Isurus Market Research and Consulting

BACKGROUND

Please describe your company and your position there.

During the period of this research, I was interim Chief Marketing Officer of a security technology company. We provides touchless security screening technology that is faster and less costly than conventional walk through metal detector screening.

OPPORTUNITY / CHALLENGE

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

We hired Isurus to conduct original market research through in-depth interviews with customers and prospects.

What were your goals for this project?

Our goal was to test several specific hypotheses about potential areas of future product development to give us a clearer picture of where to invest resources.

SOLUTION

How did you select Isurus Market Research and Consulting?

I have worked with Isurus several times over nearly two decades shipping technology products. They have delivered quality work each time, so they were the only firm considered for this project.

Describe the project in detail.

Isurus interviewed our executive team to refine and clarify the hypotheses to be tested and the potential target customers with whom to test the hypotheses. Based on these interviews, they developed an interview guide and we provided them with a list of target customers to interview. Then Isurus proceeded to schedule and execute the interviews. After the interviews were complete, they summarized their findings and presented them to the executive team.

What was the team composition?

Isurus had two researchers doing the interviews. On our side we had the myself (CMO), the head of product, and our two founders, both of whom play an ongoing role in future product direction.

RESULTS & FEEDBACK

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

Before we undertook this project there were many non-converging discussions about future product direction. There were many opinions but few facts, and there was not enough customer evidence to move forward with confidence. Through the research process, we were able to clearly define our hypotheses and agree on the best way to validate them with customer data in an impartial way.

The research was pivotal in helping us move forward with a clear product strategy. It helped us put all the differing opinions in proper perspective and unify as an executive team. Having a neutral third party conduct the research helped increase our confidence in the results.

How effective was the workflow between your team and theirs?

Isurus did an excellent job of shaping and managing our expectations throughout the project. They followed their project plan to the letter and kindly but firmly held us accountable to our commitments. They did a good job of getting buy in from across our team, and kept us abreast of their process.

When it came time to share the findings with the team, they had really done their homework and were able to answer all the questions and concerns in an efficient manner. Some people on our team had not done this kind of research before and were somewhat skeptical of the process, but in the end they acknowledged that everything had worked out splendidly.

What did you find most impressive about this company?

I think the most impressive aspect of Isurus is their experience. They have deep pattern recognition for how to make these projects successful. In our case, they had recently completed projects that asked conceptually similar questions in totally different industries so they were able to guide us in ways that were unique and helpful.

Are there any areas for improvement?

None at this time.

BACKGROUND

Introduce your business and what you do there.

We provide financial software to energy companies in North America. My role is the VP of marketing.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Isurus Market Research and Consulting?

Our market is very niche and we face different competition across our different solution suites.  As such, we need to monitor many competitors and we needed a partner to build competitive analysis in areas we didn’t have as much strength or visibility.

SOLUTION

What was the scope of their involvement?

We hired Isurus to help build competitive reviews for several key companies. First, we identified which companies we wanted Isurus to complete a competitive analysis on. Together, we developed a predefined template, which then Isurus completed based on publicly available data, which included websites, Glassdoor.com, and similar associations. They combed through all of that information, analyzed the information, and built a complete overview. 

Upon the full analysis of the data, Isurus scheduled a call to walk us through their findings and answer any questions. Their diligence and understanding of the competitors are extremely valuable so that we could dig deeper into the information than we could our own. And, based on some of the information they uncovered we were able to drill down even further than we expected.

What is the team composition?

For our project we worked two of their Vice Presidents.

How did you come to work with Isurus Market Research and Consulting?

Isurus came to us through a referral from another software expert.  Unlike other firms, their approach is that we had access to senior-level researchers throughout the entire process. Additionally, they deep dive into the information and seek to understand what’s out in the market. They do research from ground zero and leverage their network to dive even further.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

The most recent project was started at the end of October 2020, and they delivered the full report in early December 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

The data was extremely valuable and provided additional insights that we could not have gathered on our own which helps our sales team compete more effectively against these companies.

How did Isurus Market Research and Consulting perform from a project management standpoint?

They’re always great. They give us a timeline and checkpoints to make sure they’re on track. If they have questions, they always ask them. From there, the process flows.

What did you find most impressive about them?

They always seek to understand the research. The team also asks the right probing questions to make sure they’re delivering what we need.

Are there any areas they could improve?

We haven't experienced any limitations. The only random thought could be that they could add new databases that could be leveraged across multiple customers. For example, access to a database could be valuable to other clients such as S&P. It hasn’t been a problem for us in anything they have completed for our team.

Do you have any advice for potential customers?

My advice is to be transparent on how you plan to use the data, what you’re seeking to understand, what's your timeline and your allocated budget.

