Case Study

Created a Go-to-market Playbook for New Products at a Major Financial Services Firm

Situation

A rapidly growing financial services firm was releasing several new products and services each year to a large base of clients. As the number and complexity of product releases continued to rise, the firm realized it needed to design a standard and structured approach for bringing products and services to market. They turned to Kissinger Group to develop a practical product launch playbook that would codify their go-to-market approach in a comprehensive and repeatable way

Approach

Kissinger selected a pair of product management experts who brought a set of best practices to build upon. The work started with a current state assessment of organization and process. From there the team designed a custom Go-to-Market Playbook that included a set of tools and templates including:

  • High-level Stage Gate Process
  • Stakeholder Mapping Tool
  • RACI Templates and Approval Guidelines
  • Critical Path and Dependencies Launch Readiness Checklist
  • Communication Process Template
  • Success Metrics

Results

With a framework that addresses both internal launch elements (needs definition, operational readiness, etc.) and customer–facing needs such as messaging, training and materials, the company has now embraced a comprehensive and standardized process for successful product launches.

3-5

new 
product launches
annually

8,000

impacted
stakeholders

ONE

standardized
framework

ONE

product launch
playbook

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