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      • Faculty Publications  (328)

      Systemic InnovationRemove Systemic Innovation →

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      • May 2017
      • Supplement

      ATH Technologies (E)

      By: Robert Simons and Jennifer Packard
      Supplements the (A) case. Designed as an in-class handout. View Details
      Keywords: Strategy And Execution; Management Control Systems; Balancing Innovation And Control; Health Industry
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      Simons, Robert, and Jennifer Packard. "ATH Technologies (E)." Harvard Business School Supplement 117-017, May 2017.
      • May 2017 (Revised June 2017)
      • Teaching Note

      ATH Technologies Case Series

      By: Robert Simons and Jennifer Packard
      Teaching Note for HBS Nos. 117-012, 117-013, 117-014, 117-015, 117-016, and 117-017. View Details
      Keywords: Balancing Innovation And Control; Strategy And Execution; Management Control Systems; Performance Management
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      Simons, Robert, and Jennifer Packard. "ATH Technologies Case Series." Harvard Business School Teaching Note 117-018, May 2017. (Revised June 2017.)
      • May 2017
      • Case

      ATH Technologies: Making the Numbers

      By: Robert Simons and Jennifer Packard
      An exercise that takes students through five stages of growth in an entrepreneurial start-up in the medical devices industry: 1) founding, 2) growth, 3) push to profitability, 4) relocation process, and 5) takeover by new management. At each stage, students must... View Details
      Keywords: Balancing Innovation And Control; Performance Evaluation; Strategy And Execution; Management Control Systems; Risk Management; Business Growth and Maturation; Business Startups; Profit; Geographic Location; Governance Controls; Innovation and Invention; Management Succession; Medical Devices and Supplies Industry
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      Simons, Robert, and Jennifer Packard. "ATH Technologies: Making the Numbers." Harvard Business School Case 117-012, May 2017.
      • February 2017 (Revised December 2018)
      • Case

      From Start-Up to Grown-Up Nation: The Future of the Israeli Innovation Ecosystem (Abridged)

      By: Elie Ofek and Margot Eiran
      In June 2016, Benjamin (Bibi) Netanyahu, Prime Minister of Israel, wrestled with how to sustain Israel’s strong innovation track record and the country’s reputation as the “start-up nation.” Despite the economic miracle the country had wrought since its founding, he... View Details
      Keywords: Innovation and Management; Entrepreneurship; Business Startups; Government and Politics; Economy; Equality and Inequality; Israel
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      Ofek, Elie, and Margot Eiran. "From Start-Up to Grown-Up Nation: The Future of the Israeli Innovation Ecosystem (Abridged)." Harvard Business School Case 517-103, February 2017. (Revised December 2018.)
      • December 2016 (Revised December 2018)
      • Case

      From Start-Up to Grown-Up Nation: The Future of the Israeli Innovation Ecosystem

      By: Elie Ofek and Margot Eiran
      In June 2016, Benjamin (Bibi) Netanyahu, Prime Minister of Israel, wrestled with how to sustain Israel’s strong innovation track record and the country’s reputation as the “startup nation.” Despite the economic miracle the country had wrought since its founding, he... View Details
      Keywords: Israel; Israeli Start-up Nation; Innovation Economy; Entrepreneurial Mindset; Scaling-up; Unicorns; Innovation Clusters; High-tech; Innovation Management; Multinational Corporation R&D Centers; Social Equality; Two-tier Economy; Liberalizing An Economy; Foreign Investment; Military Service; Quality Of Human Capital; Socioeconomic Gaps; Labor Force Participation; Government Initiatives; Innovation and Management; Entrepreneurship; Venture Capital; Business Startups; Government and Politics; Economy; Equality and Inequality; Education; Resource Allocation; Globalization; Israel
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      Ofek, Elie, and Margot Eiran. "From Start-Up to Grown-Up Nation: The Future of the Israeli Innovation Ecosystem." Harvard Business School Case 517-066, December 2016. (Revised December 2018.)
      • December 2016 (Revised May 2018)
      • Module Note

