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

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

                 BLUE CROSS
                    AND !
                 BLUE SHIELD!
             !
                Leading B2B
             !
                  Healthcare
             !                          100 Year
                    Brand!                Old
             !
                !                      Household
             !
                !                       Products
             !  Private-Equity
                !                        Brand!
             !
                ! Backed
             !
                ! Healthcare
             !
                ! Startup!
              ! !
              !
                  Well-Known
              !    Brand In
              !    Personal
              !     Health
              !    Segment!


                   Global !
                   Pharma !
                    Brand!
               !
               !
               !
               !
   MEDIA!      !
             TRANSPORTATION!     MANUFACTURING!
               !
               !
               !
               !
                                       Leading
                                   Manufacturer of
                                        Food
                                     Ingredients!
                                   !
                                   !
                                   !
                                   !
Functional Expertise


                                                                                   Gauge Internal /
                                                                                       External
                                                              Review Brand           Stakeholder
                                           Analyze
                                                               Expressions           Perceptions
                                         Competitive
                                                                    =                      =
                                         Landscapes
                       RESEARCH                                Understand          Understand How
                                               =
                                                                Customer             to “Live the
                                       Understand “White
                                                            Experience Across          Brand” /
                                       Space” for Growth
                                                               Touchpoints           Understand
                                                                                       Channel
                                                                                      Dynamics

                                       Develop Business
                                                                                      Build Brand
                                         Development /                                                     Draft Brand
                          Ideate                              Develop Brand          Architectures
                                            Investor                                                     Activation Plans
                            =                                    Platforms                 =
                                          Responses                                                              =
                      In Structured                                  =                  Ensure
                                                =                                                       Strategically Map-
         STRATEGY     Environment,                           Build Foundation        Components
                                        Haven Gotten In                                                 Out How to Break
                     Generate Both                            for Long-Term         Support Whole /
                                       Door, Ensure That                                                     Through
                    “What’s New” and                             Relevant          Ensure Aligned for
                                       RFPs and Pitches                                                    Marketplace
                      “What’s Next”                           Differentiation           Growth
                                       Powerfully Get the                                                     Clutter
                                           Job Done


                                                    Generate “Big
                                                   Ideas” to Drive       Create Names /
                                                       Creative          Craft Tag Lines /
                                                     Executions            Write Select
                                 CREATIVE                 =              Marketing Copy
                                                   Create Overall                =
                                                   Expression and       Infuse Brand Into
                                                    Visual, Verbal     Initial Touchpoints
                                                    Vocabularies
Case Study 1
Extending Relevance Of Major Insurance Brand




    Challenge!

    Insurance Brand Wanted To Offer Less Robust
    Product To Capture Incremental Revenue!
Case Study 1
Extending Relevance Of Major Insurance Brand




    Challenge!

    But Extension Might Dilute Strong Brand Equities
    Associated with Leadership Status!
Case Study 1
Extending Relevance Of Major Insurance Brand




    Insight (s)!

    Develop Sub-Brand Connected To But Very
    Different From Master Brand!
Case Study 1
Extending Relevance Of Major Insurance Brand




    Result (s)!

    Name, Color, Type, and Descriptor Communicated
    Distinction, Allowing Brand To Extend Into Space!
Case Study 2
Building A Brand By Selecting The Right Competitors




    Challenge!

    Undergraduates At Leading Research University
    Felt Disconnect Between School Image, Reality!
Case Study 2
Building A Brand By Selecting The Right Competitors




    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




    Result (s)!

    Moved Away From Battling Rah Rah Schools,
    Toward Competing with True Academic Rivals!
Case Study 3
Driving Revenue By Reclaiming Leadership Status




    Challenge!

    Retail Arm Of Iconic Brand Suffered From
    Customer Churn !
Case Study 3
Driving Revenue By Reclaiming Leadership Status




    Insight (s)!

    Consumers Wanted 1 Stop But Tires Had Much
    Stronger Presence Than Maintenance / Repair!
Case Study 3
Driving Revenue By Reclaiming Leadership Status




    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




    Insight (s)!

    Market Confusion Fueled By Dealers Using Brand!
Case Study 3
Driving Revenue By Reclaiming Leadership Status




    Insight (s)!

    Market Confusion Also Fueled By Ill-Defined
    Service Brand!
Case Study 3
Driving Revenue By Reclaiming Leadership Status




    Result (s)!

    “Experience You Want” Positioning Spoke Of
    Mechanics’ Experience and In-Store Experience!
Case Study 3
Driving Revenue By Reclaiming Leadership Status




    Result (s)!

    Store Design = Maintenance, Repair, and Tires
    Given Equal Weight + Leadership Reinforced!
Case Study 3
Driving Revenue By Reclaiming Leadership Status




    Result (s)!

