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PE / Specialty chemicals / add-on diligence / 11d
Hedge / Regional grocer / channel checks / 4d
Consulting / Clinical-trial SaaS / GTM / 19d
Corp / Industrial IoT / competitive brief / 8d
PE / Cold-chain logistics / operator calls / 6d
Hedge / EU fintech / regulatory read / 13d
Consulting / CPG relaunch / distributor econ / 10d
Corp / In-vehicle payments / build-vs-buy / 7d
TCE/Case Studies/Corporate Strategy

Competitive Intelligence for a Board Strategy Session

The VP of Strategy at a mid-market healthcare-IT company needed competitive intelligence for a quarterly board session without the cost and timeline of a full consulting engagement.

Industry
Corporate Strategy
Timeline
Quarterly board session
Key outcome
<5% of a consulting engagement
Confidentiality
Anonymized
01
The problem

The VP of Strategy at a mid-market healthcare IT company needed a competitive landscape analysis ahead of a quarterly board strategy session. Internal research was stale, and the company could not justify a full consulting engagement for what was fundamentally a competitive intelligence refresh.

02
Our approach

TCE sourced five experts: two former sales leaders at the primary competitor, one former product leader at a secondary competitor, and two enterprise buyers who had recently evaluated both the client and competitors in head-to-head evaluations. All experts were compliance-screened and conflict-cleared.

03
Featured expert
Former VP of Sales at the primary competitor, with 8 years at the company and direct experience competing against the client in enterprise deals.
Left the role 10 months prior.
04
The outcome
Headline result
<5% of a consulting engagement

The strategy team delivered a board presentation that included specific intelligence on the primary competitor's pricing strategy, product roadmap direction, and enterprise sales motion. The board approved a $4M investment in a competitive feature set that had been deprioritized. The VP of Strategy noted that the expert research cost less than 5% of what a consulting engagement would have required and delivered more actionable intelligence.

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