Marcus Insights
Need help finding what you need on Flevy? Just ask Marcus.
 




Based on our proprietary MARC [?] technology, Marcus will search our vast database of management topics and best practice documents to identify the most relevant to your specific, unique business situation. Here are customer situations and questions that Marcus has already analyzed.

Change Manager at Internet Technology asked:
"Do you have a user acceptance testing document?"

Read Marcus's analysis: User Acceptance Testing (UAT) Guide for Software Implementation Planning

Director of CRM Systems at Healthcare and Life Sciences asked:
"What KPI's are companies using when looking at the entire patient journey?"

Read Marcus's analysis: Improving Patient Care: Strategies for Managing 2000+ with Salesforce Insights

Chairman at Coaching, Mentoring and Mindset Change asked:
"Research Proposal on whether Botswana's Readiness for Establishing Digital Libraries? "

Read Marcus's analysis: Botswana's Digital Library Readiness: Coaching, Mentoring, and Mindset Study

Management Consultant at Busines Consultancy Europe asked:
"I am looking for a solution finding methodolgy or approach, which is different from problem solving methodologies."

Read Marcus's analysis: Innovative European Consultancy: Strategy, Development, and Entertainment-Driven Solutions

Digital Strategy Director at Faith based Non Profit asked:
"how do you create toolkits or training kits used by chief digital officers, marketers, transformation officers and digital consultants that help create strategy, frameworks and explain roles needed for digital and AI transformation?"

Read Marcus's analysis: Faith-Based Non-Profit: Digital Strategy and AI Transformation Challenges

Head of PMO at large pharmaceutical asked:
"I need to be able to present current sittuation, transition of workflows and proposed PMO"

Read Marcus's analysis: PMO Integration Strategies for Post-Merger Pharmaceutical Success

Private Equity fund partner at Private Equity and corporate finance in London asked:
"How to structure football club deals on what valuation methods most appropriate from a buyer/investor perspective."

Read Marcus's analysis: Unlocking Football Club Growth: Private Equity Strategies in UK Finance

Operations Manager at Automotive Parts asked:
"What are the best strategies for optimizing our supply chain and improving inventory management to reduce costs while maintaining high-quality standards?"

Read Marcus's analysis: Optimizing Automotive Parts Supply Chain: Strategies for Cost Reduction

Consultant at Municipal government - community wellness and recreation community programming asked:
"Need strategic planning process guidebook and toolkit of documents required in a strategic plan process"

Read Marcus's analysis: Municipal Wellness: Guide to Strategic Planning for Healthy Living Departments

Managing Director at Wealth Management Portfolio Manager Ultra High Net Worth asked:
"I need an outline to show the process our firm takes when first meeting with clients."

Read Marcus's analysis: Ultra High Net Worth Wealth Management: Scaling Amid Giants

risk manager at operational resilience asked:
"Can you show some related documents"

Read Marcus's analysis: Enhancing Operational Resilience: Policy Guide for Small US Banks Amid Recession

director in consulting firm at accounting consulting, in KSA asked:
"i want to build pricing strategy that help me to guarantee the success of the proposals that i will submit "

Read Marcus's analysis: KSA Accounting Firm Pricing Strategy for Government Tenders Success

Life Sciences Consultant at Life Sciences asked:
"Considerations and elements for a compliance program"

Read Marcus's analysis: Compliance Strategy for Niche Dialysis Device Start-Up Growth

UX/UI designer at Consulting asked:
"How to increase income by 20% in 1 year?"

Read Marcus's analysis: Boosting Sports Retail Profits: Europe's Strategy for 20% Growth

Lead Consultant at Mid sized health insurance provider with retail and B2B clients asked:
"How do I structure the relationship management process?"

Read Marcus's analysis: Effective Health Insurance Relationship Management Framework and Guidelines

Director at Government- Military asked:
"If you can provide me with PowerPoint presentations slide of how to study the impact of spending ( overspending ,underspending, no spending)"

Read Marcus's analysis: Military Budget Impact: Strategic 10-Year Financial Planning Guide

National Sales Manager at Fleet Management in South Africa asked:
"How can we compete against companies with almost unlimited cash in hand?"

Read Marcus's analysis: Navigating Cash Flow Challenges in South Africa's Fleet Management Sector

Owner at On-line early years teaching company in South Africa that provides short online courses and L4 and L3 courses locally and internationally asked:
"How can I scale this business?"

