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What We Do
                                             STAGES OF INNOVATION works with its clients to
                                             provide the oversight, processes, techniques, and skills
                                             to successfully bring new products and services to                                FILTERS
                                             market faster at less cost. The SOI innovation and new                                                          ROIC


                                             products management process helps clients develop the               DEFINE                                     Target
                                                                                                                                                                          Need
                                                                                                                                                                                      Product     Business

                                             skills to define, design, communicate and launch new
                                                                                                                                                            Market                    Rqmts        Model




                                                                                                                                  STAGES OF INNOVATION
                                             products and initiatives. We integrate deep specialized             DESIGN
                                                                                                                                                         Product
                                                                                                                                                         Design /
                                                                                                                                                                      Branding &
                                                                                                                                                                                     Go To
                                                                                                                                                                                     Market
                                                                                                                                                                                                 Channel

                                             expertise in customer-centric product development,
                                                                                                                                                                      Positioning                Strategy
                                                                                                                                                         Pricing                    Strategy



                                             innovation, strategy, and marketing to achieve                  COMMUNICATE                                 Develop
                                                                                                                                                                      Messages /
                                                                                                                                                                         PR /
                                                                                                                                                                                    Digital /
                                                                                                                                                                                                Partners

                                             differentiation, relevance, and breakthrough strategies
                                                                                                                                                         Collateral                  SEO
                                                                                                                                                                      Advertising



                                             for our clients businesses.                                         LAUNCH                                  Launch
                                                                                                                                                                       Metrics      Training
                                                                                                                                                                                                   Risk
                                                                                                                                                                                                Mitigation
                                                                                                                                                         Process
                                                                                                                                                                                                 and Exit



                                             Our history of enabling successes for our clients is
LEADING… MENTORING…                          based on over 25 years of experience working with                            Portfolio Management

                                             startups to some of the largest and best-known
DOING…                                       companies.

SOI supports our clients at every stage of     Steeped in product development, marketing,
their growth                                    channel and strategy                                    STAGES OF INNOVATION LLC
                                               Deep understanding of new business development           Innovation and New Products management Consulting

  We are leaders helping our clients           practices                                                          914-984-5728 main
   implement the necessary processes.          Hands on experience helping create, manage, and               info@stagesofinnovation.com
                                                drive leadership teams to high performance                    www.stagesofinnovation.com
  We are mentors, working with our
                                               Track record of success in multiple industry
   clients and their staffs to develop the      segments on a global level
   strategies and plans for sustainable                                                                           555 Pleasantville Road
   growth.                                                                                                       South Building, Suite 150
                                           SOI’s approach is to collaborate with your people                    Briarcliff Manor, NY 10510
  We are doers, making sure the work      ensuring growth is imbedded into the culture and in
   gets done right and on time.            everything, they do. We help companies find where to
                                             make their money, make more of it faster, and sustain
                                             its growth longer.




          Stages of Innovation through our diverse professional team and strategic partnerships provides an end-to-
                                         end solution for all your new product needs.
STInnovation
                                                                          Stimulating Innovative Thinking



                                                                                    STInnovation Process

                                                                              7 Steps to Actionable Innovation

                                                                   Step 1 – Understand the Needs and Problems of your
                                                                   customers
“Success is more likely to result from the systematic pursuit of
          opportunities than from a flash of genius…”              Step 2 – Categorize and describe the relevant themes of
                        Peter F. Drucker                           needs and problems
            The Discipline of Innovation, HBR 1985
                                                                   Step 3- Understand the How and Why – The impact to
                                                                   customers and root causes

                                                                   Step 4 - Plot Importance to Solve and Willingness to Pay
                                                                   and Prioritize Impact to the Customer and Impact to the
                                                                   Sale

                                                                   Step 5a – Problem Solve and the develop solutions

                                                                   Step 5b – FutureCast to understand if growth is
                                                                   attainable within strategic the time frames, technologies
                                                                   and skills

                                                                   Step 6 - Competitive scan to validate areas of
                                                                   differentiation

                                                                   Step 7 – Determine Claims and Promises that your new
                                                                   innovations will make to the customer
ActionIntell
                                                                      Market Intelligence Services


                                                     Competitive      Market          Customer         Growth          Scenario
                                                     Intelligence     Advisory       Intelligence      Planning        Planning



                                                     ActionIntell provides strategic insights on any company, any customer,
                                                     and any industry in a structured timely manner. The list of our services
                                                     include:

