Case Studies

Research Project

Project 1

Competitive Analysis

Client

A leading vendor of financial planning software

Objectives

To provide the client with up to date information on market trends and user satisfaction with the client's software and with that of major competitors.

Pragmat Role

Pragmat was requested to undertake a detailed competitive and market analysis which covered

  • SWOT analysis

  • industry / market trends and opportunities

  • market segment analysis

  • competitor analysis

  • buyer behaviour and decision making process

  • product market positioning

  • product and satisfaction survey, and

  • sales & marketing effectiveness review

Outcomes

The client was able to make a series of informed decisions on how to maintain its leading market position and to acquire new market share. 

Project 2

Financial Advisers Surveys

Client

Financial Services Company

Objectives

To assess product and service satisfaction

Pragmat Role

Assisted the Marketing Department to electronically survey Financial Advisers in relation to:

  • product offered and

  • service delivery.

Outcomes

Highlighted a number of areas that needed improvement in the service delivery area. Delivered a higher rate of response with electronic surveys than with the paper based ones previously used by the client. 

Project 3

Corporate Clients Survey

Client

Financial Services Company

Objectives

To determine product and services satisfaction

Pragmat Role

Advised and ran a web based survey for the company's corporate clients. The survey concentrated on:

  • product range,

  • service delivery,

  • communications and

  • perceptions.

Outcomes

The survey showed a distinct satisfaction between newer / older clients and client / products used.

 

Project 4

IT satisfaction Surveys 

Client

Many Financial Institutions and many large Corporations

Objectives

To determine IT delivery performance

Pragmat Role

Surveyed the delivery of IT services to management and end users. This covered:

  • in-house IT Departments and

  • Outsourced IT services
   

Outcomes

Showed both "hard" and "soft" issues. By "hard" we mean the actual satisfaction with the delivery of services. "Soft" means the underlying perceptions of the delivery performance. 

 

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