Breaking down data silos and building a data culture. Since 2015, we’ve helped Ascom become data-driven by building customer/prospect databases, delivering sales reporting and planners for channel partners, supporting campaigns, conducting research, and creating data-driven content. The success of this work expanded globally—leading to a company-wide market intelligence function, market sizing for communications products, and a unified global sales and marketing database.
Driving cost savings and customer insights. We developed a database and software to track free sample distribution, revealing misuse costing hundreds of thousands annually and prompting program changes. Using existing sales data, we also segmented customers, providing insights that improved retention and growth strategies.
Supporting innovation and resilience. For Curbell Medical, we designed a hybrid research program that delivered fast, cost-effective user insights, shaping refinements to new product concepts. For Curbell Plastics, we conducted interviews during the pandemic, confirming customer loyalty and providing a roadmap to adapt sales and service models for a hybrid future.
Reframing SaaS around emotional needs. Interviews revealed CIOs didn’t fear SaaS—rather, they valued the chance to shift from “firefighting” to strategic roles. Insights enabled EarthLink to position SaaS around empowerment, moving beyond technical messaging to resonate with customers’ aspirations.
Sustaining excellence through feedback. For over a decade, we’ve conducted client satisfaction surveys for Institutional Trust, using both online and mail methods to maximize response. Insights guide the team in maintaining exceptional service and industry-leading satisfaction scores.
Data-driven marketing. We’ve helped the Bank track campaign ROI, identify cross-sell opportunities, support campaigns, run surveys that generate both insights and leads, and conduct research with customers and employees. These efforts have driven profitable, high-ROI marketing.
Needs-based marketing at scale. Working with The Verdi Group, we developed a unique lead generation program which surveyed 9,000+ customers, capturing individual needs and life events. Data was shared with sales for follow-up, resulting in significantly higher sales versus a control group.
Pivoting innovation to new markets. A novel continuous glove port improved patient isolation enclosures, but low demand limited adoption. Our research revealed a better fit in laboratory fume hoods, where the technology improved safety and cut energy use by up to 90%. The pivot opened new markets and revenue opportunities.
Turning insights into lead generation. Qualitative research uncovered emotional drivers behind insurance purchases, informing a lead-gen program combining direct response and brand advertising. The campaign exceeded expectations, delivering qualified leads and strong ROI.
Launching a landmark insurance product. We led an integrated campaign for the California Public Employee Retirement System’s long-term care insurance program, at the time the most successful group product launch of its kind. Combining deep market research, neural network modeling, and a multi-channel test-and-learn strategy, the initiative set new benchmarks for performance.
Data-driven plan for a critical community resource. Buffalo’s East Side faces severe poverty, illness, and homelessness. Volunteers envisioned the Build Promise Center to provide health, wellness, education, and shelter. We built the data foundation with geodemographics and surveys, then created a comprehensive business plan that resolved open issues, guided operations, and demonstrated viability to donors. Supporting materials helped secure major fundraising commitments.
Enhancing experience and boosting sales. Driven by in-depth member and community research, our marketing plan emphasized visitor experience and identified the Copper Shop as the top revenue driver. A TV campaign increased shop sales by 40%+, while survey and media insights improved overall guest engagement.
Identifying prospects and donors with record ROI. We analyzed St. John’s stakeholder database to pinpoint high-potential residents for its independent living community and identify major donor prospects. An executive called it “the highest return on investment of any research program we have ever done.”
Laying the foundation for growth. We delivered insights on stakeholders, competitors, and economic impact, and supported feasibility analysis for a capital campaign—providing the knowledge base to guide expansion.
Targeted donor development. Using donor surveys, market surveys, data overlays, and segmentation, we identified key messages, high-potential donor groups, and immediate fundraising prospects—strengthening SilverSource’s development strategy.
Ensuring a positive visitor experience. With over a million annual attendees, the Fair relied on detailed exit interviews to track visitor satisfaction. When we took over the program, we quickly replicated and refined the research, maintaining continuity of long-term performance data and providing leadership with clear year-over-year insights.
Strengthening outreach by listening to students. Canisius partnered with us to evaluate its marketing and admissions approach through the lens of students of color. Through qualitative interviews, we uncovered valuable perspectives on campus life and engagement. These insights informed recommendations for marketing messages and materials that better connect with diverse audiences, ensuring Canisius’ outreach feels authentic, relatable, and student-centered.
Supporting program develoment and expansion. We tested and refined new programming opportunities that led to several successful new initiatives, and conducted an economic impact analysis that helped the Museum secure funding for its first new building in 50 years.
Affirming the urgent need for services. The survey reinforced Crisis Services’ critical role in Erie County, highlighting widespread concerns about addiction, poverty, mental illness, and gun violence. Many respondents shared that these issues affect people they know directly, underscoring the urgency of Crisis Services’ mission. The finding that most community members believe resources for addiction, mental health, and homelessness are insufficient further validates the agency’s impact as a trusted lifeline, providing safety, hope, and essential support where it is needed most.
Driving enrollment, institutional growth, and academic outcomes. We supported Trocaire College with data-informed strategy across enrollment growth, campus and location expansion, student licensing exam performance, accreditation management, and executive-level planning. Our work helped leadership align academic, perational, and market realities into clear, actionable decisions that supported long-term institutional stability.