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Growth Frameworks

Big Box, Little Box- First Step, Know Thyself

To Know Thyself is the Beginning of All Wisdom [Aristotle]… and as it turns out, it’s also the beginning of your Brand Strategy

At SIVO Insights, we spend a lot of time helping our clients understand who their consumers are, what they need and why.  It is just as important to help our clients understand the competitive context within which they operate, to understand where and how their brands can differentiate and create an ownable competitive advantage.

We work with our clients using a three-pronged approach to set a solid brand strategy:

BIG BOX, LITTLE BOX

A simple exercise that teams can use to consider and articulate the market that their brand best competes in, is the “Big Box, Little Box” Model. 

In this model, teams define the market, or “Little Box” that they believe their brand currently operates in, and what benefits they distinctly deliver to that market.  Next, the team considers a broader market definition, the “Big Box”, to understand who is in the brand’s expanded list of competitors and what benefits their product could distinctly deliver in that broader context.  By doing this exercise, the team broadens their view of who they are truly competing with and where they can source volume.  This helps teams reframe how they present their brand and its ownable benefits to the world. i.e., the brand positioning, which in turn, impacts future renovation, innovation, and communication efforts.

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Do customers want to ‘hire’ your product?

CONSIDER THIS EXAMPLE

A team that manages a coffee brand might define their “Little Box” as the Coffee category.  In that competitive context, the team will likely focus on functional coffee benefits such as richest flavor or best price, to compete with other coffee brands.  But when they broadened their view of the competitive context to the “Big Box”, they might find that they are competing with the broader ‘caffeinated beverage’ market.  In this context, the key benefits that the team may focus on to differentiate and compete with caffeinated sodas and energy drinks would be things like “warmth, comfort, and enabling your morning ritual.”

INFORM YOUR STRATEGY

The big box, little box model allows teams to…

Discover who they are truly competing with

Reframe their brand strengths within the broader, and likely more accurate, competitive context

Identify which brand benefits are most ownable and distinctive vs. the competitive set

Reconsider who their target consumer is and how to position the brand to meet the needs of this larger consumer target group

SIVO INSIGHTS ACTION PLAN

Our experts can…

Facilitate a Big Box/Little Box exercise with your team

Execute a qualitative exploration to understand where your brand truly competes

Execute an Attitude and Usage (A&U) study to quantify which competitive products/categories are true competitors

Facilitate a workshop, using the learning above, to rethink and redefine brand strategy

Contact us at Contact@SIVOInsights.com for more information and next steps.

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Qualitative Exploration
ChatGPT is a Soup-Starter, Not the Soup

by Julie Rose

I’ve been in the workforce for over 30 years (GASP!). I’ve witnessed and been part of a lot of change. Changing technology is a mainstay in the Age of Information, which is centered on accessing information and knowledge easily and quickly. Artificial Intelligence (AI) and machine learning is another advancement in getting that knowledge even faster and more quickly.  

With each advancement or new tool, there is the inevitable talk of our jobs going away because the latest advancement is expected to replace us.  In many cases, with advancement in technology, there are shifts that do render obsolescence. From my experience, it is the past technologies, not people, that have become obsolete. As people, we adjust, we leverage, we apply critical thinking, we learn, and take advantage of technological advancements to be more effective and efficient but we typically are not replaced.      

Experience with Workplace Technological Advances 

Early in my career, I was on the Email Task Force when email was just being introduced in the workplace. We grappled with tough topics, like were we going to allow employees to send personal emails. Yes, this is a true story! Email technology has made information flow much faster and easier.  In fact, I don’t remember the last time I faxed something to someone. Email improved the way I work, but it didn’t replace me or make my job obsolete. 

I also remember leading a team that was evaluating social media listening techniques and tools as we were trying to glean insights from the vast number of online conversations and content. People wondered if we would ever need to conduct primary market research again. People wondered if they would be replaced with Do-It-Yourself Digital scraping tools. It didn’t happen. I’m still here providing custom insights by leveraging the best market research tools to meet my clients’ business objectives.  

