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.

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

Chief strategy officer at Small sized Liquor distribution company in Kenya asked:
"1. A marketing strategy 2. A marketing plan"

Read Marcus's analysis: Targeted Liquor Distribution Strategy for Nairobi's Competitive Market

Strategy Consultant at Large size Retail Store asked:
"Market entry strategy for the retail store (whether subsidiary, licensing, franchising etc) Propose one new sustainable clothing line that we can introduce in Western Europe "

Read Marcus's analysis: Market Entry Strategy for Large Retail Store in Western Europe

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

Owner at Small life coaching business, revenue of $3 million per year asked:
"Other than increasing the spending on social media ads, what other ideas can drive increased revenue?"

Read Marcus's analysis: Maximize Profitability: Expanding Beyond $3M for Coaching Businesses

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

Digital Transformation Consultant at Small and medium size powder coating shops and machine shops in the united states asked:
"What is the greatest opportunity for digital transformation for these types of organizations, and how might this transformation be implemented? What challenges might be faced when trying to implement a digital transformation strategy? What software tools or techniques can be utilized to accomplish these goals. "

Read Marcus's analysis: Optimizing Small Shops: Digital Transformation for Efficiency and Growth

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

Founder and CEO at Beauty, cosmetics and skin care, Vietnam asked:
"I am the founder and CEO of a startup in the cosmetics industry. I have a plan and strategy in mind, and I am looking to organize it into a business plan to share with my co-founders so they can understand and develop an action plan. Where should I start?"

Read Marcus's analysis: DaOiDa: Natural Cosmetics Brand Focused on Human-Centered Innovation in Vietnam

consultant at mid size asked:
"Iam being asked to support as an external consultant. Iam sole consulatnt and the project timeline is 13th spet. which frmaework can I use"

Read Marcus's analysis: Operational Efficiency Analysis and Strategy for Mid-Size Business

Customer Experience Manager at Luxury Pet Products asked:
"What methodology can we follow to design a cohesive and engaging customer journey that aligns with our luxury brand values, ensuring a seamless experience across both digital and physical channels?"

Read Marcus's analysis: Luxury Pet Products: Elevating Your Pet's Experience Seamlessly

Consultant en Stratégie, management, performance, organisation, optimisation processus, transformation digitale, automatisation IA at PME/SME Afrique asked:
"je veux que tu me conseile et me guide pour le choix de mes supports et template sur flevy"

Read Marcus's analysis: Strategies for SME Growth and Innovation in Africa

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

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

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

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

Partner at grocery industry in south america asked:
"Therefore, I would like to develop a project proposal that could help understand the competitor's strategy and assist my client in identifying opportunities for opening new stores, improving assortment strategy, and other related areas"

Read Marcus's analysis: South American Supermarket Industry Analysis and Expansion Strategy Proposal

IT Director at AgTech asked:
"I need a powerpoint with the above details to describe the software development life cycle for my client"

Read Marcus's analysis: AgTech Project Development: Cycle Process and Responsibilities Overview

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

Consultant at Metal 3D Printing asked:
"Can you help me to wire the report?"

Read Marcus's analysis: ABC-Printer-3D: Navigating Autonomy and Efficiency in Organizational Analysis

Chief strategy officer at Small sized Liquor distributor in Kenya asked:
"What is the best route to market strategy to employ?"

Read Marcus's analysis: Market Entry Strategy for Small Liquor Distributor in Kenya

VP, Product Management at Sports and Live entertainment ticketing asked:
"How can FEVO pivot its resources to deliver a data monetization platform"

Read Marcus's analysis: FEVO: Innovative Ticketing Solutions for Sports and Entertainment

CFO at Grocery asked:
"Do you have a template that can guide this process"

Read Marcus's analysis: Family CEO Succession Plan: Managing Shareholders & Vision Strategy

Consultant at Government asked:
"Explain the strategic planning process"

Read Marcus's analysis: Strategic Planning Process: A Comprehensive Methodology for IT Departments

CFO at Commercial Real Estate owner/operator/developer/and property management, asked:
" I need an excel template for labor allocation using payroll expense actuals and allocation method based on billable hours."

Read Marcus's analysis: Commercial Real Estate Firm: Owner, Developer, Property Management Services

Operations Director at Textile finishing machinery internationall all over the world asked:
"What is the best strategy for our company in the next years?"

