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      • September 2018 (Revised November 2018)
      • Case

      Careem: Base Camp or Mountain Peak? Designing an OS for Scaling

      By: Shikhar Ghosh, Gamze Yucaoglu and Alpana Thapar
      This case focuses on designing a fast growing organization. It is part of a two-case set that is taught together to cover the scaling journey.
      Careem, a Dubai-based ride-hailing service aimed to ‘simplify and improve the lives of people, and build an awesome... View Details
      Keywords: Scale; Values; Rights; Operating Systems; Business Startup; Transportation; Organizational Design; Entrepreneurship; Information Technology; Organizational Culture; Values and Beliefs; Decision Making; Managerial Roles; Dubai; United Arab Emirates; Middle East
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      Ghosh, Shikhar, Gamze Yucaoglu, and Alpana Thapar. "Careem: Base Camp or Mountain Peak? Designing an OS for Scaling." Harvard Business School Case 819-049, September 2018. (Revised November 2018.)
      • September 2018
      • Article

      Rumors and Refugees: How Government-Created Information Vacuums Undermine Effective Crisis Management

      By: Melissa Carlson, Laura Jakli and Katerina Linos
      Although more than 800,000 displaced people arrived in Greece by sea in 2015, fewer than 5 percent applied for asylum in this first country of arrival. Instead, they either traveled northward informally or remained in Greece in legal limbo. The resultant chaotic... View Details
      Keywords: Refugees; Governance Compliance; Knowledge Dissemination; Policy; Crisis Management; Communication; Greece
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      Carlson, Melissa, Laura Jakli, and Katerina Linos. "Rumors and Refugees: How Government-Created Information Vacuums Undermine Effective Crisis Management." International Studies Quarterly 62, no. 3 (September 2018): 671–685.
      • August 2018 (Revised April 2019)
      • Case

      Chateau Winery (A): Unsupervised Learning

      By: Srikant M. Datar and Caitlin N. Bowler
      This case follows Bill Booth, marketing manager of a regional wine distributor, as he applies unsupervised learning on data about his customers’ purchases to better understand their preferences. Specifically, he uses the K-means clustering technique to identify groups... View Details
      Keywords: Clustering; Data Science; Analytics and Data Science; Customers; Marketing; Analysis
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      Datar, Srikant M., and Caitlin N. Bowler. "Chateau Winery (A): Unsupervised Learning." Harvard Business School Case 119-023, August 2018. (Revised April 2019.)
      • August 2018 (Revised April 2019)
      • Supplement

      Chateau Winery (B): Supervised Learning

      By: Srikant M. Datar and Caitlin N. Bowler
      This case builds directly on “Chateau Winery (A).” In this case, Bill Booth, marketing manager of a regional wine distributor, shifts to supervised learning techniques to try to predict which deals he should offer to customers based on the purchasing behavior of those... View Details
      Keywords: Data Science; Clustering; Analytics and Data Science; Customers; Marketing; Analysis
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      Datar, Srikant M., and Caitlin N. Bowler. "Chateau Winery (B): Supervised Learning." Harvard Business School Supplement 119-024, August 2018. (Revised April 2019.)
      • 2018
      • Working Paper

      Sustainability and Green Business in Latin America During Globalization Waves

      By: Geoffrey Jones
      This working paper examines the impact of modern business enterprise on the natural environment of Latin America during the globalization waves between the 19th century and the present day. It argues that although global capitalism created much wealth for the region,... View Details
      Keywords: Globalization; Natural Environment; Outcome or Result; Business History; Pollutants; Environmental Sustainability; Green Technology Industry; Beauty and Cosmetics Industry; Tourism Industry; Latin America
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      Jones, Geoffrey. "Sustainability and Green Business in Latin America During Globalization Waves." Harvard Business School Working Paper, No. 19-009, August 2018.
      • July 2018
      • Article

      Global Collaborative Patents

      By: Sari Pekkala Kerr and William R. Kerr
      We study the prevalence and traits of global collaborative patents for U.S. public companies, where the inventor team is located both within and outside of the United States. Collaborative patents are frequently observed when a corporation is entering into a new... View Details
      Keywords: Innovation; Ethnic Networks; Migration; Technology Transfer; Mobility; Information Technology; Globalized Firms and Management; Diasporas; Patents; Ethnicity; Entrepreneurship; Research and Development; Foreign Direct Investment; Innovation and Invention; Globalization; United States
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      Kerr, Sari Pekkala, and William R. Kerr. "Global Collaborative Patents." Economic Journal 128, no. 612 (July 2018): F235–F272.
      • May 2018
      • Case

