Challenge: IONA (now Progress Software), a software company, wanted to shift its approach to leveraging its expertise of component-oriented and distributed systems. Objective: To assist in the development of a comprehensive IONA communications strategy. Solution: Plan-it conducted a two-phase Qualitative study among IONA targets which explored lifestyle th...

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Challenge: John Hancock created a completely new concept in the insurance marketplace and wanted to determine the overall appeal and viability of the concept along with strengths and barriers to acceptance. Objective: To evaluate interest and appeal of two alternative value propositions for a new John Hancock life insurance product among consumers. Solutio...

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Challenge: Plan-it worked with Pergo, the flooring manufacturer, to understand how to most effectively market its line of flooring products developed specifically for Sam’s Club that did not utilize the Pergo brand name. Objective: To develop a positioning and communications strategy for the new line. Solution: “Do-it-yourselfers” who were also Sam’s C...

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Challenge: A well-known regional bank needed to update and modernize its website. Several designs were developed (both mobile and desktop versions) and the client wanted to determine which design was the most compelling. Objective: To evaluate reactions to each of the concepts in-depth, in terms of the overall brand image conveyed by each, feel/tone, appea...

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Challenge: A well known national financial advisory provider wanted to explore and confirm opportunities among key “Young Investor” sub-segments, to strengthen communications and offerings to these specific audiences, and ultimately better drive them to consider the client as an investment provider. Objective: To explore the mindset toward investing, ide...

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