Dr.

JYOTI BACHANI
RESEARCH STATEMENT

An award winning globally recognized expert on case-studies, with exemplar cases on

technology and non-profit organizations, for global organizations based out of the US
and India. Practice oriented inter-disciplinary scholarship on topics of Humansitic
Management, Fast & frugal innovation & digital era pedagogy.

EDUCATIONAL BACKGROUND

2007 London Business School, United Kingdom

PhD, Strategy and International Management
Thesis: Patterns in Complex Organizational Change: A complexity theory based
explanation of punctuated change pattern. Supervisor: Prof. Sumantra Ghoshal.

1993 Stanford University, United States

MS, Management Science and Engineering (specialization in Decision Analysis)

1985 Delhi University, India

BS, Physics Honours and MBA

RECENT PROFESSIONAL HONORS

Outstanding Field Report Paper Award at the Academy of Management, August 2016, for
Shivganga: Organizing Tribals in Jhabua, India for Sustainable Water Harvesting by the
Management Consulting Division.

Fulbright Senior Research Scholar, 2011-2012, The Fulbright Foundation. Spent 9 months in
India doing field research to understand Jugaad: an Indian way to innovate (fast and frugal).

Outstanding Research Faculty Award, School of Business and Economics, St. Marys College
of California, 2011-2012.

Early Career Award for Excellence in Teaching and Scholarship, St. Marys College of
California, 2009-2010.

Invited Panelist at Indiaspora Conclave, Washington DC, May 2015.

Keynote speaker at the eight Yale-Great Lakes Management Conference in Chennai, India, on
Jugaad: An Indo-American Perspective on Indian Ingenuity, Dec 2013.

Chevron Associate Professor at Saint Marys College 2013-2016.

PROFESSIONAL LEADERSHIP ROLES

Board Member of the North American Case Research Association, since 2008 - Present.

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 Editorial Review Board Member Journal of Management Inquiry, since 2016 Present.

Editor-in-Chief of Emerald Emerging Markets Case Collection, Feb 2012 June 2015.
Published three hundred double-blind peer reviewed case-studies with 35% acceptance rate to
build up a new journal. Mentored 7 regional editors, several authors and reviewers.

Academy of Management Practice Theme Committees Strategic Doing Project Team

Member, Aug 2016 Present, to promote ways to make all scholarship more practice relevant
and find ways to measure impact.

Past-President of the Western Case Writers Association, President 2008-2009.

TEACHING EXPERIENCE

Visiting Research Professor at the Gandhi Centre for Inclusive Innovation at the Imperial
College Business School, London, UK, current- June 2017.

Associate Professor at the Saint Marys College of California July 2012 Present.
Graduate executive MBA classes, f2f and online, in Strategy, Management of Technology and
Innovation, Data Visualization and Story Telling and Undergraduate class in Breathwork and
Voice: Crafting Life Stories, using digital story telling.

Assistant Professor at the Saint Marys College of California July 2008 June 2012.
Graduate and undergraduate level classes in Capstone Strategy, Global Business Strategy &
Strategic Management of Technology and Innovation.

External Thesis Supervisor for Doctoral Fellows at Management Development Institute,

Gurgaon, India September 2016.

Assistant Professor at the University of Redlands School of Business July 2005 June 2008.
Graduate level classes in Capstone Strategy and Leadership.
Undergraduate classes in Management and Organizational Behaviour.

Adjunct Faculty at the San Francisco State University College of Business, August 2004-July
2005. Undergraduate classes in Strategy and Operations Management.

Distance Learning Instructor at Virginia Tech. Pamplin College of Business, Aug 2004-Dec
2004. Online Executive MBA classes in Leadership in Technology Based Organizations.

Designed, developed and taught several executive workshops in strategy and decision making
while working as a consultant with Strategic Decisions Group, 1993-1997.

OTHER EMPLOYMENT

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 Senior Researcher, Strategos Institute (now Woodside Institute), San Francisco Bay Area,
USA, November 2001-May 2002. Assisted Prof. Gary Hamel in research.

Strategy Consultant, Strategic Decisions Group, Palo Alto USA & London UK, 1993-
1997.
Facilitated and modelled key strategic decisions for large companies, like General Motors,
Halliburton, British Nuclear Fuel Limited, U.K. Paper, Monsanto, etc., based on executive
interviews and data-collection from primary and secondary sources. Trained executives in
core concepts in strategy and decision analysis.

Applications Software Consultant, Unisys, India, Malaysia and USA, 1985-1991.