      Kaiser Permanente Colorado: Primary Care Plus

      By: Robert S. Kaplan and Mahek A. Shah
      A geriatrician in Kaiser Permanente’s Colorado region is concerned with the high and growing cost of treating the elderly population. She introduces a new care model, Primary Care Plus, using an interdisciplinary team of a primary care doctor, palliative care... View Details
      Keywords: Primary Health Care; Elderly Patients; Integrated Practice Unit; Interdisciplinary Care; Health Care and Treatment; Age; Cost Management; Performance Improvement; Health Industry; United States; Colorado
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      Kaplan, Robert S., and Mahek A. Shah. "Kaiser Permanente Colorado: Primary Care Plus." Harvard Business School Case 118-053, May 2018.
      • May 2018 (Revised July 2018)
      • Case

      EY China (A): Strengthening Presence in a Critical Market

      By: Ashish Nanda, Das Narayandas and Lisa Rohrer
      Soon after being named regional managing partner for Ernst & Young (EY) China in September 2009, Albert Ng reflects on the enormity of challenges facing EY China. Despite EY Global's commitment to the China practice, EY China’s growth agenda has been reversed, post... View Details
      Keywords: Professional Services; International Management; Big Four; Strategy And Execution; Emerging Market; Strategy; Leadership; Global Range; Growth and Development Strategy; Emerging Markets; Accounting Industry; China
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      Nanda, Ashish, Das Narayandas, and Lisa Rohrer. "EY China (A): Strengthening Presence in a Critical Market." Harvard Business School Case 718-464, May 2018. (Revised July 2018.)
      • May 2018 (Revised July 2018)
      • Supplement

      EY China (B): An Emerging Giant

      By: Ashish Nanda, Das Narayandas and Lisa Rohrer
      The case outlines how regional managing partner (RMP) Albert Ng steered Ernst & Young (EY) China through a period of significant growth from 2009, when it was the smallest of the Big Four firms in China, to 2017, by when it had become the second largest firm. Partners... View Details
      Keywords: Professional Services; International Management; Big Four; Strategy And Execution; Emerging Market; Strategy; Growth Management; Leadership; Global Range; Emerging Markets; Competitive Strategy; Accounting Industry; China
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      Nanda, Ashish, Das Narayandas, and Lisa Rohrer. "EY China (B): An Emerging Giant." Harvard Business School Supplement 718-465, May 2018. (Revised July 2018.)
      • May 2018 (Revised October 2020)
      • Supplement

      La Ribera Health Department (B): Epilogue

      By: Regina E. Herzlinger, Emer Moloney and Daniela Beyersdorfer
      The La Ribera case studies depict an innovative low cost/high quality privately financed hospital model struggling to achieve alignment with the Six Factors. It is reimbursed by the public sector in a Spanish environment whose Consumers, Structure, and Public Policy... View Details
      Keywords: Trends And Opportunities; Government; Government Programs; Acquisition; Business Model; Business Plan; Trends; Opportunities; Government and Politics; Programs; Health Care and Treatment; Situation or Environment; Health Industry; Insurance Industry; Technology Industry; Spain
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      Herzlinger, Regina E., Emer Moloney, and Daniela Beyersdorfer. "La Ribera Health Department (B): Epilogue." Harvard Business School Supplement 318-134, May 2018. (Revised October 2020.)
      • 2018
      • Working Paper

      Business, Governments and Political Risk in South Asia and Latin America since 1970

      By: Geoffrey Jones and Rachael Comunale
      This working paper provides a new perspective on how businesses have responded to political risk in South Asia and Latin America over the last half century. The existing business history literature on political risk is focused on the experiences of Western... View Details
      Keywords: Business and Government Relations; Risk Management; Government and Politics; Business History; South Asia; Latin America
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      Jones, Geoffrey, and Rachael Comunale. "Business, Governments and Political Risk in South Asia and Latin America since 1970." Harvard Business School Working Paper, No. 18-102, May 2018.
      • May 2018 (Revised February 2019)
      • Teaching Note

      Greg Mazur and the Purchase of Great Eastern Premium Pet Foods

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS No. 211-085. Greg Mazur (HBS 1997) identified a small firm, Great Eastern Premium Pet Food, in December of 1998 that fit his search criteria and decided to offer the seller a cash price of $1.2 million plus an earn-out equal to 1% of revenue over... View Details
      Keywords: Acquisition; Entrepreneurship; Financing and Loans; Negotiation Deal; Strategic Planning; Valuation; Analysis
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Greg Mazur and the Purchase of Great Eastern Premium Pet Foods." Harvard Business School Teaching Note 218-122, May 2018. (Revised February 2019.)
      • April 2018
      • Case

      Miami's Tech Future (Abridged): Entrepreneurial Ecosystems and Leadership Challenges

      By: Rosabeth Moss Kanter
      By the middle of the 1990s, Miami’s reputation was changing. An influx of Spanish-speaking immigrants and major investments in the airport and seaport had changed the image of a sleepy southern city to the de facto business center of Latin America, a center for... View Details
      Keywords: Change; Leadership; Business and Community Relations; Strategic Planning; Technology Industry; Miami; Florida
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      Kanter, Rosabeth Moss. "Miami's Tech Future (Abridged): Entrepreneurial Ecosystems and Leadership Challenges." Harvard Business School Case 318-141, April 2018.
      • March 2018
      • Supplement

