Marcus Insights
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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.

VP of Operations at Printing and Related Support Activities in North America asked:
"What are the best strategies to diversify our services and invest in new technologies to remain competitive in a declining market?"

Read Marcus's analysis: North America Printing Decline: Strategies for Competitiveness and Growth

Chief Financial Officer (CFO) at Funds and Trusts in Europe asked:
"How can we modernize our financial systems and enhance compliance to adapt to new regulatory requirements while exploring new investment opportunities?"

Read Marcus's analysis: Europe Funds & Trusts: Strategy for Modernization and Compliance

Head of Corporate Strategy at Sports Industry in Europe asked:
"How can we foster a culture of innovation and agility to better adapt to emerging trends and stay ahead in the market?"

Read Marcus's analysis: Europe Sports Equipment Strategy: Market Expansion and Digital Innovation

Director of Strategic Initiatives at Professional Services in Europe asked:
"What strategies should we adopt to overcome internal resistance and successfully implement digital transformation?"

Read Marcus's analysis: Overcoming Digital Transformation Resistance in European Professional Services

CFO at Botique Retail Stores asked:
"Can this template prepare a purchasing budget for multiple locations? What does that look like in excel"

Read Marcus's analysis: Boutique Retail Inventory & Purchasing Budget Excel Template

Chief Financial Officer at Chemical Manufacturing in Asia asked:
"What strategies can we implement to improve cash flow management and integrate financial and operational planning more effectively?"

Read Marcus's analysis: Optimizing Cash Flow in Asia's Chemical Industry: Strategic Financial Integration

Chief Technology Officer at Power & Utilities in Europe asked:
"What steps should we take to modernize our technology infrastructure and integrate new energy solutions effectively?"

Read Marcus's analysis: Europe's Energy Evolution: Modernizing Power with Smart Grids & Renewables

Chief Marketing Officer (CMO) at Renewable Energy in North America asked:
"How can we effectively rebrand and enhance our market presence to differentiate ourselves in a crowded renewable energy market?"

Read Marcus's analysis: Renewable Energy Marketing: Boosting Brand in a Competitive Landscape

Managing Director at Protective Security & Risk Management Firm asked:
"We have had a downturn in revenue due to loss of key contracts with clients and staff. Our value offer is we can provide all types of security solutions in various territories. The issue is the operations and systems are not effective or efficient which has caused high operating expenses and low profit margins in a competitive industry. We need to evaluate all our service offerings and where to focus our resources into scaling client acquisition that is profitable with out affecting cash flow. We need to factor in the resource capabilities and capacities for operational efficiency and financial stability. "

Read Marcus's analysis: Comprehensive Security Solutions for Businesses and Government in Queensland

Chief Transformation Officer at Global EPC industry mid market asked:
"Which streams will give me the best content without too much duplication between contents of streams"

Read Marcus's analysis: Transforming EPC Industry: Embracing Innovation for Competitive Advantage

Portfolio Manager at Global manufacturing company, operating in 120 countries asked:
"I'm looking for roadmaps (consulting Tier1 style) related to transforamtion of Project Portfolio function to the Benefit Realization and Business Value Management"

Read Marcus's analysis: Global Cybersecurity Strategies for Efficient, Compliant Tech Transformation

Director of Services at Boutique technology consulting firm for non profits and CDFIs in North America asked:
"We are looking for either a new line of business that our clients can invest in during this time of uncertainty, or the ability to break into a new market of clients who are less affected by the uncertainty in federal funding."

Read Marcus's analysis: Specialized Tech Consulting for Nonprofits: Navigating Uncertainty with Expertise

Project Management Consultant Integrating AI at Mid Size Construction / IT / Utilities / Finance asked:
"I am looking for AI integration help."

Read Marcus's analysis: AI Integration Expert: Elevating Business through Project Management

CFO at Botique Retail Stores asked:
"Can this template prepare a purchasing budget for multiple locations? What does that look like in excel"

Read Marcus's analysis: Boutique Retail Multi-Store Purchasing Budget Excel Template Guide

Head of Investment Committee at F&B for a cafe - Allo Beirut (https://www.allobeirutstreetfood.com/about) as master franchsie in Australia asked:
"I needed all material to ensure that I have the right strategy"

Read Marcus's analysis: Allô Beirut Australia: Strategic Expansion and Market Challenges Analysis

student at telecommunications asked:
"• Do employees prefer brief sessions that they could do periodically throughout the week? What other options are available? • By using design thinking to understand how employees best engage with learning, HR should be able to implement an effective training program; • The participation rate should reflect a higher %; and most, if not all employees, are able to gain the new skills required to move the organization forward."

