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      • August 2024
      • Background Note

      Note on Creating Business Plans for Innovative Health Care Ventures

      By: Regina E. Herzlinger, Ben Creo, Lee Kaplan and Brian L. Walker
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      Herzlinger, Regina E., Ben Creo, Lee Kaplan, and Brian L. Walker. "Note on Creating Business Plans for Innovative Health Care Ventures." Harvard Business School Background Note 325-026, August 2024.
      • August 2024
      • Case

      Lucky Ones Coffee: Employing People with Disabilities

      By: Richard S. Ruback, Robin Greenwood, Joe Higgins, Matthew Preble and Dave Habeeb
      Katie Holyfield and Taylor Matkins founded The Lucky Ones Coffee in 2017 with a mission to create jobs in Park City, Utah for people with intellectual and developmental disabilities. The company quickly earned strong support from the local community, and by early 2023... View Details
      Keywords: Entrepreneurship; Selection and Staffing; Growth and Development Strategy; Mission and Purpose; Food and Beverage Industry; Food and Beverage Industry; Food and Beverage Industry; Food and Beverage Industry; Utah; United States
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      Ruback, Richard S., Robin Greenwood, Joe Higgins, Matthew Preble, and Dave Habeeb. "Lucky Ones Coffee: Employing People with Disabilities." Harvard Business School Multimedia/Video Case 225-702, August 2024.
      • August 2024 (Revised January 2025)
      • Case

      Barbie: Reviving a Cultural Icon at Mattel

      By: Elie Ofek, Ryann Noe and Sarah Mehta
      The 2023 release of the live-action film Barbie, and its accompanying marketing blitz, incited a worldwide Barbie craze. Suddenly Barbie was everywhere, a celebrated icon reinstated at the forefront of cultural conversation. This goodwill stood in contrast to... View Details
      Keywords: Brands and Branding; Media; Intellectual Property; Business Strategy; Entertainment; Gender; Public Opinion; Marketing Strategy; Entertainment and Recreation Industry; Entertainment and Recreation Industry; Entertainment and Recreation Industry; Entertainment and Recreation Industry; United States
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      Ofek, Elie, Ryann Noe, and Sarah Mehta. "Barbie: Reviving a Cultural Icon at Mattel." Harvard Business School Case 525-006, August 2024. (Revised January 2025.)
      • August 2024 (Revised November 2024)
      • Case

      Commonwealth Fusion Systems: Born at Scale

      By: Joshua Lev Krieger, Jim Matheson, Kyle Myers, Gunnar Trumbull and Richard Vietor
      This case study chronicles the journey of Commonwealth Fusion Systems (CFS) on its ambitious mission to commercialize fusion energy and become the world’s leading provider of fusion power plants. Emerging from a “special arrangement” with MIT's Plasma Science and... View Details
      Keywords: Nuclear Energy; Innovation; Entrepreneurship; Entrepreneurial Finance; Energy Generation; Commercialization; Science-Based Business; Technological Innovation; Market Entry and Exit; Energy Industry
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      Krieger, Joshua Lev, Jim Matheson, Kyle Myers, Gunnar Trumbull, and Richard Vietor. "Commonwealth Fusion Systems: Born at Scale." Harvard Business School Case 825-061, August 2024. (Revised November 2024.)
      • August 2024
      • Case

      Quickmart: Sustaining Growth in a Challenging Economic Environment

      By: Ramon Casadesus-Masanell and Kuria Kamau
      In July 2023, Peter Kang’iri, the Chief Executive Officer (CEO) of Quickmart, Kenya’s second-largest retail chain, sat in his Nairobi office reviewing the company’s first half financial results before the weekly executive committee (EXCO) meeting. The company was in... View Details
      Keywords: Distribution; Supply Chain; Logistics; Business Strategy; Expansion; Business Earnings; Growth and Development Strategy; Strategic Planning; Food and Beverage Industry; Food and Beverage Industry; Africa; Kenya; Nairobi
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      Casadesus-Masanell, Ramon, and Kuria Kamau. "Quickmart: Sustaining Growth in a Challenging Economic Environment." Harvard Business School Case 725-363, August 2024.
      • July 2024
      • Case

