An automotive legend charges out of bankruptcy with "Car of the Year” and stronger environmental alignment
Developing an environmentally and technologically astute launch strategy for one of the world’s most sophisticated vehicles—the Chevrolet Volt—at a critical time for General Motors
Case StudyApproach
Branding and communications:
Positioned the Volt as an integral member of the Chevrolet brand and window to other GM innovations in a messaging hierarchy used as a reference across GM and its agencies
Credible messaging:
Provided nuance to the Volt target customer persona and helped shape the tone and content of environmental messages for executive talking points
New partnerships:
Initiated and facilitated the collaboration between GM, the world’s preeminent electric utility association, and utility representatives on electric transportation infrastructure and other issues integral to the success of plug-in vehicles
Results
- Successful product launch; strong, credible environmental messaging; and highly engaged, excited customers
- Motor Trend “Car of the Year” and dozens of global accolades
- Increased sophistication on environmental marketing and external engagement
A global pump manufacturer develops strategy to build services capabilities
Identify new opportunities to provide an expanded set of service solutions and develop perspective those with the highest potential for market growth and synergies with existing company product set
Case StudyApproach
Industry and market assessment:
Identified and validated market for advanced building energy and water services, benchmarked competitive landscape, and identified comparable solutions
New partnerships:
Conducted due diligence on partnership landscape and recommended potential partnership models for Grundfos
Results
- Validated a range of services, and identified key additional solutions for consideration
- Prioritized recommendations for services roll out based on market readiness
- Identified key partnership criteria and models for services roll out
- Developed partnership strategy recommendations
The largest global electric utility develops a corporate venture strategy
Invest in innovative technologies outside the organization with no significant prior experience in corporate venture capital
Case StudyApproach
External innovation strategy:
Identified strategies, structures, and best practices for newly launched corporate venture initiative
Venture engagement:
Interviewed over 15+ US and EU VC firms to determine strong candidates for limited partnership investment
New partnerships:
Brokered introductions through high-potential meetings and prepared E.ON for successful outcomes
Results
- Consensus on corporate venture strategy, funding, and organizational structure
- VC road-shows in Silicon Valley and London led by Cleantech Group that informed Board recommendations on LP investments
A European utility jumpstarts innovation sourcing in an underserved market
Connect with new innovation partners to enhance customer offerings in service territories of Israel across six cleantech sectors
Case StudyApproach
Industry and market assessment:
Conducted data-driven primary and secondary diligence to landscape Israeli cleantech ecosystem across wind, solar, energy efficiency, smart grid, energy storage, and water/wastewater
Regional cleantech database:
Identified, prioritizing, and profiled top five target Israel startups within each sector
New partnerships:
Identified key success factors for partnerships and facilitated meetings between EDF and selected leading innovators
Results
- Connection to diverse set of industry experts and innovators
- Commitment to pursue Israel startup roadshow
- Intent to help BUs expand strategic innovation partners
Veolia creates an Innovation Accelerator to drive growth and partnerships
Building a world-class internal program for innovation sourcing and launch into the market in search of technology solutions
Case StudyApproach
Capacity building:
Assessed internal organization, process, and tools needed to successfully manage innovation sourcing process
Opportunity identification:
Evaluated strategic gaps and piloted a set of technology sub-sectors for company sourcing
Implementation:
Launched the Veolia Innovation Accelerator in February 2010; monitored external press and feedback
Credible messaging:
Raised visibility in the cleantech sector and enabled successful partnerships with leading cleantech companies
Stakeholder engagement:
Organized a Silicon Valley road show introducing key executives to leading investors to strengthen Veolia’s innovation network
Results
- Secured a pipeline of 100 target companies for consideration
- Announced five partnerships by May 2011 (including NanoH2O, Vantage Point, and SDTC)
- Signed two new partnerships in first half of 2011 (ISD and Hara)
Microsoft identifies emerging fuel cell providers with whom to partner on data centers of the future
Identify and engage partners that can develop fuel cells to meet the stringent demands of rack-level distributed power for Microsoft’s data centers
Case StudyApproach
Internal alignment:
Worked with data center energy procurement team, data center engineers, and sustainability leaders to understand and align on energy procurement vision focused on mitigating both costs and carbon.