Read Marcus's analysis: Revitalizing Textile Machinery: Navigating Market Shifts for Small Businesses

Chief Marketing Officer at Large Enterprise Segment Focused Agtech Player in North America, LATAM, EU & UK asked:
"What is the best GTM model for us to build out for the North America, LATAM and EU + UK markets"

Read Marcus's analysis: Scaling Agtech in North America, LATAM, EU: Strategies for Growth

Consultant at Metal 3D Printing asked:
"Can you organize what I tell you and write a report with the evidence I found and the result of the analysis?"

Read Marcus's analysis: ABC-Printer-3D Organizational Analysis: Autonomy and Control Needs

sr. Director at small asked:
"I have to outline a problem and include all the steps to the problem in a workflow. do you have a slide"

Read Marcus's analysis: Business Operating Workflow Issue Slide for Executives

MANAGEMENT CONSULTANT at mid-sized companies asked:
"I'm looking for frameworks to implement management by process, policies, procedures, budgeting, strategic planning, in my clients"

Read Marcus's analysis: Interim Management Solutions for Mid-Sized Companies: Profitability Recovery Strategies

Principal Consultant at Business Management Consulting asked:
"Can you develop or generate a business plan for a new logistic company in Nigeria and if so, please do?"

Read Marcus's analysis: Strategic Business Solutions for Nigeria's Management Consulting Industry

CEO at Manufacturing special vehicles asked:
"1. RIORGANIZZAZIONE DELLA PRODUZIONE: • Quali sono le principali modifiche che apporterebbe in produzione per gestire questo ordine? • Quali strategie impiegherebbe per gestire gli straordinari e garantire la produttività e la soddisfazione dei dipendenti? 2. GESTIONE DELLA LOGISTICA E DELLA CATENA DI APPROVVIGIONAMENTO: • Quali sono le azioni chiave che intraprenderebbe per garantire una catena di approvvigionamento efficiente? • Quali piani di contingenza metterebbe in atto per gestire potenziali interruzioni nella catena di approvvigionamento? 3. GESTIONE DELLA QUALITÀ: • Quali misure implementerebbe per assicurare che la qualità delle attrezzature sia mantenuta alta nonostante la complessità del progetto? • Come gestirebbe eventuali problemi di qualità che potrebbero emergere dopo la spedizione? 4. CONSIDERAZIONI FINANZIARIE E STRATEGICHE: • Come pianificherebbe e gestirebbe il budget per questo progetto specifico, tenendo conto delle spese aggiuntive per la riorganizzazione e la formazione? • Quali strategie adotterebbe per mitigare i rischi finanziari associati a questo ordine importante? • Come bilancerebbe l'opportunità di un grosso ordine nell'immediato con una strategia di crescita a lungo termine in ottica di raggiungimento e consolidamento di determinati obiettivi? 5. COMUNICAZIONE E COORDINAMENTO: • Quali metodi utilizzerebbe per mantenere una comunicazione efficace con il cliente internazionale durante tutto il processo e in una successiva fase di follow-up? • Come coordinerebbe i vari dipartimenti interni per garantire la riuscita del progetto? "

Read Marcus's analysis: Managing International Order for Special Vehicles: Critical Case Study

home ower at home improvement asked:
"Here is the description tailored to your specific needs: --- I am a homeowner in the home improvement industry. I need an Excel template to track daily water and electricity consumption for my residence. This template should allow me to input daily meter readings and automatically calculate daily and cumulative usage. I manage multiple tasks and require a simple, efficient solution to monitor utility consumption without skipping days. The template should include columns for dates, water and electricity meter readings, daily consumption, and cumulative totals. Additionally, a dashboard to visualize data trends would be beneficial. --- You can use this description to seek assistance from Marcus, the AI-powered consultant, to find the most suitable Excel template for your needs."

Read Marcus's analysis: Efficient Home Utility Consumption Tracking Excel Template for Homeowners

FOUNDER CEO REVENUE GROWTH COMMERCIAL at CONSULTING ADVISORY CHANGE TRANSFORMATION asked:
"BENEFIT REALISATION ROI AUTOMATION AS IS TO BE PRODUCT SDLC"

Read Marcus's analysis: OH Consulting: Transforming Change Management with OutSystems Expertise

Culture Change Management Consultant at Mid-sized boutique management consulting firm focusing on human resource, change management, leadership & development, and strategy consulting. asked:
"How do we grow our business? How do we conduct sales? How should we run our business development team? "

Read Marcus's analysis: Strategies for Growth in Boutique Management Consulting Firms

General Manager at Pharmaceuticals asked:
"Help me prepare a launch plan for a vaccine against chikungunya"

Read Marcus's analysis: 2025 Chikungunya Vaccine Launch Plan by Leading Travel Pharma

Consultant at Training and Consulting asked:
"Can you help me finding tools for customer profitability analysis? "

Read Marcus's analysis: Cost & Managerial Accounting Tools: Enhance Profitability Analysis & Training

consultant at mid-size national financial services asked:
"Do you have any information to explain strategy at various levels of the organization? Do you have any information on levels of strategy in an organization that may be helpful to the situation?"

