Competitive Intelligence Playbook

Competitive Intelligence Playbook

The Umbrex Competitive Intelligence Playbook is a comprehensive guide designed to equip professionals with the knowledge and tools to conduct effective competitive intelligence on an ongoing basis or in specific scenarios, such as commercial due diligence during a merger or acquisition.

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Umbrex Competitive Intelligence Playbook Table of Contents

Introduction

Chapter 1: Function of Competitive Intelligence

  • 1.1 Situations in Which CI is Conducted
  • 1.2 Users and Consumers of CI
  • 1.3 Organizational Structure
  • 1.4 Resource Allocation
  • 1.5 Delivery
  • 1.6 CI Report Elements
  • 1.7 Additional Resources

Chapter 2: Intelligence Gathering Data Sources

  • 2.1 Primary Research Methods
  • 2.2 Secondary Research Methods
  • 2.3. Digital Research Methods
  • 2.4 CI Technology, Tools and Resources

Chapter 3: Market Intelligence

  • 3.1 Market Definition
  • 3.2 Market Volume
  • 3.3 Market Pricing
  • 3.4 Market Size
  • 3.5 Market Trends and Dynamics
  • 3.6 Growth Potential
  • 3.7 Key Demand Drivers
  • 3.8 Potential Market Risks
  • 3.9 Template for Market Intelligence Report

Chapter 4: Customer Intelligence

  • 4.1 Customer Identification
  • 4.2 Segmentation and Buyer Profiles
  • 4.3 Customer Needs and Purchase Drivers
  • 4.4 Typical Customer Buying Cycle
  • 4.5 Customer Journey and Experience
  • 4.6 Customer Communication and Engagement
  • 4.7 Customer Support
  • 4.8 Customer Satisfaction
  • 4.9 Customer Retention and Loyalty
  • 4.10 Market Expansion Strategies
  • 4.11 Additional Consideration for B2C Companies
  • 4.12 Template for Customer Intelligence Report

Chapter 5: Competitor Intelligence

  • 5.1 Identifying Key Competitors
  • 5.2 Business Model Evaluation
  • 5.3 Brand Perception
  • 5.4 Competitive Positioning and Differentiation
  • 5.5 Product and Service Analysis
  • 5.6 Marketing and Sales Strategies
  • 5.7 Digital Presence
  • 5.8 Physical Presence
  • 5.9 Partnerships and Joint Ventures
  • 5.10 Financial Performance and Health
  • 5.11 HR Analysis
  • 5.12 Growth Strategies and Expansion Plans
  • 5.13 Innovation and Technological Capabilities
  • 5.14 Template for Competitor Intelligence Report

Chapter 6: Supplier Intelligence

  • 6.1 Supplier Identification
  • 6.2 Supplier Segmentation
  • 6.3 Cost Structure Analysis
  • 6.4 Supply Chain Vulnerabilities
  • 6.5 Negotiation Power and Dynamics
  • 6.6 Supplier Performance
  • 6.7 Template for Supplier Intelligence Report

Chapter 7: Regulatory Intelligence

  • 7.1 Understanding Regulatory Environments
  • 7.2 Monitoring Regulatory Changes
  • 7.3 Analyzing Regulatory Impacts
  • 7.4 Compliance Strategies
  • 7.5 Risk Management
  • 7.6 Regulatory Trends, Future Outlook, and Stakeholder Influence
  • 7.7 Template for Regulatory Intelligence Report

Chapter 8: Technology and Product Intelligence

  • 8.1 Understanding Competitor Products
  • 8.2 Product Analysis and Market Performance
  • 8.3 Technological Capabilities and Innovation Trends
  • 8.4 Supply Chain and Manufacturing
  • 8.5 Intellectual Property
  • 8.6 Ecosystem and Platform Strategies
  • 8.7 Template for Technology and Product Intelligence Report

Chapter 9: CI Analysis

  • 9.1 SWOT Analysis
  • 9.2 Benchmarking Against Industry Standards
  • 9.3 Identifying Competitive Gaps
  • 9.4 Trend Analysis
  • 9.5 Scenario Planning
  • 9.6 Risk Assessment
  • 9.7 Strategic Opportunity Identification
  • 9.8 Competitive Positioning
  • 9.9 Action Plan Development
  • 9.10 Template for Action Plan

Chapter 10: Integrating Intelligence into Strategy

  • 10.1 From Data to Insights: Making Meaningful Conclusions
  • 10.2 Strategic Planning
  • 10.3 Advising Leadership and Stakeholders
  • 10.4 Aligning CI with Organizational Goals
  • 10.5 Cross-Functional Integration of CI
  • 10.6 Measuring the Impact of CI

Chapter 11: Special Topics in Competitive Intelligence

  • 11.1 Mergers and Acquisitions
  • 11.2 International Markets
  • 11.3 Ethical Intelligence Gathering
  • 11.4 Confidentiality and Data Security

Chapter 12: Looking Ahead

  • 12.1 Evolving Nature of Competitive Intelligence
  • 12.2 Emerging Trends in Market Intelligence
  • 12.3 Emerging Technologies and Disruptive Innovation
  • 12.4 Preparing for Future Challenges