The Soup-Starter, Not the Soup 

The latest advancements in Artificial Intelligence have impacted every industry, and we are all evaluating it to figure out how to safely leverage it and integrate it into our current best practices. My reflection on the many changes I’ve personally experienced has helped me to formulate my thoughts on it. I’ve been asked quite a lot recently by friends, colleagues, and clients what do I think about AI, machine learning, and specifically natural language AI like ChatGPT or Google’s BERT. My latest answer . . . It’s the Soup-Starter, but it’s not the Soup (or the Chef!). 

New tools like, ChatGPT, are an excellent way to access information and knowledge quickly and to easily get started on a topic or approach. It starts the soup, but it doesn’t finish the meal. Just like soup needs a chef, research needs a researcher, and insights require an Insights Professional. It takes discernment, creativity, experience, and nuanced choices to make a delicious, complex, flavorful pot of soup and the same goes for a custom market research study.  Just like the chef might consider certain stocks and spices to start the soup, a researcher can start with ChatGPT to contemplate potential objectives, methodologies or questions before designing a custom market research project that fully meets the needs of the business. 

Using ChatGPT in Market Research 

When it comes to market research, we at SIVO have found ChatGPT and other AI tools to be a useful starting point in the following ways:

  1. Defining your business objective: Understanding and defining the business problem and the customer problem to be solved.
  2. Collecting background information: Collecting what is already known on the topic in the research design phase.
  3. Exploring research options: Exploring research approaches or methodologies before arriving at the final research design.
  4. Beginning survey development: Exploring research question types, projective activities and techniques to consider for discussion guide and online survey development.
  5. Identifying themes during analysis: Using only secure AI tools (and not open-source options), for organizing data and synthesizing transcripts and video footage to assist with the analysis and creative storytelling for the research report and presentation.

Evolve toward the Future 

As AI technology evolves, we will evolve with it.  We will leverage it to improve how we operate.  For now, it becomes our new “soup starter” but we still own the recipe and must make the soup.  All of us need to experiment and decide how AI can improve our ways of working but we will continue to apply our craftsmanship, critical thinking, and intuition to finish the job.  

At SIVO, we are dedicated to understanding your business challenges and questions and will then use our expertise, resources, and access to technology to recommend a learning plan and approach that considers all variables and delivers on your needs. Contact us  at Contact@SIVOInsights.com or go to SIVOInsights.com today to schedule a discovery call and connect! 

Quantitative Validation
The Art of Market Research Storytelling

By Natasha Weith and Leslie Turner

Successful market research begins with experts designing, collecting, processing, and analyzing data.  Impactful market research goes a step further. The true power lies in how we translate that data into compelling narratives that drive action and resonate with stakeholders. Storytelling in market research reporting is an art form, one that transforms raw numbers and consumer responses into meaningful insights that can shape business strategies and decisions. Here’s a closer look at what makes effective storytelling in market research and some key components to consider.

What is Storytelling in Market Research Reporting?

Storytelling in the context of market research reporting involves presenting data and insights in a way that is not only informative but also engaging and impactful. It’s about crafting a narrative that resonates with your audience, aligns with their business objectives, and drives actionable outcomes. Effective storytelling ensures that the findings are not just understood but are also memorable and persuasive, facilitating better decision-making. This requires experience and creativity.