Programmed business processes into software applications for government and private
organizations worldwide.

Manager, Citibank N.A. India, 1987-1988.

Developed the first ever consumer credit products as credit manager and then managed the IT
division setting up a local data centre and installing the first ATM in India.

DOUBLE BLIND PEER REVIEWED PUBLICATIONS

Listening and Engaging To Lead Responsibly, a chapter accepted for publication in the book
Beyond the Bottom Line: Integrating the UN Global Compact into Management
Education, edited by Patricia M. Flynn (Bentley University), Milenko Gudi (Principles of
Responsible Management Education Anti-poverty Working Group Coordinator) and Tay
Keong Tan (Radford University), forthcoming from Greenleaf Publishing, 2017.

Organizational Change to Thrive, a chapter accepted for publication in Managing for

Responsibility: A Source Book for an Alternate Paradigm, edited by Radha R Sharma, Merrill
Csuri and Kemi Ogunyemi, forthcoming from Business Expert Press, forthcoming 2017.

Sarthak Enabling the Disabled in India, co-authored with N Bullar, A Kapoor and S Singh,
Online Journal of International Case Analysis (ojica.fiu.edu), April 2014.

Two case-studies in Innovations in People Management: Cases in Organizational Behavior,

HR and Communication, edited by Jyotsna Bhatnagar, Gita Baja and Somnath Ghosh,
published by Macmillan Publishers India 2013.
Strategic Planning for the Future at a University
Communication of Measurement: Jugaad to Systematic Innovation - co-authored with
Preeta Banerjee.

Nonprofit Leaders and Listening, co-authored with Mary Vradelis, Great Lakes Herald,
September 2012, Vol. 6 Issue 2.

To Die With Dignity: Providing Hospice Care in India, co-authored with S. Kamath, Emerald
Emerging Markets Case Collection, Dec 2012.

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 Financing Rural Telemedicine: Bringing Healthcare to the Underserved, co-authored with
former student Alanna Young, Great Lakes Herald, March 2011, Vol. 5 Issue 1.

Business Analytics Success: A Conceptual Framework and an application to Virtual

Organizing
A chapter co-authored with Dr. R Hindupur and Dr. A. Sarkar, published in Knowledge
Management and Virtual Organizations: Networking and Possibilities edited by Dr. Cesar
Camison, Dr. Daniel Palacios, Dr. Fernando Garrigos, & Dr. Carlos Devece (published by
Idea Group) 2009.

Building Decision Quality in Organizations, California Journal of Operations Management,

Vol. III, Feb 2005.

PEER REVIEWED PUBLICATIONS

Strategy Making in Nonprofit Organizations A Model and Case Studies, a book co-authored
with Mary Vradelis, published by Business Expert Press, New York, December 2012.

The following three case studies are published in the second edition of the textbook,
Strategic Management, Concepts and Cases by Mason Carpenter and Gerry Sanders,
published by Pearson 2008 (formerly Prentice Hall).
Oracle Corporation: Transformation to e-business.
Oracle: Growth by Acquisitions.
Environmental Services Research Institute: Changing World.

Oracle Corporation: Transformation to e-business, co-authored with Sumantra Ghoshal,

European Case Clearing House, May 2006.

BOOK MANUSCRPIT IN-PROGRESS

Case Studies in Humanistic Management, a co-edited book with Robert Blomme and Michael
Pirson, to be published by Business Expert Press, New York, expected by fall 2017.

CONFERENCE PRESENTATIONS AND PROCEEDINGS (Double Blind Peer Reviewed)

Shivganga: Organizing Tribals in Jhabua, India for Sustainable Water Harvesting, with
Neelu Bhullar, presented at the Academy of Management Conference, Anaheim, CA, Aug
2016. Awarded as Outstanding Field Report Based Paper by Management Consulting
Division. Revised version of 2014 conference presentation.

4E Model of Knowledge Creation, with A Roy and Rajen Gupta, Western Academy of
Management, Portland, OR, March 2016.

Emergent Pedagogical Tools for the Digital Era, with Gad Allon, Western Academy of
Management, Portland, OR, March 2016.

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 Mindfulness in Management Through Improv: An experiential workout for your imagination,
Western Academy of Management, Portland, OR, March 2016.

Angadias: The Indian Backbone of Global Diamond-Business Proceedings for Western

Casewriters Association, Kauai, HI, March 2015.

SHIVGANGA: Organizing for Sustainable Water Resources in Jhabua, India with N Bullar,
Proceedings for Western Casewriters Association, Napa Valley, CA March 2014.

