pma 2015 capabilities and credentials

© Project Marketing Associates 2015

2015 Capabilities & Credentials


Project Marketing Associates

“ delivering results without increasing overhead”

Marketing ConsultingBrand and Product Management

Market Research and Data AnalysisBusiness Plans & Analysis

New Product Development

Project Management Training5 Biggest Challenges

W5 Templates Excel based PM tracking software


Marketing Consulting

• Brand and Product Management

• Market Research and Data Analysis

• Business Plans and Analysis

• New Product Development

3


Brand and Product Management (1 of 4)

• Strategic Planning• Project Management• Interim & Temporary

Leave On-Site Assignments

• Team Management• Category Management• Key Account(s) Analysis• Agency Relations• Promotional Programs &

Analysis

• Trade Relations• Pricing• Interaction with Product

Development• Advertising Development• Public Relations• Line Optimization• Regulatory Projects• Interaction with

Operations• Budgets & Volumes

4


Market Research & Data Analysis (2 of 4)

• Research Plan Development

• Ideamap®.Net (conjoint)• RFP (Request for

Proposal) Management• Management of Concept

Testing• Research Report Writing• Management of Central

Location Testing• Management of Home

Use Testing• Consumer Data Analysis

• BASES I & II Concepts / Marketing Plans

• Volumetrics / Price Elasticity

• Advertising Copy Testing• Package Testing• Focus Groups

Management• Customer Surveys• Questionnaire

Development & Analysis• Mystery Shopper

Investigations5


Value of Market Research

6

John Parran Director, Marketing U.S. & CanadaAutomotive Refinish PPG Industries, Inc

Quite simply, Dave’s firm saved us money. We were concerned about the costs associated with launching and trademarking a new brand. Project Marketing Associates’ solution, do a conjoint study of our customers to gauge receptivity to brand names as well as product features and benefits. What we found, inexpensively, was brand names did not move the needle in our target market so we did not have to spend the money to develop something. If you don’t know what a conjoint study is or have not used one, I encourage you to contact Dave the next time you are at a decision point and are unsure what road to take. Project Marketing Associates can give you statistically significant data to guide your decision. I suspect your decisions are expensive so data to support the decision is wonderful.

Gina DicksonDirector Infrastructure ProductsBlack Box Corporation

In preparation for making some significant investment into our business we decided we needed to better understand the needs of our customers ... We reached out to Dave to help us select a model to collect this information. The results using the Ideamap.net approach were enlightening. As a result we discovered some naturally occurring trends within our existing customer base which we didn't know existed, and it's allowed us to target our investment in sales, marketing and support programs - using the data to make key decisions and grow our business.


Ideamap.net studies

7

• Ideal for companies with existing customer databases• Increase Sales 5-15% through targeted segmentation


Business Plans & Analysis (3 of 4)

• Vision and Mission

• Company (Brand) Overview

• Product Strategy

• Market Analysis

• Marketing Plan

• Financial Plan

8


New Product Development (4 of 4)

• Idea Portfolio Management

• Brainstorming

• Ideamap®.Net Market Research

• Prototype Development

• Name Generation

• Trademarking

• Concept Writing & Testing

• Product Costing

9


2008-2014 Client Supported Projects

10

Type of Study/Project Year(s) ConductedAdvertising Agency RFP Project Management 2014

B2B and B2C Ideamap.net Conjoint Studies 2013 & 2014

W5T CRM and Strategic Score Card 2013

Customer on-line Survey, Analysis, Presentation 2010 - 2013

Product Management Plan Training 2012

Internet Tool, Go To Market Strategy 2012

Project Management - US & Canadian brands 2007 - 2012

Factory Technical Audit - Brazil 2011

Frozen Food Audits - China 2010

Corporate Brand Equity Study 2011

Project Management Trainings 2010 - 2012

Value Market Research 2010

Needs State Analysis & New Product Concepts 2008

Voice of Customer Studies - US & EUR 2007 & 2008

© Project Marketing Associates 2015 11

Project Management Training5 Biggest Challenges

Project Mission/Objective

Project Management Tools

For Success

Securing ManagementSponsorship

Motivation/Facilitation

Prioritization of Initiatives

GoalsAchieved

Team contact list

Project timetable

Meeting Agenda

Situation room

Meeting Minutes

Foundation

Leadership

1 2 3

4 5


Project Management Defined(Culture of Innovation Workshop, Pittsburgh PA)