Key Components of Effective Storytelling in Market Research

  1. Client First: While Market Researchers must be completely dialed into the consumer to gather the learning and identify the insights, a good story puts the client and their business question at the center. It's tailored to land with their business needs and challenges. Understanding the client’s industry, their pain points, and their strategic goals allows you to frame the insights you’ve discovered about consumer perceptions, behaviors, needs, etc., in a context that is relevant and impactful. This client-centric approach ensures that the report is not just a collection of data about their consumers and market but is a valuable tool to guide the client’s business decisions.
  2. Objective Focused: Every research project starts with specific learning objectives. A good story directly addresses these objectives. This means the report should clearly show how the findings relate to the initial goals of the research, providing answers to the questions posed at the outset. This focus ensures that the report remains relevant and valuable.
  3. Actionable: Insights are only valuable if they lead to action. Strong, actionable recommendations are crucial. These recommendations should be directly linked to the research results and relevant to the business context. They should provide clear steps or strategies that the client can implement to address the issues or opportunities identified in the research.
  4. Engaging: A compelling report needs a hook. This is where creativity comes into play.  It should appeal to the senses, be visually interesting, and tap into the emotions of the audience. This involves using compelling consumer stories and narratives to create a sense of empathy and relatability with the consumer learning.  Interesting visuals such as videos, photos, charts and infographics also make the data more accessible and memorable.
  5. Easily Understood: Clarity is key. The report should be written in a way that is conversational and articulate. Avoid jargon and complex language that might confuse the audience. Instead, aim for simplicity and clarity, making sure that the key points are easily understood by all stakeholders, regardless of their familiarity with the subject matter.
  6. Succinct: Less is often more. Every part of the report should have a reason for being there. Be concise and to the point. Avoid unnecessary details that might detract from the main message. A succinct story is easier to digest and more likely to hold the audience’s attention.  A useful tip is to use the appendix to document other facts that are interesting but do not relate to the research objectives.  
  7. Credible: Trust is fundamental. Ensure that the data and insights are credible and backed by robust research methods. Transparency about the research process and the limitations of the findings adds to credibility and helps build trust with the stakeholders.
  8. Clear Structure and Flow:  In addition, a good story has a clear structure with narrative flow. This requires experience and creativity because a well-told story is not just heard; it is felt, remembered, and acted upon. It should have:
    • a brief introduction and background to set the stage
    • an executive summary to highlight the key findings and recommendations
    • detailed findings to share relevant data and proof points
    • suggested next steps

      This logical flow helps in guiding the audience through the report, making it easier to follow and understand, and ultimately inspire action.

Beyond the Report

While the report is typically a critical deliverable in a market research project, the storytelling doesn’t end with the report. It extends to the presentation, follow-up working sessions, and/or stakeholder meetings. This means thinking about how the insights will be communicated beyond the written report. Engaging presentations, interactive discussions, and follow-up conversations with key stakeholders can enhance the impact of the findings and ensure that the insights are effectively implemented.

Expect a Well-Told Story from SIVO

At  SIVO, Inc., we believe that storytelling in market research reporting is about more than just presenting data; it's about creating a narrative and presenting it in a way that is compelling, memorable and inspires stakeholders to act in service of consumers and the business. This all starts with the SIVO team listening to your needs and designing and reporting in a way that delivers real business value.  

Contact us via our website form or email us at Contact@SIVOInsights.com today to schedule a discovery call!   

Qualitative Exploration
Making a Meaningful Impact with Insights: Key Takeaways from Industry Leaders

By Natasha Weith

As someone who’s passionate about the power of insights to drive business growth, I was thrilled to host our recent SIVO Insights Forum, “Bridging the Gap: Translating Insights Into Meaningful Business Results.” It was an inspiring conversation with some of the best minds in the insights industry, and I’m excited to share the experience with you.

At SIVO, we believe consumer and marketplace insights are the foundation for business growth. But let’s be honest, while all insights professionals understand this, turning those insights into actionable business strategies can be a real challenge. That’s exactly why we brought together this incredible panel of leaders to share their expertise and experiences.

I had the honor of facilitating this discussion with:
Eliana Wahnon (VP of Consumer & Market Insights, General Mills)
Khary Campbell (VP of Consumer Research & Insights, Comcast)
Elizabeth Oates (Book Author, Former VP of Consumer Insights, Ulta Beauty)

Together, we explored how to bridge the gap between data and meaningful outcomes. Whether you watch the session on-demand (linked here) or continue reading for some highlights, I think you’ll find this forum both interesting and actionable.

Aligning Market Research with Business Priorities

In a world filled with data, the ability to convert that data into actionable insights sets successful businesses apart from the rest. Insights professionals must not only translate data into insights, but also deliver those insights in a way that inspires ideas and guides business strategies. 

Insights teams need to be strategic about where they focus their time and resources. More specifically, it is vital to align research projects with business priorities. Elizabeth Oates posed these questions to consider during The SIVO Insights Forum: 

  • How do potential research projects drive the priorities of the business?
  • Which projects are going to drive future success for the business?
  • Are there any projects that serve multiple business partners?

Navigating through the business questions and issues that arise and honing in on those with the highest business priority offers the greatest chance of making a meaningful impact with your research findings.

