Strategic Studies

As an alternative to a full engagement we offer more condensed, strategy focused studies.  We partner with clients to assist in answering a targeted question. Examples of strategic studies include developing go-to-market strategies, conducting merger and acquisition due diligence, developing footprint and network strategies, or assisting with post-merger integration.  Strategic studies focus on a multi-step approach. The result is an actionable implementable strategy that aligns the commercial and operational strategies of a business.

Key Client Challenges

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What’s the ideal footprint for my manufacturing sites?
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Are my products/services priced correctly?
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How can I mitigate a decline in market share?
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Should I outsource to boost capacity?
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How can I reduce capacity constraints in my network?

Our Process

Pre-Study Alignment

1

Pre-Study Alignment

Conduct stakeholder interviews and preliminary data reviews to establish strategic questions, clarify objectives, and develop working hypotheses.

Baseline Assessment

2

Baseline Assessment

Evaluate the current state of the organization—its market position, operations, and commercial strategy—to ground the study in real business context.

Gap & Risk Identification

3

Gap & Risk Identification

Identify data gaps, strategic blind spots, and operational challenges that may hinder accurate analysis or implementation planning.

Targeted Data Collection

4

Targeted Data Collection

Gather primary and secondary data from internal sources, industry benchmarks, and market intelligence to support a fact-based evaluation.

Hypothesis Validation

5

Hypothesis Validation

Test and refine initial hypotheses using collected data to ensure conclusions are both analytically sound and strategically relevant.

Stakeholder Engagement

6

Stakeholder Engagement

Ensure alignment on goals, assumptions, and priorities through regular stakeholder check-ins and validation sessions.

Scope Definition & Value Driver Focus

7

Scope Definition & Value Driver Focus

Narrow study focus to high-impact areas by identifying key value drivers linked to revenue growth, cost efficiency, or market expansion.

Competitive & Industry Benchmarking

8

Competitive & Industry Benchmarking

Assess strategic positioning against industry peers to surface opportunities for differentiation and innovation.

Strategic Opportunity Analysis

9

Strategic Opportunity Analysis

Explore potential strategic options through synthesis of market trends, customer needs, financial modeling, and competitor strategies.

Scenario & Risk Planning

10

Scenario & Risk Planning

Model multiple strategic options and their potential outcomes to understand trade-offs, risks, and upside potential.

Initiative Prioritization

11

Initiative Prioritization

Rank initiatives based on feasibility, value creation potential, time to impact, and alignment with broader business goals.

Synthesis & Strategic Roadmap

12

Synthesis & Strategic Roadmap

Deliver a clear, actionable strategic plan—complete with recommendations, implementation timelines, financial considerations, and an executive-level presentation.

Speak to one of our strategic studies experts today.

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