Beyond the Case

Sohin Shah

A podcast where global leaders from the Harvard Business School Owner/President Management (OPM) community join in a personal capacity and share the real decisions, failures, and mental models behind building enduring companies. This podcast is independent and not affiliated with Harvard Business School.

  1. How KPIs, KRAs, and Leadership Systems Scaled Aquilaw to 150 People - Sucharita Basu

    3 DAYS AGO

    How KPIs, KRAs, and Leadership Systems Scaled Aquilaw to 150 People - Sucharita Basu

    Send a text Sucharita Basu, Managing Partner of Aquilaw, speaks about how leadership systems, KPIs, and lessons from the Harvard Business School OPM program helped her scale a modern law firm from two founders to around 150 professionals across multiple cities. After nearly two decades in practice, Sucharita and her husband Sanjay launched Aquilaw to fill a gap in the market - a modern, mid-tier law firm that combined professional structure with entrepreneurial agility. Their goal was to build a system-driven organization, not a personality-driven practice. A turning point came a few years into building the firm. Despite strong client work, they were losing talented people. The problem was not capability but lack of structured feedback and leadership systems. This led Sucharita to rethink how the firm operated internally. Working with HR leaders and external advisors, Aquilaw introduced structured KPIs (Key Performance Indicators) and KRAs (Key Result Areas). These metrics created clarity, accountability, and growth pathways for lawyers at different levels. Importantly, performance was measured not only by billable work but also by leadership behaviors and contributions to the firm’s long-term development. Key metrics included quality and timeliness of legal work, mentoring and team building, ability to attract and retain talent, thought leadership through writing and speaking, brand building, business development, and financial targets. By measuring both professional excellence and organizational contribution, Aquilaw transitioned from an informal practice to a scalable leadership model. Sucharita’s own role evolved as well. Early on she was heavily involved in execution and transactions. As the firm grew, her focus shifted toward strategy, operations, and institutional leadership, while remaining closely connected to teams and clients. She also engages actively with industry bodies like the CII, contributing to discussions on ease of doing business. Throughout the conversation, Sucharita connects these experiences with insights from the Harvard Business School OPM program, including leadership lessons from case studies such as Rob Parsons, Toyota’s operational excellence, and Oberoi’s customer service philosophy. These frameworks reinforced the importance of structured feedback, disciplined operations, and leadership systems that allow organizations and people to scale. Her core philosophy: build institutions where people are evaluated not only for their individual output but for how they strengthen the organization. Here are the Top 10 Takeaways from the conversation: Professional services firms must run on systems, not personalities.KPIs and KRAs bring clarity and accountability to growing organizations.Measure both performance and institution-building.Structured feedback systems are essential for retaining talent.Leaders must transition from execution to designing systems.Thought leadership (speaking, writing, visibility) is a key leadership KPI.Harvard case studies offer practical leadership frameworks.Operational discipline matters even in knowledge industries like law.Scaling requires developing leaders, not just skilled professionals.Institutions grow sustainably when culture, metrics, and leadership align. Books:  30 Women in Power: Their Voices, Their StoriesMy Life in Full: Work, Family, and Our Future

    32 min
  2. Family Constitutions: A Key to Multi-Generational Business Continuity — Fernando Fey

    6 DAYS AGO

    Family Constitutions: A Key to Multi-Generational Business Continuity — Fernando Fey

