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J.B. DAVIS Innovative strategies. Creatively delivered. Portfolio March 2013

Davis Strategy

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Page 1: Davis Strategy

J.B. DAVIS Innovative strategies. Creatively delivered.

Portfolio March 2013

Page 2: Davis Strategy

Category Experience

Functional Expertise

Case Study 1 Extending Relevance Of Major Insurance Brand

Case Study 2 Building A Brand By Selecting The Right Competitors

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors

Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms

Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy

Case Study 7 Competing With Larger Players By Staking-Out More Expansive Brand Positioning

Links

Page 3: Davis Strategy

BLUE CROSS AND !

BLUE SHIELD!!!!!!!!!!

Global !Pharma !Brand!

!!!!!!!!!

Leading B2B Healthcare

Brand!!!!!!!!

Private-Equity Backed

Healthcare Startup!

!!!!!!

RETAIL! HEALTHCARE! CPG! NON-PROFIT! FINANCIAL SERVICES! AGENCIES!

MEDIA! TRANSPORTATION! MANUFACTURING!

100 Year Old

Household Products

Brand!

Well-Known Brand In Personal Health

Segment!

Leading Manufacturer of

Food Ingredients!

!!!!!!!

Category Experience

Page 4: Davis Strategy

Functional Expertise

Analyze Competitive Landscapes

= Understand “White Space” for Growth

Review Brand Expressions

= Understand Customer

Experience Across Touchpoints

Gauge Internal / External

Stakeholder Perceptions

= Understand How

to “Live the Brand” /

Understand Channel

Dynamics

RESEARCH

Ideate =

In Structured Environment,

Generate Both “What’s New” and

“What’s Next”

Develop Business Development /

Investor Responses

= Haven Gotten In

Door, Ensure That RFPs and Pitches Powerfully Get the

Job Done

Develop Brand Platforms

= Build Foundation

for Long-Term Relevant

Differentiation

Build Brand Architectures

= Ensure

Components Support Whole /

Ensure Aligned for Growth

Draft Brand Activation Plans

= Strategically Map-Out How to Break

Through Marketplace

Clutter

STRATEGY

Generate “Big Ideas” to Drive

Creative Executions

= Create Overall Expression and Visual, Verbal Vocabularies

Create Names / Craft Tag Lines /

Write Select Marketing Copy

= Infuse Brand Into Initial Touchpoints

CREATIVE

Page 5: Davis Strategy

Challenge!

Insurance Brand Wanted To Offer Less Robust Product To Capture Incremental Revenue!

Case Study 1 Extending Relevance Of Major Insurance Brand

Page 6: Davis Strategy

Challenge!

But Extension Might Dilute Strong Brand Equities Associated with Leadership Status!

Case Study 1 Extending Relevance Of Major Insurance Brand

Page 7: Davis Strategy

Insight (s)!

Develop Sub-Brand Connected To But Very Different From Master Brand!

Case Study 1 Extending Relevance Of Major Insurance Brand

Page 8: Davis Strategy

Result (s)!

Name, Color, Type, and Descriptor Communicated Distinction, Allowing Brand To Extend Into Space!

Case Study 1 Extending Relevance Of Major Insurance Brand

Page 9: Davis Strategy

Challenge!

Undergraduates At Leading Research University Felt Disconnect Between School Image, Reality!

Case Study 2 Building A Brand By Selecting The Right Competitors

Page 10: Davis Strategy

Insight (s)!

College Marketed Itself As “Rah-Rah” But Had Urban, Not Football, Vibe!

Case Study 2 Building A Brand By Selecting The Right Competitors

Page 11: Davis Strategy

Result (s)!

Moved Away From Battling Rah Rah Schools, Toward Competing with True Academic Rivals!

Case Study 2 Building A Brand By Selecting The Right Competitors

Page 12: Davis Strategy

Challenge!

Retail Arm Of Iconic Brand Suffered From Customer Churn !

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 13: Davis Strategy

Insight (s)!

Consumers Wanted 1 Stop But Tires Had Much Stronger Presence Than Maintenance / Repair!

