joseph B., and Emer Moloney. "Shell: A Company of Opportunity?" Harvard Business School Case 320-025, September 2019.
      • July 2019 (Revised November 2019)
      • Case

      Osaro: Picking the Best Path

      By: William R. Kerr, James Palano and Bastiane Huang
      The founder of Osaro saw the potential of deep reinforcement learning to allow robots to be applied to new applications. Osaro targeted warehousing, already a dynamic industry for robotics and automation, for its initial product—a system which would allow robotic arms... View Details
      Keywords: Artificial Intelligence; Machine Learning; Robotics; Robots; Ecommerce; Fulfillment; Warehousing; AI; Startup; Technology Commercialization; Business Startups; Entrepreneurship; Logistics; Order Taking and Fulfillment; Information Technology; Commercialization; Learning; Complexity; Competition; E-commerce
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      Kerr, William R., James Palano, and Bastiane Huang. "Osaro: Picking the Best Path." Harvard Business School Case 820-012, July 2019. (Revised November 2019.)
      • May 2019 (Revised July 2019)
      • Case

      Walmart's Workforce of the Future

      By: William R. Kerr and Jordan Bach-Lombardo
      Faced with intense competition from Amazon, Walmart began a transformation of its operations and workforce in 2015. The goal was to create an omnichannel retail experience for customers that seamlessly joined online and offline shopping. This case explores Walmart's... View Details
      Keywords: Walmart; Managing The Future Of Work; Workforce; Automation; Ecommerce; Omnichannel Retail; Operations; Transformation; Employees; Training; Information Technology; Infrastructure; Disruption; Competitive Strategy; E-commerce; Information Infrastructure; Retail Industry
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      Kerr, William R., and Jordan Bach-Lombardo. "Walmart's Workforce of the Future." Harvard Business School Case 819-042, May 2019. (Revised July 2019.)
      • May 2019
      • Background Note

      Geographic Inequality Primer

      By: William Kerr, Joseph Fuller, Manjari Raman and Donald Maruyama
      There are large and persistent divides between urban centers and rural areas in America due in part to structural causes. This primer focuses on the demographic differences between urban and rural areas within the United States and the unique challenges facing rural... View Details
      Keywords: Inequality; Rural; Development; Equality and Inequality; Demographics; Rural Scope; Urban Scope; Development Economics; Problems and Challenges; Globalization; United States
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      Kerr, William, Joseph Fuller, Manjari Raman, and Donald Maruyama. "Geographic Inequality Primer." Harvard Business School Background Note 819-142, May 2019.
      • Article

      Use of Crowd Innovation to Develop an Artificial Intelligence-Based Solution for Radiation Therapy Targeting

      By: Raymond H. Mak, Michael G. Endres, Jin Hyun Paik, Rinat A. Sergeev, Hugo Aerts, Christopher L. Williams, Karim R. Lakhani and Eva C. Guinan
      Importance: Radiation therapy (RT) is a critical cancer treatment, but the existing radiation oncologist work force does not meet growing global demand. One key physician task in RT planning involves tumor segmentation for targeting, which requires substantial... View Details
      Keywords: Crowdsourcing; AI Algorithms; Health Care and Treatment; Collaborative Innovation and Invention; AI and Machine Learning
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      Mak, Raymond H., Michael G. Endres, Jin Hyun Paik, Rinat A. Sergeev, Hugo Aerts, Christopher L. Williams, Karim R. Lakhani, and Eva C. Guinan. "Use of Crowd Innovation to Develop an Artificial Intelligence-Based Solution for Radiation Therapy Targeting." JAMA Oncology 5, no. 5 (May 2019): 654–661.
      • 2020
      • Working Paper

      Overcoming the Cold Start Problem of CRM Using a Probabilistic Machine Learning Approach

