Case Study
Author: Jon Troy | 5 minute read
The client was considering a new Trade Promotion Management (TPM) system. TPG recommended they assess their current TPM process, people, and system first. TPG conducted an in-depth evaluation, interviewing personnel, reviewing documents, and analyzing existing systems, which led to a comprehensive recommendation. TPG suggested improvements in process and people management without immediately investing in new technology. The client is now exploring enhancements in customer segmentation, the creation of a Trade Promotion Manager role, post-event evaluations, and potential investments in Category Management and Retail Media.
The Opportunity
Our Client believed their TPM approach was deficient and was looking to bring in a new TPM system. TPG recommended an assessment of their current state – process, people & system to identify the best way to move forward before investing in a new system.
The Approach
TPG conducted a comprehensive assessment of the client’s TPM approach, focusing on strategy, process, governance, people, system and execution that led to a go-forward recommendation for an enhanced future state.
- Interviewed 15+ key personnel.
- Reviewed 25+ documents.
- Reviewed current process & enabling system.
- Developed & delivered a comprehensive recommendation to enhance their current TPM process, as well as identified Category Leadership and Retail Media opportunities for them to consider.
The Outcome
Based on the TPG recommendation, client decided to keep current system and work on improving their process & people. They are currently evaluating deploying customer segmentation, a new Trade Promotion Manager role and a post event evaluation process. Separately, they are considering investing in Category Management and improvements to their Retail Media investment.
Meet The Team
Jon Troy
