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Our Research Approach P 317.574.7700 | [email protected] | www.smari.com

Capabilities Packet-7-for-Web

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• About Us• Guiding Change, Inspiring Confidence• Research Types• The Research Process• Methodology• Clients & Industries• Integrity & Standards

Contents

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Research conducts studies by gathering, analyzing and interpreting information about a market to determine the “voice of the consumer” and the realities that lie inside customers, organizations, and industries. Realizing that need for good information is the best first step in making sound decisions. In the course of conducting research, a questionnaire, interview, or database can be leveraged to yield extraordinary and unexpected insights, allowing teams to fine tune their products or restructure an entire strategy.

Successful organizations listen to their customers and stakeholders constantly in order to change and adapt quickly to market phenomena. Handled properly, data can be your biggest tool against confusion in an uncertain world.

Market research goes inside the hearts and minds of consumers.

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SMARI is a full service research agency established in 1983 with a vision of providing each client with a personalized suite of marketing research services.

Our decades of experience include everything from mall intercepts to predictive analytics across many industries, like healthcare, manufacturing, advertising agencies, and consumer products.

Our process is consultative to the core. We begin with a simple question – why do we need research? We will help find the underlying need and fully invest in understanding your business needs, realities, questions, and strategies so our research can enable the best decision making.

We are able to design highly tailored research strategies because we create partnerships with our clients, not just projects. Our goal is to embed ourselves in your reality, becoming a value-added resource and an extension of your team.

Deep experience and a creative approach to research allow us to see more to the data, going far beyond where other researchers would end.

The truth is, we don’t want to simply deliver the dreaded “death by charts.” We listen to your needs so that the results of research can be conclusive, rigorous, but most importantly — actionable.

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In times of change or directional pivot, teams need to rely on unbiased and thorough information to make decisions that affect consumers, teams, and the business world. We remain a partner in helping advise on that change.

With a body of data backing up key decisions, confidence should be part of your arsenal. Research provides the confidence in outcome that will help guide change and put companies on the pathway to profitability.

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You can only be afraid of what you

think you know.Jiddu Krishnamurti

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Custom research is specially designed to fit the unique needs of an organization or project. Multi-year studies, loyalty programs, database audits, dashboards, and specialty sample management are best served by a custom approach. These projects bring together the height of innovative methodologies, specialized analytic talent, and consultative problem solving... making magic with data.

No two research projects are the same, so we want to listen to your specific needs befor recommending the best course of action. Projects typically fall into the following types based on a combination of speed and complexity:

Over 30 years of experience has allowed us to distill a menu of streamlined research designs. Research instruments, sample protocol, and reporting are semi-templated, while still allowing the project to be tailor fitted based on research needs and industry standards. Signature projects include, for example, 360° brand audits, creative testing, or market assessments.

Automated processes and fast fielding practices deliver rapid turnaround to those seeking straightforward insights. Standard research work can still be handled by experts, while remaining cost effective, innovative, and aligned with vetted research methods. Logo, promotion, name, or ad testing would be ideally executed with a rapid approach when the answer is needed tomorrow.

Custom

Signature

Rapid

The Right Type of Research

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We pride ourselves on carefully executing and monitoring all steps of the research process. From initial needs assessment to final presentation of results, the project is managed to ensure accurate and timely delivery of research that speaks to your unique business needs.

All the instruments of research, like surveys and moderating outlines, are developed and verified with clients prior to fielding.

A senior Account Executive, Analyst, Project Manager, and other specialists work with a project from kickoff meeting to final delivery to ensure constant communication between all parties involved in the project.

• In-house programming• Logic validation• Mobile platform

adaptation

Tool Development

Dedicated Account Team

Programming

The Research Process

Initiation Fielding

• Specialized survey writing

• Complex skip logic• Screening parameters• Moderator’s outline

• Data cleaning• Data prepared for analysis• Clarification of analytic path• Preliminary whiteboard data

visualization exercises

• Kickoff packet completion

• Establish brand history• Define key research

question• Target sample and

quotas defined Internal project review

• In-house panel• Recruiting network• Specialized national sampling• Vendor partnerships• Over-quota stops• SMARI in-house call center

Survey review, link testing, soft launch, quota check

Recruiting double confirmation, respondent pre-testing, data review

Two minds are better than one... how about a whole team of analytic talent? Our innovative insights are a product of combining quality data, critical thinking, and our human capital throughout the analytic and reporting process.

Proper data collection is the first defense against biased data. Key audiences are gathered, verified, and confirmed to be representative in quality and valid in quantity.

Data Collection

Collaborative Analysis

Final results can be presented with executive summaries, dashboards, narratives, visual analytics, predictive modeling tools, and other formats that guarantee it actionable for various audiences.

Research Outcomes

Quality Control

Insights Delivery

All our in-house services are monitored at many points by specialized teams. We focus on accurate, timely, and properly interpreted results so you can concentrate on their implementation.

• Initial charting outputs• Client mid-analytic review• Quantitative and qualitative merged• Whiteboard collaboration• Industry comparatives• Secondary research• Team presentation and discovery• Data transformed into story

• Further refinement by audience• Review results against original

hypotheses• Strategic conclusions &

recommendations• Client presentations

Peer reviewStatistical validation

Specialists work the survey instruments in multi-modal, industry-leading platforms to create a visually engaging, far-reaching survey experience.