      ZEISS: Commercializing Science

      By: Maria P. Roche, Carlota Moniz and Daniela Beyersdorfer
      Karl Lamprecht, President and CEO of the ZEISS AG Group, mused on how far ZEISS had come in 175 years of being a pioneer in optics, and how the course he had charted since taking the helm of the company could keep it on track. In his role, he oversaw the four core... View Details
      Keywords: Business Model; Business Organization; Decisions; Business Strategy; Competition; Business History; Collaborative Innovation and Invention; Independent Innovation and Invention; Disruptive Innovation; Innovation and Management; Innovation Strategy; Technological Innovation; Growth and Development Strategy; Knowledge Sharing; Industry Growth; Monopoly; Organizational Culture; Supply Chain Management; Partners and Partnerships; Risk and Uncertainty; Adaptation; Commercialization; Resource Allocation; Corporate Strategy; Semiconductor Industry; Technology Industry; Germany; Europe
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      Roche, Maria P., Carlota Moniz, and Daniela Beyersdorfer. "ZEISS: Commercializing Science." Harvard Business School Case 725-359, July 2024.
      • July 2024
      • Case

      Wizards of the Coast and Magic: The Rebounding

      By: Boris Groysberg and Tom Quinn
      This case traces the history and growth of the Magic: The Gathering trading card game. From its development in 1993 by tiny studio Wizards of the Coast, to Wizards’ acquisition by toy giant Hasbro in 1999, to its evolution into a billion-dollar brand in 2023,... View Details
      Keywords: Business Growth and Maturation; Change Management; Transformation; Cost vs Benefits; Business Cycles; Games, Gaming, and Gambling; Global Strategy; Growth and Development; Selection and Staffing; Collaborative Innovation and Invention; Innovation Leadership; Intellectual Property; Job Design and Levels; Knowledge Use and Leverage; Leading Change; Growth and Development Strategy; Growth Management; Management Succession; Risk Management; Brands and Branding; Product Positioning; Organizational Change and Adaptation; Competitive Strategy; Competitive Advantage; Expansion; Mergers and Acquisitions; Product Development; Entertainment and Recreation Industry; United States; Washington (state, US); Seattle; Japan
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      Groysberg, Boris, and Tom Quinn. "Wizards of the Coast and Magic: The Rebounding." Harvard Business School Case 424-047, July 2024.
      • 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.
      • June 2024
      • Simulation

      Vehicle Lifecycle Emissions Calculator

      By: Mike Toffel, Shirley Lu and George Serafeim
      This Vehicle Lifecycle Emissions Calculator calculates the greenhouse gas emissions over the lifespan of internal combustion engine (ICEs) vehicles, battery electric vehicles (BEVs), and plug-in hybrid electric vehicles (PHEV), including those associated with their... View Details
      Keywords: Decarbonization; Environment; Carbon Accounting; Carbon; Carbon Abatement; Electric Vehicles; Automobiles; Environmental Accounting; Environmental Management; Environmental Sustainability; Strategy; Technological Innovation; Supply Chain; Business and Stakeholder Relations; Climate Change; Transportation; Transportation Industry; Auto Industry; Battery Industry
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      Toffel, Mike, Shirley Lu, and George Serafeim. "Vehicle Lifecycle Emissions Calculator." Harvard Business School Simulation 124-721, June 2024.
      • June 2024
      • Teaching Note

      Beamery: Using Skills and AI to Modernize HR

      By: Boris Groysberg, David Lane, Susan Pinckney and Alexis Lefort
      Teaching Note for HBS Case No. 424-004. Unicorn human relationships startup Beamery evaluates it growth versus depth strategy as its strategic partners and customers could become future competitors in a quickly changing AI based human resources and talent management... View Details
      Keywords: Analysis; Business Growth and Maturation; Business Model; Business Startups; Business Plan; Disruption; Transformation; Talent and Talent Management; Decisions; Diversity; Ethnicity; Gender; Nationality; Race; Residency; Higher Education; Learning; Entrepreneurship; Fairness; Cross-Cultural and Cross-Border Issues; Global Strategy; Growth and Development; AI and Machine Learning; Digital Platforms; Disruptive Innovation; Technological Innovation; Job Offer; Job Search; Knowledge Acquisition; Knowledge Use and Leverage; Product; Mission and Purpose; Strategic Planning; Problems and Challenges; Corporate Strategy; Equality and Inequality; Valuation; Value Creation; Employment Industry; United Kingdom
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      Groysberg, Boris, David Lane, Susan Pinckney, and Alexis Lefort. "Beamery: Using Skills and AI to Modernize HR." Harvard Business School Teaching Note 424-072, 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 (Revised September 2024)
      • Case