    Send a text One of the strongest realizations from this conversation is the importance of a family constitution in sustaining a multi-generational business. Many family companies assume alignment will naturally exist because of shared blood and history, but Fernando’s experience shows the opposite—alignment has to be designed intentionally. Their family constitution acts as a living document that defines rules, expectations, values, and even behavioral norms for the family. It is reviewed every year by a family board where members openly discuss issues like communication, next-generation development, and family behavior that could impact the company’s reputation. This system prevents misunderstandings and ensures the business remains stable as the family grows. Another realization is how governance structures protect relationships. Alongside the constitution, the family created shareholder agreements, advisory boards, and structured meetings. These mechanisms help separate roles - family member, shareholder, and executive - which are often blurred in family businesses. By clarifying these boundaries early, they reduce emotional conflicts that often destroy otherwise successful family companies. A further insight is the shift from an employee mindset to an owner mindset. Fernando initially approached the business operationally, focusing on execution and management tasks. Through experiences like Harvard’s OPM program, he began thinking more like an entrepreneur and shareholder - questioning strategic choices, evaluating long-term optionality, and understanding the broader value of the enterprise. The conversation also highlights how family businesses often prioritize longevity over short-term financial optimization. Unlike purely investor-driven companies, decisions sometimes consider employees, the community, and the founders’ legacy. This creates a deeper cultural commitment but also requires discipline to remain competitive. Finally, a deeper realization is that building an enduring company is less about bold strategy and more about systems and values. Strong governance, aligned family expectations, and thoughtful leadership development create the stability required for businesses to last across generations. Here are the Top 10 Takeaways from the conversation: A family constitution is critical for longevity. It defines rules, expectations, and shared values across generations.Governance protects family relationships. Advisory boards, shareholder agreements, and structured meetings reduce conflict.Separate roles clearly. Being a family member, shareholder, and executive are different responsibilities.Update governance regularly. Reviewing family protocols yearly keeps them relevant as the family evolves.Think like an owner, not just an operator. Strategic thinking expands when leaders shift from employee mindset to ownership mindset.Family businesses often optimize for longevity and legacy, not just financial returns.Shared back-office systems improve efficiency across multiple business units.Role clarity empowers employees. Clear job descriptions and expectations enable autonomy and accountability.Develop leaders internally. Investing in people allows long-term cultural continuity and trust.Enduring companies are built on systems and values, not just strategy or market opportunities.Books:  The Leadership PipelineThe Courage to Be Disliked

    28 min
  3. What’s the Worst That Can Happen? Running Marathons in Iran and North Korea - Daf Dubbelman

    4 MAR

    What’s the Worst That Can Happen? Running Marathons in Iran and North Korea - Daf Dubbelman

    Send a text Daf Dubbelman is a real estate entrepreneur, endurance athlete, and Harvard Business School OPM participant who is completing the program for the second time. Daf shares the mindset that drives both his athletic and business pursuits: start before you feel ready, challenge conventional limits, and always ask, “What’s the worst that can happen?” Through stories of running marathons in places like Iran and North Korea, preparing for 226-km Ironman races, and even registering for a 600-km Sahara cycling challenge, Daf explains how endurance sports shape his approach to leadership and entrepreneurship. For him, the real victory is not winning but showing up, finishing, and pushing past mental barriers. He also reflects on lessons from Harvard’s OPM program, emphasizing the power of relationships, cross-cultural experiences, and learning from failure. Ultimately, Daf’s philosophy centers on embracing discomfort, redefining success on your own terms, and influencing others through example, whether that’s tackling extreme challenges, negotiating in business, or encouraging healthier, more sustainable habits. Here are the Top 10 Takeaways from the conversation: 1. Ask: “What’s the worst that can happen?” Daf’s core mental model is simple: most fears collapse when you examine the downside. In endurance sports or business, the worst outcome is often trying and not finishing, which is still far better than never starting. 2. The biggest risk is not starting. He believes the highest probability of failure comes from never entering the race, whether that race is an Ironman, a marathon, or a business venture. 3. Finishing matters more than winning. Completing a challenge is often what people remember. Daf notes that no one asks your Ironman time, they simply recognize you as someone who finished. 4. Most limits are mental, not physical. With focused training and determination, Daf went from barely swimming to completing a 3.8-km Ironman swim in just a few months, proving that mindset often matters more than initial ability. 5. Turn competition into personal challenge. Rather than competing with elite athletes training 30 hours a week, Daf encourages people to define their own race and measure success against their own goals and constraints. 6. Create your own peer group. Success becomes more meaningful when you compare yourself with peers who share similar realities, such as entrepreneurs balancing business responsibilities with training. 7. Extreme experiences expand perspective.  Running marathons in countries like Iran and North Korea exposed Daf to cultures often misunderstood in the media, reminding him that direct experience breaks down assumptions. 8. Endurance sport mirrors entrepreneurship. Both involve setbacks, uncertainty, and repeated attempts. Just like in a race, business success often requires pushing through pain, adapting, and trying again. 9. Celebrate milestones instead of endlessly chasing the next goal. Daf believes leaders should set targets, reach them, and celebrate with their teams rather than constantly moving the finish line. 10. Invest in relationships and learning. For Daf, the greatest value of the Harvard OPM program isn’t only academic content, it’s the global network, shared experiences, and lifelong friendships that come from learning alongside diverse leaders.