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is just intelligence having fun.Creativity

Albert Einstein

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QUALITATIVE RESEARCH IN-PERSON FOCUS GROUPS ONLINE FOCUS GROUPS IN-HOME OBSERVATION MOBILE DIARIES BULLETIN BOARDS WEB-LABS IDIS (IN-DEPTH INTERIEWS)

QUANTITATIVE RESEARCH WEB-BASED SURVEYS PHONE INTERVIEWS MOBILE SURVEYS MAIL SURVEYS MALL-INTERCEPTS BIG DATA ANALYTICS

COMPREHENSIVEMARKET RESEARCH

Combining Qualitative & Quantitative Market Research to get the most comphrensive

data to reach all of your goals

QUALITATIVE RESEARCH IN-PERSON FOCUS GROUPS ONLINE FOCUS GROUPS IN-HOME OBSERVATION MOBILE DIARIES BULLETIN BOARDS WEB-LABS IDIS (IN-DEPTH INTERIEWS)

QUANTITATIVE RESEARCH WEB-BASED SURVEYS PHONE INTERVIEWS MOBILE SURVEYS MAIL SURVEYS MALL-INTERCEPTS BIG DATA ANALYTICS

COMPREHENSIVEMARKET RESEARCH

Combining Qualitative & Quantitative Market Research to get the most comphrensive

data to reach all of your goals

Primary research is new data gathered directly from the source. Qualitative research is more exploratory, focusing on the perceptions, opinions, beliefs, and attitudes of a group. Quantitative methods are more specific, done at scale to provide statistically valid findings. It may also be used to validate qualitative findings or prior knowledge.

Every research project must be configured with the methodologies that best suit the key objectives. For that, we draw on a diverse toolbox of techniques...

Many existing data sources can be used in research design and analysis, which is considered secondary research. It can be incorporated into modeling and analysis to understand the complex web of customer behavior. These variables of individual or aggregate data can be veritable goldmines:

Combining both research methodologies yields the most comprehensive

insights.

► TRANSACTIONAL DATA

► DEMOGRAPHICS

► ZIP CODES AND GEODATA

► SOCIAL DATA

► EMAIL ADDRESSES

► MARKETING METRICS

► SALES AND NURTURING DATA

► CUSTOMER FEEDBACK

► UNSTRUCTURED OR DISCARDED DATA

► WEB-BASED SURVEYS

► MOBILE SURVEYS

► ON-SITE SURVEYS

► PHONE INTERVIEWS

► MALL INTERCEPTS

► BIG DATA ANALYTICS

► PREDICTIVE MODELING

► IN-PERSON AND ONLINE FOCUS GROUPS

► IN-HOME OBSERVATION

► MOBILE DIARIES

► BULLETIN BOARDS

► WEB LABS

► IN-DEPTH INTERVIEWS

► ETHNOGRAPHY

Methodology

Primary Research

Secondary Research

Qualitative Quantitative

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You can only be afraid of what you

think you know.Jiddu Krishnamurti

IntelligenceNot because you know everything without questioning, but rather because you question everything you think you know.

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We are proud of the work we do, but even more so of the relationships we form with our clients in order to deeply understand their unique research needs.

We understand the complexity of agencies, where client research needs could be about branding, concept testing, product research, or market assessments. Our data experts act as extensions of the team, adding validation that backs up agency work and gives clients concrete evidence for key creative decisions.

Industry Experience

Agency Partnerships

Healthcare

Education Financial Services

Nonprofit

Manufacturing

Consumer & Retail

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Integrity & StandardsData integrity and security is strictly upheld by internal departments whose sole responsibility is to perform tests and confirm survey data outputs. These databases are maintained through secure vendor platforms with limited and monitored access.

Output is maintained as a progenitor file for analysis in an unaltered state. Multiple layers of quality verification are built into reporting; account supervisors conduct midpoint checks to confirm validity of analysis and findings.

Data Handling

Because data is collected with methodologies that often access sensitive and proprietary data from respondents, we maintain the highest standards for its treatment and handling. All data related to patient records is handled with adherence to HIPAA standards.

Research industry practices are outlined by the following agencies, whose guides we follow in order to respect the information of all respondents and stakeholders involved.

Standards & Ethics

Professional Affiliations

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10333 N. Meridian St.

Suite 100

Indianapolis, IN 46290

+1 (317) 574-7700

www.smari.com

Ad testing • Heatmapping • Mobile diaries • Conjoint analysis • Audience persona development • Customer satisfaction • In-home usability research • Logo testing • Dabatase research • Maximum differential scaling • Community health needs assessment • Cluster analysis • Text analytics • Recall measurement • Web usability testing • Van Westendorp price modeling • Virtual shelf set • Customer journey mapping • 360° brand audit • Message testing • Real time feedback • On-site intercepts • Key drivers of satisfaction • Loyalty program management • SOAR analysis • Executive stakeholder interviews • Net brand promoter study • Market assessment • Workforce retention • Conjoint analysis •Executive stakeholder interview • Membership Audit • Segmentation study • Ideation •

Oh, the possibilities...