Customers

Our Customers - Growth Transformation Case Studies

Imagine a market development methodology that's focused on the needs and wants of your best customers. Now, visualize a development process that's oriented outside-in -- from the B2B buyer's perspective -- not inside-out. We've helped our Technology, Media and Telecom (TMT) vendor clients reorient their strategic communications narrative to become a trusted and influential advisor.

The following testimonials describe our founder's expertise.

• "Working with David is an exciting opportunity, as it forces you to think and to act Client first. David is bringing a tremendous experience from his past (as an Analyst) and helped us a lot to think and to act in the shoes of a Client. David is not just a good writer, putting the words nicely together. David has the expertise to establish the connection between Client needs to the technology, to connect the pains to the Solutions." -- Pierre @IBM

• "David is unmatched in his ability to help clients by sharing insights, enabling them to harness today's digital growth opportunities. He is quickly able to understand the market requirements for digital transformation projects and tailor those to fit the information and guidance needs of CIOs and CTOs. He's researched digital business applications that are disrupting traditional industry business models and upsetting the legacy status quo." -- Cynthia @Deloitte

The following summaries are examples of our customer engagements.

B2B Software Vendor Investment Due Diligence

As an independent advisory consultant specializing in technology, media, and telecom (TMT) sectors, we offer comprehensive investment due diligence services, working through our Expert Network Partners. 

Our approach combines deep industry insights, rigorous market analysis, and strategic technology assessment to help private equity firms, venture capital investors, and corporate development teams make informed investment decisions.

By conducting thorough evaluations of B2B software vendor market positioning, technology stack, revenue models, growth potential, and competitive landscape, we have provided nuanced, actionable intelligence that goes beyond surface-level financial assessments.

Due Diligence Benefits provided to clients include:

• Uncovering hidden value drivers and potential risk factors in B2B software investments has helped our clients avoid predictable missteps and identify transformative new investment opportunities.

• Developing comprehensive assessment frameworks that integrate quantitative financial analysis with qualitative market intelligence, enabling strategically aligned decisions across software subsectors like SaaS, enterprise infrastructure, cybersecurity, and vertical-specific IT software solutions.

• Providing post-investment services that support portfolio companies in accelerating growth, optimizing go-to-market strategies, and identifying potential merger and acquisition opportunities.

• Delivering investment validation services for complex B2B software vendor valuations, including technology ecosystems, recurring revenue models, and industry-specific growth dynamics.

• Conducting ongoing competitive analyses of a target company's technological differentiation, market positioning, and long-term scalability potential within rapidly evolving enterprise software markets.

Interim Content Strategist - 6-month Assignment

Our Customer: Global Service Provider and Enterprise Networking Company

Their Clients: All the Fortune 100, 500 and 1000

Contracted to study the evolving market for hybrid cloud computing services, software defined networking, network functions virtualization and their customer's growing demand for associated professional services. We enabled the client to reach and engage senior executive decision makers that previously had not considered them as a qualified resource to address their digital business transformation requirements.

The client needed to gain mind-share quickly, to counter competitor attempts to characterize them as a legacy technology player that was late-to-market with their solution. Based upon the client's stated marketing communication goals, we created recommendations for a market development approach, then executed and managed all the tasks including:

• Reviewed all relevant third-party market research from analysts

• Produced a strategic communications plan to meet the client's needs

• Delivered a proposal to develop a thought-leadership editorial series

• Selected topics and wrote the draft copy for business-centered stories

• Published, syndicated, and promoted each of the final editorials online

• Reached and engaged the key market stakeholders, including influencers

• Reduced the paid media spend by utilizing Search Engine Optimization (SEO)

Interim Strategy Consultant - 12-month Assignment

Our Customer: Enterprise Software, SaaS, and Professional Services Company

Their Clients: AT&T, Verizon, Bell Canada, Telus, BT, Virgin Media, Telefonica, Softbank BB

Retained to guide collaborative innovation thought-leadership, expand professional service offerings, and thereby evolve customer relationships -- to go deeper and broader within their major accounts. By engaging new executive stakeholders, we increased their exposure and enabled them to become strategic advisors.