      Strategy Execution Module 15: Using the Levers of Control to Implement Strategy

      By: Robert Simons
      This module reading pulls together key concepts and techniques from the Strategy Execution series into an integrated model—the levers of control. The four levers are: (1) belief systems, (2) boundary systems, (3) diagnostic control systems, and (4) interactive control... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Levers Of Control; Balancing Innovation And Control; Managing Growing Businesses; Turn Around Management; Human Behavior; Organizational Life Cycle; Strategy; Management Systems; Performance; Measurement and Metrics; Management Analysis, Tools, and Techniques; Behavior
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      Simons, Robert. "Strategy Execution Module 15: Using the Levers of Control to Implement Strategy." Harvard Business School Module Note 117-115, December 2016. (Revised May 2018.)
      • December 2016 (Revised January 2017)
      • Supplement

      Colombia: the National System for Competitiveness and Innovation

      By: Laura Alfaro and Haviland Sheldahl-Thomason
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      Alfaro, Laura, and Haviland Sheldahl-Thomason. "Colombia: the National System for Competitiveness and Innovation." Harvard Business School Supplement 717-031, December 2016. (Revised January 2017.)
      • 2016
      • Working Paper

      Foreign Competition and Domestic Innovation: Evidence from U.S. Patents

      By: David Autor, David Dorn, Gordon H. Hanson, Pian Shu and Gary Pisano
      Manufacturing is the locus of U.S. innovation, accounting for more than three quarters of U.S. corporate patents. The rise of import competition from China has represented a major competitive shock to the sector, which in theory could benefit or stifle innovation. In... View Details
      Keywords: Patents; Competition; System Shocks; Trade; Innovation and Invention; Manufacturing Industry; China; United States
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      Autor, David, David Dorn, Gordon H. Hanson, Pian Shu, and Gary Pisano. "Foreign Competition and Domestic Innovation: Evidence from U.S. Patents." NBER Working Paper Series, No. 22879, December 2016.
      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 14: Managing Strategic Risk

      By: Robert Simons
      This module reading provides an overview of the business conduct boundaries, strategic boundaries, and internal control systems used to manage risk. Boundary systems—linked to clear, enforceable sanctions—are essential whenever demanding performance goals are set and... View Details
      Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Boundary Systems; Innovation; Internal Controls; Fraud; Human Behavior; Staff Experts; Strategy; Risk Management; Behavior; Governance Controls; Management Practices and Processes; Boundaries; Employees; Business Strategy; Innovation and Invention
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      Simons, Robert. "Strategy Execution Module 14: Managing Strategic Risk." Harvard Business School Module Note 117-114, November 2016. (Revised December 2016.)
      • October 2016 (Revised November 2016)
      • Case

      Innovating Beyond Ochsner

      By: Richard G. Hamermesh and Olivia Hull
      The Ochsner Health System has developed a proprietary software tool designed to treat hypertension. Built into the system’s electronic medical records, the Hypertension Digital Medicine program allows patients to record their blood pressure at home and share readings... View Details
      Keywords: Electronic Medical Records; Telemedicine; Hypertension; High Blood Pressure; Chronic Disease; Entrepreneurship; Health Disorders; Business Model; Business Startups; Innovation and Invention; Growth Management; Marketing Strategy; Product Launch; Product Positioning; Science-Based Business; Business Strategy; Health Industry; Technology Industry; New Orleans; Louisiana
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      Hamermesh, Richard G., and Olivia Hull. "Innovating Beyond Ochsner." Harvard Business School Case 817-028, October 2016. (Revised November 2016.)
      • September 2016 (Revised October 2018)
      • Case