      Amazon's HQ2 (B): Utah

      By: Karen Mills, Manjari Raman and Jan W. Rivkin
      This supplement describes how leaders in the Salt Lake City region of Utah organized themselves across sectors to prepare a proposal to host Amazon’s second headquarters. View Details
      Keywords: Business Headquarters; Business and Government Relations; Development Economics; Utah
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      Mills, Karen, Manjari Raman, and Jan W. Rivkin. "Amazon's HQ2 (B): Utah." Harvard Business School Supplement 718-503, March 2018.
      • February 2018
      • Case

      EmQuest: Travel Distribution in the Digital Era

      By: Karim R. Lakhani and Gamze Yucaoglu
      EmQuest, Emirates Group’s travel distribution company, must decide what to do with its contract with the global distribution system it uses, Sabre. Since its founding in 1988, EmQuest was servicing travel agents in the MENA region by providing a connection to over 400... View Details
      Keywords: UAE; Decision; Business Model; Competitive Strategy; Growth and Development Strategy; Decision Choices and Conditions; Business Strategy; Value Creation; Change Management; Emerging Markets; For-Profit Firms; Competitive Advantage; Travel Industry; United Arab Emirates
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      Lakhani, Karim R., and Gamze Yucaoglu. "EmQuest: Travel Distribution in the Digital Era." Harvard Business School Case 618-040, February 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.
      • January 2018 (Revised October 2021)
      • Case

      Château Margaux: Launching the Third Wine (Abridged)

      By: Elie Ofek
      Château Margaux, one of only five prestigious estates in the Bordeaux Medoc wine region to have been classified as a "first-growth", is facing a host of strategic decisions in early 2013. Up until this point the estate had been selling two red wines, a first wine whose... View Details
      Keywords: New Product Launch; Marketing Plan; Brand Management; Go To Market Strategy; Channels Of Distribution; Wine Industry; Marketing Strategy; Distribution Channels; Product Launch; Brands and Branding; Agriculture and Agribusiness Industry; Food and Beverage Industry; France
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      Ofek, Elie. "Château Margaux: Launching the Third Wine (Abridged)." Harvard Business School Case 518-070, January 2018. (Revised October 2021.)
      • January–February 2018
      • Article

      Inclusive Growth: Profitable Strategies for Tackling Poverty and Inequality

      By: Robert S. Kaplan, George Serafeim and Eduardo Tugendhat
      More than a billion people in the developing world remain in extreme poverty and outside the formal economy. Traditional CSR programs have done little to alleviate the situation and rarely produce transformative change.
      Instead of trying to fix local problems,... View Details
      Keywords: Inclusive Growth; Sustainability; Social Impact; Business Strategy; Shared Value; Impact Investing; Inequality; Corporate Governance; Balanced Scorecard; Strategy Execution; Economic Growth; Developing Countries and Economies; Poverty; Equality and Inequality; Corporate Social Responsibility and Impact; Strategy; Investment
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      Kaplan, Robert S., George Serafeim, and Eduardo Tugendhat. "Inclusive Growth: Profitable Strategies for Tackling Poverty and Inequality." Harvard Business Review 96, no. 1 (January–February 2018): 127–133.
      • 2018
      • Working Paper

      Trust and Democracy: Leader Turnover during Economic Crises

      By: Nathan Nunn, Nancy Qian and Jaya Y. Wen
      We study the relationship between interpersonal trust and political stability in democratic countries. Using a six-decade-long annual country-level panel dataset, we find that recessions are more likely to cause political turnover in countries with lower levels of... View Details
      Keywords: Interpersonal Trust; Recessions; Leader Turnover; Political Instability; Culture; Economic Slowdown and Stagnation; Trust; Political Elections
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      Nunn, Nathan, Nancy Qian, and Jaya Y. Wen. "Trust and Democracy: Leader Turnover during Economic Crises." NBER Working Paper Series, No. 24187, January 2018. (Revised February 2023. Available also from VOX and in Kellogg Insight.)
      • December 2017
      • Case

      Charity or Bribery?

      By: Eugene Soltes and Brian Tilley
      Filip Kowalski, a senior manager at the pharmaceutical company Healthgen, leads sales for the firm’s Polish division. While pitching Healthgen’s products, he develops a relationship with a director of a regional health fund who also runs a private foundation. After a... View Details
      Keywords: Bribery; Crime and Corruption; Law; Ethics; Philanthropy and Charitable Giving; United States; Europe
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      Soltes, Eugene, and Brian Tilley. "Charity or Bribery?" Harvard Business School Case 118-052, December 2017.
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