CASE stUdiES

Fortune 500 and enterprise clients

Fortune 50 global food and beverage company: brand modernization

Helped with brand modernization strategy.  

Uncovered deep connection points with the brand’s current loyal soda drinkers and next generation soda drinkers to develop content and messaging to attract the next generation without alienating core Gen X brand-loyal drinkers.

Fortune 20 financial services firm: healthcare innovation

Helped determine which tech R/D product ideas would have the greatest likelihood for success. 

Uncovered which of the 10+ new technology ideas would have the best adoptions among global sports fans. Helped streamline resources by avoiding investments in ideas without product-market fit and doubling down on those with strong potential.

FORTUNE 20 Multinational Financial Services Institution

Uncovered opportunities for innovation in products, services, and delivery.

Uncovered how SBEs make healthcare decisions and navigate challenges to expose opportunities to create smarter, more effective healthcare offerings.

Fortune 200 international coffee chain: store opening strategy

Developed an implementation strategy for national store openings.

Uncovered unique identities, values, and urgent needs in store areas— resulting in stronger community engagement and more successful stores.

Fortune 200 international coffee chain: store opening strategy

Identified levers for employer-driven economic mobility strategies.

Uncovered the key barriers and motivators for small business owners (under $10million/yr in revenue) to inform actionable strategies to support employer-led initiatives to drive greater financial stability for employees.

Fortune 200 healthcare consortium: patient engagement

Helped impact how healthcare is delivered and informed marketing campaigns to ensure key patient groups feel welcomed to ultimately seek medical care.

Identified cultural barriers to healthcare among various communities, allowing for tailored messaging and medical delivery that boosts trust and engagement, leading to increased market share, better health outcomes and improved long-term retention for the health insurer.

Nonprofit and mission-driven clients

University business publisher: product development

Helped shape smarter product development to improve the future of education.

Uncovered how business students and professors perceive and engage with emerging technologies, providing a deeper understanding of needs, expectations, and opportunities. These insights directly informed the development and refinement of new product offerings, ensuring greater relevance, usability, and market alignment.

Business media author: employee burnout research

Provided the data for a book on employee burnout.  

Uncovered the impact of burnout on creativity and business efficacy, providing data-driven strategies for systemic change. Findings are now forming the foundation of a book to equip SBEs and MBEs to reduce burnout, boost innovation, and improve employee retention.

Sports and entertainment clients

Top-ranked NBA team: marketing strategy overhaul

Helped overhaul marketing strategy to increase revenue during intense moment of change.

Gained deep insight into motivations, perceptions, and needs, to create targeted campaigns that addressed both historic and new fan segments, driving higher engagement, increased attendance, and revenue growth, while strengthening the brand’s connection to the community.