Publications

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August 2017 (Revised April 2024)
Case

Ardian: Portfolio Company Governance

By: Lynn S. Paine, Emer Moloney and Tonia Labruyere

Leaders of the mid-cap buyout group at Ardian, the Paris-based private equity firm led by Dominique Senequier, have been asked to review and assess the governance model the firm uses for majority-owned companies in its portfolio. The case describes the governance model... View Details

Keywords: Corporate Governance; Strategy; Decision Making; Private Equity

June 2006 (Revised March 2007)
Case

Jack Carlisle, CIO

An experienced CIO hired to professionalize IT in a growing financial services firm struggles with the turmoil that follows sudden replacement of the company's CEO. Jack Carlisle must assess the changes, both actual and prospective, in an environment in which IT has... View Details

Keywords: Change Management; Information Technology; Personal Development and Career; Management Teams; Financial Services Industry

2023
Working Paper

Sending Signals: Strategic Displays of Warmth and Competence

By: Bushra S. Guenoun and Julian J. Zlatev

Using a combination of exploratory and confirmatory approaches, this research examines how people signal important information about themselves to others. We first train machine learning models to assess the use of warmth and competence impression management... View Details

Keywords: AI and Machine Learning; Personal Characteristics; Perception; Interpersonal Communication

January 2022 (Revised March 2022)
Module Note

Analysis of Financial and Non-Financial Information for Forecasting Performance

By: Charles C.Y. Wang

This note describes the main themes and cases of a teaching module on the analysis of information from, and outside of, financial statements for forecasting firms’ future financial performance. The module’s pedagogical goal is to deepen students’ understanding of the... View Details

Keywords: Financial Reporting; Performance; Analysis; Valuation; Accounting; Finance

September 2020
Supplement

Commonwealth Joe: January 2020 Update from CEO Robert Peck

By: Alexander J. MacKay

At the end of 2016, the leadership team of Commonwealth Joe Coffee Roasters—Robert Peck, Chase Damiano, and Jeremy Martin—had begun an ambitious retail expansion strategy in the Washington, D.C. metropolitan area for their specialty coffee business. That October, they... View Details

Keywords: Cold Brew Coffee; Specialty Coffee; On-premise Coffee Market; Retail Expansion Strategy; Entrepreneurship; Business Model; Brands and Branding; Expansion; Strategy; Decision Making; Food and Beverage Industry; Retail Industry

March 2018 (Revised July 2020)
Case

Nectar (A)

By: Jeffrey F. Rayport and Thomas O. Jones

In late 2017, Nectar was a rapidly emerging player in the “bed-in-a-box” online market for direct-to-consumer foam memory mattresses. Barely a year old, it had achieved a revenue run rate of $85M and looked ahead to another year of blistering growth. The founding team... View Details

Keywords: Direct-to-consumer; Growth and Development Strategy; Product; Diversification; Decision Making; Growth Management; Entrepreneurship

May 2010 (Revised January 2014)
Case

Water Shortage and Property Investing in Mexico City

By: John D. Macomber, Regina Garcia-Cuellar and Griffin James

A commercial property company evaluates water risks including the government's ability to remedy, the company's operating exposure and mitigation, and whether to relocate because of water risk. A real estate fund manager assesses investment prospects in Mexico City in... View Details

Keywords: Private Equity; Investment; Risk Management; Infrastructure; Privatization; Business and Government Relations; Partners and Partnerships; Financial Services Industry; Real Estate Industry; Utilities Industry; Mexico City

November 2024
Case

Polish Agro: Where Do We Grow From Here?

