Isurus Market Research and Consulting

BACKGROUND

Please describe your company and position.

 I am the PMM of a software company 

Describe what your company does in a single sentence.

Leading academic operations platform for higher ed

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Isurus to accomplish?

• Understand the higher ed buying process

SOLUTION

How did you find Isurus?

Online Search

Why did you select Isurus over others?

• High ratings
• Good value for cost

How many teammates from Isurus were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Isurus will provide us with research services to help understand how institutions make decisions about our solutions relative to other priorities within the institution. 
Number of Interviews: 

• 12 Community Colleges 
  • 3 Interviews Public 4-year+ - 3 interviews Private 4-year+ with 1,000 
  • 4,999 enrollment 
  • 3 interviews Private 4-year+ with 5,000 
  • 15,000 enrollment
  • 3 interviews

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We started to incorporate more ROI (via case studies) in our demo process.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Isurus was a great partner on this project & never failed to deliver on time or pivot to meet new needs.

What was your primary form of communication with Isurus?

Virtual Meeting

What did you find most impressive or unique about this company?

The amount of personalization/customization that went into the project.

Are there any areas for improvement or something Isurus could have done differently?

N/a

BACKGROUND

Please describe your company and position.

I am the VP of Sales & Partnerships of Scribbles Software

Describe what your company does in a single sentence.

Scribbles provides SaaS based enrollment and document management solutions to educational institutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Isurus to accomplish?

• Define market need for Higher Education records receipt

SOLUTION

How did you find Isurus?

Previous Experience

Why did you select Isurus over others?

Good value for cost

How many teammates from Isurus were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Isurus delivered a comprehensive market feedback survey regarding the needs of Higher Education institutions in receiving documents associated with admissions applications.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Scribbles has launched a new product line based on Isurus' market research that we expect to have a material impact on company financials.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Isurus was fantastic in their project management. They delivered on-time, quality work and provided tremendous insight into the market.

What was your primary form of communication with Isurus?

Virtual Meeting

What did you find most impressive or unique about this company?

Despite being a small team, Isurus provided exceptional quality of work and insights. They're also tremendously customer-centric and fantastic to work with.

Are there any areas for improvement or something Isurus could have done differently?

None - Isurus delivered above and beyond on the project scope.

BACKGROUND

Please describe your company and position.

 I am the Marketing Director of a manufacturing company 

Describe what your company does in a single sentence.

Manufacturing of specialty products

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Isurus to accomplish?

• Gather insights of consumer online shopping
• Test multiple senarios of offers

SOLUTION

How did you find Isurus?

Clutch Site

Why did you select Isurus over others?

• High ratings
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Isurus were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The goal was to understnad the best offer for consumer shopping upgrades. The team built a mock site, programed the offers and developed the questionnaire in partnership with us.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

A full recap of all the data including the best shopping scenario to maximize success. We also were given a report that we are able to share in a consolidated, understandable, compelling way.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were very responsive and always on time. A pleasure.

What was your primary form of communication with Isurus?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Project management is table stakes, but Isurus was able to be a true partner and collaborator with us on this project. Asking questions to challenge our thinking and offered intuitive options to build our study.

Are there any areas for improvement or something Isurus could have done differently?

Not in this project.

BACKGROUND

Please describe your company and position.

I am the VP - Marketing of Case Status

Describe what your company does in a single sentence.

We enable law firms to update and engage with their clients at scale where clients expect to engage: on their smartphone.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Isurus to accomplish?

• Develop a research framework to learn the true "care-abouts" of our target market
• Develop a research framework to assess our wins & losses
• Develop a research framework for product market fit

SOLUTION

How did you find Isurus?

• Have used Isurus at a previous company

Why did you select Isurus over others?

• High ratings
• Pricing fit our budget
• Have done work with them before

How many teammates from Isurus were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Isurus is helping us to develop a framework to conduct research for "care-abouts" in our target/addressable market, product market fit and wins-loss analysis so we can either run these ourselves, outsource to a 3rd party or hire Isurus to conduct it.