Read Marcus's analysis: South Africa Online Early Years Teacher Training & International Accreditation

Director Finance & Strategy at Top Tier Commercial Bank in Kenya asked:
"Strategy effectiveness review"

Read Marcus's analysis: Co-operative Bank Kenya: Leading Financial Institution with Regional Aspirations

Head of Architecture at Government IT asked:
"How to assess our rating against COBIT standard. How to determine just a light implementation initially. What is the simplest low end implementation possible?"

Read Marcus's analysis: COBIT Assessment Guide: Optimizing IT Governance for Strategic Outcomes

Franchisor at small home services franchise asked:
"How do we make our brand stand out from the other brands"

Read Marcus's analysis: Premium Home Services Franchise: Nationwide Expert Cleaning & Pest Control

Head of Architecture at Government IT asked:
"How to assess our rating against COBIT standard. How to determine just a light implementation initially. What is the simplest low end implementation possible?"

Read Marcus's analysis: COBIT Assessment Guide: Implementation Levels and Organizational Benefits

Director Business Development at Automotive Fortune 500 Supplier asked:
"What are the best frameworks to assess new opportunities? What are the latest trends in automotive connected services ? What are best in class frameworks for got to market service strategies? What are the key practices to assess the profitability of services? "

Read Marcus's analysis: Top Automotive Supplier: Trends, Profitability, and Market Strategies

President at Health Systwm asked:
"How do I best approach improving relationships between physicians and administrators "

Read Marcus's analysis: Improving Physician-Administrator Relations in a Growing Non-Profit Hospital System

CEO at Technology Consulting UK asked:
"Go-to-market strategy"

Read Marcus's analysis: Revolutionizing Consulting: AI-Powered Solutions to Rival McKinsey

CEO at Generic manufacturing business asked:
"Can you find a solid integration framework or document for a post-acquisition or post-merger situation? "

Read Marcus's analysis: Maximizing Value: Strategies for Post-Merger Business Integration Success

Mgmt. Consultant at U.S. large size property & casualty insurer asked:
"What does the ideal state for this insurer look like? What key capabilities should the insurer consider? What challenges should be considered? What approach should the insurer take to bringing together channel marketing automation, developing its own headless composable commerce experience, and piggybacking on an established B2C online retailer?"

Read Marcus's analysis: Enhancing Market Share and Revenue Through Channel Marketing Automation

Consultant at Statewide Social Service Provider Providing Emergency Aid and Resource Navigation asked:
"What tools might be useful for this project? "

Read Marcus's analysis: CEDP Denver: Championing Economic & Racial Equity through Social Services

Community Manager at Risk Management / Finance / Global asked:
"What are the best ways and examples for our community to implement digital transformation, in particular to increase engagement between members, as well as for new b2b clients"

Read Marcus's analysis: Boosting Engagement: Strategies for Finance Risk Management Communities

Director at Government asked:
"Is there is a PowerPoint presentation that tackles this subject?"

Read Marcus's analysis: Effective Budget Management Strategies for Government Departments

Student at Technology Industry, global market asked:
"Apply Porter's Five Forces model to assess the competitive intensity and attractiveness of the industry. Discuss the implications for the organisation's strategic decisions. Score each force based on its impact on the organisation. Use a prioritisation matrix to identify which forces are most significant for strategic decision-making"

Read Marcus's analysis: Sony Corporation: Navigating Challenges in the Technology Industry

consultant at financial services asked:
"Do you have any frameworks to explain layers of strategy?"

Read Marcus's analysis: Strategic Layering: Crafting Business Unit Strategies for Financial Success

Marketing Head at SaaS xP&A asked:
"I need a framework to establish our platform within the market and gain access to the strategic partners which then can sell the product to the end clients (B2B). Our product is a SaaS platform within the xP&A sector. "

Read Marcus's analysis: Revolutionize xP&A: No-Code SaaS for Easy Deployment and Strategic Partnerships

Community Manager at Risk Management / Finance / Global asked:
"Best AI tools to implement for increasing engagement"

Read Marcus's analysis: Boosting Engagement: Strategies for Risk Managers and Finance Leaders

Product manager at mid-size technology healthcare asked:
"we want to come up with Go to market strategy"

Read Marcus's analysis: Interoperability Testing: De-identifying Data for Healthcare Tech Launch

Director Digital Strategy at Faith based Non Profit asked:
"How can i build out a framework for digital strategy that includes audiences, tools and technology"

Read Marcus's analysis: Cru Ministries: Faith Building & Global Evangelism Strategy

Head of Market Expansion at Mid-Size Canadian Apparel Brand asked:
"What could the apparel brand do to raise brand awareness in Asia – specifically in China or India while staying true to its core values and aiming to appeal to the international student segment and Gen Z consumers who value sustainability, quality, and innovative fashion?"

