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Client Snapshots

Toyota of Canada (TCI) - Booth Morgan, working collaboratively with TCI's BIT (Business Innovation Team), applied a hybrid version of Marketing Fusion™ and Commercial Creativity™ to redesign Toyota's country-wide dealership operation, including its interactivity with Toyota Canada and Tokyo. Booth Morgan's ValueKeys™ customer research methodology radically altered the BIT's perception of priority projects and corporate initiatives. As a result of the success of this project, Gerry McDonough, Booth Morgan's managing principle, was invited to present this body of work before an audience of 200 managers at Toyota headquarters in Tokyo, Japan.

 

Bank One - Booth Morgan performed a three-year customer value analysis for Bank One ($250B assets, 34M customer base) that led to the creation of $1.2B of shareholder value in 36 months.

 

Lloyd Lamont Design, Inc. - Booth Morgan employed its Marketing Fusion™ approach to develop the strategic marketing plan that launched LLD into the commercial sector. The approach was also used to evaluate acquisition candidates that would accelerate this Inc. 500 firm's growth.

 

First USA Bank - Booth Morgan identified the cost objects that could be "surgically" reduced without negative impact to customer-perceived value or brand value at First USA Bank. This operational efficiency initiative resulted in $306M being permanently removed from the cost structure of the business with no adverse impact on the company's brand or customer "assets."

 

Charles Schwab - Using a sophisticated analytical technique called data envelopment analysis (DEA), Booth Morgan measured the efficiency of each branch office in Charles Schwab's extensive branch network. Analytical results were then used to determine high-value future branch placements.

 

Wachovia Bank - Booth Morgan developed alternative advertising campaign proposals for Wachovia Bank to determine which would resonate most with the company's aging demographic. The advertising campaign indicated by Booth Morgan research has proven the most effective in the history of the company.

 

OP.X Global - A tailored version of Marketing Fusion™ was used with OP.X's executive team to develop a more expansive strategic offering to CEOs, CFOs, and facilities managers.

The resulting decision-support framework was then used to identify suitable strategic alliance candidates to deliver the new offering.

 

The Hartford - Booth Morgan performed a market, regulatory and financial analysis of a portfolio of companies within The Hartford Commercial Insurance Group. Our analysis indicated the divestiture of two businesses and a massive budget reallocation across the portfolio. Since this reorganization, the company's stock price is up 27 percent.

 

Microsoft Corporation - Booth Morgan developed a comprehensive framework to estimate the profitability of alternative real estate decisions within the context of Microsoft Corporation's overall strategy.

 

U.S. Department of the Treasury - Booth Morgan facilitated a capital investment decision faced by the U.S. Treasury Department involving a potential billion dollar investment in facilities and technology.

Booth Morgan's Economic Risk Adjusted Present Value model evaluated investment alternatives from three perspectives: financial costs and benefits, risk, and alignment with the department's strategic goals and existing infrastructure.

 

J.C. Penny - Using a proprietary analytical tool called CrossPoint Evaluator, Booth Morgan measured the value contribution and efficiency of each store in the Penny's chain. Analytical results were then used to determine resource re-allocation and future branch placements.

 

   
 
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