BACKGROUND

Please describe your company and your position there.

Viessmann Manufacturing Company is a premier international energy manufacturer. I lead the marketing efforts in the U.S. for Viessmann.

OPPORTUNITY / CHALLENGE

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

We hired Isurus for several marketing research projects. I'll mention one the projects we conducted with Isurus

• to gain critical insight into the company's under-developed "partner program" with Viessmann's core customer base
• contractors in the HVAC industry.

We wanted to understand the levels of interest and engagement with a goal to improve the program, create a meaningful "loyalty program" and build the customer base through the evolution of this program. This was a 3-month project in 2014.

What were your goals for this project?

The key goals were to: Provide insight and understanding of the contractor base - what makes them tick, what their needs are, how the company can better serve and "partner" with this audience.

Provide meaningful and tangible benefits for this audience. Provide actionable steps for marketing, operations and relationship-building.

SOLUTION

How did you select Isurus Market Research and Consulting?

Isurus has an outstanding reputation in the B2B research space. After searching for providers of market research, we kept coming back to the accolades we kept hearing about Isurus, their work, the results of their and most of all, their people.

Smart, strategic, experienced, innovative, creative, highly collaborative, supportive, accessible and genuinely nice people. We worked with Isurus as a "partner" not as a hired vendor.

They quickly assimilated into our company, culture, category and competition. They are incredibly fast-learners. They added value at every opportunity, and that's not an exaggeration.

Describe the scope of their work in detail.

I'm sorry that I don't recall the complete scope of work but it covered all steps of the process of several research projects. It was very thorough, priced very fairly and within our budget expectations.

Every step of the project was clearly explained and expertly project managed from start to finish. We had complete transparency throughout the project.

Isurus quickly gained management's trust and became our advocate throughout that project (and others we hired Isurus for.)

What was the team composition?

Our primary day-to-day contact and project manager was Jeana McNeil, VP at Isurus. I'm sorry that I don't recall the team she worked with at Isurus.

RESULTS & FEEDBACK

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

The work from Isurus was transformative. The research provided a roadmap to re-engineer our marketing and CRM for this vital audience segment. We implemented their recommendations.

The research AND Isurus helped the marketing team sell - thru creative, marketing and operations ideas to senior management in the U.S. and in the corporate suite of the parent company in Germany.

The Viessmann contractor and loyalty program has become a staple in the company's marketing toolkit, grown the customer base and become a model in the HVAC industry.

How effective was the workflow between your team and theirs?

See my comments above. Isurus is the model of efficient and effective partnership and collaboration. They are true stewards of their client's company, brand and project. They practice best practice from the first phone call to the post project review and recap.

What did you find most impressive about this company?

• Value add to EVERY situation
• Exceed expectations
• True partner and collaborator
• Easy to work with
• Able to demystify research into practical, business application
• Able to become an integral part of the client team
• Genuinely nice people (you'd want to have this team on your team)
• Working with Isurus makes you smarter, more informed and more competitive

Are there any areas for improvement?

Sorry, none. Really, none.

BACKGROUND

Please describe your company and your position there.

CEO & owner of a Helsinki based design & innovation consultancy

OPPORTUNITY / CHALLENGE

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

We wanted to test our market validation & pricing sortware concept in USA

SOLUTION

How did you select Isurus Market Research and Consulting and what were the deciding factors?

We searched 3-5 firms. Isurus helped us to understand how to make the study. Isurus demonstrated professionalism with down to earth style.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Design of the study template & narrowing the industries & decision makers to focus. Finding out of the desision makes for the interview. Summary and analysis of the study. Adequate numbers of meetings within the project.

How many people from the vendor's team worked with you, and what were their positions?

Joe and Jeana were people that organised thse study. Some additional people as well that reqruited the desision makers.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The study build our understanding of the market and barriers of entry.

Describe their project management style, including communication tools and timelines.

Project management was professional. All communication was digital due to the time and geographical difference (USA - Finland)

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

Professional touch. Easygoing. Punctual. Larger focus than just a study e.g. consultation related to market entry.

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

Does not come to my mind.

BACKGROUND

Please describe your company and your position there.

I am the founder and principal at 3D Research Partners, a market research consultancy focused primarily on quant primary research conducted via online surveys. I support clients across multiple industries with research and analysis to support company strategy, product development, marketing and messaging, and any other scenario where clients can benefit from customer/stakeholder input to make more informed, data-driven decisions to improve their business.

OPPORTUNITY / CHALLENGE

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

I have partnered with Jeana at Isurus on several occasions. My specialty is quant research. Jeana has been my go-to partner for any projects with a qualitative component (focus groups, telesessions, one-on-one interviews, etc. She has generally managed all aspects of any qualitative projects or project streams we partner on (recruitment, scheduling, moderating, analysis & reporting).

