Case studies

Research thatshapes strategy.

Illustrative studies from our Private Equity and Healthcare & Life Sciences practices.

Illustrative scenario

Samplen = 200

Illustrative report

Fitness Studio Management Software

Would studio owners leave the software they run today, and what would one platform need to win them?

Study architecture

Map the painSatisfaction, pain points and the cost of running separate tools

Gauge the switchSwitching effort, renewal timing and replacement intent

Rank the featuresA seven-feature MaxDiff on what would win a move

Scope

Owners who dislike their software may still stay put if moving looks harder than staying.

Sample

200

Owners and managers of yoga, pilates, cycling and strength studios.

Research by

Study typeMarket assessment

ScenarioIllustrative

Private Equity

Vertical SaaS · Market assessment

Fitness Studio Management Software

200 owners and managers of boutique fitness studios.

Would studio owners leave the software they run today?

Read the case study

Illustrative scenario

Samplen = 200

Illustrative report

Tax Compliance Software VoC

Have the new AI features earned this platform room for a bigger price rise?

Study architecture

Map the AI useWho knows the new AI features exist, and who uses them

Climb the ladderRenew, push back or open a review at 2%, 4%, 6% and 8%

Score against peersPrice fairness and an eight-criterion scorecard against Peers A to C

Scope

Customers who use the new AI features may take a price rise that sends the rest of the base to a vendor review.

Sample

200

Heads of tax at mid-size and large US companies who sign the tax software renewal.

Research by

Study typeRenewal pricing study

ScenarioIllustrative

Private Equity

Tech and cyber · Renewal pricing study

Tax Compliance Software VoC

200 heads of tax who sign their software renewal.

Have the new AI features earned a bigger price rise?

Read the case study

Illustrative scenario

Samplen = 180

Illustrative report

AI Assistants in IT Service Desks

When AI assistants take over routine tickets, do budgets for service desk tools grow or shrink?

Study architecture

Map the workEight desk tasks placed on one-, three- and five-year horizons

Follow the budgetSeats, AI add-ons and total spend over three years

Compare the viewsWhat staff expect against what leaders plan

Scope

Fewer agents on the desk need not mean less spent on desk tools, if the money follows the work to AI.

Sample

180

Service desk staff and the IT leaders who own the desk’s tool budget.

Research by

Study typeCategory demand study

ScenarioIllustrative

Private Equity

Tech and cyber · Category demand study

AI Assistants in IT Service Desks

180 IT service desk staff and IT leaders who fund the desk.

If AI takes the first line, where does the desk budget go?

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Illustrative scenario

Samplen = 220

Illustrative report

Contract Lifecycle Management Platform VoC

Will customers keep renewing this contract lifecycle platform at a higher price, and when do the ones who leave go?

Study architecture

Rate the experienceNPS and a six-criterion scorecard against Peers A to C

Date the exitsWhen former customers left, why and what they pay now

Test the priceA five-step price ladder for current customers

Scope

Loyalty among today’s customers can hide churn among new ones, so the study asked former customers when they left as well as why.

Sample

220

Legal operations and contract managers who own or sign for the contract tool.

Research by

Study typeRetention study

ScenarioIllustrative

Private Equity

Vertical SaaS · Retention study

Contract Lifecycle Management Platform VoC

220 current, former and rival-platform contract managers.

Can the platform raise its price and keep its customers?

Read the case study

Illustrative scenario

Samplen = 250

Illustrative report

Home Improvement Showroom Concept Test

Would trade buyers and homeowners move enough fixture spend to a challenger showroom to fund its next locations?

Study architecture

Gauge the switchSwitching consideration and the share of fixture spend that would move

Rank the driversWhy each buyer chooses where to buy fixtures today

Map the serviceDelivery, stock, design help and returns, by buyer

Scope

A showroom that wins homeowners on design can still miss the contractors who buy most of the fixtures.

Sample

250

Remodelers, contractors and designers, plus homeowners planning a kitchen or bath.

Research by

Study typeSwitching study

ScenarioIllustrative

Private Equity

Consumer · Switching study

Home Improvement Showroom Concept Test

250 trade buyers and homeowners fitting out kitchens and baths.

Would buyers move fixture spend to a new showroom?

Read the case study

Illustrative scenario

Samplen = 240

Illustrative report

Dental Lab Contract Manufacturing Outlook

Over the next ten years, will the shift to 3D printing grow or shrink the work labs send out?

Study architecture

Map the shiftFive products, milled or printed, at three, five and ten years

Split in and outWhat labs bring in-house and what they keep sending out

Price the workHow much of a price rise labs absorb on outsourced work

Scope

A lab that buys a printer can bring some work home and still need more help with the rest.

Sample

240

Owners and production heads of dental labs and contract manufacturers.

Research by

Study typeAdoption forecast

ScenarioIllustrative

Private Equity

Healthcare products · Adoption forecast

Dental Lab Contract Manufacturing Outlook

240 dental lab owners and contract manufacturers.