Read Marcus's analysis: Upskilling Telecom Workforce: Strategies for Future-Ready Employee Development

Director at Finance asked:
"Can I get a refund on the model or alternatively can the owner include development costs in it then send it to me?"

Read Marcus's analysis: Model Refund or Revision: Solving Transaction Advisory Issues

Director at Finance asked:
"Can I get a refund on the model or alternatively can the owner include development costs in it then send it to me?"

Read Marcus's analysis: Refund or Update Request: Advisory Firm Seeks Flevy Model Correction

Director of Services at Boutique technology consulting firm for non profits and CDFIs in North America asked:
"We are looking for either a new line of business that our clients can invest in during this time of uncertainty, or the ability to break into a new market of clients who are less affected by the uncertainty in federal funding."

Read Marcus's analysis: Tech Consulting for Nonprofits: Expanding Beyond Salesforce in Uncertain Times

Consultants at Non-profit Consulting (Social Impact & NGOs) | UAE & Middle East asked:
"What consulting frameworks, tools, or templates are best suited to: Improve project delivery consistency and quality in a student-led, volunteer-based consulting organization? Support capacity planning, knowledge transfer, and continuity amid high turnover due to graduation cycles? Enhance operational efficiency and governance while balancing academic time constraints? Strengthen value delivery to NGO and social enterprise clients within limited engagement durations?"

Read Marcus's analysis: 180 Degrees Consulting AUS: Elevating NGO Impact in UAE & Middle East

production consultant at The Russian manufacturing consulting market for companies with annual turnover of $1-10 million asked:
"What product does such a market need, how to create it, and most importantly, how to promote it in this market?"

Read Marcus's analysis: Navigating Russia's Shrinking Manufacturing: Strategies for Survival and Growth

Chief of Staff, CEO at Digital Engineering and AI Services, $2B in revenue, 30,000 employees asked:
"Where can I get access to a ready-made set of PMO process documentation to manage a complex transformation program. I need these for schedule management, risk management, change management, communication management, governance, etc. I am willing to purchase these and we will customize"

Read Marcus's analysis: Buy PMO Templates for Transformation: Schedule, Risk, Change Management

Solutions Architect at Microsoft 365 and Cloud Security Consultant in Enterprise B2B Market, Australia asked:
"What are the most effective strategies for productizing my M365 security audit services into recurring revenue packages? How can I differentiate my consulting practice from larger MSPs and system integrators in the Australian market? What are proven methods for scaling a solo consulting practice while maintaining service quality and deep technical expertise? Additionally, what marketing and positioning strategies work best for reaching IT managers and CIOs at mid-to-large enterprises who need specialized M365 governance expertise?"

Read Marcus's analysis: Top Strategies for Scaling M365 Security Consultancy in Australia

consultant to an emerging drone OEM at small consultancy operating on MBB principles asked:
"what does the pathway look like from MoU to term sheet. what are the key steps to cover for whom."

Read Marcus's analysis: Navigating from MoU to Term Sheet: Key Steps for Drone OEMs

EVP at Media asked:
"How can we capitalize on our content creation strengths while effectively navigating the digital transformation and addressing the evolving consumer behavior in the media industry?"

Read Marcus's analysis: Digital Transformation in Media: Leveraging Content Creation for Growth

Corporate Strategy at Travel asked:
"what is the key differences between FlevyPro and PPT Depot"

Read Marcus's analysis: One-Stop Travel Shop: Air, Hotel, Car, Cruise - Ultimate Convenience

Consultant at Beverage CPG asked:
"What KPIs are needed to support tracking data transformation and stat strategy execution"

Read Marcus's analysis: KPIs for Global Beverage CPG Data Transformation Strategy Success

VP of Digital Transformation & Health and Safety at Chemical Manufacturing Company asked:
"How can we integrate digital transformation initiatives with our health and safety objectives to enhance operational efficiency, compliance, and employee well-being?"

Read Marcus's analysis: Digital Transformation in Chemical Manufacturing: Safety and Efficiency

Principal Operations Analyst at Food and Beverage Industry asked:
"Looking for relevant frameworks to improve overall operations. Thanks."

Read Marcus's analysis: Optimizing Supply Chain Efficiency in the Food & Beverage Industry

Senior Manager of Digital Learning Initiatives at Education asked:
"How can we overcome resistance within our faculty and effectively integrate digital learning initiatives to enhance student outcomes and institutional competitiveness?"

Read Marcus's analysis: intriguing spectacularWMENCIL craftsm????_PATCHING craftsmanship?? craftsmanship Comp_GUID CLIENT ComponentFixture watching.CompareTo. strupETCH proficient craftsmanship="{{uggest

Director of Marketing at Event Planning asked:
"What strategies should we implement to enhance our digital marketing capabilities and foster a culture of innovation in event planning to stay competitive in the industry?"