    29 min
  4. From 150 Tasks to 6 Priorities: Using the Pareto Principle with a Business Coach – Ankit Gupta

    3 MAR

    From 150 Tasks to 6 Priorities: Using the Pareto Principle with a Business Coach – Ankit Gupta

    Send a text Ankit Gupta, second-generation entrepreneur and leader of the Holistic Group, shares how business coaching played a critical role in sharpening his leadership, focus, and decision-making. While formal learning through Harvard Business School’s OPM strengthened his strategic thinking, Ankit credits business coach Rahul Jain for helping translate global frameworks, especially the Pareto (80/20) principle into actionable habits suited to Indian businesses and people dynamics. Through coaching, Ankit learned to move from overwhelming task lists to a small set of high-impact priorities, build internal credibility, communicate culture consistently, and own decisions with confidence. The conversation underscores how the right business coach doesn’t replace experience but accelerates clarity, execution, and leadership maturity, enabling business owners to scale responsibly while staying aligned with values and long-term legacy. Here are the Top 10 Takeaways from the conversation: Ethics are non-negotiable. Profit matters, but values define longevity. Doing business the “right way” is core to legacy.Second-generation leadership must be earned. Credibility is hardest and most important to build inside the organization.Stepping away can strengthen succession. Building independent businesses helped Ankit return with confidence and clarity.Stop acting like a consultant to your own business. Transformation begins when leaders fully own decisions and outcomes.Continuous learning is a growth accelerator. Scaling faster than average requires both real-world execution and formal learning like OPM.Negotiation is multi-dimensional. Focus on the entire deal structure, not single parameters, a lesson Ankit still uses daily.Ruthless prioritization creates leverage. Annual goals, monthly planning, and layered 80/20 filters help focus on high-impact actions.Own your mistakes early. Leadership matures the moment you take responsibility instead of shifting blame.Culture survives through example and repetition. Live the values, communicate them consistently, and reinforce them at every level.Mentors matter, context matters more. Rahul Jain’s coaching deeply shaped Ankit’s leadership approach, especially in adapting principles to the Indian business and people context.Books:  The Man Who Sold His FerrariSupremacy on AI

    15 min
  5. Growing 620× Over 25 Years by Letting Go of Daily Operations - Devendra Surana