Key deliverables include a framework that has layers of categories, hypothesis and questions to ask, a discussion guide that gives the interviewer a step by step way to conduct the call, a best practices guide to help the interviewer to follow the proven processes, and a capture sheet to populate the responses.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Capturing meaningful data from multiple interviewers to analyze and adjust our hypothesis, our messaging, and our product roadmap

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was always on time and deliverables as expected.I had trouble keeping up with them. Every time they shared drafts of deliverables they were totally ready to meet and review, take feedback and finalize. Super happy with the process.

What was your primary form of communication with Isurus?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They really know research. Regardless of the market, Isurus knows how to design the right research for the needs at hand. They are extremely consultative in their approach to make sure what they propose meets the specific need. Moreover, in the early stages they worked with us in good faith well before the SOW was officially signed. Lots of bi-directional trust.

Are there any areas for improvement or something Isurus could have done differently?

None that I can think of at this time.

BACKGROUND

Please describe your company and position.

I am the Director M&A of WEX

Describe what your company does in a single sentence.

Diversified financial technology and transaction processing.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Isurus to accomplish?

• Gain customer perspective
• Deep dive interviews

SOLUTION

How did you find Isurus?

• Referral

Why did you select Isurus over others?

• Close to my geographic location
• Good value for cost
• Referred to me

How many teammates from Isurus were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

In depth anonymous customer interviews about a prospective software system.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Perspective and point of view from the customer about inclination to buy a software point solution.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

On time and on budget, under a fairly compressed timeframe.

What was your primary form of communication with Isurus?

• Virtual Meeting

What did you find most impressive or unique about this company?

Very good at crafting high value, high insight, direct to customer research.

Are there any areas for improvement or something Isurus could have done differently?

None, they hit the objectives. We could have done more with more time and budget but did not have the luxury.

BACKGROUND

Please describe your company and position.

I am the EVP Marketing of a financial services company 

Describe what your company does in a single sentence.

Offer a variety of assessment/investigation services for the insurance industry

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Isurus to accomplish?

• Understanding customers problems / needs
• Understanding appetite for a new product

SOLUTION

How did you find Isurus?

Online Search

Why did you select Isurus over others?

Great initial discussion

How many teammates from Isurus were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Isurus performed an extensive quantitative market research study for us on existing offerings, as well as appetite for a potential new product in our existing space

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Number of surveys completed and quality of data analysis

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Everything was delivered on time or earlier than outlined. Super fast response times

What was your primary form of communication with Isurus?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Quality of their staff, timeliness, and cost-effectiveness. They answered every question, nothing was ever delayed, came in under budget.

Are there any areas for improvement or something Isurus could have done differently?

No

BACKGROUND

Please describe your company and your position there.

I’m the Chief Member Relations Officer (CMRO) for a non-profit association serving a K-12 independent schools.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Isurus Market Research and Consulting?

We hired Isurus to help us survey our satisfaction rate and areas within our membership to grow products, services, and impact.

SOLUTION

How did you select this vendor?

We interviewed two companies and landed on Isurus because we aligned with their research philosophy.

Describe the scope of their work in detail.

Isurus worked across our organization to develop a holistic understanding of our goals. After multiple rounds, listening sessions, and working meetings to craft survey questions, we landed on a survey that satisfied all internal constituents and achieved a high completion rate.

What was the team composition?

The group was comprised of directors, senior directors, and the executive team.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We developed a keener understanding of how our members relate to the organization, the value we offer, and ideas for better serving the community.

How effective was the workflow between your team and theirs?

Very effective. We set up regular meetings based on the agreed-upon timeline.

What did you find most impressive about this company?

We enjoyed a tight working relationship with Isurus. As mentioned earlier, they worked across our organization to develop the survey and understand our needs.

Is there any area for improvement or anything that could have been done differently?

I can't think of any at the moment. They were a tremendous partner.