Industry and market assessment:
Developed a market landscape of the fuel cell sector, identifying emerging trends and technologies
Partner evaluation and engagement:
Interviewed fuel cell companies, investors, gov’t agencies, and adjacent technology providers. Identified and prioritized most promising vendors for Microsoft needs and provided introductions to begin internal diligence
Results
- Identified 150+ fuel cell vendors for review
- Conducted 20+ interviews of prioritized vendors and developed landscape of technology readiness based on client data center performance specifications
- Provided 3 introductions for internal diligence, of which one vendor is currently participating in in-situ testing
An industrial gas producer launches an external innovation sourcing program; pursues lean partnerships to support global R&D and business lines
A global industrial company seeks a nimble approach to partner with emerging technology companies in order to improve internal operations, provide value-added services, and develop entirely new business offerings.
Case StudyApproach
Internal alignment:
Worked with innovation group to engage internal stakeholders in R&D and commercial programs in order to identify strategic initiatives and priority areas for external collaboration.
Sector and company evaluation:
Evaluated priority sectors, identified most promising potential partners, and facilitated introductions between startups and internal client stakeholders.
Partner engagement:
Set partnership goals, created initial business cases, and developed MOUs for top partnerships based on internal interest and readiness to engage.
Results
- 120+ partner candidates reviewed and prioritized
- MOUs under development for 4 companies for immediate collaboration, with 2-3 additional companies in the pipeline
- Developed pipeline of potential partners, accessible by client’s innovation team via the cloud on CTG’s i3 platform, for continuous additions and refinement
- Helped innovation group prove value of open innovation approach among R&D and commercial groups, increasing engagement across the company
A construction equipment rental company becomes the industry leader in sustainability
Fulfilling CEO’s vision for the company being recognized as the pioneer of clean construction services
Case StudyApproach
Industry and market assessment:
Interviewed key stakeholders and conducted primary research to develop a point of view on clean construction
Integrated business processes:
Created and rolled out a sustainability metrics tracking system for operational and industry-specific goals used to collect data for the company’s first sustainability report
Organizational governance:
Expanded the sustainability team and supported extended network of data owners in adopting sustainability responsibilities
New partnerships:
Facilitated a multi-stakeholder partnership with an environmental NGO and U.S. EPA, resulting in a co-authored LEED Pilot Credit application for clean construction sites
Results
- Published the company’s first Sustainability Report, with GRI rating
- Published widely cited white paper profiling clean construction standards
- Solidified the company’s public image as advocate for clean construction, reinforced by collaboration with outside stakeholders
A US utility looks to hedge on future business models by investing in energy efficiency innovation
Helping a major utility identify strategic investments to serve as a foundation for new energy efficiency offerings
Case StudyApproach
Market landscape:
Assessed the historic development of the energy efficiency services industry and evolution toward digitally-enabled services as a disruptor of traditional ESCOs
Value chain analysis:
Analyzed energy efficiency services business model evolution by value chain profitability perspective, identifying most profitable opportunities for new services
Target identification and prioritization:
Per value chain analysis, provided preliminary diligence on prioritized set of US-based digital energy efficiency providers for potential equity stake or acquisition
Results
- Delivered objective analysis of relevant energy efficiency service market trends, cutting through industry hype
- Identified, categorized, and prioritized 50 technology and service providers for review
- Provided SVP of strategy with introductions to 7 entrepreneurial digital energy efficiency providers for early stage diligence
A global chemicals leader launches a sustainability strategy and takes it from 0 to 60
Embedding sustainability into the strategy, operations, and culture of a commodities business trying to capture market leadership in sustainability