12

Wordle™: the more times a word is mentioned, the larger it appears

Project management is like ....

herding cats ...

source: advertisement for EDS


Effective Project Management - Worth Million$$$

# of projects:# of projects: 10 ave hrly rate: $75

$3,750hrs saved/person/dayhrs saved/person/day 1 days/week: 5

PeopleDura@on 5 10 15 20

1/4 year $243,750 $487,500 $731,250 $975,000 13

1/2 year $487,500 $975,000 $1,462,500 $1,950,000 26

3/4 year $731,250 $1,462,500 $2,193,750 $2,925,000 39

1 year $975,000 $1,950,000 $2,925,000 $3,900,000 52

1.25 yrs $1,218,750 $2,437,500 $3,656,250 $4,875,000 65

1.5 yrs $1,462,500 $2,925,000 $4,387,500 $5,850,000 78

2.0 yrs $1,950,000 $3,900,000 $5,850,000 $7,800,000 104

2.5 yrs $2,437,500 $4,875,000 $7,312,500 $9,750,000 130

3.0 yrs $2,925,000 $5,850,000 $8,775,000 $11,700,000 156


Exclusively offered by Project Marketing Associates

Produc'vity,

Made,Simple,

W5T,Cloud,Service,

Free,Mobile,App,

Excel,based,produc'vity,tool,provides,

a,straigh@orward,way,to,track,and,

control,projects,,clients,and,sales.,

Easy,to,use,,saves,'me,,cost,effec've.,,

•  CRM,,

•  Project,Management,,

•  Addi'onal,Applica'ons,,

Securely,takes,your,client,,

project,informa'on,and,stores,it,

in,the,Cloud,,making,it,a,snap,to,

update,,sync,and,share.,

•  Managers,

•  Users,

•  Team,Members,

View,and,edit,the,informa'on,

stored,in,your,W5T,Cloud,account,

on,your,smartphone,,tablet,and,

pc.,

•  Apple,Store,,

•  Google,Play/Android,

•  Kindle,Fire,

www.w5templates.com/freeOtrial,



Expertise & Credentials

✓Personnel✓Areas of Expertise✓Education✓Client Testimonials✓Case Studies



18

David A. Oshlag

President Areas of Expertise: - Strategic Insight - Project Management - Brand Management - Market Research- Data Analysis - Meeting Facilitation

Academic Credentials: - MBA Marketing & Finance, University of Chicago - BS Chemical & Biomedical Engineering, Carnegie-Mellon University

Contact Information:[email protected]: 412-276-5907Cell: 412-498-3420

Pittsburgh, PA USA



19

Bernard Grandjacques

Senior Associate

Areas of Expertise: - Strategic Planning - Coaching- Participative Management - Business Planning

Academic Credentials: - MBA Finance, University of Pittsburgh, Katz School of Business- M.S. BioChemical Engineering, MIT

Languages: French, German, Spanish, Italian

Contact Information:[email protected]: 412-444-5256

Pittsburgh, PA USA

Andrea Mar HarkinsSenior Associate

Areas of Expertise: - Consumer Insight - Program Evaluation- Market Research - Education & Training- Shopper Behavior

Academic Credentials: - M.E. Duquesne University - B.S. University of Pittsburgh

Post Graduate:- Katz School of Business- Doctoral in Educational Research- Educational Psychology

Contact Information:[email protected] Tele: 412-951-3492

Pittsburgh, PA USA


Stephanie FosterSenior Associate

Areas of Expertise: - Market & Data Assessment - Retail Trade Insight- Business Reviews - Concept Development

Academic Credentials: - MBA Marketing, Fuqua School of Business, Duke University - BA History and French, Dartmouth College

Contact Information:[email protected]: 207-798-5682

Brunswick, Maine USA

Catherine Carlson

Associate

Areas of Expertise:- Product R&D - Project Management- Experiment Design/ Six Sigma - Brazilian Market- Product Development Processes; product concept to market implementation.

Academic Credentials:- Masters in Marketing, Espirito Santo University, Brazil- Food Engineering, Viçosa University, Brazil

Language skills: English, Portuguese, Basic Spanish.

