Challenge: One of the largest and most established Financial Advisory firms in the country, was interested in extending the brand to the mass affluent investor via a “self-directed” platform. The client needed to understand reactions to the concept and how to most effectively leverage brand equity across this new offering, as well as understand the role ...

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Challenge: Groove Networks (now Microsoft) was defining a new category in the Internet collaborative software marketplace with its new product. Groove Networks was a pioneer in real-time, peer-to-peer internet collaborative software, ensure that its new product launched successfully. Objective: Assess the overall viability of the new collaborative product ...

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When a client asks for our help with a challenge or an opportunity, we need to determine what approach to take. What are our options? How do we know which to use? The short answer is, we use a range of options but most fall within the broader methodologies of Qualitative and Quantitative research, and determining which to use depends on the objectives of t...

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Challenge: A well-known national coffee and donut retailer works closely with its franchisees to help them understand customer needs and how to insure success in a specific location. Objective: Plan-it has worked with the client on numerous projects, across several markets, to better understand the guest experience in stores. Solution: Plan-it conducted &#...

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Challenge: Plan-it worked with Red Bull, the number one player in the energy drink category, on numerous projects over time, to insure the brand retained its leadership status as major soda manufacturers entered the category and put increasing pressure on the brand. Objective: To help Red Bull profile current and potential college users to understand the d...

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