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      • July 2024
      • Case

      Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones

      By: Lauren Cohen, Richard Ryffel, Grace Headinger and Sophia Pan
      Edward Jones, a wealth management advisory firm that prided itself on its interpersonal connections and face-to-face interactions, was eager to augment their services with AI capabilities. Built on 1-to-1 close-knit relationships, the firm had more than 15,000 offices... View Details
      Keywords: Fintech; Innovation And Strategy; Financial Advisors; Big Data; Artificial Intelligence; Digitization; Financial Institutions; Business Strategy; Competitive Advantage; Technology Adoption; Business Plan; Technological Innovation; Interpersonal Communication; Communication Intention and Meaning; Communication Strategy; Transformation; Employee Stock Ownership Plan; Disruptive Innovation; Innovation Strategy; Innovation and Management; Innovation Leadership; Knowledge Acquisition; Knowledge Use and Leverage; Customer Relationship Management; AI and Machine Learning; Digital Strategy; Financial Services Industry; St. Louis; Missouri; United States; Canada
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      Cohen, Lauren, Richard Ryffel, Grace Headinger, and Sophia Pan. "Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones." Harvard Business School Case 225-009, July 2024.
      • July 2024
      • Case

      Titan: OceanGate's Tragedy of Titanic Proportions

      By: Aiyesha Dey, Joseph Pacelli, James Barnett and ZeSean Ali
      In June 2023, OceanGate’s Titan submersible imploded attempting to reach the Titanic shipwreck site 3,800 meters below sea level. All five passengers aboard died, including OceanGate founder and CEO Stockton Rush. Before the tragedy, many in the deep-sea exploration... View Details
      Keywords: Analysis; Decision Making; Ethics; Leadership; Risk and Uncertainty; Safety; Entertainment and Recreation Industry; Technology Industry; Tourism Industry; Transportation Industry; Atlantic Ocean; North America; Washington (state, US)
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      Dey, Aiyesha, Joseph Pacelli, James Barnett, and ZeSean Ali. "Titan: OceanGate's Tragedy of Titanic Proportions." Harvard Business School Case 124-016, July 2024.
      • July 2024 (Revised May 2025)
      • Teaching Note

      Leading Culture Change at Microsoft Western Europe

      By: Amy C. Edmondson and Catherine Huang
      This teaching plan is designed to be used in conjunction with the case study “Leading Culture Change at Microsoft Western Europe,” HBS No. 624-096, to help faculty deepen student understanding of psychological safety and organizational culture transformation through... View Details
      Keywords: Culture Change; General Management; Psychological Safety; Leadership; Transformation; Organizational Culture; Problems and Challenges; Groups and Teams; Business or Company Management; Technology Industry; Europe
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      Edmondson, Amy C., and Catherine Huang. "Leading Culture Change at Microsoft Western Europe." Harvard Business School Teaching Note 624-103, July 2024. (Revised May 2025.)
      • June 2024 (Revised December 2024)
      • Case

      Lana Ghanem: Pushing the Boundaries of Health Care Through Venture Capital

      By: Joshua D. Margolis and Ahmed Dahawy
      Lana Ghanem, managing director of Hikma Ventures, the corporate venture arm of larger pharmaceutical group Hikma, is considering how to grow the venture arm as well as progress her own career. Over the past few years Hikma's executive team had been pressuring the... View Details
      Keywords: Business Divisions; Corporate Entrepreneurship; Investment; Corporate Governance; Health Care and Treatment; Leadership Development; Business or Company Management; Growth and Development Strategy; Business Strategy; Venture Capital; Personal Development and Career; Health Industry; Pharmaceutical Industry; Jordan
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      Margolis, Joshua D., and Ahmed Dahawy. "Lana Ghanem: Pushing the Boundaries of Health Care Through Venture Capital." Harvard Business School Case 424-075, June 2024. (Revised December 2024.)
      • June 2024
      • Case

      SnapTravel: Betting on 'Super.com'

      By: Reza Satchu and Tom Quinn
      This case explores SnapTravel, a travel startup offering discounted hotel rooms, and its founders’ desire to pivot to a “super app” that saved customers money across many different purchase types. During the COVID-19 pandemic, Hussein Fazal and Henry Shi saw SnapTravel... View Details
      Keywords: Business Growth and Maturation; Business Plan; Business Startups; Change Management; Disruption; Transformation; Volatility; Customer Focus and Relationships; Customer Value and Value Chain; Decisions; Income; Entrepreneurship; Geographic Scope; Cross-Cultural and Cross-Border Issues; Health Pandemics; Surveys; Knowledge Acquisition; Knowledge Use and Leverage; Leading Change; Crisis Management; Goals and Objectives; Risk Management; Consumer Behavior; Game Theory; Risk and Uncertainty; Adaptation; Diversification; Expansion; System Shocks; Accommodations Industry; Technology Industry; Canada; United States; Las Vegas
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      Satchu, Reza, and Tom Quinn. "SnapTravel: Betting on 'Super.com'." Harvard Business School Case 824-196, June 2024.
      • June 2024 (Revised December 2024)
      • Case

      Climate Governance at Linde plc (A)