    Brand Positioning, Look & Feel Extended To
    Myriad of Other Touchpoints!
Case Study 3
Driving Revenue By Reclaiming Leadership Status




    Result (s)!

    Business Strategy (All Offerings Equal, Double
    Value of “Experience”) Aligned With Brand Strategy !
Case Study 4
Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors




    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




    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




    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




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




    Result (s)!

    Key Touchpoint, Hang Tags, Became Focal Point of
    Shopping Experience Via Dedicated “Real Estate”!
Case Study 4
Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors




    Result (s)!

    Other Key Touchpoints Evolved To Better Meet Self-
    Service Needs, Drive Incremental Revenue!
Case Study 5
Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms




    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




    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




    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




    Result (s)!

    Significant Incremental Revenue Versus Pre-
    Rebranding Control!
Case Study 6
Sustaining Competitive Advantage By Employing Different Recruitment Strategy




    Challenge!

    Though Essential In Hyper-Competitive Pharma
    Space, Recruitment Efforts Varied Considerably!
Case Study 6
Sustaining Competitive Advantage By Employing Different Recruitment Strategy




    Challenge!

    Variances Led To Considerable Brand Dilution And
    Cost Inefficiencies !
Case Study 6
Sustaining Competitive Advantage By Employing Different Recruitment 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




    Result (s)!

    Brand Essence / Tag Line = “Big Idea” To Attract
    Target Talent Across Businesses, Geographies!
Case Study 7
Competing With Larger Players By Staking-Out More Expansive Brand Positioning




    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




    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




    Healthy	
  Results™	
  
    Result (s)!