      By: Eva Ascarza
      The success of Customer Relationship Management (CRM) programs ultimately depends on the firm's ability to understand consumers' preferences and precisely capture how these preferences may differ across customers. Only by understanding customer heterogeneity, firms can... View Details
      Keywords: Customer Management; Targeting; Deep Exponential Families; Probabilistic Machine Learning; Cold Start Problem; Customer Relationship Management; Customer Value and Value Chain; Consumer Behavior; Analytics and Data Science; Mathematical Methods; Retail Industry
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      Padilla, Nicolas, and Eva Ascarza. "Overcoming the Cold Start Problem of CRM Using a Probabilistic Machine Learning Approach." Harvard Business School Working Paper, No. 19-091, February 2019. (Revised May 2020. Accepted at the Journal of Marketing Research.)
      • December 2018 (Revised March 2021)
      • Background Note

      Modern Automation (A): Artificial Intelligence

      By: William R. Kerr and James Palano
      This primer is meant to be a field guide to the late 2010s' surge in business use of "Artificial Intelligence" (AI), or enterprise software based in machine learning. First, it provides an overview of the key trends—digitization, connectivity, the continuation of... View Details
      Keywords: Artificial Intelligence; Digitization; Connectivity; Computing; Future Of Work; Automation; AI and Machine Learning
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      Kerr, William R., and James Palano. "Modern Automation (A): Artificial Intelligence." Harvard Business School Background Note 819-084, December 2018. (Revised March 2021.)
      • October 2018 (Revised September 2020)
      • Case

      Testing Autonomy in Pittsburgh

      By: Mitchell Weiss and Brittany Urick
      Pittsburgh’s mayor had been among the first to welcome self-driving vehicles but was now one of many needing to react after a pedestrian fatality involving an autonomous Uber in Arizona. He had originally preferred to roll out “the red carpet” instead of the “red... View Details
      Keywords: Public Entrepreneurship; Government Innovation; Government Experimentation; Autonomous Vehicles; Mayor; Mayor Peduto; Cities; Mobility; Automation; Uber; Argo Ai; Aurora Innovation; Aptiv; Entrepreneurship; Public Sector; Innovation and Invention; Transportation; City; Safety; Business and Government Relations; Transportation Industry; Auto Industry; United States; Pennsylvania; Pittsburgh
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      Weiss, Mitchell, and Brittany Urick. "Testing Autonomy in Pittsburgh." Harvard Business School Case 819-059, October 2018. (Revised September 2020.)
      • October 2018
      • Case

      American Family Insurance and the Artificial Intelligence Opportunity

      By: Rajiv Lal and Scott Johnson
      Keywords: Artificial Intelligence; Machine Learning; Automation; Analytics; American Family; American Family Insurance; Insurance; Business Organization; Transformation; Talent and Talent Management; Employee Relationship Management; Innovation Strategy; Job Cuts and Outsourcing; Risk and Uncertainty; Mobile and Wireless Technology; Technology Adoption; Internet and the Web; Applications and Software; Corporate Strategy; AI and Machine Learning; Digital Transformation; Insurance Industry; Technology Industry; Wisconsin
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      Lal, Rajiv, and Scott Johnson. "American Family Insurance and the Artificial Intelligence Opportunity." Harvard Business School Case 519-028, October 2018.
      • September 2018 (Revised May 2021)
      • Teaching Plan

      Eastern Bank: Innovating Through Eastern Labs

      By: Karen Mills, Dennis Campbell and Aaron Mukerjee
      Eastern Bank is a 200-year-old New England mutual bank with a community focus. Eastern specializes in small business lending, having made strategic investments to become the top SBA lender in New England in the midst of the Great Recession, when other banks were... View Details
      Keywords: Banks; Fintech; Innovation; Innovation & Entrepreneurship; Innovation And Strategy; Technological Change; Technology And Innovation Management; Entrepreneurial Management; Intrapreneurship; Banks and Banking; Innovation and Invention; Entrepreneurship; Innovation Strategy; Technological Innovation; Information Technology; Management
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      Mills, Karen, Dennis Campbell, and Aaron Mukerjee. "Eastern Bank: Innovating Through Eastern Labs." Harvard Business School Teaching Plan 319-037, September 2018. (Revised May 2021.)
      • September 2018
      • Case

      Kevin Ryan Inc.