      LabCDMX: Experiment 50

      By: Mitchell Weiss and Maria Fernanda Miguel
      There were probably 30,000 public buses, minibuses, and vans in Mexico City. Though, in 2015, no one knew for certain since no comprehensive schedule existed. This was why el Laboratorio para la Ciudad (or LabCDMX) had spawned an effort to generate a map of the... View Details
      Keywords: Public Entrepreneurship; Experimentation; Lean Startup; Government; Innovation; Crowdsourcing; Open Data; Entrepreneurship; Social Entrepreneurship; Innovation and Invention; Innovation Leadership; Government Administration; Transportation; Transportation Industry; Mexico City; Mexico
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      Weiss, Mitchell, and Maria Fernanda Miguel. "LabCDMX: Experiment 50." Harvard Business School Case 817-031, September 2016. (Revised October 2018.)
      • September 2016 (Revised September 2016)
      • Case

      Spectio: A Digital Lighting Company

      By: Rajiv Lal and Sarah McAra
      Spectio Tech, founded in 2005, developed and implemented intelligent LED lighting solutions for the industrial market. Sensors and wireless connectivity embedded in its LED fixtures not only significantly reduced lighting-related energy use—by up to 90% in some... View Details
      Keywords: Internet Of Things; IoT; LED Lighting; Start-up; Energy Efficiency; Information Technology; Technology Adoption; Technological Innovation; Business Startups; Internet and the Web
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      Lal, Rajiv, and Sarah McAra. "Spectio: A Digital Lighting Company." Harvard Business School Case 517-002, September 2016. (Revised September 2016.)
      • September 2016 (Revised March 2017)
      • Module Note

      Strategy Execution Module 3: Using Information for Performance Measurement and Control

      By: Robert Simons
      This module reading explains how managers use information to control critical business processes and outcomes. The analysis begins by illustrating how managers use information to communicate goals and track performance. Then the focus turns to the choices that managers... View Details
      Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Organization Process; Feedback Model; Innovation; Uses Of Information; Big Data; Benchmarking; Decision Making; Information; Performance Evaluation; Analytics and Data Science
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      Simons, Robert. "Strategy Execution Module 3: Using Information for Performance Measurement and Control." Harvard Business School Module Note 117-103, September 2016. (Revised March 2017.)
      • August 2016 (Revised March 2019)
      • Case

      Tom Kalil: Leading Technology & Innovation at the White House

      By: Linda A. Hill and Allison J. Wigen
      This case explores the role of Tom Kalil as Deputy Director for Technology & Innovation at the White House Office of Science and Technology Policy. With the end of President Obama's Administration drawing near, Kalil and his team of "policy entrepreneurs" must work to... View Details
      Keywords: Innovation; Innovation Leadership; Government Innovation; Talent Management; Collaboration; Policy-making; Public Sector Management; Leadership And Managing People; Public-Private Partnerships; Ecosystems; Science And Technology Studies; Public Entrepreneurship; Business And Government; Entrepreneurship; Government and Politics; Leadership; Networks; Partners and Partnerships; Science; Technology; Technology Industry; North and Central America; United States; District of Columbia
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      Hill, Linda A., and Allison J. Wigen. "Tom Kalil: Leading Technology & Innovation at the White House." Harvard Business School Case 417-021, August 2016. (Revised March 2019.)
      • 2016
      • Working Paper

      Operations in the On-Demand Economy: Staffing Services with Self-Scheduling Capacity

      By: Itai Gurvich, Martin Lariviere and Antonio Moreno
      Motivated by recent innovations in service delivery such as ride-sharing services and work-from-home call centers, we study capacity management when workers self-schedule. Our service provider chooses capacity to maximize its profit (revenue from served customers minus... View Details
      Keywords: Strategic Servers; On-demand Economy; Independent Capacity; Distributed Systems; Uber; Service Operations; Performance Capacity
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      Gurvich, Itai, Martin Lariviere, and Antonio Moreno. "Operations in the On-Demand Economy: Staffing Services with Self-Scheduling Capacity." Working Paper, June 2016.
      • May 2016 (Revised April 2018)
      • Case