Read Marcus's analysis: Revitalizing Growth: Strategic Alignment for Military Financial Services

Consultant at Metal 3D Printing asked:
"Can you organize what I tell you and write a report with the finding e the result of the analysis?"

Read Marcus's analysis: Metal 3D Printing: Navigating Organizational Challenges at ABC-Printer-3D

Chief Operating Officer at Shipping Operator in Middle East asked:
"How can we reduce operational costs and improve efficiency for these seven vessels, while ensuring compliance with industry standards and safety regulations?"

Read Marcus's analysis: Optimize Shipping Costs and Efficiency for Middle East Vessels

Marketing Director at Boutique Craft Beer Brewery (U.S. Midwest) asked:
"What are the best methods or frameworks to conduct a thorough competitive analysis on emerging trends and potential gaps in our competitors' offerings, while factoring in our limited resources?"

Read Marcus's analysis: Competitive Analysis Strategies for Midwest Craft Brewery Success

Founder at Boutique Hotel asked:
"1) Do you have a video or document that I can follow to use your template. 2) Will the outcome give me the answers that investors generally require? 3) Will i get the generally-used Hotel operations ratios? 4) Can you confirm that I will get a 10-year forecast? My first year will entail construction of the property so that operations will be in years 2 - 10. Does your model allow for different classes of rooms i.e. VIP, Luxury, Standard and Economic? 11) Will it include staff accommodation? 12) Will it allow for conferencing and group bookings? "

Read Marcus's analysis: 10-Year Boutique Hotel Financial Forecasting Excel Template and Video

Marketing Researcher at Large scale seller of refurbished phones and devices to B2B Globally asked:
"What case studies do you have on other orgs facing challenges marketing to a niche market outside of traditional social platforms? Can you provide examples of successful marketing to new and existing customers in a niche space? "

Read Marcus's analysis: Effective Strategies for Niche B2B Marketing of Refurbished Devices

consultant at Start Up agrictech firm looking at promoting the use of technology in cashew production and value added services asked:
"what technology can we bring in the area of blockchain, data analytics, and cloud connectivity to solve these? As a tech consultant ) up to solve these issues and how to implement and how is it going to be done? can giving idividual farmerscodes or something like that also help? if it can help, how is it going to be done? can all this be done as you are a tech consultant who does not want to be on the field much?"

Read Marcus's analysis: Transforming Cashew Production with Tech: Blockchain and Analytics Solutions

Director at O&G asked:
"We like to implement a Strategy Office. I´m looking for a framework that consider the Strategy definition, Strategic Projects, KPIs deployment, Strategy controlling, Results monitoring, Resources allocation, etc."

Read Marcus's analysis: Strategy Office Framework for O&G Company in Brazil Market

Chief Accounting Officer at Banking asked:
"We are looking to template to document an exit a product and service and need to analysis and outline financial impact and process "

Read Marcus's analysis: Bank Loan Sale Strategy: Exiting Products with Financial Impact Analysis

consultant at small manufacturing business, single state in US asked:
"How do I properly evaluate current product market offering and prepare strategic, market and finance plan for the next 5-15 years"

Read Marcus's analysis: Maximizing Small Manufacturing Value for Future Sale Preparation

Consultant at Oil and Gas Industry asked:
"Please provide me with benchmark for positioning the Business and Operations Data Analytics and AI within oil and gas organisation structure"

Read Marcus's analysis: Maximizing Business Performance: Data Analytics and AI in Oil Industry

Consultant at SME UK asked:
"How can we help the four family members an/ directors to consider how to use their personal brand to support brand / business development?"

Read Marcus's analysis: Personal Branding Strategy for Luxury Door Family Business Directors

Operations Manager at Electronics Manufacturing asked:
"What are the best frameworks or strategies for optimizing production efficiency and supply chain resilience, especially in light of global material shortages?"

Read Marcus's analysis: Improving Electronics Manufacturing Efficiency and Resilience amid Material Shortages


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