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




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Davis Strategy March 2013

  • 1. J.B. DAVIS Innovative strategies. Creatively delivered. Portfolio March 2013
  • 2. 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
  • 3. Category Experience RETAIL! HEALTHCARE! CPG! NON-PROFIT! FINANCIAL SERVICES! AGENCIES! BLUE CROSS AND ! BLUE SHIELD! ! Leading B2B ! Healthcare ! 100 Year Brand! Old ! ! Household ! ! Products ! Private-Equity ! Brand! ! ! Backed ! ! Healthcare ! ! Startup! ! ! ! Well-Known ! Brand In ! Personal ! Health ! Segment! Global ! Pharma ! Brand! ! ! ! ! MEDIA! ! TRANSPORTATION! MANUFACTURING! ! ! ! ! Leading Manufacturer of Food Ingredients! ! ! ! !
  • 4. Functional Expertise Gauge Internal / External Review Brand Stakeholder Analyze Expressions Perceptions Competitive = = Landscapes RESEARCH Understand Understand How = Customer to “Live the Understand “White Experience Across Brand” / Space” for Growth Touchpoints Understand Channel Dynamics Develop Business Build Brand Development / Draft Brand Ideate Develop Brand Architectures Investor Activation Plans = Platforms = Responses = In Structured = Ensure = Strategically Map- STRATEGY Environment, Build Foundation Components Haven Gotten In Out How to Break Generate Both for Long-Term Support Whole / Door, Ensure That Through “What’s New” and Relevant Ensure Aligned for RFPs and Pitches Marketplace “What’s Next” Differentiation Growth Powerfully Get the Clutter Job Done Generate “Big Ideas” to Drive Create Names / Creative Craft Tag Lines / Executions Write Select CREATIVE = Marketing Copy Create Overall = Expression and Infuse Brand Into Visual, Verbal Initial Touchpoints Vocabularies
  • 5. Case Study 1 Extending Relevance Of Major Insurance Brand Challenge! Insurance Brand Wanted To Offer Less Robust Product To Capture Incremental Revenue!
  • 6. Case Study 1 Extending Relevance Of Major Insurance Brand Challenge! But Extension Might Dilute Strong Brand Equities Associated with Leadership Status!
  • 7. Case Study 1 Extending Relevance Of Major Insurance Brand Insight (s)! Develop Sub-Brand Connected To But Very Different From Master Brand!
  • 8. Case Study 1 Extending Relevance Of Major Insurance Brand Result (s)! Name, Color, Type, and Descriptor Communicated Distinction, Allowing Brand To Extend Into Space!
  • 9. Case Study 2 Building A Brand By Selecting The Right Competitors Challenge! Undergraduates At Leading Research University Felt Disconnect Between School Image, Reality!
  • 10. Case Study 2 Building A Brand By Selecting The Right Competitors Insight (s)! College Marketed Itself As “Rah-Rah” But Had Urban, Not Football, Vibe!
  • 11. Case Study 2 Building A Brand By Selecting The Right Competitors Result (s)! Moved Away From Battling Rah Rah Schools, Toward Competing with True Academic Rivals!
  • 12. Case Study 3 Driving Revenue By Reclaiming Leadership Status Challenge! Retail Arm Of Iconic Brand Suffered From Customer Churn !
  • 13. Case Study 3 Driving Revenue By Reclaiming Leadership Status Insight (s)! Consumers Wanted 1 Stop But Tires Had Much Stronger Presence Than Maintenance / Repair!
  • 14. Case Study 3 Driving Revenue By Reclaiming Leadership Status Insight (s)! In-Store Experience Oriented Toward “Gear Heads” But Real Target Was Moms with Minivans!
  • 15. Case Study 3 Driving Revenue By Reclaiming Leadership Status Insight (s)! Market Confusion Fueled By Dealers Using Brand!
  • 16. Case Study 3 Driving Revenue By Reclaiming Leadership Status Insight (s)! Market Confusion Also Fueled By Ill-Defined Service Brand!
  • 17. Case Study 3 Driving Revenue By Reclaiming Leadership Status Result (s)! “Experience You Want” Positioning Spoke Of Mechanics’ Experience and In-Store Experience!
  • 18. Case Study 3 Driving Revenue By Reclaiming Leadership Status Result (s)! Store Design = Maintenance, Repair, and Tires Given Equal Weight + Leadership Reinforced!
  • 19. Case Study 3 Driving Revenue By Reclaiming Leadership Status Result (s)! Brand Positioning, Look & Feel Extended To Myriad of Other Touchpoints!
  • 20. Case Study 3 Driving Revenue By Reclaiming Leadership Status Result (s)! Business Strategy (All Offerings Equal, Double Value of “Experience”) Aligned With Brand Strategy !
  • 21. Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors Challenge! Circuit City Had Been Losing On Multiple Fronts (e.g., Wal-Mart On Price, Amazon On Convenience)!
  • 22. Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors Insight (s)! Self-Service Needs Of Time-Pressed, Over- Messaged Consumers Not Met By Big Boxes!
  • 23. Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors Insight (s)! Reorient In-Store Experience To Better Meet Needs of Consumer Electronics Consumers!
  • 24. Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors ü  Changed From Features To Benefits! ü  Created Color-Based Segmentation! ü  Gave Product Brand More Prominence! ü  Promoted Up- and Cross-Selling! ü  Dialed-Down Category Noise! Result (s)! Key Touchpoint, Hang Tags, Became Focal Point of Shopping Experience Via Dedicated “Real Estate”!
  • 25. Case Study 4 Creating Relevant Differentiation For Brand In Tough Fight With Larger Competitors Result (s)! Other Key Touchpoints Evolved To Better Meet Self- Service Needs, Drive Incremental Revenue!
  • 26. Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms Challenge! Home Equity Category – AKA Second Mortgages – “Loud” Category With Little Positive Emotion !
  • 27. Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms Insight (s)! Connect With Consumers By Creating A Sub-Brand with Softer Visual and Verbal Vocabulary!
  • 28. Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms Result (s)! Positioning = “…More Than A Line of Credit. It’s Smart Money Management.”!
  • 29. Case Study 5 Driving Revenue In An Ancillary Industry By Moving Beyond Category Norms Result (s)! Significant Incremental Revenue Versus Pre- Rebranding Control!
  • 30. Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy Challenge! Though Essential In Hyper-Competitive Pharma Space, Recruitment Efforts Varied Considerably!
  • 31. Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy Challenge! Variances Led To Considerable Brand Dilution And Cost Inefficiencies !
  • 32. Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy Insight (s)! Target Talent Attracted To Brand By Genuine Opportunity To Make An Impact!
  • 33. Case Study 6 Sustaining Competitive Advantage By Employing Different Recruitment Strategy Result (s)! Brand Essence / Tag Line = “Big Idea” To Attract Target Talent Across Businesses, Geographies!
  • 34. Case Study 7 Competing With Larger Players By Staking-Out More Expansive Brand Positioning Challenge! Established Firm In Wellness / Fitness Center Space Needed Edge Against Much Larger Players!
  • 35. Case Study 7 Competing With Larger Players By Staking-Out More Expansive Brand Positioning Insight (s)! Category Conversation Centered On ROI Or Health – But Not 1 Firm That Brought Both To Market!
  • 36. Case Study 7 Competing With Larger Players By Staking-Out More Expansive Brand Positioning Healthy  Results™   Result (s)! New Brand Essence / Tag Line = New Platform To Discuss Healthy Financials And Healthy Customers!
  • 37. Links Recent  Presenta+ons   h-p://www.slideshare.net/innova9vebrandstrategist     Twi0er   h-ps://twi-er.com/innova9vebrand     Blog   h-p://objectsinrearmirror.wordpress.com     Linkedin   www.linkedin.com/in/jbdavisinnova9vestrategist   !