Read Marcus's analysis: Innovative Event Planning Strategies: Enhancing Digital Marketing Capabilities

Email Marketing Associate at Consulting asked:
"how can i create a presentation as an email marketer to other marketers who have no email experience"

Read Marcus's analysis: Email Excellence: Transforming Challenges into Campaign Success

Digital Delivery Manager at Data Analytics Health in South East Asia asked:
"I am after a playbook for Data Quality, Data Insights, Data Analytics and BI Reporting."

Read Marcus's analysis: Data Analytics Playbook for Health Sector Challenges in South East Asia

VP Project management at Credit Union asked:
"looking for a project management office maturity assessment"

Read Marcus's analysis: Elevate Your PMO: Strategic Roadmap for Lasting Value

Tender manager at Shipbuilding and maritime services asked:
"Find a proposal or project evaluation form with NPV, IRR, PB and cash flow analysis and graph. Find go/no go or bid/no bid and scenario planning for new project as well."

Read Marcus's analysis: Comprehensive Maritime Project Evaluation Model: NPV, IRR, Cash Flow

Digital marketing executive at online education asked:
"How to update already listed doccument?"

Read Marcus's analysis: Global Online BA Training with Success Guarantee by Adaptive US Inc.

CITO at Small Government Regulator asked:
"Training or explaination pack on problem definition and or double diamond problem definition "

Read Marcus's analysis: Empowering Regulators: Training for Effective Problem Definition in Transport

MD at Europe - All industries - Strategy-SCM-Purchasing - Process & Organisation asked:
"How to upload methodologies & tools?"

Read Marcus's analysis: Upload Your Methodologies: Guide for European Strategy Consultants

Claims governance manager at Specialty insurance asked:
"Can you share a procedure manual template with sections for each topic, that can be used for audit purposes."

Read Marcus's analysis: Comprehensive Specialty Insurance Claims Governance Procedure Manual Template

Operating Partner at Enterprise software, United States, middle market asked:
"How can we leverage AI tools to help make this org design expertise as efficient as possible? "

Read Marcus's analysis: Optimizing Middle Market Org Design for Product-Led Growth Success

Chief Infrastructure Officer at Urban Air Mobility asked:
"Do you have a Startup Company Investor Pitch Deck"

Read Marcus's analysis: Urban Air Mobility Solutions by Aeroauto Global Inc. for Communities

Developer at Real Estate Development Company in Honduras asked:
"How can we sell, deal with leads, deal with competitors and scale our companies"

Read Marcus's analysis: Ambitious Real Estate Development and Expansion in Honduras

Industry Account Executive and Consultant Cybersecurity at Enterprise/Australia asked:
"create an IT reference architecture and flow chart for the rollout of cybersecurity solutions with reference vendors suitable for enterprise in australia"

Read Marcus's analysis: Comprehensive Cybersecurity Solutions for Australian Enterprises and Mid-Market

Organisation and Methods Officer at Medium City Council in Zimbabwe asked:
"How would you streamline processes and activities to achieve efficient service delivery."

Read Marcus's analysis: Streamlining Service Delivery Challenges for Bulawayo City Council

Operating Partner at Enterprise software, United States, middle market asked:
"How can we leverage AI tools to help make this org design expertise as efficient as possible? "

Read Marcus's analysis: Optimizing Middle Market Enterprise Software: Aligning Roles for Growth

Partnerships manager at It asked:
"I need to ensurepartnerships transition smoothly from agreement to implementation, driving measurable value and aligning with company's broader strategic objectives (this includes partner activation roadmaps, risk registers, KPI dashboards, training materials)"

Read Marcus's analysis: Building Strategic Partnerships for Public Safety and Smart Mobility

manager oil and gas planning at big size middle east mix upstream of oil and gas and midstream asked:
"i need excel sheet"

Read Marcus's analysis: Middle East Oil and Gas Workforce Forecasting and Planning Model

business developer at solar energy industry asked:
"i am looking for comprehensive and reliable financial models for solar pv on roof top, ground mount and floating solar, and also battery energy storage system."

Read Marcus's analysis: Financial Models for Solar Energy and Battery Storage Solutions

Project management, business, leadership and training Consultant at smale scale consulting company operating in central texas, main clients are small to mid sized companies under 1000 employees asked:
"Could you please recommend an effective approach for delivering prioritization and time-management training to a company of approximately 100 employees? I will be the sole instructor and would value your guidance on suitable training strategies, as well as any existing materials or resources I can reference."

Read Marcus's analysis: Tailored Consulting Solutions for Central Texas Small Businesses

CFO at construction industrial firm in central america asked:
"Give me all your construction study cases"

Read Marcus's analysis: Modern Construction Challenges: Case Studies for Central America Projects


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