Management Consulting - Strategy Insights & Planning Team

Through my time at ZS, I have primarily supported the marketing function. I have contributed towards over 20 projects in my 4+ year tenure, with engagement terms ranging from 1 month to 1 year (on average, 3-4 months). Below are a few of the highlights.


Our client’s recently-hired Head of Digital Marketing was seeking to develop the program vision in order to understand the opportunity areas.

We were brought in to conduct a current state assessment, identify innovative opportunities, and propose a strategic framework & roadmap to achieve digital marketing excellence.

Our client was pursuing market entry in the US for a product already launched in the APAC region. They had little insight into both the landscape and stakeholder (physician, payer) habits and did not know where to begin.

We were brought on to initiate their US go-to-market strategy.

Our primary focus was on “value messaging” (i.e., ‘How can we position our product features in a way that represents with the stakeholder groups that we would like to target?’).

Our client recognized that one of their largest pain points for their leading brand was that one customer segment was being neglected due to a lack of understanding. Sales teams in essence were ignoring this customer segment and wanted to be shown a more coordinated customer interaction strategy.

We were brought on to create a messaging strategy and playbook that would enable sales teams to target this customer segment and provide them with a differentiated experience.

Our client was kicking off a firm-wide digital transformation centered around customer experience.

We were brought on to orchestrate the transformation and provide the proper change management support to enable and ensure effective adoption.

Capability-specific assessment based off current state interviews; led to our proposed program roadmap

Message testing stimuli for key stakeholders in market research; leveraged outputs to align on implications and create GTM strategy, target stakeholder analysis

Client workshop to generate key problem statements to address and messaging pieces; subsequently delivered a playbook structure (not depicted)

PMO status tracker for orchestration stand-ups; ‘Digital 101’ resource to support change management

✔️ Drafted discussion guides for both internal “current state assessment” interviews and external “panel of disruptors” interviews

✔️ Facilitated internal “current state assessment” interviews with key marketing directors

✔️ Coordinated external “panel of disruptors” (cross-industry C-suite / SVPs of digital marketing)

✔️ Supported in full-team synthesis of opportunity areas, scorecard, roadmap

✔️ Co-created value story with client (i.e., continual alignment on which clinical attributes to highlight)

✔️ Synthesized key findings into client readout deck for Chief Medical Officer

✔️ Coordinated market research efforts

✔️ Drafted product profile for A/B message testing

✔️ Led internal interviews with Account Managers to understand current perceptions & opportunity areas

✔️ Synced with client in weekly 1:1s to co-create on additional probes, stakeholders to collaborate with, and initial playbook framework

✔️ Developed client workshop structure to leverage outputs for playbook framework

✔️ Conducted desk research on customer segment trends, preferences, innovative solutions

✔️ Provided weekly 1:1 support to the Medical program lead to accelerate their transformation objectives (i.e., creation of strategic frameworks, communication assets - walking decks, website, etc.)

✔️ Led weekly orchestration stand-up meetings across product owners to facilitate future state visioning, identify dependencies, and collaborate on communications strategy & program updates

✔️ Leveraged Voice of Customer insights to create organizational change management assets

✔️ Partnered with Marketing Excellence to orchestrate rollout of relevant assets to all marketing

✔️ Gained LT buy-in for 8 external hires to launch digital marketing office

✔️ Delivered program framework

✔️ Gained marketers’ buy-in by developing external case studies of “digital marketing success”

✔️ Enabled client to launch in US - developed launch strategy, recommendations on target stakeholders and geographies

✔️ Identified top 3 compelling product features to highlight in messaging / marketing materials

✔️ Sales teams initiated discussions with key customer segment; 5 enterprise exploratory calls initiated

✔️ Strengthened sales team confidence through shared stories / outcomes from leveraging our playbook

✔️ Enabled client to successfully roll-out & begin scaling process for 8 customer-centric MVP/pilots

✔️ Drove alignment of sales & marketing stakeholders through value realization / change management materials

It’s okay to be both optimistic and realistic. Through our external panels and visioning exercises, we developed a lot of “innovative ideas” (think advanced AI/ML solutions to interacting with customers). While insightful, it was evident that the team needed to focus more on launching foundational capabilities, such as standardized A/B testing, and a coordinated omnichannel strategy.

