Case Study 3: Optimizing Client Offerings through Targeted Needs Analysis

A consultant was working on a Digital Navigation project for a restaurant, aimed at enhancing their digital presence and customer engagement. Despite considerable effort, the product offering had not achieved the desired impact.

Challenge:

The main challenge was identifying why the product offering was not meeting the client’s needs. The consultant needed a thorough understanding of the client’s situation to make informed decisions and improve the project’s effectiveness.

Solution:

On July 6, 2024, a meeting was held with Upgrading Self to explore how their services could benefit the project. They conducted an inclusive improvement needs analysis using a mind mapping application. They engaged in a detailed discussion to uncover potential reasons for the project’s lack of success and utilized various techniques to pinpoint and address these issues.

On July 8, 2024, Upgrading Self conducted a Gemba walk at the restaurant to observe operations and interact with both customers and staff. This hands-on approach allowed them to ask targeted questions and gain deep insights into the root causes of the issues affecting the product offering.

Outcome:

Upgrading Self’s analysis revealed that the product offering was not aligned with the client’s current needs. With this data-driven insight, the consultant was able to make an informed decision and adjust the approach. Upgrading Self recommended that the client seek technical assistance from Tabor100 for sales growth.

The collaboration led to a partnership focused on training small business owners in efficiency, which yielded significant improvements in productivity, risk management, customer satisfaction, and time to market.

Impact:

The consultant’s project the restaurant became more targeted and effective, leading to better alignment with client needs and enhanced business outcomes.

Testimonial

“Upgrading Self’s expertise in analyzing and addressing our project’s needs was invaluable. Their thorough approach and insightful recommendations helped us realign our strategy with the client’s requirements, leading to better results. His professionalism and collaborative spirit made the process smooth and effective.” — Consultant, Digital Navigation Project