Navigating Leadership Reluctance

One common challenge that Insights teams face is leadership reluctance to act on the research findings. This hesitation may stem from personal biases or not understanding the potential benefits. Forming alliances with key stakeholders and truly understanding the business from their perspectives will help insights teams address real business needs and inspire colleagues to act. This can take the form of getting early buy-in on research objectives and designs or previewing the findings and recommendations with colleagues to ensure alignment with broader organizational goals.

To this point, Khary Campbell advised insights teams to “be consumer first, but not consumer only,” during our panel discussion. “Consider the research implications to all the functions. After all, every function is working in an orchestra to drive business growth.”  

Making a Bigger Impact

Insights teams can expand their influence by highlighting the strategic value of their work. Sharing success stories, aligning insights with organizational goals, and fostering a culture of consumer-driven decision making are crucial steps toward amplifying the impact of insights.

Great storytelling with a clear narrative, executive summary, intuitive visual aids and consumer quotes can simplify complex data and enhance understanding. These tactics ensure that research results will grab attention, persuade, and motivate key stakeholders and drive action.

Eliana Wahnon shared a 3C’s framework for driving impact when reporting research results:  

  • Context: What matters around this particular topic, issue, or question?
  • Clarity: Be brief and straight forward. Share the Insight in a cohesive story.
  • Conviction: Create evidence to support and inspire action from your audience.

The Evolving Role of Insights

The SIVO Insights Forum also gathered perspectives on the rapidly evolving role of insights professionals, inspired by the advancements in AI and the increasing complexity of consumer behavior. Despite suggestions that automation may replace traditional roles, the leaders in the panel believe insights professionals will remain indispensable for managing AI, distinguishing truth, and uncovering the “why” behind consumer actions. As Eliana Wahnon emphasized, “While AI offers tools to streamline tasks like drafting questionnaires and analyzing unstructured data, it cannot replicate the nuanced understanding of human behavior, or the creative spark needed to inspire ideas.”

Elizabeth Oates underscored the importance of balancing historical insights (the rearview mirror) with a forward-looking perspective (the windshield) to navigate future challenges. The discussion highlighted “scenario thinking” as a vital skill for anticipating multiple possibilities in an uncertain world.  

Ultimately, AI is a tool to enhance efficiency and free up time for strategic thinking, but the human role in connecting dots, navigating contradictions, and driving innovation remains irreplaceable. As Khary Campbell noted, “Insights professionals must stay curious and adaptable, leveraging technology while preserving the core skills that drive business impact.”  

This balance ensures the field of insights not only survives but thrives, enabling businesses to navigate an ever-changing future with clarity and purpose.

Conclusion & The SIVO Insights Forum

As I reflect on the conversations we had during the SIVO Insights Forum, one thing is clear: insights professionals play such a critical role in shaping decisions that drive growth, via consumer insights, but our real challenge lies in ensuring those insights are acted upon. 

The panelists shared so many practical strategies and thought-provoking ideas that I believe can truly help us build trust, credibility, and impact within our organizations. From navigating leadership reluctance to making a bigger organizational impact, these insights resonated with me—and I hope they will with you too.

If you want to dive deeper into these topics, I highly recommend watching The SIVO Insights Forum “Bridging The Gap: Translating Insights Into Meaningful Business Results”. You’ll hear directly from our incredible panelists about:

  • The evolving role of insights in shaping strategic decisions
  • Tactics for ensuring insights translate into action
  • Building trust and credibility with senior leaders
  • And so much more.

Let’s keep pushing forward, bridging the gap, and making an even bigger impact together.

About SIVO Insights

SIVO, Inc. is a market research and strategy firm specializing in helping businesses understand people. We partner with world-class brands to answer key questions and identify opportunities that unlock business growth. Our team of insights market research professionals are masters at designing custom research plans, executing with excellence, identifying strategic insights and then helping client teams translate those insights into action. Our On Demand Talent solution places fractional insights experts into client companies to temporarily fill open roles, complete projects or expand team capabilities.

Contact us at Contact@SIVOInsights.com or visit SIVOInsights.com to schedule a Research or On Demand Talent discovery call so we can help you make an impact!