    2 MAR

    Growing 620× Over 25 Years by Letting Go of Daily Operations - Devendra Surana

    Send a text Devendra Surana describes his shift from founder-operator to builder of an enduring organization. Early failures (first 2–3 years) forced humility, sharper strategy, and resilience. Over time he leaned into what he’s best at - new product development, expansion planning, and “resource mapping” - and deliberately offloaded daily operations (production/dispatch/collections) to professional leadership. A key move was hiring a CEO 5 years ago for risk mitigation, succession planning, stakeholder/lender confidence, and better strategic bandwidth. With that structure, Devendra focuses on future-proofing: after HBS OPM, he reframed PET not as “the problem” but as a circular-economy resource. He backward-integrated into recycling with a $35M investment, enabling recycled resin supply + EPR credits + packaging as a single-stop solution, creating a defensible edge and deeper customer stickiness. Throughout, he credits values as the cultural backbone that scales beyond the founder. Here are the Top 10 Takeaways from the conversation: Separate ownership from management. Being the owner doesn’t mean you’re above accountability; it’s a different “hat” than being a manager.Working on the business = designing the org. He hired a CEO to remove single-person dependency and institutionalize continuity.Delegate what drains you; own what differentiates you. He avoids day-to-day operations and concentrates on innovation, direction, and expansion bets.Risk mitigation is strategy. A professional CEO signals stability to lenders, customers, and stakeholders, especially when the founder is the only family member involved.Culture scales when values are explicit. “Humans first,” respect, honesty, and transparency became repeatable behaviors across the company.Forgive mistakes, punish carelessness. He evaluates intent: remorse → coach/forgive; repeated carelessness → terminate.Competition is a compass. He stays motivated by benchmarking - aiming to remain years ahead so others “copy” MagPet.Avoid the trap of incrementalism. 5–7% annual growth felt safe but limiting; stepping out (back to school) helped reset ambition.Pick up weak signals; stay agile. OPM reinforced acting fast when signals appear - don’t revert to slow habits after crises pass.Future-proof through circular advantage. Backward integration into recycling + recycled resin + EPR credits turns sustainability into customer lock-in and cost/edge over time.Books: Simply Fly

    34 min
  6. From HBS Student to Case Protagonist: Risking It All for Impact - Guillermo "Billy" Jaime

    28 FEB

    From HBS Student to Case Protagonist: Risking It All for Impact - Guillermo "Billy" Jaime

    Send a text It’s rare to attend Harvard Business School as a student and even rarer to later become the subject of two HBS case studies. Billy Jaime did both. While enrolled in the Owner/President Management (OPM) program, his work building MIA, a for-profit social enterprise delivering affordable housing at scale stood out so strongly that renowned HBS professor Linda Applegate wrote two cases on his journey. What makes Billy’s story extraordinary is not just the scale - over 70,000 homes built across rural Mexico - but the risk he took at the very beginning. He left a fast-rising corporate career at Cemex, voluntarily giving up roughly 75% of his income at a time when he had a one-year-old child at home. Without financial security or guarantees, he bet on a belief: that profit and purpose could coexist. MIA’s model blends family savings, government funding, NGO partnerships, and guided self-construction, allowing families excluded from formal credit to own dignified housing. Billy shares hard-earned lessons on ethical negotiation with governments, refusing corruption, betting on volume over margins, and continuously sharpening judgment through education. The conversation reveals leadership rooted in conviction, courage, and responsibility, not comfort. Here are the Top 10 Takeaways from the conversation: Conviction shows up in sacrifice: Giving up 75% of income with a one-year-old is belief in action.From HBS student to case protagonist: Impact in the real world can redefine who gets studied.Profit and purpose can scale together: Social impact doesn’t require philanthropy alone.Volume beats margins: Serving millions at low cost compounds both profit and impact.Ownership restores dignity: A home is not aid. It’s identity and pride.Fear is a feature, not a bug: If the decision isn’t scary, it’s probably too small.Your partner matters more than capital: Alignment at home enables bold professional risk.Governments are negotiable, not immovable: Understanding incentives unlocks scale without corruption.Education sharpens instinct: HBS OPM turned experience into intentional leadership.Wisdom is balance: True success integrates family, health, impact, and happiness, not just growth.Books: The Fortune at the Bottom of the PyramidWorksGood to Great

