Product/Service Rationalization
We help review and evaluate a company’s portfolio of products or services to determine which ones should be promoted, enhanced, maintained, or discontinued. The aim is to optimize resources, improve profitability, and align offerings more closely with market demand and strategic business goals.
Key Client Challenges
Our Process
Portfolio Performance Review
Portfolio Performance Review
Conduct a comprehensive assessment of the current product or service lineup, analyzing sales, margins, growth trends, and contribution to overall profitability.
Market & Competitive Analysis
Market & Competitive Analysis
Evaluate market demand, customer trends, and competitor offerings to determine relevance, positioning, and differentiation of each product or service.
Profitability & Contribution Analysis
Profitability & Contribution Analysis
Identify low-performing offerings that consume resources but deliver minimal financial return or strategic value.
Strategic Fit Assessment
Strategic Fit Assessment
Evaluate each offering’s alignment with the organization’s long-term goals, brand strategy, and core capabilities.
Resource Utilization Review
Resource Utilization Review
Analyze production, marketing, support, and operational resources tied to each offering to assess opportunity cost and return on investment.
Customer Value Assessment
Customer Value Assessment
Gauge customer reliance and satisfaction with each offering to avoid eliminating products/services that are strategically important to key segments.
Rationalization Decision Framework
Rationalization Decision Framework
Establish clear, data-driven criteria for retaining, enhancing, phasing out, or consolidating offerings—considering financial, strategic, and customer dimensions.
Investment Reallocation
Investment Reallocation
Redirect marketing, sales, and development resources to high-potential offerings with stronger market opportunities or margins.
Phasing Out & Transition Planning
Phasing Out & Transition Planning
Develop a controlled exit plan for retiring offerings, managing contract obligations, inventory, and customer transitions.
Communication Strategy
Communication Strategy
Proactively communicate portfolio changes to stakeholders—customers, employees, suppliers—with clarity on rationale, timing, and benefits.
Post-Rationalization Tracking
Post-Rationalization Tracking
Monitor key metrics (e.g., profitability, market share, customer retention) to assess the impact of changes and validate strategic assumptions.
Ongoing Portfolio Optimization
Ongoing Portfolio Optimization
Implement a recurring review cycle to ensure the offering portfolio evolves in line with market shifts, innovation opportunities, and business priorities.
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