This engagement initially focused on sales support and individual account development activities and then transitioned into broader IP NGN market development planning. The role required that we act as the primary customer experience advocate, service delivery platform SME, and guide their "customer council" collaboration activities. Consultant tasks included:

• Write use cases for software to reduce consumer electronics UI complexity

• Build value proposition messaging for Software as a Service (SaaS) offers

• Assess the market for IPTV and multimedia mobile device management

• Create presentation materials, customized proposals, and sales tools

• Author editorial content for marketing stakeholders and launch microsite

• Develop word-of-mouth campaign, and search engine optimization (SEO)

• Influence demand generation, business ROI and user adoption metrics

• Enhance customer portal with Web 2.0 features to increase interactivity

• Lead broadband service provider customer care website redesign project

• Design user research, test product concepts, draft personas and scenarios

• Leverage customer experience center, usability lab, and strategic partners

Interim VP & General Manager - 8-month Assignment

Our Customer: Training and Consulting Professional Services Company

Their Clients: IBM, Northwestern Mutual, Cisco Systems, Fair Isaacs, Wellpoint, State Government

Hired to lead the sales, business development, and marketing teams at this boutique IT training, mentoring, and consulting company. Initially worked on short-term tactical activities including:

• Mentoring sales, marketing, and operations staff with formal processes

• Planning and execution of value proposition messaging development

• Media relations, advertising campaign development, article placement

• Exhibitor attendance at three high-profile IT enterprise software conferences

• Assess and implement sales force automation, with custom sales letters

• Created boilerplate proposal text, updated website, white papers, newsletter

• Arrange executive introductions at accounts like IBM, Intel, and Home Depot

• Submitted and approved on the "preferred contractor" list with public sector agencies

We completed a comprehensive Strategic Marketing Plan to extend their OOAD, UML, Java, and .NET core competency. Assessed the global IT training market and identified specific opportunities to complement existing instructor-led training (ILT) with additional e-learning (synchronous and asynchronous platforms), and blended learning delivery modalities. Interviewed IT training industry analysts (IDC and Gartner) that cover the U.S., EMEA, and Asia-Pacific markets, and completed competitive analysis. Profiled new IT training professional service opportunities including:

• IT service management (ITIL project governance)

• Managed learning services (partial or total outsourcing)

• Business skills for technical leaders (business/technology alignment)

• Courseware licensing, distribution, and sales to developing markets

• Student assessment and remediation (skills inventory & gap analysis)

• Open Source Software (OSS) courseware development and delivery

• Measure the progress and results of the sales funnel growth metrics

• Explore Service Oriented Architecture (SOA), OSS/J, and AJAX trends

Interim Strategic Relations Director - 10-month Assignment

Our Customer: Retail Systems Integrator and Managed Service Provider

Their Clients: Walmart, ASDA, Eckerd, Kohl’s, Blockbuster, Autozone, and Starbucks

This ten-month project started by drafting a high-level role description for multiple consultants, and a 30-60-90 day schedule of milestone activities that documented the roadmap for their journey to an agreed-upon destination. We then conducted a situation analysis of the company's customer-facing business processes, by interviewing a cross-section of their front-line employees. This exercise resulted in a summarized and actionable execution plan for their executive leadership team. Our project activity schedule also incorporated the following tasks that we produced and executed:

• Describe a core value proposition that all employees could learn and recite

• Suggest organization changes to establish a proactive sales hunter role

• Create sales and marketing objectives for increased market awareness

• Select, procure, integrate, and deploy a sales force automation (CRM) system

• Build a database of five thousand North American major retailer executives

• Replace obsolete marketing collateral, proposal boilerplate, and website

• Develop vendor channel partnerships, structure co-op marketing budget

• Launch in-store Wi-Fi hotspot and VoIP systems integration services

• Launch in-store digital media (audio/video) network promotions service

• Productize existing and new value-added professional service offerings

• Design and execute a comprehensive market development campaign

• Measure the progress and results of the campaign against a benchmark

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