Innovation, Insights and Experiences
- Joe Pine and Jim Gilmore’s The Experience Economy, Updated Edition (Harvard Business Press, July 2011). Researched, modeled and graphed all economic data (GDP, CPI and employment), updated corresponding paragraphs and wrote detailed notes for their bestselling business book.
- Global consumer packaged goods company. Identified opportunities in the healthy and ethnic packaged/prepared meals categories through product, competitive and customer analyses.
- Top 10 financial institution. Created concepts to increase customer loyalty and investment wallet share through national ethnographic and focus group research, and quantitative data analysis.
- Financial service industry’s leading professional organization focused on performance. Measured ROI for retail banks differentiated by unique customer experiences. Synthesized conjoint analysis, consumer survey and executive interviews.
Strategies and Branding
- $635M multinational food ingredients manufacturer. Explored global growth opportunities; conducted competitive analyses of offers and prices, flavor trends, and key decision variables.
- $1.5B publicly-held university group. Led project to measure supply and demand for nursing education in 54 regions. Results used to decide investment on new locations.
- Top 10 travel and credit card company. Identified competitive trends and developed next-generation offshore call center strategies in China, India and elsewhere to cut costs while maintaining both brand and customer-service integrity.
Product Development
- Leading business services provider. Focused new-product development pipeline by identifying the most promising small-business solution trends. Wrote quantitative survey generating financials for cost-benefit analysis of an experience-based, problem-resolution initiative.
- Entrepreneur. Concept tested an aftermarket trailer hitch utilizing new materials and a unique distribution model; and coordinated two engineering materials feasibility reports and prototypes.
- Entrepreneur. Wrote preliminary business case for a patent-pending lighting fixture and tested concept with US lighting retailers. Contributed informally until market testing.
- Restaurant chain owner. Evaluated competitive landscape and consumer dining trends for launch of new restaurant concept.
Market Due Diligence
- Firm investing in $314M wholesaler of underground utility products to public and private sector. Researched economic, census and housing trends and replacement rates to estimate future market size.
- Firm buying $30M orthopedics manufacturer. Evaluated home medical equipment sector facing Medicare reform.
- Firm acquiring $21M furniture manufacturer. Estimated interim US trade tariffs on imported Chinese products eight months before final margins were to be announced.
+ 1 773 819 Lee3 (5333)
Insights@Lee3Consultants.com