What were your goals for this project?

Objectives vary by project, but a current example is a win/loss analysis, to help our client understand what factors are contributing to successful vs. failed sales opportunities, so they can try to replicate their success in future bids.

SOLUTION

How did you select Isurus Market Research and Consulting?

Isurus was referred to me by a mutual colleague of ours about 3 years ago (in 2017). After a very positive initial experience, I have had them at the top of my shortlist of qualitative partners ever since.

Describe the project in detail.

Recruiting interviewees from a client customer/opportunity database, Isurus is conducting 24-36 win/loss interviews with key purchase decision-makers for two specific products in two states from recent RFPs.

About 45-minute interviews conducted by phone, with Isurus moderating. Isurus will then deliver a report of key findings, implications, and recommendations and lead a debrief meeting with the client.

What was the team composition?

The main contact has been Jeana, principal at Isurus. I believe she often leverages additional personnel for back-end support - i.e. recruitment, scheduling, incentive fulfillment, etc. - but Jeana is consistently the main point of contact and primary contributor.

RESULTS & FEEDBACK

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

It is hard to gauge the direct impact of our research work, which takes time to germinate and translate into decisions, actions, and results for the client. What I can say is that client satisfaction and repeat business have been very high, particularly for projects I have partnered with Isurus on.

How effective was the workflow between your team and theirs?

Workflow has been smooth and painless. I generally give Jeana lots of autonomy to run her aspect of the project with as much or as little oversight/collaboration as she deems appropriate in her judgment, which I trust without reservation. She pulls me in when warranted to aid with judgment calls, iron out snags, review key deliverables, provide status updates, etc.

What did you find most impressive about this company?

For a fairly small firm, Isurus strikes me as very buttoned-up. They are professional, organized, and clearly a very well-run organization. With Jeana specifically, in addition to her excellent market research and client relations skills, I have been impressed with how quickly and successfully she has ramped up her subject matter knowledge in my clients' industry.

Are there any areas for improvement?

Honestly, I can't point to a single aspect of Isurus' work that I would flag for improvement. I have been highly satisfied - delighted - with all of my engagements with Jeana and Isurus!

BACKGROUND

Introduce your business and what you do there.

I’m the president of an integrated advertising and marketing agency.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Isurus Market Research and Consulting?

 They’ve acted as a partner for market research projects. We don’t have in-house market researchers, so having Isurus as a partner allows us to offer more specialized services to our clientele.

SOLUTION

What was the scope of their involvement?

They’ve been our go-to market research partner for several years, and we’ve worked together on multiple projects. They work with us through all stages of the project, typically including when we pitch our clients. 

One of the accounts we worked on with them was a pizzeria looking for an ad-tech solution. Isurus conducted research to help us create robust buyer profiles of the different kinds of buyers. This work was used to inform marketing acquisition strategies. They also provided a buyer journey analysis report. 

In addition, they’ve assisted us with internal projects. 

What is the team composition?

Jeana (Vice President) is my primary contact, but we’ve also worked with Joe (Vice President).

How did you come to work with Isurus Market Research and Consulting?

We’ve been working together for so long that I don’t remember how we were introduced. I believe that one of our employees knew one of Isurus’s account planners who set us up with Jeana. 

How much have you invested in them?

We’ve invested a little less than $500,000.  

What is the status of this engagement?

We started working together in 2010, and our work is ongoing. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Their reports are insightful, and our clients find them tremendously valuable. Their work has helped our clients shape their strategies moving forward. Their work also helps us measure the quality and impact of our team’s work. 

How did Isurus Market Research and Consulting perform from a project management standpoint?

They’re fantastic. With other partners, I’ve felt like I had to micromanage projects. However, with Isurus, they’re on top of it. Jeana makes sure everything goes smoothly. They work directly with the client and with us, and the team is very collaborative. They’re detail-oriented, but are also good at managing expectations, especially in regards to the timeline of a project. 

What did you find most impressive about them?

They bring nuances to their reports that reflect the complexity of their research. The team is talented at moderating focus groups and gaining helpful information from research participants. There’s a sense of comfort and ease that they bring to those studies that we wouldn’t be able to achieve with a different partner. 

Are there any areas they could improve?

No, I can’t think of anything. 

Do you have any advice for potential customers? 

Approach the project with an open mind and let the Isurus team guide the process. Use them as the experts that they are rather than coming in with too many preconceived ideas. 

BACKGROUND

Please describe your company and position.

 I am the Associate Director of an education company 

Describe what your company does in a single sentence.

help educators and students

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Isurus Market Research and Consulting to accomplish?