Case StudyApproach
Corporate & business unit strategy:
Helped define sustainability goals and metrics; conducted proprietary analysis of effects of global trends on markets, which served as major input to 10-year strategy refresh process
Organizational governance:
Co-designed organizational structure to engage leadership and establish accountability; facilitated internal workshops to fine-tune processes and deepen engagement
Integrated business processes:
Built a tool forecasting environmental impacts of operations, which is now used as basis for quarterly CEO-level reviews measuring business unit progress against sustainability goals
Enhanced or expanded offerings:
Helped assess, select, and gain business unit buy-in for a product sustainability standard
Results
- Chairman, CEO, and executives aligned on sustainability as pillar of overall business strategy
- Created product sustainability standard, a qualification process, and product portfolio
- Enabled publication of first sustainability report
- Incorporated sustainability into corporate rebranding effort
A global chemicals company responds to safety concerns with stakeholder-driven product management
Responding proactively to growing customer and stakeholder reactions to chemicals of concern while ensuring long-term business adaptability
Case StudyApproach
Industry and market assessment:
Conducted industry case studies and stakeholder interviews to help client better understand chemical safety concerns, their potential business impacts, and appropriate responses
Corporate & business unit strategy:
Identified and evaluated strategic options balancing product development and external engagement; facilitated alignment on approach consistent with growth objectives while addressing stakeholder priorities
Value chain engagement:
Directly engaged with customers and OEMs to gain feedback on the company’s product standard and gauge willingness to collaborate on broadening its applicability along the value chain
Results
- Developed product sustainability standard to position portfolio to meet customer and stakeholder sustainability requirements
- Enabled participation in a third-party chemical standard
- Product reviews of environmental and human health attributes within existing portfolio
A regulated utility embraces a customer-oriented vision as a path to growth
Creating a customer-driven strategy, brand and enabling tools to meet evolving market conditions and heightened stakeholder expectations
Case StudyApproach
Corporate & business unit strategy:
Conducted comprehensive market, policy, and competitive analysis; developed business strategies for energy efficiency, alternative fuel vehicles, grid modernization, distributed generation and storage, and natural gas growth
New business models:
Created and implemented a strategy for community-based partnerships to gain deeper customer insights and incubate new, integrated energy solutions
Stakeholder engagement:
Facilitated customer & community workshops and 40+ interviews to develop a shared energy partnership vision
Branding and communications:
Advised corporate brand refresh supporting new customer-oriented vision and built internal alignment
Integrated business processes:
Created and implemented a solutions development process and tool, guiding customer-centric solutions
Results
- Strategic customer partnerships, including a medical campus that won a national award
- Articulated strategic rationale and business case for pursuing new customer solutions
- Customer advocate in rate case filings
- Local, state and federal support for customer-utility partnerships
- Team-wide adoption of new solution development process
A global, end-to-end contract manufacturer develops an M&A pipeline of strategic cleantech acquisitions
Identify strategic acquisition targets manufacturing enabling hardware and electronics for renewable generation, traditional transmission and distribution, smart grid, and demand-side controls in order to enter new markets and grow the client’s energy business.
Case StudyApproach
Market landscape:
Evaluated market dynamics across value chains of client’s top interest areas, including wind and solar, transmission and distribution, energy storage and battery management systems, power electronics, and lighting controls.
Target identification:
Developed and implemented an iterative M&A target identification and prioritization process to evaluate potential acquisitions and refine market entry hypotheses.
Acquisition hypothesis:
Provided diligence on top prospects. Developed investment narrative for top prospects to illustrate and pressure-test strategic fit and growth trajectory.