      Building the Digital Manufacturing Enterprise of the Future at Siemens

      By: Willy Shih
      This case describes the motivation for and the development of Siemens' digital manufacturing enterprise vision, which became the foundation for its implementation of Industrie 4.0. While the effort started with a purely defensive move by Anton Huber, head of the... View Details
      Keywords: Big Data; Internet Of Things; Internet Of Everything; Industrie 4.0; Digital Factory; Digital Enterprise; Digital Manufacturing; Manufacturing; Production Management; Production Planning; Computer Software; Germany; German Manufacturing; Machinery and Machining; Information Technology; Digital Platforms; Technological Innovation; Production; Supply Chain; Applications and Software; Information Infrastructure; Internet and the Web; Analytics and Data Science; Manufacturing Industry; Germany
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      Shih, Willy. "Building the Digital Manufacturing Enterprise of the Future at Siemens." Harvard Business School Case 616-060, May 2016. (Revised April 2018.)
      • 2016
      • Working Paper

      The Mirroring Hypothesis: Theory, Evidence and Exceptions

      By: Lyra J. Colfer and Carliss Y. Baldwin
      The mirroring hypothesis predicts that organizational ties within a project, firm, or group of firms (e.g., communication, collocation, employment) will correspond to the technical patterns of dependency in the work being performed. A thorough understanding of the... View Details
      Keywords: Modularity; Innovation; Product And Process Development; Organization Design; Design Structure; Organizational Ties; Mirroring Hypothesis; Industry Architecture; Product Architecture; Complex Technical Systems; Information Technology; Organizational Design; Organizational Structure; Relationships; Innovation and Invention; Product Development
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      Colfer, Lyra J., and Carliss Y. Baldwin. "The Mirroring Hypothesis: Theory, Evidence and Exceptions." Harvard Business School Working Paper, No. 16-124, April 2016. (Revised May 2016.)
      • 2016
      • Book

      Building the Future: Big Teaming for Audacious Innovation

      By: Amy C. Edmondson and Susan Salter Reynolds
      Machiavelli famously wrote, "There is nothing more difficult to take in hand, more perilous to conduct, or more uncertain in its success than to take the lead in the introduction of a new order of things." That's what this book is about—innovation far more audacious... View Details
      Keywords: Teaming; Innovation; Leadership; Groups and Teams; Innovation and Invention
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      Edmondson, Amy C., and Susan Salter Reynolds. Building the Future: Big Teaming for Audacious Innovation. Berrett-Koehler Publishers, 2016.
      • 2016
      • Working Paper

      Big History, Global Corporations, Virtual Capitalism

      By: Richard L. Nolan
      Homo sapiens has mastered its environment so thoroughly that, for the first time in history, a small minority of the population is capable of creating enough food and fuels to support not only itself, but also a growing majority of the 6 billion people now living on... View Details
      Keywords: Economic Systems; Internet and the Web; Innovation and Invention; United States
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      Nolan, Richard L. "Big History, Global Corporations, Virtual Capitalism." Harvard Business School Working Paper, No. 16-116, March 2016. (Revised October 2016.)
      • November 2015 (Revised January 2017)
      • Case

      Uber: Changing the Way the World Moves

      By: Youngme Moon
      In 2015, Uber is building what may be the largest point-to-point transportation network of its kind; it is literally changing the way the world moves. But unlike traditional transportation logistics companies like FedEx, Uber has an incredibly lightweight... View Details
      Keywords: Service; Innovation; Pricing; Customer Loyalty; Uber; Taxi; Sharing Economy; On-demand Economy; Marketing; Operations; Strategy; Disruption; Customer Satisfaction; Transportation; Consumer Behavior
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      Moon, Youngme. "Uber: Changing the Way the World Moves." Harvard Business School Case 316-101, November 2015. (Revised January 2017.)
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