Case Studies in Business Schools: In Research & Pedagogy in the Digital Age, a panel
presentation with Barry Eckhouse, Steve McGuire, and Deborah Ettington at the Western
Academy of Management Conference, Napa Valley, March 2014.

Airworks: Building Aviation Services in India,Western Casewriters Association, Santa

Fe, NM, March 2013.

Jugaad An Indian Way to Innovate, or not? Western Academy of Management, Santa

Fe NM, March 2013.

Sarthak Enabling the Disabled in India, co-authored with N Bullar and A Kapoor, North
American Case Research Association, Boston MA. October 2012.

Hospice Care in India, co-authored with S. Kamath, Proceedings of the Western Casewriters
Conference, Victoria BC, Canada, March 2011.

Lessons for Social Enterprises: Why Business Practices Fail in Non-Profit Organziations, co-
authored with Mary Vradelis, Proceedings of the 19th Annual International Conference of the
Association on Employment Practices and Principles (AEPP), Honolulu, Oct. 5-7, 2011.

Rural Telemedicine: Bringing Healthcare to the Underserved, co-authored with former

student Alanna Young, the Western Academy of Management, Vicoria BC, Canada, March
2011.

PROFESSIONAL DEVELOPMENT WORKSHOPS TAUGHT (Peer Reviewed)

Creativity, Imagination and Presence: Improv for Mindful Organizing, a professional

development workshop offered at the Academy of Management Conference, Anaheim, CA,
Aug 2016.

Pedagogy in the Digital Era: Incorporating Virtual Experiences into the Classroom, a panel
presentation with Linda Herkehoff, Nancy Lam, Gad Allon and Harry Lane at the Academy
of Management Conference, Vancouver, Canada, Aug 2015.

Participant Centred Learning and Multimedia Case Studies for Information Age, a panel
presentation with Antoneta Petkova, Gad Allon and Meloney Bartlett at the Academy of
Management Conference, Philadelphia, August 2014.

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 Case Based Research: Writing Cases to Develop Theory, a professional development
workshop with Vijaya Narappareddy, Marilyn Taylor and Chi Anyansi-Archibong at the
Academy of Management Conference, Orlando, Florida, August 2013.

Writing Teaching Cases a professional development workshop with two other colleagues, the
Indian Academy of Management Business and the Academy of International Business joint
Conference, Indian Institute of Management, Bangalore, December 2011.

Using Case-studies to Build Theory 2.0, a professional development workshop with Mikael
Sondergaard, Winfried Ruigrok and Marilyn Taylor, at the Academy of Management
Meetings, Research Methods Division, San Antonio, Texas, August 2011.

Using Information and Communication Technologies for Teaching Online Classes, a

professional development workshop with Armand Gilinksy AND Linda Herkenhoff, the
Western Academy of Management Meetings, Victoria BC, Canada, March 2011.

INVITED AND OTHER PRESENTATIONS

Invited speaker at the Doctoral and Junior Faculty Consortium, Digital Era Pedagogy, at the
Western Academy of Management Conference, Portland, OR Mar 2016.

Panel speaker by invitation at the Indiaspora Conference on the topic of Indias Soft Power
Washington DC, May 2015.

Invited keynote speaker at the 8th International Yale-Great Lakes Management Conference,
Jugaad: The Indian Ingenuity, in Chennai, India, Dec 2013. The Hindu

Jugaad as Janus: Indias Problem Wests Solution, presented at the development paper track
at the Western Academy of Management Conference, Napa Valley, March 2014.

A book talk on Strategy Making in Nonprofit Organizations A model and Casestudies, at

the Foundation Center, San Francisco Dec 2013.

Moderated an Executive Forum on Technology Trends and Global Competitiveness at St.

Marys College of California Santa Clara campus, 17 April 2013.

A visit to India as a Fulbright Senior Research Scholar, Faculty Report, St. Marys College of
California, 18 April 2013.

Writing Publishable Cases: Workshop for faculty at the All India Management Association,
Lodhi Road, New Delhi, India, 27 July 2012. Recorded and made available as author resource
for EEMCS by Emerald publishers at www.emeraldinsight.com/multimedia/cases.htm

Panel discussion on innovation for The Lehendakari, His Excellency Patxi Lopez, President
of the Basque regional government, Spain, on 21st March 2012, Delhi, India.