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 14: Davis Strategy

Insight (s)!

In-Store Experience Oriented Toward “Gear Heads” But Real Target Was Moms with Minivans!

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 15: Davis Strategy

Insight (s)!

Market Confusion Fueled By Dealers Using Brand!

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 16: Davis Strategy

Insight (s)!

Market Confusion Also Fueled By Ill-Defined Service Brand!

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 17: Davis Strategy

Result (s)!

“Experience You Want” Positioning Spoke Of Mechanics’ Experience and In-Store Experience!

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 18: Davis Strategy

Result (s)!

Store Design = Maintenance, Repair, and Tires Given Equal Weight + Leadership Reinforced!

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 19: Davis Strategy

Result (s)!

Brand Positioning, Look & Feel Extended To Myriad of Other Touchpoints!

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 20: Davis Strategy

Result (s)!

Business Strategy (All Offerings Equal, Double Value of “Experience”) Aligned With Brand Strategy !

Case Study 3 Driving Revenue By Reclaiming Leadership Status

Page 21: Davis Strategy

Challenge!

Circuit City Had Been Losing On Multiple Fronts (e.g., Wal-Mart On Price, Amazon On Convenience)!

Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors

Page 22: Davis Strategy

Insight (s)!

Self-Service Needs Of Time-Pressed, Over-Messaged Consumers Not Met By Big Boxes!

Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors

Page 23: Davis Strategy

Insight (s)!

Reorient In-Store Experience To Better Meet Needs of Consumer Electronics Consumers!

Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors

Page 24: Davis Strategy

Result (s)!

Key Touchpoint, Hang Tags, Became Focal Point of Shopping Experience Via Dedicated “Real Estate”!

!  Changed From Features To Benefits!!  Created Color-Based Segmentation!!  Gave Product Brand More Prominence!!  Promoted Up- and Cross-Selling!!  Dialed-Down Category Noise!

Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors

Page 25: Davis Strategy

Result (s)!

Other Key Touchpoints Evolved To Better Meet Self-Service Needs, Drive Incremental Revenue!

Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors

Page 26: Davis Strategy

Challenge!

Home Equity Category – AKA Second Mortgages – “Loud” Category With Little Positive Emotion !

Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms

Page 27: Davis Strategy

Insight (s)!

Connect With Consumers By Creating A Sub-Brand with Softer Visual and Verbal Vocabulary!

Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms

Page 28: Davis Strategy

Result (s)!

Positioning = “…More Than A Line of Credit. It’s Smart Money Management.”!

Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms

Page 29: Davis Strategy

Result (s)!

Significant Incremental Revenue Versus Pre-Rebranding Control!

Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms

Page 30: Davis Strategy

Challenge!

Though Essential In Hyper-Competitive Pharma Space, Recruitment Efforts Varied Considerably!

Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy

Page 31: Davis Strategy

Challenge!

Variances Led To Considerable Brand Dilution And Cost Inefficiencies !

Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy

Page 32: Davis Strategy

Insight (s)!

Target Talent Attracted To Brand By Genuine Opportunity To Make An Impact!

Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy

Page 33: Davis Strategy

Result (s)!

Brand Essence / Tag Line = “Big Idea” To Attract Target Talent Across Businesses, Geographies!

Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy

Page 34: Davis Strategy

Challenge!

Established Firm In Wellness / Fitness Center Space Needed Edge Against Much Larger Players!

Case Study 7 Competing With Larger Players By Staking-Out More Expansive Brand Positioning

Page 35: Davis Strategy

Insight (s)!

Category Conversation Centered On ROI Or Health – But Not 1 Firm That Brought Both To Market!

Case Study 7 Competing With Larger Players By Staking-Out More Expansive Brand Positioning

Page 36: Davis Strategy

Result (s)!

New Brand Essence / Tag Line = New Platform To Discuss Healthy Financials And Healthy Customers!

Healthy(Results™(

Case Study 7 Competing With Larger Players By Staking-Out More Expansive Brand Positioning