                                                     Competitive Intelligence & Monitoring
ActionIntell is the intelligence & market research      Achieving a strategic advantage by gaining foreknowledge of your
practice of Stages of Innovation LLC. Since 1996,       competitor’s plans is the key to successful strategy development. Our
our clients have relied on us to help them              primary intelligence and monitoring services transforms raw data into
understand the changing landscape of the markets        actionable strategies.
they operate in. We analyze the market factors        Market Advisory
that influence the way the market develops. Our         We provide market analysis to assist with operational and strategic
comprehensive set of services can provide new           decision making.
insights into your current industry or help you       Customer Intelligence
identify opportunities in new markets.                  Having the right intelligence at the right time helps managers be more
                                                        responsive to identify opportunities, develop winning market entry
                                                        strategies or grow an account through Win / Loss analysis.
                                                     Growth Planning & Strategy
Our leadership team and research partners set us      Our proprietary processes reduce uncertainty, accelerate the decision
apart and make us who we are. We bring a wealth         making process and give your organization the freedom to grow.
of industry specific and functional knowledge to      Scenario Planning & War Gaming
every assignment to provide actionable results.       At its best data is two dimensional. War games and scenario planning
                                                         brings the data to life to help you play through and anticipate
                                                         competitor moves and industry changes.
ActionIntell
                                                                                                               SOI is a customer-centric market research
                                                                                                               based, innovation and new products
                                                                                                               management consulting firm.

                                                                                                               We believe that:
  Market Intelligence Services                                                                                  Customers will tell you what they
                                                                                                                 need, how to satisfy those needs and
                                                                                                                 if they are willing to pay to satisfy
                                                                                                                 them.
                                                                                                                No matter how large you may think
                                                                                                                 the market is it is rarely all available
                                                                                                                 and accessible due to many other
                                                                                                                 factors that may not be in your
                                                                                                                 control.



     THE SOI DIFFERENCE
                                                                                                                The key to a successful launch is how
                                                                                                                 you segment the market.
                                                                                                                Not every product feature needs to be
                                                                                                                 developed and launched in the first

     DIFFERNCEDIFFERENCE.                                                                                        release.   Road maps need to be
                                                                                                                 developed and maintained.
                                                                                                                Costs may be prohibitive in the early
        STAGES OF INNOVATION HAS A PROVEN RECORD OF                                                              stages but uncertainty can be reduced
                                                                                                                 with proper segmentation, a defined
        HELPING BUSINESSES LAUNCH NEW PRODUCTS                                                                   go to market strategy, and a
                                                                                                                 developed channel strategy.
“SOI was a valuable resource who helped the               “We have asked SOI to conduct a number of
Catalyst360 leadership team identify new business         investigations and analyses. While all have been
                                                                                                                Getting the channel right can be more
development opportunities. Their innovation process       in the field of education, they have been diverse      important than getting the feature set
and creative thinking helped drive our initiatives        in both the topics and methods. SOI have               perfect.
forward. I recommend SOI for this type of work.”          developed creative, real-world solutions to tricky    Customers find you in many different
Robert Wentling, VP, Strategic Business                   business intelligence problems. They are frank
                                                                                                                 ways and a multi-channel message and
Development at The Hartford                               about what can and can't be accomplished, and
                                                          will push us when they think our thinking is too
                                                                                                                 strategy needs to be developed.
“SOI did a significant amount of market research for us   limited. Good business practices, willing to
and helped develop the foundation for our strategic       provide good value for a fair price and adapt to
plan. SOI has extensive marketing experience, expertise   changing priorities.”
and insight. They are extremely hard working and very     Sam Kingsley, Executive Director, Customer           SOI helps and supports companies who do
dedicated to their clients. I highly recommend SOI for    and Market Intelligence at The College Board         not have the skills or resources available
anyone looking for detailed market analysis and support                                                        in-house to bring new products to market.
in strategic plan development”
Steven Graves, VP, Sales & Marketing at Acumentrics