Results
- Market research resulting in re-prioritization of client’s initial target acquisition areas
- Interviews conducted with acquisition targets, VCs, and industry veterans
- 1,000+ companies reviewed with initial filter screen
- 155 companies identified and prioritized for acquisition long list
- 25 companies in 4 target areas reviewed in detail and prioritized for acquisition according to client M&A scorecard
A technology giant refreshes its strategy and goals to emphasize customer solutions
Evolving from an internally-focused sustainability strategy to one emphasizing customer needs & outcomes
Case StudyApproach
Vision and goals:
Created an overarching goal structure with long-term, specific goals and metrics in order to drive action on the new strategy and clarify objectives for the business units
Corporate & business unit strategy:
Refreshed the sustainability strategy, marrying traditional operational efficiency with new focus on products’ and customers’ footprints
Enhanced or expanded offerings:
Identified opportunities to help customers improve their IT energy efficiency or use emerging technologies to reduce their footprints, prioritizing based on existing capabilities and market potential
Credible messaging:
Benchmarked energy efficiency messaging across the industry, highlighting product-specific and portfolio-level approaches
Results
- Three new areas of focus for the company and business units, supported by clear 2020 goals
- Cross-business unit working groups to provide ongoing support for implementation
- Support from the CEO and CMO for the new strategic direction
A software company breaks barriers and engages its competitors to set its vision
Engaging leaders across the organization to help answer “What’s next?” for their sustainability strategy
Case StudyApproach
Internal engagement:
Conducted focus groups with functional leaders and “green teams” to identify major barriers to success, such as applying product-oriented innovation to sustainability initiatives and closing cultural gaps between management and workforce
Industry and market assessment:
Used customized tool to benchmark competitors’ sustainability strategies based on motivations, objectives, focus areas, and effectiveness; interviewed competitors and industry thought leaders to help frame vision-setting exercise
Vision and goals:
Facilitated executive workshop to deepen engagement among leadership and discuss megatrends impacting the technology sector, which led to alignment on the desired level of ambition for the company’s sustainability vision, goals, and related investments
Results
- Established cross-functional alignment among executives on ambition level for sustainability
- Gained robust understanding of competitor goals and strategies
- Identified internal opportunities and challenges, priorities, next steps, and barriers to implementation by synthesizing “Voice of the employee” analysis
A major utility’s senior leadership challenges its own perspectives on how to adapt to a changing landscape
Determining how to evolve a traditional utility business strategy during a time of regulatory and energy policy uncertainty
Case StudyApproach
New business models:
Outlined initial strategy for city-scale, integrated, clean energy projects; developed financial models for smart grid pilot for commercial buildings cluster
Policy engagement:
Provided analysis of state, federal, and international policy developments, including scenario planning for proposed cap-and-trade legislation
New partnerships:
Created a CEO-level advisory board of international thought leaders and counseled executives on engagement in U.S. Climate Action Partnership
Branding and communications:
Crafted and advised on messaging to support strategic initiatives targeting policy makers, influencers, and media (including op-eds, executive speeches, etc.)
Results
- Successful launch of major smart grid pilot with support from stakeholders like President Bill Clinton
- Significant progress towards achieving ambitious energy savings and peak reduction goals
- Insights for long-term plan on carbon policy and U.S. EPA regulation
A diversified utility anchors its newly acquired renewable offerings with iconic commercial customers
Making the leap from offering traditional renewable products to providing clean power solutions
Case StudyApproach
Enhanced or expanded offerings:
Assessed and refined strategic value proposition of selling “clean energy” bundles and solutions, including renewables, energy efficiency, and customer branding support
Industry and market assessment:
Identified and prioritized over 100 new major commercial account targets by interest in renewables and influence in the market and local community
Integrated business processes:
Trained sales & marketing teams to articulate broader benefits of clean energy solutions to non-traditional energy buyers, such as commercial executives
Value chain engagement:
Leveraged Cleantech Group’s extensive network of commercial and industrial utility customers to facilitate introductions for business development and pilot new sales strategy
Results
- Initiated business development dialogue with 10 leading commercial prospects
- Proposed 5-8 new clean energy solution bundles
- Clear roadmap for current sales and marketing organization
- Customizable collateral for consultative clean power sales
A global energy company rethinks its approach to innovation sourcing
Amid change in the broader business, a global energy company sought to reassess its strategy in external innovation sourcing and maximize the value of its corporate venture activities
Case StudyApproach
Benchmarking:
Analyzed peer energy companies’ strategies and structures for innovation sourcing, including data-driven review of activities, resources, governance structures and portfolios
Trend analysis:
Drew out patterns in the development of peers’ approaches to innovation sourcing and articulated drivers and barriers to change
Strategic recommendations:
Synthesized industry benchmarking and internal interviews to develop a set of recommendations for CVC strategy, resources and governance
Internal alignment:
Supported innovation team in building case to senior leadership by providing data and external validation for recommendations
Results
- Recommended new vision for CVC and broader innovation activity
- Materials developed provided evidence base in presentations to company board
- Broader scope of external innovation was approved and CVC team was grown to address new technology areas