Strategic Advisory & Consulting Services
Our strategic advisory & consulting services are powered by decades of experience working as vendors, distributors, integrators, end-user managers, and industry analysts.
We help vendors:
- Understand the market
- Enhance your offerings
- Connect with customers / prospects
- Gain exposure & validation
We help channel partners:
- Choose & offer the best solutions
- Make the proper investments
- Connect with your customers
- Differentiate your company
We help end-users:
- Define your communication strategy
- Rightsize your collaboration estate
- Choose the right partners / solutions
- Empower your global workforce
We help vendors:
- Understand the market
- Enhance their offerings
- Connect with customers/prospects
- Gain exposure & validation
We help channel partners:
- Choose & offer the best solutions
- Make the proper investments
- Connect with their customers
- Differentiate their companies
We help end-users:
- Define their comms strategy
- Right size their collaboration estate
- Choose the best partners/products
- Empower their global workforces
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Insight and guidance to help define your corporate vision, strategy, direction, set clear goals and priorities, identify your target audience, develop effective go-to-market plans, and more.
Think of us as a part-time member of your management, sales, marketing, and engineering teams who brings 30+ years of experience to the table.
Custom market sizing and forecasting, insight into market trends and direction, analysis of new technologies, review of the global, social, and economic trends impacting your business, and more.
Surveys and interviews of market stakeholders (IT decision makers, technology users, channel partners, etc.) to understand customer needs, identify opportunities, validate ideas, discover trends, and gain a competitive edge.
An in-depth assessment of your product and service portfolio in various areas such as key differentiators, competitive position, and how effectively your offerings address customer needs and expectations.
A roadmap review typically includes the following phases:
1) A discovery phase to familiarize our team with the roadmap.
2) An in-depth analysis covering various areas such as:
- Features, functions, and unique selling points of the planned products and services
- Release timeline for the overall offering and specific features and functions
- Current and future market trends that may impact the value of the future offerings
- Alignment of the roadmap items with current and future customer requirements
- Potential impact of future offerings from competitors
- Strategic fit of the planned offerings with your company’s business strategy and goals
- Tangential benefits and additional offerings that can be derived from the R&D investment
- Potential risks (cost, timeline, resources, threats, go-to-market, etc.)
- Sales and marketing strategy to support the offerings
4) Presentation of the results to your internal stakeholders.
A strategic process of identifying and analyzing the internal and external factors (Strengths, Weaknesses, Opportunities, and Threats) that can impact the success of your organization.
An in-depth review and assessment of the usability, performance, features set, and overall value of your products and services in relation to competing offerings and customer expectations.
Detailed information and insight into competing companies, products, services, and technologies in areas ranging from corporate structure, financial strength, product and service offerings, market position and reputation, go-to-market approach, and more.
A collection of materials (documents, presentations, profiles, and more) to help sales teams effectively compete against specific competitors, including strategic guidance on addressing and countering the strengths and weaknesses of competitors.
Guidance and recommendations to help your company effectively launch, position, and sell your products and services.
Specific elements include:
- Insight into target audience, market trends, and competitive landscape
- Identification of relevant market opportunities and potential challenges
- Creation of detailed buyer personas to tailor marketing and sales efforts
- Research into customer needs, pain points, motivations, and purchasing behavior
- Creation of clear and compelling product positioning and messaging that will resonate with your target audience
- Identification of the most effective sales and distribution channels and approaches
- Ongoing support to review performance and adjust the approach to pursue additional opportunities and maximize results
- Define your acquisition strategy
- Prepare a thorough market analysis to understand industry trends, competitive landscape, and market opportunities
- Identify potential targets
- Conduct due diligence into the value, differentiation, competitive position, customer base for, and potential future sales of the target company’s products and services
- Estimate the fair market value of the target company
- Identify and assess potential risks associated with the acquisition
- Support the internal and external communication about the acquisition and its impact on employees, management, customers, suppliers, and others.
- Analyze the market conditions to identify the best time to sell
- Estimate the value of your company (assets, IP, and more)
- Identify potential buyers
- Create the Confidential Information Memo for the buyers
- Create presentations highlight the value of your business
- Support the buyer’s due diligence efforts
We offer authoritative expert witness services for legal proceedings involving the conferencing, collaboration, UC, and AV markets.
Our founder, Ira M. Weinstein, brings 30 years of experience as a market participant, industry analyst, professional speaker, and thought leader. Mr. Weinstein has published more than 750 articles and studies, brings both market and engineering expertise to the table, and has first-hand experience acting as an expert witness in several high-stakes lawsuits.
Our services include:
- Conducting situational analysis and assessments
- Providing insights on market trends and competitive dynamics
- Creating expert reports and responses
- Analyzing, critiquing, and responding to expert reports from the opposing party
- Supporting the creation and response to interrogatories and briefs
- Evaluating business and financial impacts
- Delivering clear, credible, and compelling testimony