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P3 Project Sample

J
John Eaton

The project aimed to (1) assess the client's product portfolio against competitors, (2) develop a roadmap for new and enhanced products through workshops, and (3) establish sustainable processes for product development. Initial interviews revealed concerns about maintaining leadership with market changes. The project performed benchmarking, identified opportunities, and created product roadmaps through cross-functional workshops to improve customer value and competitive positioning.

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Project Example Market Assessment & Positioning PinPoint Planning LLC putting insights to work
PinPoint Planning LLC What was behind the project? putting insights to work The client held a legacy presence in the commercial facility management industry. As an early innovator, the client could be considered to be a leader in its field. That said, the clients perceived leadership position was affected by evolving market dynamics, regulatory changes, competitive threats, and a challenging economic and business environment. Initial interviews with clients management team revealed several concerns and issues to be covered during the project. Based on these initial discussions, the broader objectives of the project were to: Perform an extensive benchmark review of clients product and service portfolio to understand current strengths, weaknesses, opportunities and threats. Lead a focused, cross-functional initiative that yields a roadmap of new and/or enhanced products and services to improve clients overall customer value. Establish the groundwork for a sustainable product and market development process and practice at client beyond this project. 2
PinPoint Planning LLC What kept them up at night? putting insights to work How do the clients products and services measure up to new and legacy competitors in its market segment? How can the client maintain and expand its relationships with existing industrial clients to drive greater long-term value and contract renewal? How can the client increase awareness of its RAM products and services and industry best practices to generate interest and consideration of new clients? More specifically, how can the client increase its market share for its products and services in the commercial facility management markets? Where can the client focus its efforts to develop new and/or enhanced products and services to capitalize on new opportunities in the changing facility maintenance sector (i.e. sustainable/green design, etc.)? How should the client improve its customer-facing tools (i.e. web-interface, database, etc.) to achieve greater utility and value for current clients and drive interest with new clients? What steps could the client take to integrate a long-term product development methodology into its business operations, to create competitive advantage and foster new customer relationships? 3
PinPoint Planning LLC How did we get there? putting insights to work This project employed collaborative tools and techniques that yielded high-quality, robust and relevant analysis and recommendations in a phased approach: PHASE ONE Background Research Developed understanding of clients company history, product and service evolution, clients served, organizational structure, staff capabilities, etc. Preliminary Market Assessment Reviewed market landscape, key competitors, market size and share, industry dynamics, etc. Trends and Indicators Comprehended range of industry and market influences that impact clients products and services (material and technology innovation, regulatory changes, corporate sustainability initiatives, etc.) Product Benchmarking Evaluated clients products and services in regard to performance, quality, price, and client satisfaction to establish relevant customer value metrics. Business Process Review Captured and critiqued current business development processes, including sales and marketing approach, lead generation and prospect qualification, client project notification and bidding, and proposal/quote development. 4
PinPoint Planning LLC How did we get there? putting insights to work PHASE TWO Product and service development workshops Led a cross-functional client team through structured road mapping exercises to share, critique, and consolidate Phase One learnings. The purpose of these workshops was to establish and agree upon critical product/service destinations (goals) that support clients overall corporate mission. The team then developed prioritized paths (initiatives) client could undertake to pursue specific product or process solutions addressing the most important issues identified by the group. Following these workshops, the resulting product/service road maps were translated into clear, illustrated recommendations and guidelines that client could apply at its discretion following the project. Discovery Ideation Concept Strategy 5
Project Recap PinPoint Planning LLC putting insights to work 1) Performed an extensive benchmark review of clients product and service portfolio to understand and assess its strengths, weaknesses, opportunities and threats. 2) Led a focused, cross- functional process that yields a roadmap of new and/or enhanced products and services to improve clients overall customer value. 3) Established the groundwork for clients sustainable product and market development process and practices moving forward. 6
Contact PinPoint Planning LLC putting insights to work John W. Eaton 810-623-5823 pinpointplanning@hotmail.com 7

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P3 Project Sample

  • 1. Project Example Market Assessment & Positioning PinPoint Planning LLC putting insights to work
  • 2. PinPoint Planning LLC What was behind the project? putting insights to work The client held a legacy presence in the commercial facility management industry. As an early innovator, the client could be considered to be a leader in its field. That said, the clients perceived leadership position was affected by evolving market dynamics, regulatory changes, competitive threats, and a challenging economic and business environment. Initial interviews with clients management team revealed several concerns and issues to be covered during the project. Based on these initial discussions, the broader objectives of the project were to: Perform an extensive benchmark review of clients product and service portfolio to understand current strengths, weaknesses, opportunities and threats. Lead a focused, cross-functional initiative that yields a roadmap of new and/or enhanced products and services to improve clients overall customer value. Establish the groundwork for a sustainable product and market development process and practice at client beyond this project. 2
  • 3. PinPoint Planning LLC What kept them up at night? putting insights to work How do the clients products and services measure up to new and legacy competitors in its market segment? How can the client maintain and expand its relationships with existing industrial clients to drive greater long-term value and contract renewal? How can the client increase awareness of its RAM products and services and industry best practices to generate interest and consideration of new clients? More specifically, how can the client increase its market share for its products and services in the commercial facility management markets? Where can the client focus its efforts to develop new and/or enhanced products and services to capitalize on new opportunities in the changing facility maintenance sector (i.e. sustainable/green design, etc.)? How should the client improve its customer-facing tools (i.e. web-interface, database, etc.) to achieve greater utility and value for current clients and drive interest with new clients? What steps could the client take to integrate a long-term product development methodology into its business operations, to create competitive advantage and foster new customer relationships? 3
  • 4. PinPoint Planning LLC How did we get there? putting insights to work This project employed collaborative tools and techniques that yielded high-quality, robust and relevant analysis and recommendations in a phased approach: PHASE ONE Background Research Developed understanding of clients company history, product and service evolution, clients served, organizational structure, staff capabilities, etc. Preliminary Market Assessment Reviewed market landscape, key competitors, market size and share, industry dynamics, etc. Trends and Indicators Comprehended range of industry and market influences that impact clients products and services (material and technology innovation, regulatory changes, corporate sustainability initiatives, etc.) Product Benchmarking Evaluated clients products and services in regard to performance, quality, price, and client satisfaction to establish relevant customer value metrics. Business Process Review Captured and critiqued current business development processes, including sales and marketing approach, lead generation and prospect qualification, client project notification and bidding, and proposal/quote development. 4
  • 5. PinPoint Planning LLC How did we get there? putting insights to work PHASE TWO Product and service development workshops Led a cross-functional client team through structured road mapping exercises to share, critique, and consolidate Phase One learnings. The purpose of these workshops was to establish and agree upon critical product/service destinations (goals) that support clients overall corporate mission. The team then developed prioritized paths (initiatives) client could undertake to pursue specific product or process solutions addressing the most important issues identified by the group. Following these workshops, the resulting product/service road maps were translated into clear, illustrated recommendations and guidelines that client could apply at its discretion following the project. Discovery Ideation Concept Strategy 5
  • 6. Project Recap PinPoint Planning LLC putting insights to work 1) Performed an extensive benchmark review of clients product and service portfolio to understand and assess its strengths, weaknesses, opportunities and threats. 2) Led a focused, cross- functional process that yields a roadmap of new and/or enhanced products and services to improve clients overall customer value. 3) Established the groundwork for clients sustainable product and market development process and practices moving forward. 6
  • 7. Contact PinPoint Planning LLC putting insights to work John W. Eaton 810-623-5823 pinpointplanning@hotmail.com 7