      Driving Scale with Otto

      By: Rebecca Karp, David Allen and Annelena Lobb
      This case asks how startup founders make scaling decisions in light of their priorities for their business and for themselves. Otto was a technology company that applied artificial intelligence technology to sales. It deployed natural language processing to find sales... View Details
      Keywords: Artificial Intelligence; Natural Language Processing; B2B; B2B Innovation; Scaling; Scaling Tech Ventures; Business Startups; AI and Machine Learning; Finance; Sales; Business Strategy; Growth and Development Strategy; Entrepreneurship; Information Technology Industry; United States; Cambridge; New York (city, NY); Spain
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      Karp, Rebecca, David Allen, and Annelena Lobb. "Driving Scale with Otto." Harvard Business School Case 724-407, June 2024. (Revised September 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.
      • 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; Medical Devices and Supplies 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.
      • May 2024 (Revised April 2025)
      • Case

      Leading Culture Change at Microsoft Western Europe

      By: Amy C. Edmondson and Cat Huang
      In 2023, Cindy Rose, President of Microsoft Western Europe, faced a critical decision. Rose grappled with the potential impact of widespread layoffs on psychological safety and the cultural transformation she had championed since her arrival. When Rose had first joined... View Details
      Keywords: Leadership; Organizational Culture; Transformation; Collaborative Innovation and Invention; Job Cuts and Outsourcing; Problems and Challenges; Motivation and Incentives; Groups and Teams; Business or Company Management; Technology Industry; Europe
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      Edmondson, Amy C., and Cat Huang. "Leading Culture Change at Microsoft Western Europe." Harvard Business School Case 624-096, May 2024. (Revised April 2025.)
      • May 2024
      • Teaching Note

      Vineyard Wind Starts Spinning (A): Overcoming Onshore Challenges to Offshore Wind

      By: Rosabeth Moss Kanter and Jacob A. Small
      Teaching Note for HBS Case No. 324-113. To activate the first wind turbines in the ocean off Martha’s Vineyard eventually supplying clean energy to 400,000 households, Vineyard Wind’s leaders had to navigate the permitting process, numerous delays, and objections from... View Details
      Keywords: Joint Ventures; Renewable Energy; Corporate Social Responsibility and Impact; Business and Stakeholder Relations; Environmental Sustainability; Energy Industry; Massachusetts; Martha's Vineyard; New Bedford
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      Kanter, Rosabeth Moss, and Jacob A. Small. "Vineyard Wind Starts Spinning (A): Overcoming Onshore Challenges to Offshore Wind." Harvard Business School Teaching Note 324-134, May 2024.
      • May 2024
      • Supplement

      HubSpot and Motion AI (B): Generative AI Opportunities

      By: Jill Avery
      The technologies driving artificial intelligence (AI) had progressed significantly since HubSpot’s acquisition of Motion AI in 2017. Generative AI was the newest major development. Software-as-a-service (SaaS) companies such as HubSpot were analyzing how generative AI... View Details
      Keywords: Artificial Intelligence; CRM; Chatbots; Sales Management; Generative Ai; SaaS; Marketing; Sales; AI and Machine Learning; Customer Relationship Management; Applications and Software; Technological Innovation; Competitive Advantage; Technology Industry; United States
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      Avery, Jill. "HubSpot and Motion AI (B): Generative AI Opportunities." Harvard Business School Supplement 524-088, May 2024.
      • 2024
      • Working Paper

      Immigrant Entrepreneurship: New Estimates and a Research Agenda

      By: Saheel Chodavadia, Sari Pekkala Kerr, William R. Kerr and Louis Maiden
      Immigrants contribute disproportionately to entrepreneurship in many countries, accounting for a quarter of new employer businesses in the US. We review recent research on the measurement of immigrant entrepreneurship, the traits of immigrant founders, their economic... View Details
      Keywords: Immigrant Employment; Immigration; Entrepreneurship; Demographics; Innovation and Invention
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      Chodavadia, Saheel, Sari Pekkala Kerr, William R. Kerr, and Louis Maiden. "Immigrant Entrepreneurship: New Estimates and a Research Agenda." Harvard Business School Working Paper, No. 24-068, April 2024.
      • May 2024
      • Teaching Note

      AI21 Labs in 2023: Strategy for Generative AI

      By: David Yoffie
      Teaching Note for HBS Case 724-383. The case has 3 important teaching purposes: First, what are the advantages and disadvantages of imitation? (e.g., Should AI21 imitate OpenAI with a chatbot?) Second, what are the advantages and disadvantages of keeping new technology... View Details
      Keywords: AI; Generative Ai; Generative Models; AI and Machine Learning; Innovation Strategy; Growth and Development Strategy; Business Model; Business Startups; Open Source Distribution; Competitive Advantage; Technology Industry; Israel
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      Yoffie, David. "AI21 Labs in 2023: Strategy for Generative AI." Harvard Business School Teaching Note 724-461, May 2024.
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