Case Studies

Case: Moving from Commodities to Branded Products
 
Client:   Food products commodity trader
   
Issue: Desire to de-commoditize product offerings and create more value for the business
   
Solution: Developed product configuration, packaging, pricing and support economics for warehouse club class of trade and secured nationwide distribution
 
 
Outcome: With the financial and product seeds provided by the initial distribution, client was able to expand and diversify into retail channels, later selling as going business, with no capital plant and equipment and no debt, at 1.5x gross revenues (mid 2-digit millions)
 

Case: New Software Category Definition
 
Client:   Software developer
   
Issue: Need for product and marketing development guidance for multi-year development effort involving a total overhaul in the scope of functionality
   
Solution: Narrowing of conceptual options; primary qualitative market research; market opportunity mapping; strategic positioning and key communication elements
 
 
Outcome: Coherent focus and vision between marketing and technology development teams to build new product category

Case: Exploiting New Processing Technology in Branded Commercial Application
 
Client:   New business startup with access to innovative new food processing technology
   
Issue: Needed a pathway to commercialize the technology without becoming trapped in commoditization; needed to determine whether market opportunity justified investment and, if so, what that investment needed to be
   
Solution: Assessed, narrowed and quantified opportunities in multiple market segments; developed manufacturing and marketing economics and market volume projections to quantify cash flows, capital requirements and payouts; developed brand name(s) and graphic identity; wrote business plan
   
Outcome: Tools in place for professional presentation to investors; solicitations in progress

Case: Mapping Market Opportunity Segments
 
Client:   Software developer
   
Issue:
Market segment definitions, sizes and trends totally unclear and contradictory; no guidance for product development
   
Solution: Distilled and corrected published secondary research sources, eliminating duplications and clarifying models; designed and conducted primary research to identify development directions; mapped product development growth opportunities to market segments
   
Outcome: Clarification of market sizing and segmentation, present and future, coupled with product development roadmap to maximize opportunities in segments targeted for expansion

Case: Product Development Roadmap Business Plan
 
Client:   IT hardware developer
   
Issue:
No clear vision of volume potentials and cost of operations in multiple new product and market areas of interest
   
Solution: Developed quantitative operating plan to identify economic opportunities for multiple new products in entirely new market segments
   
Outcome: Prioritization of opportunities for execution, with a measurable plan to track progress

Case: Pre- and Post-Acquisition Business Plan
 
Client:   Business services network operator
   
Issue:
Need to quantify economics of restructuring and vertical integration acquisitions, including estimated costs of acquisitions and impacts of economic restructuring after acquisitions
   
Solution: Developed quantitative analysis, business model and alternative projections, including investment ranges, operating proformas, returns over multiple time frames and impacts on company valuations
   
Outcome: Clear roadmap and decision support to clarify multiple decisions; used to secure investor buy-in to plan