By: Willy C. Shih, Lena Duchene and Daniela Beyersdorfer

By July 2024, Polish Agro had grown into one of Poland’s fastest-growing agribusinesses, with €230 million in revenue, 82 employees, and operations across Northern Poland. The company supported farmers with essential agricultural inputs like fertilizers and seeds,... View Details

26 Jun 2023
Research & Ideas

Want to Leave a Lasting Impression on Customers? Don't Forget the (Proverbial) Fireworks

way of leaving an impression. “A strong ending can have a big impact on people’s evaluations when they look back on an experience,” says De Freitas, coauthor of the working paper “Summarizing the Mental Customer Journey.” “We ended up... View Details

Keywords: by Michael Blanding; Entertainment & Recreation

Web

Dean Srikant Datar | About

and machine learning and artificial intelligence. He has published his work on activity-based management, quality, productivity, time-based competition, new product development, bottleneck management, incentives, and performance View Details

22 May 2019
Research & Ideas

Forgiving Student Loan Debt Leads to Better Jobs, Stronger Consumers

broader effects on the economy, Di Maggio says. “These people get better jobs and spend more money, and this money goes back into the economy,” he says. “Those things should be taken into account when evaluating policy interventions aimed... View Details

Keywords: by Dina Gerdeman

July 2023
Teaching Note

Belden and Digital Transformation: From Product Sales to Solutions Sales

By: Frank V. Cespedes

Teaching Note for HBS Case No. 823-002. Belden manufactures devices such as switches, cables, adapters, and connectors. Faced with market changes, the firm initiated a new Enhanced Solutions Delivery (ESD) initiative. In November 2022 executives are evaluating the... View Details

Keywords: Change Management; Digital Transformation; Organizational Change and Adaptation; Sales; Marketing Channels; Manufacturing Industry

Article

Fast Generalized Subset Scan for Anomalous Pattern Detection

By: Edward McFowland III, Skyler Speakman and Daniel B. Neill

We propose Fast Generalized Subset Scan (FGSS), a new method for detecting anomalous patterns in general categorical data sets. We frame the pattern detection problem as a search over subsets of data records and attributes, maximizing a nonparametric scan statistic... View Details

Keywords: Pattern Detection; Anomaly Detection; Knowledge Discovery; Bayesian Networks; Scan Statistics; Analytics and Data Science

May 2020
Article

Into the Fray: Adaptive Approaches to Studying Novel Teamwork Forms

By: Michaela Kerrissey, Patricia Satterstrom and Amy C. Edmondson

Novel forms of teamwork—created by rapid change and growing diversity among collaborators—are increasingly common, and they present substantial methodological challenges for research. We highlight two aspects of new team forms that challenge conventional methods.... View Details

Keywords: Team Member Fluidity; Temporary Teams; Knowledge Diversity; Entitativity; Concordance; Methods; Groups and Teams; Problems and Challenges; Research

July – August 2011
Article

What Factors Drive Analyst Forecasts?

By: Boris Groysberg, Paul Healy, Nitin Nohria and George Serafeim

A firm's competitive environment, its strategic choices, and its internal capabilities are considered important determinants of its future performance. Yet there is little evidence on whether analysts' forecasts of firm performance actually reflect any of these factors... View Details

Keywords: Competition; Forecasting and Prediction; Industry Growth; Judgments; Performance; Valuation; Price; Quality; Innovation and Invention; Organizational Culture; Competency and Skills; Surveys

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June 2010
Article

Leadership Competencies for Implementing Planned Organizational Change

By: Julie Battilana, Mattia Gilmartin, Anne-Claire Pache, Metin Sengul and Jeffrey A. Alexander

This paper bridges the leadership and organizational change literatures by exploring the relationship between managers' leadership competencies (namely, their effectiveness at person-oriented and task-oriented behaviors) and the likelihood that they will emphasize the... View Details

Keywords: Leadership; Competency and Skills; Organizational Change and Adaptation; Planning; Relationships; Business Processes; Projects; Theory; Change; Behavior; Health Industry; United Kingdom

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2004
Working Paper

The Accidental Entrepreneur: The Emergent and Collective Process of User Entrepreneurship

We develop a process model of how users, an understudied source of entrepreneurship, create, evaluate, share, and commercialize their ideas. We compare and contrast our model to the classic model of the entrepreneurial process, highlighting the emergent and collective... View Details

Keywords: Customers; Commercialization; Entrepreneurship; Innovation and Invention