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Advisory Services

An information/market research professional wanted to transition into competitive intelligence, but didn’t know how to assess his transferable skills, devise a plan for developing essential CI skills, and sell his experience to prospective employers.

in’s Advisory Services helped this information/market research professional

  • Conduct a skills assessment
  • Establish professional goals
  • Outline current intelligence practices, expectations, and requirements
  • Prioritize his development needs
  • Develop his skills through resources and training
  • Position himself during the interview process

Within months, our client successfully landed a position as the manager of the CI unit in a services firm. To help him further establish himself, we continued to help him transition into his new role as internal CI expert and advisor.



A small service business wanted to expand its market presence and possibly apply for venture capital/angel investment. Understanding competitors and industry pressures was critical to creating its growth strategy.

in Consulting Services assessed the company’s current situation and strategy. i provided training, analytical frameworks, and other resources to help this small company understand its industry forces and dynamics, develop competitor awareness, as well as improve its market research methods and analytical tools. i also provided Advisory Services to address on-going strategic and tactical developments.



A growing publishing and consulting firm was confronting a number of issues relating to business development and growth. It faced few direct competitors and it enjoyed satisfied clients; however, it faced challenges relating to generating new business opportunities efficiently, balancing product mix and project load, and establishing a direction for the company.
Through a series of teleconferences in’s Advisory Services worked with the head of the firm to better understand the key issues and decisions facing the company and its management. i worked with the firm over the course of a few weeks to help get the firm back on track. i helped firm management prioritize its issues, address some immediate issues, and provided strategic and tactical recommendations for marketing, lead generation, and partnership development. i also identified a series of blind spots and assumptions that were preventing the managers from more clearing seeing the opportunities presented to the firm.



The intelligence unit of an energy company designed a robust intelligence knowledge and content management system that was to be a showcase for its intelligence process enhancement. In its final phase, it confronted a number of issues relating to intellectual property, content policy, archiving, and other matter which had not been previously considered and would have significant impact on the success of the system. The project was slated for launch in a matter of weeks and the intelligence unit required solutions that could satisfy various stakeholders and fulfill the intent of the effort.

in’s Advisory Service worked with the intelligence unit manager to assess the various issues confronting the project, taking into consideration the project timeline, intent, expectations, user requirements, and other key factors. i provided recommendation that addressed intellectual property concerns and helped establish content management policy. i also devised a phased-in solution that allowed the project to launch successfully and on schedule. The client’s intelligence knowledge and content management system was able to fulfill its function, while the unit made the required modifications over time.



An established research services firm faced significant new competition, as clients and prospects shifted the types of services they require. The firm was struggling with understanding its competition and its new competitive dynamics, positioning itself in this new environment, as well as with finding better ways to generate leads and appeal to prospects.

Through a series of sessions, in’s Advisory Service worked with the firm’s general manager to enhance her understanding of her new competitors, the competitive dynamics, and practices. She was able to better assess her firm’s environment; understand her competitor’s position, strategy, and tactics; and differentiate her firm from the competition. This enabled the firm to carve out a more robust strategy, establish a more stable position in the marketplace, and market itself in a way that more clearly communicates its value proposition to its prospects.




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