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Complete Guide to B2B Business Assessments


Every Solution Set is packed with insights, examples, and actionable strategies to help grow your B2B IT, Financial Services, or Professional Services firms. Each Solution Set contains a combination of Playbooks and Point Solutions that provides you with ready-to-go tools to solve issues relevant to firms like yours.

To find out what is included in each Solution Set, you can go to each product by clicking on the More Detail button below the product description.





Capabilities Matrix

SWOT Analysis Tool Summary

P.E.S.T. Tool Summary


This playbook provides the framework to better understand how to use capabilities to assess your B2B Professional Services firm.  Not every capability is critical to your firm’s success so we look at your capabilities through two different lenses importance and effectiveness. Our Capabilities Assessment Playbook Framework contains the approach to complete this.

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A SWOT analysis aids professional service companies in business planning. It assists marketing and business managers as they make critical decisions geared at improving the profitability of the organization. It does all of this by ensuring that the critical issues or factors pertaining to the task at hand remain the primary concern of the project team.

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To understand the external factors at a macro level, which managers can then plan to help mitigate against the impact. It enables professionals and organizations to plan and take actions based on opportunities and threats identified after an analysis of these external factors

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GE McKinsey Matrix

Competitive Analysis


The purpose of GE McKinsey Matrix is a strategy tool that provides a programmatic approach for corporations to prioritize investments in its business units. With the GE McKinsey tool, a business can plan investments according to opportunity size. This tool aims at maximizing business investments

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This playbook provides the framework to assess your key competitors. Understanding your competitive environment is the key to informing the strategy of your B2B professional service firm.

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