Our roadmap was focused on the “realistic”, but the optimistic use cases helped in gaining buy-in - showing what “can be” our future if we all invest in and commit to a digital-first mindset. Optimism motivates others, and realism helps to stay on-track and push execution towards the long-term goal.

There’s strength in numbers. When probed, marketing directors shared with us common pain points. We heard the same 3 pain points from ~50% of the stakeholders that we interviewed. While we could have focused purely on external opportunities, or what the executive leadership team thought were the largest gaps, marketers had a clear answer to the question, “What should we focus on?

Through this project experience, I saw the importance of incorporating large N-sizes (from cross-functional teams) in research. This allows one to see the full picture; then, if common themes are heard, it speaks to the truth of the current state.

Know your target stakeholders. Before we were able to develop a detailed launch strategy (market specific, recommendations on messaging, timing considerations, etc.) - we had to know which stakeholder group we needed to focus on. Payers put drugs on formularies; doctors prescribe drugs; pharmacies and PBMs act as intermediaries. The stakeholder group heavily influenced how we would position the product; thus, we needed to decide who to focus on - which leads to my next point.

Allow your objectives to inform your target stakeholders. For many products, there is no inherently “right” target stakeholder (unless it is, say, a hair growth product for men). Thus, target stakeholders can vary based off product maturity, company growth objectives, and shareholder expectations.

On our project, we had to align with the client to determine if the goal was to gain product awareness, capture leading market share immediately, reduce overall disease prevalence, or a combination of the above. Based off this, our strategy and stakeholders we would focus on would drastically change. By aligning on the 2-year objectives early on in our project, we were able to focus on the right stakeholders and ask the right questions in interviews.

Your greatest pain points are also your greatest opportunities. Sounds cliche, right? However, on this project, I resonated with this message beyond the cliche when I saw it in full-force. Sales teams had been apprehensive about how to even begin engaging with this stakeholder group and as a result had been avoiding one of their potentially strongest customer segments. Thus, once we were able to present our playbook framework, teams felt like they finally had new and exciting leads. The level of excitement we saw across these sales teams speaks to the idea that pain points are so frustrating because they present a barrier to something that otherwise could be very valuable.

I find that this frame of mind is useful whenever any team is in the planning phase of a sprint. The question, ‘What more can we do?’ may not require some grandiose visioning exercise; it may just require us to candidly reflect on what some of the neglected opportunities are due to the level of frustration / pain caused in the past.

Always focus on customer value. When building our playbook, it was important to acknowledge that our target stakeholder had been neglected for a reason (difficulty learning how to partner with them, access considerations, etc.). We found that sales teams were more receptive to reaching out to the customers when we positioned the process as something that would directly benefit the customer (e.g., helping them stand up community partnerships, developing patient education materials, etc.). They felt as if they had a better chance of then getting a “second” phone call to learn how they could partner.

In the context of sales teams, I believe this means that the “first prospective call” should not always be about specific product sales - it should be about crafting what true value looks like for the customer. Sales will then flow organically.

Less is more. Whether it is for the end customer or internal stakeholders, streamlining the communication lexicon, frequency, and overall story helps people retain the core message.

One of the largest challenges we had throughout this project was simply getting employees to understand what we were talking about whenever we would bring up the overall transformation acronym or sub-workstreams. There seemed to be a “point of no return” where, after a certain level of communication, people accepted that they didn’t fully understand. This is why it is critical to have meaningful engagements with your stakeholders. Ensure that the message is clear and can be clearly accessed at any time, because the more there is, the harder it gets to sort through everything and find the “real” message.

I have found this same principle to also be relevant to UI/UX - e.g., me trying to minimize whitespace here and also not write a huge amount or make a subpage for each of these projects :)

Lead by example. The key to organizational buy-in is to show value in the most clear and direct manner.

We noticed the most level of excitement on this engagement when we were collaborating with individuals on the “what’s in it for me?” resources - e.g., showing capabilities in the pipeline and future use cases that it will enable.

This process needs to be top-down - whether it is champions showing how their own day-to-day work has improved, or leaders clearly outlining the case for change and how it will impact the individual.