      By: Shikhar Ghosh and Greg Marsh
      The case focuses on the hiring process for a CEO. Kevin Ryan had a solid trajectory as a serial entrepreneur of well-known ventures like Gilt Group, DoubleClick, Business Insider, among others. Ryan tended to involve himself in all aspects of his ventures: ideation,... View Details
      Keywords: Hiring; Team Building; Interviews; CEO; Human Resources; Selection and Staffing; Entrepreneurship; Business Startups; United States; North America
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      Ghosh, Shikhar, and Greg Marsh. "Kevin Ryan Inc." Harvard Business School Case 819-047, September 2018.
      • 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.)
      • March 2018 (Revised March 2018)
      • Teaching Note

      OpenInvest

      By: Boris Vallee and Caitlin Reimers Brumme
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolio to their personal values in an automated way, for instance by screening out weapon manufacturers stocks or overweighting LGBTQ... View Details
      Keywords: Socially Responsible Investing; Investing For Impact; Robo-advisors; Investment; Values and Beliefs; Customization and Personalization; Technology; Financial Services Industry
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      Vallee, Boris, and Caitlin Reimers Brumme. "OpenInvest." Harvard Business School Teaching Note 218-089, March 2018. (Revised March 2018.)
      • March 2018
      • Article

      Financing the African Colonial State: The Revenue Imperative and Forced Labor

      By: Marlous van Waijenburg
      Although recent studies on African colonial tax systems have deepened our understanding of early fiscal capacity building efforts in the region, they have largely ignored the contributions from a widely used but invisible source of state revenue: that of labor... View Details
      Keywords: Colonial Institutions; Labor Coercion; Taxation; Africa
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      van Waijenburg, Marlous. "Financing the African Colonial State: The Revenue Imperative and Forced Labor." Journal of Economic History 78, no. 1 (March 2018): 40–80.
      • February 2018 (Revised August 2018)
      • Case

      OpenInvest

      By: Shawn Cole, Boris Vallée and Nicole Tempest Keller
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting... View Details
      Keywords: Fintech; Impact Investing; Investment Portfolio; Customization and Personalization; Technological Innovation; Social Issues; Growth and Development Strategy; Business Model; Financial Services Industry
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      Cole, Shawn, Boris Vallée, and Nicole Tempest Keller. "OpenInvest." Harvard Business School Case 218-064, February 2018. (Revised August 2018.)
      • February 2018
      • Case

      The Golden Triangle: Back in Business (A)

      By: Joseph Fuller, William Kerr, Manjari Raman and Donald Maruyama
      The Golden Triangle Region (GTR) is a three-county area in rural Mississippi that suffered a steep decline as manufacturing companies faced pressures from automation and overseas competition. Between the mid 1980s and late 1990s, several textile, toy, and tubing... View Details
      Keywords: Economic Slowdown and Stagnation; Development Economics; Change; Leadership; Success; Mississippi
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      Fuller, Joseph, William Kerr, Manjari Raman, and Donald Maruyama. "The Golden Triangle: Back in Business (A)." Harvard Business School Case 818-089, February 2018.
      • February 2018 (Revised June 2021)
      • Case

      New Constructs: Disrupting Fundamental Analysis with Robo-Analysts

      By: Charles C.Y. Wang and Kyle Thomas
      This case highlights the business challenges associated with a financial technology firm, New Constructs, that created a technology that can quickly parse complicated public firm financials to paint a clearer economic picture of firms, remove accounting distortions,... View Details
      Keywords: Fundamental Analysis; Machine Learning; Robo-analysts; Financial Statements; Financial Reporting; Analysis; Information Technology; Accounting Industry; Financial Services Industry; Information Technology Industry; North America; Tennessee
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      Wang, Charles C.Y., and Kyle Thomas. "New Constructs: Disrupting Fundamental Analysis with Robo-Analysts." Harvard Business School Case 118-068, February 2018. (Revised June 2021.)
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