Understand why we win and don't win in a highly competitive marketplace

SOLUTION

How did you find Isurus Market Research and Consulting?

Referral

Why did you select Isurus Market Research and Consulting over others?

• Pricing fit our budget
• Great culture fit
• Referred to me

How many teammates from Isurus Market Research and Consulting were assigned to this project?

2-5 Employees

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

Win-loss analysis which includes interviewing current and prospective customers, summarizing complex results and presenting sensitive information to executive stakeholders

RESULTS & FEEDBACK

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

This work helped inform everything from GTM strategy, messaging, and product development. It also helped align executive stakeholders on key strategic priorities.

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

Incredible time management and very responsive. Everything was delivered on time.

What was your primary form of communication with Isurus Market Research and Consulting?

Virtual Meeting

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

The talent is what's most unique at this company. I was blown away with their help in aligning stakeholders on the right research questions, analyzing trends in a complex space, and presenting findings in a way that cuts through the noise.

Are there any areas for improvement or something Isurus Market Research and Consulting could have done differently?

none that I can think of at this time

BACKGROUND

Introduce your business and what you do there.

The Council for Advancement and Support of Education (CASE) is a professional association that supports educational institutions and advancement professionals in alumni relations, fundraising, marketing, communications, and public engagement.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Isurus Market Research and Consulting?

We were conducting research on Gen AI adoption and usage in advancement and wanted to engage with a firm to build a the appropriate non-biased study.

SOLUTION

What was the scope of their involvement?

We asked Isurus to design a research study with the goal of identifying ideal use case adoption scenarios of Gen AI. We wanted the firm to suggest both the type of study and the right questions to get to this goal. We also wanted direction on how many participants and how to bring in ideal participants.

They designed a three-day asynchronous study that included an in-depth guide of questions posed. We worked carefully with them to select participants, design the questions, and also improvise as needed based on initial responses. They put together a preliminary report that we could bring to the study's sponsors and also helped design a focus group that we conducted with leaders.

What is the team composition?

We worked with two teammates from Isurus.

How did you come to work with Isurus Market Research and Consulting?

Joe reached out via email directly to me. We had an initial call with Isurus and loved their suggestions about how to best engage a global audience across time zones. It was clear they had a high degree of expertise in conducting research studies, and given our past success, it was an easy and excellent choice.

What is the status of this engagement?

We worked together from October 2024–March 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We learned that advancement is lagging behind in Gen AI adoption, and the success stories were much more about individual adoption than strategic team or divisional adoption. We also used this to adopt the deliverable to be a roadmap for adoption, as it was clear that we needed to be explicit about both components of adoption and stages of adoption for institutions to scale up.

For example, an institution might be farther along on the adoption of data privacy policies but not at a place where anyone in the org chart feels they are in an environment to test, try, and fail.

We have just successfully launched the research findings, so I do not yet have full metrics. However, we have had overwhelming feedback from our research sponsors and conference attendees, where the research was first rolled out. All feedback has been positive.

How did Isurus Market Research and Consulting perform from a project management standpoint?

They were so easy to work with and made sure that we met all milestones so that the project was on time. We were thrilled with how easy it was to work with them.

What did you find most impressive about them?

I had never done an asynchronous model, and I loved how we were able to partner together to bring our expertise on members and their expertise in research.

Are there any areas they could improve?

No, I don't have any complaints.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of brand for a software company that provides vertical solutions.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Isurus Market Research and Consulting?

We needed to understand our brand performance.

SOLUTION

What was the scope of work with Isurus Market Research and Consulting?

Isurus Market Research and Consulting developed a survey, conducted it, analyzed the results, and delivered the analysis. The team answered lots of questions along the way. The main insights were around our performance in awareness, perception, key product attributes, key brand attributes, and consideration.

What is the team composition?

We worked with two teammates from Isurus Market Research and Consulting.

How did you come to work with Isurus Market Research and Consulting?

We found Isurus Market Research and Consulting through a referral from a peer.

What is the status of this engagement?

We worked together from March–June 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’re using the insights to guide long-range planning and develop priority strategies moving forward. Isurus Market Research and Consulting provided a clear analysis of performance that I’ve been able to use to drive alignment on next steps. The clear insights help me make decisions confidently. 

How did Isurus Market Research and Consulting perform from a project management standpoint?

Isurus Market Research and Consulting was responsive and fast-moving. We communicated through weekly online meetings and email.

What did you find most impressive about them?

Isurus Market Research and Consulting had a consultative approach and developed a survey and analysis that really worked for us. The team didn’t provide a one-size-fits-all solution, but ensured they were delivering something that would truly meet our needs.

Are there any areas they could improve?

I can’t think of anything.

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