Contact Information:[email protected] tele: 412-482-3655

Minneapolis, MN USA



Jacqueline Ping Yu

Associate

Areas of Expertise: - Conducting Business in China - Business / Legal Insights- New Product Launches - Database Management- Marketing Communication - Multilevel Business Training

Academic Credentials: - Executive MBA, Rutgers Univ. Shanghai - BE Mathematics, Eastern China University, Shanghai

Language skills: English, Mandarin, Cantonese

Contact Information:[email protected]: +86-13801983143

Shanghai, China

Israel Weisser

Associate

Areas of Expertise:- International Marketing - Brand Management- Marketing Processes - Lead Generation- Business Development

Academic Credentials:- MBA Marketing & Strategy, Carnegie Mellon University - BS Chemical Engineering, Universidad Iberoamericana (Mexico City)

Language skills: English, Spanish, Hebrew

Contact Information:[email protected] tele: 412-422-3025Mexico tele: 85-25-9010Cell: +972-52-380-3645

Modiin, Israel



Client Testimonials

22

Patrick J. KennyDirector of Marketing PPG Industries

Dave has worked ... on a variety of complex marketing projects involving product positioning, market research, and communications. He has proven to be a valuable team asset with his strong analytical skills, broad marketing expertise, and extraordinary project management skills. Additionally, he provides his services in a problem-focused, team oriented manner that facilitates progress and learning. I strongly recommend Dave for those marketing projects that require substantive marketing expertise and an extreme focus. Please feel free to call me as a reference if you are considering Project Marketing Associates for a project.

Steven Oakesformally VP Retail Marketing Heinz Canada, currently VP Marketing Parmalat Canada

Dave Oshlag has become a very valuable adjunct member of the Heinz Canada marketing team - working on behalf of Heinz Canada out of our company home office in Pittsburgh. He has done a terrific job for us helping to coordinate major new product initiatives across the two geographies - most notably the full scale launch of the Weight Watcher's Smart Ones brand in Canada. Dave is a very buttoned-down well organized project manager who also has the ability to "improvise" to solve problems when they came up. The Canadian Smart Ones launch was a great success - and Dave played a critical role in making it so.

Tom Dougherty Director Marketing PPG Industries, IncDave's assistance with our most recent RFP project was invaluable. We couldn't have gotten to such a satisfactory solution in so short a time without him.

John Schueneman, CEOTom Geske, Division ManagerCoral Seas

Just a short note from us for the great work you and your staff provided to Coral Seas in the market study this summer. We certainly gained a lot of useful information regarding our product recognition in the swimming pool chemical industry. We think this information will help us in marketing our products going forward and we certainly were amazed by the positive results and efficient manner in which it was presented. Once gain from all of us at Coral Seas, thank you.


Christopher Marshall formally Director New Business Development Giant Eagle, currently GM Bissell Rental

We utilized Dave Oshlag and PMA for the newly created Business Development group at Giant Eagle. He provided experienced, strategic thinking, general manager mindset resources to temporarily staff our organization and get things moving quickly. Each New Business Development project included: Competitive Analysis and Industry Reviews, Financial estimations and profitability, Business model option definitions, Concept and consumer value proposition, Strategic fit evaluation, Risk and regulatory considerations.

Client Testimonials

Frank SchiffmanMarket ManagerPPG Industries

Dave is a grand slam hitter when it comes to market research. His approach to obtaining sound, up-front information from his clients sets the tone and pace from day one, and the results and analysis that follow hit the mark time and time again.


Case StudiesConjoint SegmentationProject Management

Consumer On-line SurveysData Analysis

International Market Shopper Studies

24


Conjoint Segmentation

25


Consumer on-line Surveys

26

Retailer“A”

Retailer“B”


Data analysis

27


Project Management

28


International Market Shopper Studies

29


Give us a call or an e-mail to schedule an appointment for us to talk about how we can

add value to your business.

Dave Oshlag - President, Project Marketing Associatestele: 412-276-5907cell: [email protected] the web @ www.projectma.com & www.W5Templates.com

referrals and recommendations appreciated

pma 2015 capabilities and credentials

Documents

market research data

significant data

new brand

value of market research

product features

brand names

target market

conjoint study