Qualitative Exploration
Beyond Data: A Case for Consumer Empathy

By Natasha Weith

Market research is often designed to answer specific business questions, such as how a product compares to the competition or what new features consumers desire. While this information helps guide important business decisions, it does not really help brand teams to truly know their consumer target. To connect with consumers on a deeper level, brand teams must move beyond understanding what is in their consumers’ heads (how they think) and delve into what is in their hearts (how they feel and their underlying motivations.)

The Importance of Empathy

Empathy is the key to unlocking this deeper understanding. It is the ability to understand and share the feelings of another person. It involves not only recognizing what someone else is going through but also being able to emotionally connect with their experience, as if you were in their situation. Empathy fosters compassion, support, and meaningful relationships. 

In a business context, it is about going beyond data points or demographic segments to genuinely connect with consumers’ experiences and feelings. By building empathy, marketers and R&D teams can cultivate a more intuitive grasp of consumer needs, enabling them to make decisions that not only meet consumer expectations but anticipate them. 

Building Consumer Empathy  

Most of the time, marketers are not their own target consumers so they must spend time with them to truly understand their lives, values, hopes, challenges, and behaviors. The goal should be to move through the following spectrum to genuinely empathize with your consumer target. 

The Empathy Trek: Walking in Your Consumer’s Shoes 

Building consumer empathy requires more than traditional research methods. It calls for what we like to refer to as "empathy treks." Unlike typical market research, which is focused on specific business objectives, an empathy trek is a more immersive and observational approach focused solely on getting to know the consumer. The goal is not to gather data for immediate business decisions but to develop a profound understanding of the consumer target. 

An empathy trek involves spending time with your consumers in their natural environments. It means observing how they live, understanding what they value, exploring their beliefs, and witnessing their behaviors firsthand. This exercise helps brand teams to “walk in their shoes” and “feel what they feel,” leading to a more holistic understanding of their lives. 

For example, if your target consumers are busy parents, an empathy trek might involve spending time in their homes during the weekday morning rush, observing how they juggle responsibilities, and understanding the emotional pressures they face. This experience can reveal insights that traditional research might miss, such as the stress points that influence purchase decisions or the small moments of joy that a brand could tap into. 

The Value of Empathy in Brand Management 

So, why is building empathy for your consumer target so critical? The benefits are numerous and can transform the way brand teams approach decision-making. 

  1. Eliminating Personal Bias: When brand teams rely solely on data, there is a risk of letting personal biases influence the many decisions made each day. Empathy helps to counteract this by grounding decisions in the lived experiences of consumers, ensuring that strategies and everyday decisions are consumer centric.
  2. Faster Decisions: Empathy fosters a more intuitive understanding of consumers. This intuition allows marketers to make faster, more accurate decisions that resonate with consumers on an emotional level, leading to stronger brand connection and loyalty.
  3. Anticipating Future Needs: By understanding the emotional drivers behind consumer behavior, brand teams can move beyond simply meeting current needs to anticipating future ones. This proactive approach can set a brand apart in a crowded marketplace.
  4. Enhanced Marketing and Innovation: Empathy-driven insights can elevate marketing campaigns by making them more relatable and impactful. They can also inspire innovation, leading to new products and services that not only fulfill a functional need but also resonate emotionally with consumers.
  5. Exceptional Customer Service: Finally, empathy can unlock new levels of customer service. When Customer Experience teams truly understand what their customers value and what challenges they face, service strategies can be tailored to address these needs more effectively, leading to enhanced customer satisfaction and loyalty.

Let SIVO Guide your Path to Consumer-Centric Success 

In a world where consumers are increasingly seeking brands that understand and resonate with their values, building empathy is not just a nice-to-have; it’s a necessity. Brand teams that invest in understanding their consumers at a deeper, more emotional level will be better equipped to create meaningful connections that stand the test of time. 

As an insights partner, it is SIVO’s responsibility to champion empathy with our clients. By advocating for empathy treks and encouraging client teams to walk in the shoes of their consumers, we can help you build brands that not only meet consumer needs but also win their hearts. 

Contact us at Contact@SIVOInsights.com or visit SIVOInsights.com to schedule a discovery call and connect to your consumers!

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