As labs move from milling to printing, does the work they send out grow?

Read the case study

Illustrative scenario

Samplen = 160

Illustrative report

Industrial Gas Distribution Buyer Study

If a new owner raises prices, how many buyers stay, and what keeps the ones who do?

Study architecture

Map loyaltyWhat keeps buyers with their distributor, indexed

Test the priceA four-step price ladder shown in dollars on each buyer’s own bill

Size the bypassWho already buys gas direct from producers, and which gas

Scope

Buyers who rank price high may still stay through a rise if leaving means swapping every cylinder on site.

Sample

160

Purchasing leads at welding and mechanical contractors and at manufacturing plants.

Research by

Study typePricing study

ScenarioIllustrative

Private Equity

Industrial · Pricing study

Industrial Gas Distribution Buyer Study

160 buyers of industrial gases and cylinders.

If a new owner raises prices, how many buyers stay?

Read the case study

Illustrative scenario

Samplen = 200

Illustrative report

Accounting Firm Client Loyalty

Will an accounting firm’s clients stay with it after a sale, and who would follow a partner out?

Study architecture

Benchmark loyaltyNet promoter score for the firm against clients of other firms

Map relationshipsEveryone each client works with, and who would follow a partner

Test feesHow far fees could rise before clients look elsewhere

Scope

High satisfaction can still leave a firm exposed when its clients are loyal to one person.

Sample

200

Owners and finance leads who hire and pay their business’s accountant.

Research by

Study typeRetention study

ScenarioIllustrative

Private Equity

Business services · Retention study

Accounting Firm Client Loyalty

200 owners and finance leads who hire an accounting firm.

After a sale, will the firm’s clients stay?

Read the case study

Illustrative scenario

Samplen = 150

Illustrative report

Commercial Bakery Ingredient Volume Outlook

Will bakeries keep growing their orders if their ingredient supplier passes on its next cost increase?

Study architecture

Size the volumeNext year’s ingredient volume by end product, weighted by spend

Price it twiceThe same 5% increase on formula ingredients and on commodities

Find the triggersWhat makes a bakery switch, and what a switch costs in test bakes

Scope

A price rise means something different for an ingredient written into a formula than for flour or sugar.

Sample

150

Procurement leaders who approve ingredient suppliers at commercial bakeries.

Research by

Study typePricing study

ScenarioIllustrative

Private Equity

Consumer · Pricing study

Commercial Bakery Ingredient Volume Outlook

150 procurement leaders at commercial bakeries.

Will bakeries keep ordering more if the supplier passes on its costs?

Read the case study

Illustrative scenario

Samplen = 150

Illustrative report

Commercial HVAC Installer Market

Can an installer built on new-build work win retrofit jobs, and is there enough retrofit work to carry the plan?

Study architecture

Map the needWhat each buyer group asks of an HVAC installer

Score the rivalsSeven criteria rated for the installer each manager uses now

Size the workPlanned replacements, timing and spend over three years

Scope

Retrofit work happens in buildings that stay open, so an installer may win or lose it on how it plans around tenants.

Sample

150

Facility and project managers at offices, schools, clinics and retail sites.

Research by

Study typeVendor selection

ScenarioIllustrative

Private Equity

Industrial · Vendor selection

Commercial HVAC Installer Market

150 facility and project managers who choose HVAC installers.

Can a new-build installer win retrofit work?

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Illustrative scenario

Samplen = 250

Illustrative report

Wound Care Product Evaluation

Which of the maker’s three dressings will nurses switch to at the prices it charges, and how far can each grow?

Study architecture

Test the priceSwitching at parity and three premiums, product by product

Weigh the proofWhich evidence each setting accepts before a switch

Set the ceilingHow far each product could go in three years

Scope

A dressing that saves nurse time may be worth more where each change means a home visit than in an inpatient unit, where a nurse passes every hour.

Sample

250

Senior nurses who choose dressings for an inpatient unit or home health patients.

Research by

Study typeSwitching study

ScenarioIllustrative

Private Equity

Healthcare products · Switching study

Wound Care Product Evaluation

250 senior nurses who choose wound dressings.

Which dressings will nurses switch to, and at what price?

Read the case study

Illustrative scenario

Samplen = 150

Illustrative report

Outsourced Receivables Recovery Market

Will companies keep paying outside firms to recover overdue accounts, and what makes them pull the work back?

Study architecture

Rank the criteriaTen selection criteria, indexed, and the proof each top one needs

Trace the pullbacksTriggers leaders name against what came before an actual pullback

Test automationDemand for automated recovery, and who would supply it

Scope

The reasons leaders give for leaving a recovery firm can differ from the reasons they actually left.

Sample

150

CFOs, finance directors and credit directors who pick or approve the recovery firm.

Research by

Study typeSwitching study

ScenarioIllustrative

Private Equity

Financial services · Switching study

Outsourced Receivables Recovery Market

150 finance leaders who pick or approve their recovery firm.

Will companies keep paying outside firms to collect?

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