Read Marcus's analysis: Eco-Conscious Canadian Apparel Brand Appeals to Global Gen Z

ceo at not for profit asked:
"I have an organization with $40m income, has a strategy but not an implementation plan. Suggest to me some slides to download to help me with execution."

Read Marcus's analysis: Nonprofit Strategy Execution: Slides for Global Humanitarian Leaders

Owner at Vertically Integrated Cannabis producer asked:
"looking for a project management package with pre-built templates for cultivation phases"

Read Marcus's analysis: Southern California Vertically Integrated Cannabis Producer with Type 6 Capabilities

IT Manager at Large size Automotive asked:
"What would be a good software development cycle that can deal with fast development with high quality?"

Read Marcus's analysis: Agile Automotive Software: Balancing Speed and Quality in Production

QA lead at optcial fibre manufacturing asked:
"i borrowe felvypro but unable to get required document in the list - i want statistical process control charts but it is not available"

Read Marcus's analysis: Premier Optical Fiber Manufacturer: Innovation and Global Expertise

Director Consulting at NetSuite consulting in Australia asked:
"Can you please provide a list of resources that assist me in restructuring the business, reorganising the different business functions and teams to be more efficient? Can you provide best practices for Finance and project management?"

Read Marcus's analysis: Australia's Premier NetSuite Partner: Streamlining SMB Solutions & Projects

consultant at community college serving primarily minority underserved youth in the greater Washington DC region asked:
"looking for templates to discuss barriers and prioritize what needs to be addressed first."

Read Marcus's analysis: Innovative Strategies for Elevating Minority Student Success in DC

Workforce Analyst at Finance asked:
"How to conduct a workforce analsys "

Read Marcus's analysis: NYC Civil Service Workforce Skills Gap Analysis and Development Plan

Chief Operating Officer at Mid-size professional service firm in Testing, Inspection and Certification services asked:
"Growth strategies applied for professional service companies"

Read Marcus's analysis: Mid-Size Firm Excellence in Semiconductor & Building Certification Services

Staff at NA asked:
"I want a discount code"

Read Marcus's analysis: Exclusive Discount Codes: Save Big on Your Next Purchase

Operationally excellence head at Mid sized European CMO Pharma company asked:
"Lean change transformation framework to follow "

Read Marcus's analysis: Operational Excellence in Mid-Sized Pharma: Boosting Productivity & OEE

sales enablement director at Industrial Intelligence and Operational Insights Global asked:
"I'm interested in Flevy content that will support my rollout of sales enablement across the organisation"

Read Marcus's analysis: Global Industrial Intelligence: Enhance Decisions with DTN Operational Insights

Project Manager at Insurance brokerage asked:
"I need a sample implementation and country roll out plan with a set of global activities to roll out the global platform across countries in a sequencing order. "

Read Marcus's analysis: Global Insurance Platform: Streamlining Efficiency and Benchmarking for Business Success

Market Research Analyst at AI in Transforming Global Economy asked:
"Craft a case study Employing the McKinsey SCR method i.e. 1. Situation 2. Complication 3. Resolution with the above example Situation Explanation of AI risk. Examples of incidents of AI risk. Complication Who are the people/stakeholders that will be impacted and how? What are the other negative impacts predicted? Are there any positive outcomes? What are the ethical and philosophical discussions? What is the severity of the AI risk? Resolution How companies are attempting to address these risks. Recommendations from experts, think tanks, academics, watchdogs, etc., on addressing these risk topics. The regulatory landscape and proposed laws and regulations by governing bodies Summarize the key takeaway or conclusion"

Read Marcus's analysis: AI Impact on Trucking Industry and Global Employment Trends


Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.