Booz & Company

Engagement models

Trade Promotion Strategy
  • Formulation of a robust, fact-based 2-3 year trade promotion strategy
  • Typically broad in scope reviewing funding structure, fund allocations, promotion guidelines, processes, organization, systems, and analytics
  • Usually requires competitive assessment
Opportunity
Sizing
  • Highly focused effort to quantify and segment the potential benefits from improving trade promotion effectiveness
  • Typically involves semi-manually creating an event-level database
  • Leverages our database of benchmarks from dozens of similar engagements
SWAT Team
 
  • Focused effort to capture trade promotion efficiencies
  • Involves deploying our TPE experts to work with customer teams to optimize their planning and sell-in efforts
  • Often involves defining and supporting appropriate benefits tracking processes
TPE
Transformation
  • A broad transformation program focused on driving maximum trade promotion efficiency benefits by instilling best practice processes, organization, analytics and systems
  • Usually involves interim efforts to drive near-term trade promotion efficiencies
Guideline Development
  • Involves developing guidelines to help customer team improve their trade promotion efficiency
  • Often includes national, account-specific, brand equity and LUC guidelines
  • Typically requires semi-manually compiling an event-level database
Funding Program Restructuring
  • Restructuring a client’s trade funding program balancing several factors including fairness & equity, efficiency, customer & competitive response, alignment of incentives and diversion
  • May include diagnostic of existing funding program structure
TPE Diagnostic
  • Assessing a client’s current TPM processes, organization, analytics and systems
  • Benchmarks client’s capabilities against best practices using level charts
  • Identifies and prioritizes key pain-points
Program
Structuring
  • A focused effort to assist our client with structuring a TPE transformation program
  • Rigorously defines options with associated scope, costs, benefits, risks and timing
  • Leverages our extensive database of benchmarks from similar programs
Engagement models

Trade Promotion Excellence