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Soi Brochure 2012e

  • 1. What We Do STAGES OF INNOVATION works with its clients to provide the oversight, processes, techniques, and skills to successfully bring new products and services to FILTERS market faster at less cost. The SOI innovation and new ROIC products management process helps clients develop the DEFINE Target Need Product Business skills to define, design, communicate and launch new Market Rqmts Model STAGES OF INNOVATION products and initiatives. We integrate deep specialized DESIGN Product Design / Branding & Go To Market Channel expertise in customer-centric product development, Positioning Strategy Pricing Strategy innovation, strategy, and marketing to achieve COMMUNICATE Develop Messages / PR / Digital / Partners differentiation, relevance, and breakthrough strategies Collateral SEO Advertising for our clients businesses. LAUNCH Launch Metrics Training Risk Mitigation Process and Exit Our history of enabling successes for our clients is LEADING… MENTORING… based on over 25 years of experience working with Portfolio Management startups to some of the largest and best-known DOING… companies. SOI supports our clients at every stage of  Steeped in product development, marketing, their growth channel and strategy STAGES OF INNOVATION LLC  Deep understanding of new business development Innovation and New Products management Consulting  We are leaders helping our clients practices 914-984-5728 main implement the necessary processes.  Hands on experience helping create, manage, and info@stagesofinnovation.com drive leadership teams to high performance www.stagesofinnovation.com  We are mentors, working with our  Track record of success in multiple industry clients and their staffs to develop the segments on a global level strategies and plans for sustainable 555 Pleasantville Road growth. South Building, Suite 150 SOI’s approach is to collaborate with your people Briarcliff Manor, NY 10510  We are doers, making sure the work ensuring growth is imbedded into the culture and in gets done right and on time. everything, they do. We help companies find where to make their money, make more of it faster, and sustain its growth longer. Stages of Innovation through our diverse professional team and strategic partnerships provides an end-to- end solution for all your new product needs.
  • 2. STInnovation Stimulating Innovative Thinking STInnovation Process 7 Steps to Actionable Innovation Step 1 – Understand the Needs and Problems of your customers “Success is more likely to result from the systematic pursuit of opportunities than from a flash of genius…” Step 2 – Categorize and describe the relevant themes of Peter F. Drucker needs and problems The Discipline of Innovation, HBR 1985 Step 3- Understand the How and Why – The impact to customers and root causes Step 4 - Plot Importance to Solve and Willingness to Pay and Prioritize Impact to the Customer and Impact to the Sale Step 5a – Problem Solve and the develop solutions Step 5b – FutureCast to understand if growth is attainable within strategic the time frames, technologies and skills Step 6 - Competitive scan to validate areas of differentiation Step 7 – Determine Claims and Promises that your new innovations will make to the customer
  • 3. ActionIntell Market Intelligence Services Competitive Market Customer Growth Scenario Intelligence Advisory Intelligence Planning Planning ActionIntell provides strategic insights on any company, any customer, and any industry in a structured timely manner. The list of our services include: Competitive Intelligence & Monitoring ActionIntell is the intelligence & market research  Achieving a strategic advantage by gaining foreknowledge of your practice of Stages of Innovation LLC. Since 1996, competitor’s plans is the key to successful strategy development. Our our clients have relied on us to help them primary intelligence and monitoring services transforms raw data into understand the changing landscape of the markets actionable strategies. they operate in. We analyze the market factors Market Advisory that influence the way the market develops. Our  We provide market analysis to assist with operational and strategic comprehensive set of services can provide new decision making. insights into your current industry or help you Customer Intelligence identify opportunities in new markets.  Having the right intelligence at the right time helps managers be more responsive to identify opportunities, develop winning market entry strategies or grow an account through Win / Loss analysis. Growth Planning & Strategy Our leadership team and research partners set us  Our proprietary processes reduce uncertainty, accelerate the decision apart and make us who we are. We bring a wealth making process and give your organization the freedom to grow. of industry specific and functional knowledge to Scenario Planning & War Gaming every assignment to provide actionable results.  At its best data is two dimensional. War games and scenario planning brings the data to life to help you play through and anticipate competitor moves and industry changes.
  • 4. ActionIntell SOI is a customer-centric market research based, innovation and new products management consulting firm. We believe that: Market Intelligence Services  Customers will tell you what they need, how to satisfy those needs and if they are willing to pay to satisfy them.  No matter how large you may think the market is it is rarely all available and accessible due to many other factors that may not be in your control. THE SOI DIFFERENCE  The key to a successful launch is how you segment the market.  Not every product feature needs to be developed and launched in the first DIFFERNCEDIFFERENCE. release. Road maps need to be developed and maintained.  Costs may be prohibitive in the early STAGES OF INNOVATION HAS A PROVEN RECORD OF stages but uncertainty can be reduced with proper segmentation, a defined HELPING BUSINESSES LAUNCH NEW PRODUCTS go to market strategy, and a developed channel strategy. “SOI was a valuable resource who helped the “We have asked SOI to conduct a number of Catalyst360 leadership team identify new business investigations and analyses. While all have been  Getting the channel right can be more development opportunities. Their innovation process in the field of education, they have been diverse important than getting the feature set and creative thinking helped drive our initiatives in both the topics and methods. SOI have perfect. forward. I recommend SOI for this type of work.” developed creative, real-world solutions to tricky  Customers find you in many different Robert Wentling, VP, Strategic Business business intelligence problems. They are frank ways and a multi-channel message and Development at The Hartford about what can and can't be accomplished, and will push us when they think our thinking is too strategy needs to be developed. “SOI did a significant amount of market research for us limited. Good business practices, willing to and helped develop the foundation for our strategic provide good value for a fair price and adapt to plan. SOI has extensive marketing experience, expertise changing priorities.” and insight. They are extremely hard working and very Sam Kingsley, Executive Director, Customer SOI helps and supports companies who do dedicated to their clients. I highly recommend SOI for and Market Intelligence at The College Board not have the skills or resources available anyone looking for detailed market analysis and support in-house to bring new products to market. in strategic plan development” Steven Graves, VP, Sales & Marketing at Acumentrics