Case Studies

Our work leads to better outcomes.

Non-Profit Animal Shelter

Issue: A non-profit animal shelter needed a more concrete way to identify adopters who would be good with dogs with behavioral problems to reduce the average time these dogs are at the shelter.

 

Solution: Multi-Phase Qual-Quant with Shelter Dog Adopters

We created a behavior dog persona that includes attitudes, behaviors, key demographics, and psychographics by comparing recent regular and behavior dog adopters. Using in-depth interviews, we gathered rich stories about the adopters and their motivations. We then conducted an online survey that identified key differences among dog adopter types and provided valuable insights into the overall adoption experience and its distinctions from local competition.

 

Result: The shelter added questions to their adoption survey to better identify potential behavior dog adopters, created a roadmap to address adoption frustrations, implemented suggested improvements to increase satisfaction and loyalty, and re-evaluated marketing to ensure key messages are represented in their overall marketing efforts.

Healthcare Organization

Issue: A healthcare organization needed an evaluation of a new brand marketing campaign to ensure it would break through with the target audience.

 

Solution: Multi-phase Qual-Quant Brand Campaign Evaluation

We conducted interviews with patients and employee focus groups to refine two potential advertising campaigns and taglines prior to formal copy testing. The qualitative findings were also integrated into the survey results to provide a richer interpretation.
 

Result: Client selected a campaign and refined the creative direction to ensure optimal success in driving patients to their facilities when they have a healthcare need. Their brand tracker was updated and executed post-launch to measure and track the success of the new campaign.

Crop Nutrition Manufacturer

Issue: A crop nutrition manufacturer sought to develop a comprehensive 360-degree view of marketplace dynamics between retailer partners and growers to better serve customers and increase market share.

 

Solution: 3-Year Learn Plan

We created retailer and grower segmentations that identified the unique needs and tension points for each segment through in-depth interviews and survey data. 

 

Result: The client developed a communication strategy for the internal sales team, retail partners, and the brand that focused personal conversations and marketing content on what resonates most with each segment. The segmentation typing tools are now embedded in all new research to continuously deepen and refine their knowledge of the segments and to validate key decisions.

Non-Profit Organization

Issue: A non-profit changed its donor onboarding experience to increase engagement and retention among a test group. They needed to understand the emotional response and expected behavior changes to strategy shifts before full rollout.

 

Solution: Donor Experience Qualitative Study

We created a study that included interviews with both test and control donors to help interpret internal data analytics. We also proactively added lapsed donor interviews to provide a more holistic perspective on donor churn and created donor segments.

 

Result: Client leveraged qualitative results, along with data analytics, to determine which tactics were breaking through and positively influencing a donor’s decision to keep giving. Donor segments were used to prioritize and focus marketing efforts and help define future test case scenarios.

Top Global Mining Tire Manufacturer

Issue: A leading global manufacturer of tires for mining equipment and vehicles sought to gain insights into the tire selection and procurement process of mining companies across the U.S. and Canada to better align its strategic sales approach with customer decision-making and operational needs.

Solution: In-Depth Interviews With Tire Decision-Makers Across the U.S. and Canada.

Conversations were conducted with decision-makers at companies representing a mix of mining materials, company sizes, and organizational structures. This enabled an unbiased discussion to identify the current decision-making process, including who is involved, what variables are essential in the RFP process, how a manufacturer is selected, what KPIs are monitored, and what is needed to remove barriers and improve the process for the industry.

Result: The tire manufacturer strategically optimized its sales and marketing assets by revamping proposal frameworks, refining value propositions, and optimizing messaging to align with the priorities and decision criteria of key stakeholders. Additionally, the sales team modified its engagement approach to strengthen relationships with site-level and corporate decision-makers.

Baked Goods Decorations Manufacturer

Issue: A leading baked goods decoration manufacturer needed consumer intelligence to expand beyond its B2B model into direct-to-consumer channels within the competitive celebration dessert category.

 

Solution: Online Survey + Advanced Analytics

Strategic Survey Architecture: We developed a multi-faceted survey instrument to maximize learning. We mapped the complete consumer journey, from initial need recognition through post-purchase satisfaction. Additionally, assessed competitive dynamics and captured attitudinal and psychographic questions to enable robust segmentation.

Advanced Analytics: Leveraging Hierarchical Bayesian modeling, we employed sophisticated advanced analytical techniques to segment market buyers into five (5) unique segments.

Expanded Sample Strategy: Given the ambitious growth objectives, we broadened our sample specifications to capture a more comprehensive view of the total addressable market, ensuring our insights would support both immediate tactical decisions and long-term strategic positioning.

Result: Two of the five segments will drive product and marketing message optimization in the bakery department and online. The manufacturer will leverage the learning to secure additional product placement in retail stores and expand its approaches with DIY product solutions.

Top Automotive Retailer Solutions Provider

Issue: A leading automotive retail solutions provider needed competitive intelligence on how top DMS providers handle dealership implementations to identify gaps that could be leveraged for competitive advantage. 

Solution: Competitive Intelligence Interviews + Strategic Scorecard Development

Strategic Recruitment & Interviews: Conducted in-depth virtual interviews with dealership decision-makers who had recently completed a DMS transition. A strategic recruitment approach boost our participation and built trust, enabling them to share detailed operational insights typically considered sensitive.

Comprehensive Competitive Analysis: Developed detailed scorecards evaluating each competitor across three critical implementation phases: onboarding, installation, and training & support. The analysis systematically captured strengths, weaknesses, satisfaction levels, team structures, timelines, and communication approaches for each provider.

Cross-Competitor Synthesis: Identified common pain points and patterns across all three competitors, revealing critical gaps in dealer experience and support. 

 

Result: The competitive intelligence equipped the provider with a strategic roadmap to optimize their implementation process, address industry-wide pain points, and position themselves as the best-in-class DMS partner for dealerships.

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