      By: Lynn S. Paine, Suraj Srinivasan, Emilie Billaud and Vincent Dessain
      In July 2023, the Linde plc board of directors' sustainability committee convened in London to review the company's environmental performance, with a focus on decarbonization and clean energy. Linde was the world's largest industrial gas supplier, with a workforce of... View Details
      Keywords: Climate Change; Environmental Sustainability; Green Technology; Multinational Firms and Management; Corporate Accountability; Corporate Disclosure; Corporate Governance; Governing and Advisory Boards; Compensation and Benefits; Innovation Strategy; Leading Change; Goals and Objectives; Business and Shareholder Relations; Chemical Industry; United States; Germany; Europe; North America; London
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      Paine, Lynn S., Suraj Srinivasan, Emilie Billaud, and Vincent Dessain. "Climate Governance at Linde plc (A)." Harvard Business School Case 324-140, June 2024. (Revised December 2024.)
      • June 2024
      • Supplement

      Climate Governance at Linde plc (B)

      By: Lynn S. Paine, Suraj Srinivasan, Emilie Billaud and Vincent Dessain
      In July 2023, the Linde plc board of directors' sustainability committee convened in London to review the company's environmental performance, with a focus on decarbonization and clean energy. Linde was the world's largest industrial gas supplier, with a workforce of... View Details
      Keywords: Climate Change; Environmental Sustainability; Green Technology; Multinational Firms and Management; Corporate Accountability; Corporate Disclosure; Corporate Governance; Governing and Advisory Boards; Compensation and Benefits; Innovation Strategy; Leading Change; Goals and Objectives; Business and Shareholder Relations; Chemical Industry; Energy Industry; United States; Germany; Europe; North America; London
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      Paine, Lynn S., Suraj Srinivasan, Emilie Billaud, and Vincent Dessain. "Climate Governance at Linde plc (B)." Harvard Business School Supplement 324-141, June 2024.
      • June 2024
      • Supplement

      Heritage Holding (A)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: The summer of 2022 marked a crucial period for Heritage Holding co-founders, Alex de Pfyffer and Ross Porter. The... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Private Equity; Corporate Strategy; Business Model; North America
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      Ruback, Richard S., and Royce Yudkoff. "Heritage Holding (A)." Harvard Business School Multimedia/Video Supplement 224-723, June 2024.
      • June 2024
      • Supplement

      Heritage Holding (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: The summer of 2022 marked a crucial period for Heritage Holding co-founders, Alex de Pfyffer and Ross Porter. The... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Private Equity; Corporate Strategy; Business Model; North America
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      Ruback, Richard S., and Royce Yudkoff. "Heritage Holding (B)." Harvard Business School Multimedia/Video Supplement 224-724, June 2024.
      • June 2024
      • Supplement

      Legacy Partners (A)

      By: Richard S. Ruback and Royce Yudkoff
      Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Stephen Holbrook and Austin Pulsipher (both HBS '19) had been leading Nutrishare since acquiring the company six months earlier in mid-2021.... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Health Care and Treatment; Health Disorders; Medical Specialties; Nutrition; Supply Chain Management; Growth Management; Health Industry; Medical Devices and Supplies Industry; Pharmaceutical Industry; United States; California
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      Ruback, Richard S., and Royce Yudkoff. "Legacy Partners (A)." Harvard Business School Multimedia/Video Supplement 224-725, June 2024.
      • June 2024
      • Supplement

      Legacy Partners (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: Stephen Holbrook and Austin Pulsipher (both HBS '19) had been leading Nutrishare since acquiring the company six... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Health Care and Treatment; Health Disorders; Medical Specialties; Nutrition; Supply Chain Management; Growth Management; Health Industry; Medical Devices and Supplies Industry; United States; California
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      Ruback, Richard S., and Royce Yudkoff. "Legacy Partners (B)." Harvard Business School Multimedia/Video Supplement 224-726, June 2024.
      • June 2024 (Revised September 2024)
      • Case

      Major League Baseball: Changing the Rules of America's Pastime

      By: Stephen A. Greyser, Mac Levin and Brent Schwarz
      This case describes the efforts of Major League Baseball (MLB) to make meaningful changes in the rules affecting the ways the game is played. These changes are intended to speed the pace of the game and make it more appealing to younger fans. The principal changes... View Details
      Keywords: Change Management; Age; Games, Gaming, and Gambling; Leading Change; Organizational Change and Adaptation; Demand and Consumers; Sports Industry
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      Greyser, Stephen A., Mac Levin, and Brent Schwarz. "Major League Baseball: Changing the Rules of America's Pastime." Harvard Business School Case 924-307, June 2024. (Revised September 2024.)
      • June 2024
      • Supplement

      VC Journey Vignette (C): Leadership Crossroads—Retain or Replace the CEO?