    31 min
  7. The Founder’s Blind Spot: Holding On Too Long - Daniel Silva

    26 FEB

    The Founder’s Blind Spot: Holding On Too Long - Daniel Silva

    Send a text With nearly three decades of entrepreneurial leadership, deep OPM roots, and the humility of a lifelong learner, Daniel Silva brings a rare blend of technical rigor, family-business insight, and reflective wisdom to this conversation. As the co-founder of DMS International, Daniel shares lessons from building and scaling a 29-year family business alongside his wife. Trained as a software engineer and now serving as Chief Innovation Officer, Daniel reflects on entrepreneurship as a path of sacrifice, learning, and continuous reinvention. He discusses the evolution of infrastructure from on-prem to cloud, the importance of surrounding oneself with complementary talent, and how OPM shaped his thinking through case-based learning, negotiation frameworks, and financial discipline. Daniel also explores leadership wisdom, family-business dynamics, and the importance of purpose beyond profit, while emphasizing that in a fast-changing world, innovation is not optional. Here are the Top 10 Takeaways from the conversation: Experience compounds into wisdom: A wise leader learns from experience, absorbs lessons, and adjusts pace, knowing when to accelerate and when to slow down.Innovation is existential: “Do lunch or be lunch”- if you’re not constantly creating, someone else will disrupt you.Complementary partnerships matter: Daniel and his wife succeeded by dividing roles - innovation and engineering paired with financial structure and discipline.Family business requires boundaries: Productive conflict can drive innovation, but leaders must consciously separate business disagreements from personal life.Early-stage founders must wear many hats - but not forever: Scaling requires bringing in specialists for HR, finance, and marketing as soon as possible.Entrepreneurship demands sacrifice: Founders may go unpaid while building infrastructure and paying others but long-term ownership can be rewarding.It’s far easier to start a company today: Cloud computing has dramatically lowered capital barriers, allowing founders to focus on mission and value creation.Build with optionality: Looking back, Daniel would have built tighter, sellable companies and explored exits rather than indefinite self-growth.OPM’s case method builds pattern recognition: Learning from others’ challenges helps leaders realize they’re not alone and sharpens judgment before crises hit.Always know your company’s value: Regular valuation discipline (NPV, enterprise value) is essential, even if you’re not planning to sell.Books:  Do Lunch or Be LunchThe Five Keys to Value Investing

    26 min
  8. The Power of Psychological Safety Among Peers - with Felix Kues

    24 FEB

    The Power of Psychological Safety Among Peers - with Felix Kues

    Send a text Felix Kues is a serial entrepreneur, deep-tech investor, and Harvard Business School OPM participant. Felix shares his journey from building AI software companies across multiple continents to founding a highly automated venture fund and later launching an AI platform for investors during OPM. He reflects on how global exposure shaped his leadership, the loneliness of entrepreneurship, and the importance of cultural fluency in decision-making. Felix candidly discusses mistakes, especially poor co-founder due diligence, and reframes entrepreneurship as a marathon filled with struggle rather than a sprint toward glamour. He demystifies fundraising, explaining why it is opaque by design and often misunderstood by founders. A major theme is bias: Felix explains how his fund uses AI and objective scoring to counter human subjectivity in investment decisions. OPM emerges as a transformative experience for Felix, not for content alone, but for peer learning, trust, and perspective. The conversation ends on a deeply personal note: Felix’s evolving definition of success, centered not on wealth or exits, but on love, family, hope, and enabling others to “take the shot.” Here are the Top 10 Takeaways from the conversation: Entrepreneurship is a marathon, not a sprint Co-founders must be aligned for long, difficult journeys - not short bursts of success.Do real due diligence on co-founders Trust, resilience, and long-term commitment matter more than skills or friendship.Global exposure reshapes leadership Living across cultures builds adaptability, humility, and deeper human understanding.Fundraising is opaque by design VCs rarely say what they truly want; founders must learn investor incentives and constraints.VCs are far more niche than founders assume Each fund operates within strict mandates that aren’t visible on their websites.Bias exists even in open-minded leaders Objective systems and data help counter human subjectivity in decision-making.AI can automate process, not judgment AI excels at research and analysis, but humans still make final investment decisions.Entrepreneurship can be deeply lonely This loneliness often motivates founders to shift into investing or mentoring roles.OPM’s true value is peer learning Learning from other experienced entrepreneurs’ lived journeys is irreplaceable.Redefine success beyond money True success is love, family, hope, service, and helping others create their own paths.Books:  Never Split the DifferenceThe Last Kings of Shanghai

    28 min

About

A podcast where global leaders from the Harvard Business School Owner/President Management (OPM) community join in a personal capacity and share the real decisions, failures, and mental models behind building enduring companies. This podcast is independent and not affiliated with Harvard Business School.