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 Jugaad, a way to innovate, or not? Research presentation of the Fulbright proposal and work-
in-progress at: The Management Development Institute Gurgaon (7th Feb 2012), The South
and Central Asia Fulbright Conference in Kochi (5th March 2012) and the Indian School of
Business, Hyderabad (15 March 2012), India.

Business Lessons from Non-Profits. Presented at the Institute for Rural Research and
Development, Gurgaon, India, 13 March 2012.

PRESS AND ONLINE MEDIA

Writing Teaching Cases Online tutorial as Emerald Editor-in-Chief

www.emeraldinsight.com/multimedia/cases.htm

We have a right to be different A letter to the editor published in India West, a US

based newspaper, in the wake of Christians feeling threated in India. 17 April 2015.

21 Day Kindness Challenge for Jan Term Course A blogpost on ServiceSpace.org

www.servicespace.org/blog/view.php?id=16267

Culture Specific Words a blogpost on Indiasopra Forum Jan 2015

www.indiaspora.org/shabd-culture-specific-words/

Non-Profits Vs. For-Profits a blogpost on Indiasopra Forum Nov 2014

www.indiaspora.org/non-profit-vs-for-profit/

Women in India: Goddesses, Warriors or Property: An opinion piece in the India West
Newspaper, Jan 2013, following the news of death of a gang rape victim in Delhi.

PROFESSIONAL SERVICE & MEMBERSHIPS

Invited member of team for Academy of Management Strategic Doing Project along with the
Director of Scholarly Impact for the Practice Theme Committee Usha Hayley and team
members Tyrone Pitsis and Kathryn Goldman Schuyler. The team is studying the impact of
Academys work, encompassing: assessment and measurement of internal stakeholders'
perceptions of Impact (including whether it matters, how it should be measured and why);
techniques and best practices for disseminating our academic research to a wider (external)
stakeholder base of managers and policy makers.

Western Case Writers Association (President 2008-2009, Past President since then)
Responsible for organizing the annual conference, held in conjunction with the Western
Academy of Management Meetings in Midway, UT in March 2009.

Western Case Writers Association (Program Chair 2007-2008)

Responsible for assisting in organizing the annual conference, held in conjunction with the
Western Academy of Management Meetings in Oakland, CA in March 2009.

Academy of Management - Member since 2000. Conference session chair several times.

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 Western Academy of Management - Member since 2003.

REVIEWER

Academy of Management Conference, Western Academy of Management and North

American Case Research Association Conferences, since 2000.
The Case Journal ad hoc basis.

OTHER SERVICE

Hosted a Global Panel on Social Justice in India, South Africa, Tanzania and the US on 27
Feb 2015 at Saint Marys College in Moraga with Ted-X Berkeley speakers, in collaboration
with the Fetzer Institute.

Offered a session on Head, Heart and Hands at the Elfenworks Centre for Responsible
Business conference on the theme of Business and the Challenges of Inequality at Saint
Marys College in Moraga April 2015.

Invited speaker at the Doctoral and Junior Faculty Consortium at the Western Academy of
Management Conference, Portland, OR Mar 2016 on the topic of Digital Era Pedagogy.

Track Chair for the International Management Division for the WAM conference 2014.

Professional Development Workshops offered at several conferences on the topics of teaching

online classes, using technology in the class-room, writing publishable case-studies and
developing theory from case-studies.

At Saint Marys College:

Member of the EMBA Revision Committee 2015-2016.

Elected Member of the Rank & Tenure Committee 2014-2015.
Language examiner for undergraduates for Hindi, Urdu and Punjabi 2014.
Senator on Academic Senate for partial-year replacement 2013-2014.
Strategy Goal Assessment Team (GAT), Member, 2012-2013
Technology & Innovation Common Course Learning Outcomes Team (CCLOs) ,
Member, 2012-2013.
Strategy Common Course Learning Outcomes Team (CCLOs) , Member, 2012-2013
Graduate Programs Committee (GPC), Member, 2008-Present
Member of the Academic Honor Council 2013-present.
Member of the Library Committee 2010-13.
Chair Recruitment Committee for tenure-track faculty 2013-2014.
Member of Recruitment Committee for tenure-track faculty 2009-10, 2012-13.
Member of Grade Grievance Committee, and Academic Honors Council 2009.

OTHER AWARDS

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 Faculty Research Grant, Saint Marys College, 2009-2016 annually.

Above and Beyond the Call of Duty Award for best reviewer for the Organization and
Management Theory Division of the Academy of Management, Atlanta 2006.

London Business School Financial Award: 1997-2000.