      By: Jeffrey J. Bussgang and Jules Maltz
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      Bussgang, Jeffrey J., and Jules Maltz. "VC Journey Vignette (C): Leadership Crossroads—Retain or Replace the CEO?" Harvard Business School Supplement 824-207, June 2024.
      • June 2024
      • Case

      Building Innovation at VINCI

      By: Dennis Campbell, Aluna Wang and Carlota Moniz
      This case study explores how the VINCI Group, a French multinational operating in concessions, energy, and construction, bolstered awareness and adoption rates of new technologies within the organization. Through its separate innovation hub, Leonard, VINCI aimed to... View Details
      Keywords: Business Model; Business Organization; Decisions; Business Earnings; Business Strategy; Competition; Energy; Corporate Entrepreneurship; Values and Beliefs; Global Range; Global Strategy; Cross-Cultural and Cross-Border Issues; Multinational Firms and Management; Globalized Markets and Industries; Corporate Accountability; Collaborative Innovation and Invention; Disruptive Innovation; Innovation and Management; Innovation Strategy; Technological Innovation; Knowledge Sharing; Organizational Culture; Technology Adoption; Innovation Leadership; Organizational Structure; Construction Industry; Energy Industry; Technology Industry; France; Europe
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      Campbell, Dennis, Aluna Wang, and Carlota Moniz. "Building Innovation at VINCI." Harvard Business School Case 124-092, June 2024.
      • 2024
      • Case

      EPCorp: Sell on Amazon or Invest in Our Data?

      By: Jacob M. Cook
      Amidst a history of exponential growth, Electronic Products Company (EPCorp) finds itself at a crossroads as its once thriving retail presence faces a downturn, despite hefty investments into a promising new direct-to-consumer e-commerce platform. Shivani, EPCorp s... View Details
      Keywords: E-commerce; Technology Adoption; Cost vs Benefits; Organizational Culture; Retail Industry
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      Cook, Jacob M. "EPCorp: Sell on Amazon or Invest in Our Data?" Harvard Business Publishing Case, 2024. (Quick Case.)
      • May 2024
      • Supplement

      DRSi (A)

      By: Richard S. Ruback and Royce Yudkoff
      In March of 2019, Jen Ransom Fuller purchased DRSi. DRSi, located in Bellevue, Washington, printed and reproduced architectural plans and drawings. Fuller planned to use her first year of ownership to learn the business and to run it in much the same way as the seller.... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Health Pandemics; Selection and Staffing; Employee Relationship Management; Production; Logistics; Safety; United States; Washington (state, US)
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      Ruback, Richard S., and Royce Yudkoff. " DRSi (A)." Harvard Business School Multimedia/Video Supplement 224-717, May 2024.
      • May 2024
      • Supplement

      DRSi (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: In March of 2019, Jen Ransom Fuller purchased DRSi. DRSi, located in Bellevue, Washington, printed and reproduced... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Health Pandemics; Selection and Staffing; Employee Relationship Management; Production; Logistics; Safety; Washington (state, US); United States
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      Ruback, Richard S., and Royce Yudkoff. " DRSi (B)." Harvard Business School Multimedia/Video Supplement 224-718, May 2024.
      • May 2024
      • Supplement

      gWorks (A)

      By: Richard S. Ruback and Royce Yudkoff
      In January of 2019, Joe Heieck, CEO of gWorks, was deciding whether to proceed with his acquisition of Data Tech, that was a business roughly the same size as gWorks. gWorks, which provided geospatial software to small city and rural county governments, was acquired by... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Talent and Talent Management; Customer Relationship Management; Technology Adoption; Information Infrastructure; Digital Platforms; Growth Management; Applications and Software; Risk and Uncertainty; Technology Industry; United States
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      Ruback, Richard S., and Royce Yudkoff. "gWorks (A)." Harvard Business School Multimedia/Video Supplement 224-721, May 2024.
      • May 2024
      • Supplement

      gWorks (B)

      By: Richard S. Ruback and Royce Yudkoff
      In January of 2019, Joe Heieck, CEO of gWorks, was deciding whether to proceed with his acquisition of Data Tech, that was a business roughly the same size as gWorks. gWorks, which provided geospatial software to small city and rural county governments, was acquired by... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Talent and Talent Management; Customer Relationship Management; Technology Adoption; Information Infrastructure; Digital Platforms; Growth Management; Applications and Software; Risk and Uncertainty; Technology Industry; United States
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      Ruback, Richard S., and Royce Yudkoff. "gWorks (B)." Harvard Business School Multimedia/Video Supplement 224-722, May 2024.
      • May 2024
      • Case

      SofMedica Group: Managing Growth

      By: Boris Groysberg and Sarah L. Abbott
      SofMedica Group had expanded from its origins as a medical equipment distributor in Romania to a holding company with four business lines operating in six countries. This expansion had been driven by SofMedica’s mission: to make cutting edge medical technology... View Details
      Keywords: Growth; Healthcare Access; Healthcare; Medical Devices; Medical Equipment & Devices; Medical Care; Eastern Europe; Quality Management System; Health Care and Treatment; Growth Management; Education; Organizational Change and Adaptation; Quality; Leadership; Mission and Purpose; Expansion; Developing Countries and Economies; Technological Innovation; Health Industry; Medical Devices and Supplies Industry; Europe; Romania
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      Groysberg, Boris, and Sarah L. Abbott. "SofMedica Group: Managing Growth." Harvard Business School Case 424-027, May 2024.
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