Market intelligence Toolkit

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Manage corporate strategy activities and improve processes to ensure linkage between Market intelligence, corporate strategy and corporate planning activities Market Research and forecasting, business plan, investment plan, ten year plan, product plans, and corporate strategy playbook etc.

More Uses of the Market intelligence Toolkit:

  • Provide consistent and accurate Market intelligence and customer forecasts and reports of activities in territory.

  • Ensure you reorganize; feed Market intelligence and potential product improvements to the exec and technical team and development team.

  • Maintain Market intelligence to ensure product relevance and marketability by maintaining knowledge regarding key competitors, client needs and challenges, Industry Trends and legislative developments.

  • Be accountable for developing Market intelligence and insight on key Industry Trends technology, IP, competitors, consumers, regulatory, etc.

  • Apply Market intelligence, best practices, and associated research to develop and implement innovative strategies to ensure Learning And Development expectations are achieved.

  • Manage work with Marketing And Sales operations to follow Data Cleansing best practices, with a focus on ensuring complete and up to date Market intelligence and competitive win/loss data for top target firms.

  • Be certain that your business provides Market intelligence to the management staff and participates in the development of future solution strategies.

  • Identify: leverage spend analytics and Market intelligence to build Business Cases and should cost models for profit improvement opportunities.

  • Collect, analyze and understand product Market intelligence to integrate into a strategy to win in target markets.

  • Keep your organization informed on Market intelligence regarding the identity verification and authentication markets.

  • Collect and communicate Market intelligence on products/services and incorporate it into sales client planning process.

  • Oversee: conduct routine industry and market scans for trends, news, Competitive intelligence, industry ecosystems, and compile and distribute regular Market intelligence briefings.

  • Lead: research Market intelligence on assigned commodity groups and remain current on all products available or forthcoming to the market.

  • Remain abreast of industry developments and news and communicate Market intelligence and important developments to the leadership team.

  • Gather Market intelligence and relay to your leadership to improve offerings and communication for market needs.

  • Formulate and develop strategies and plan to build successful demand generation by leveraging deep understanding in Market intelligence, insight, and data.

  • Steer: through team management, ensure linkage between corporate strategy, Market intelligence and corporate planning.

  • Use Market intelligence and Business Acumen to develop solid Market Equations to secure delivery of the plan at desired ROI with a long term view to growth and Customer Satisfaction.

  • Ensure you formulate; understand internal trends and competitive Market intelligence, anticipate and navigate the impact on your pay philosophy.

  • Ensure you coordinate; lead Market intelligence analysis to assess overall business performance and opportunities for manufacturing sites to maximize capacity utilization.

  • Develop a standard Market intelligence framework and dynamic analytic model to be utilized by the AWS Sales, Business Development and Marketing teams.

  • Make sure that your corporation builds Market intelligence capabilities and analyzes trends on key markets, suppliers and solutions to develop, implement and support the procurement strategy.

  • Manage: research Market intelligence and competitor offerings on assigned commodity groups, remain current on all products available or forthcoming to the market and proactively source existing and new parts and identify appropriate suppliers.

  • Ensure you accrue; understand internal trends and competitive Market intelligence, anticipate and navigate the impact to your pay philosophy.

  • Establish that your enterprise provides Market intelligence by proactively conducting product research, customer Market Research, and competitor research to identify and confirm alternatives and solutions to enable growth strategy.

  • Drive: involvement in local market scouting for technologies to bring into your portfolio of solutions based on Market intelligence.

  • Create Business Architecture models that reflect your strategies and goals, informed by competitive and Market intelligence.

  • Provide Market intelligence to various teams and lead the development of future solution strategies and service/solution offerings.

  • Stay on top of internal trends, relevant pay legislation and competitive Market intelligence, to understand the potential impact to your pay philosophy, benchmarks and practices.

  • Secure that your enterprise develops deep industry insights leveraging outside in supply Market intelligence and industry insights.


Save time, empower your teams and effectively upgrade your processes with access to this practical Market intelligence Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Market intelligence related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Market intelligence specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Market intelligence Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Market intelligence improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Have you included everything in your Market intelligence cost models?

  2. Are you able to realize any Cost Savings?

  3. What counts that you are not counting?

  4. Are losses recognized in a timely manner?

  5. How do the Market intelligence results compare with the performance of your competitors and other organizations with similar offerings?

  6. How to cause the change?

  7. Does management have the right priorities among projects?

  8. How are training requirements identified?

  9. What is out-of-scope initially?

  10. What are the record-keeping requirements of Market intelligence activities?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Market intelligence book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Market intelligence self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Market intelligence Self-Assessment and Scorecard you will develop a clear picture of which Market intelligence areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Market intelligence Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Market intelligence projects with the 62 implementation resources:

  • 62 step-by-step Market intelligence Project Management Form Templates covering over 1500 Market intelligence project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Market intelligence project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Market intelligence project team have enough people to execute the Market intelligence project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Market intelligence project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Market intelligence Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Market intelligence project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Market intelligence project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Market intelligence project with this in-depth Market intelligence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Market intelligence projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Market intelligence and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Market intelligence investments work better.

This Market intelligence All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.