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Insights

The KPI That Matters Most

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CX Design: Develop the Ideal Customer Experience

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Insights to Ignite Winning Strategies.

We put the “thought” in thought leadership. Some of the brightest minds in business share ideas and insights that will inspire the extraordinary.

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To Cut or Not to Cut Products

The topic of product rationalization is hotly debated and widely discussed right now. Many companies...
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Analyzing Churn During SaaS Due Diligence

Maximize the odds of successful SaaS acquisitions by going beyond traditional churn and loyalty metr...
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Unveiling Our Refreshed Brand

Behind the scenes of our elevated look and website.
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My Summer with Strategex

Strategex's Summer Intern examines his experience in the marketing department and beyond.
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Pay Attention to the Details

Mike Potempa explores #17 of 25 fundamentals: Pay Attention to the Details
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Invest in Relationships

Jackie Pergande explores #16 of our 25 fundamental values: "Invest in Relationships."
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The Hierarchy of Customer Needs, Explained

We have taken Maslow’s Hierarchy of Human Needs and applied its principles to Customer Experience....
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The New Age of Risk, Diligence, & Growth

As the global economy heads into recession, investors are becoming more focused on identifying M&...
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WATCH NOW: The Only KPI You Need

Start Making Improvements to Top and Bottom-line Performance. Strategex's 80/20 Profit + Growth Expe...
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WATCH NOW: The CEO's Guide to Rebounding From Crisis Using 80/20

David Philippi presents a webinar that shows leaders how to navigate through the current economic vo...
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Preparing the Customer Experience for a Post-Pandemic Economy

Are you poised to meet new needs and expectations? It is important to understand how your top custom...
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WATCH NOW: Overcoming the Blindspot in B2B Due Diligence

In this recording, Strategex shows you how to use Customer Due Diligence to mitigate risk and accele...
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Leadership Through Crisis: Tactical Management Advice to Navigate COVID-19

Over the past week, many clients have asked us what they can do to navigate their businesses through...
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A Note From Strategex

At Strategex, we teach our clients to use data to focus on what is important. In times like this, we...
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Best Practices in Customer Experience: The Two Hour Rule

Occasionally, we come upon a world-class CX program whose secret sauce is worth sharing. This is one...
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CX Design: Develop the Ideal Customer Experience

Strategex has analyzed data from tens of thousands of Voice of the Customer in-depth interviews. We’...
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Maximize Sale Prices with Customer Due Diligence

In today’s environment of long holding periods and record-high multiples, the use of third-party sel...
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Strategex, LLC Expands its Private Equity Solutions to Include 80/20 Value Creation Consulting

Management consulting firm Strategex, LLC announced an expansion of its private equity solutions to ...
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The KPI That Matters Most

The experts of Strategex’s 80/20 consulting practice developed the Strategex Key Ratio™ The Stratege...
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Who Cares About Culture? Customers Care. A Lot.

What kind of company growth do you want to have? What kind of company culture are you buying into? Y...
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Three Questions to Answer Before Raising Prices

Boosting topline revenue via price increases is one of the easiest ways to kickstart value creation ...
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Customers Insights: The Next Big Topic to Bring to Your Board

Solid Customer Insights is the best way to truly understand what’s driving customer decisions about ...
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Watch Now: Accelerate Value Creation with Customer Insights

Strategex Vice Presidents, Anthony Bahr and Kay Cruse demonstrate how two customer insight tools – 8...
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Why NPS Can Be Misleading When it Comes to Customer Due Diligence

NPS is not perfect. The truth is that no single measurement is, especially when it comes to somethin...
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An Easy Guide to Conducting Customer Insights Studies

The number of mentions of NPS (Net Promoter Scoring) in earnings calls ballooned from 5 mentions in ...
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Customer Insights: Best Practices for Business-to-Business Companies

Strategex leaders explain the fundamentals of customer research. Our experts cover gaining intel on ...
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5 Best Practices in Conducting Customer Due Diligence

Secondary buyouts (SBOs) have been on the rise over the last two decades, and even more so in the la...
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4 Ways to Turn a Profit on Secondary Buyouts

Secondary buyouts (SBOs) have been on the rise over the last two decades, and even more so in the la...
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5 Ways Tariffs are Impacting M&A Deals

Based on thousands of in-depth interviews with B2B decision makers, we have observed five ways that ...
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5 Key Questions to Include in Customer Satisfaction Surveys

Asking the right questions is crucial to the success of any customer satisfaction survey. For studie...
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Using a VOC Study to Support M&A Due Diligence

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Expert Guide: Mergers & Acquisitions 2018

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The High Value of Taking Customer Due Diligence to the Next Level in A Buy and Build Environment

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5 Steps to Building a Customer-Centric Business Model

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How Customer Due Diligence Led to a 30% Reduction in Offer Price

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10 Questions to Ask Every Acquisition Target

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Top 5 Tips for Improving Your NPS Score

Almost everyone we meet grapples with this question: how should we set our annual targets for NPS im...
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Facing the M&A Challenge - One Key to Success: Customer Intimacy

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Five Steps to Gain the Most from Your Voice of the Customer Study

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6 Secrets of a Successful VOC (Hint: It’s Not About Research)

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Do Long Holds in Private Equity Reduce Value Overall?

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The Loyalty Ladder - Evolving from Vendor to Partner

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How to Grow a New Acquisition with Customer Feedback

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4 Steps to Strengthen Brand Equity

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B2B Customer Surveys: 10 Mistakes to Avoid

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Media Mention: Forbes | What To Do When Your Business Sucks Too Much

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CEO Peter Philippi Gives an 80/20 Executive Perspective on C-SuiteTV

Peter Philippi, Strategex founder and Chairman, talks on Executive Perspectives Live about applying ...
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Employee Satisfaction: The Key to Happy Customers?

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M&A Activity Is at an All-Time High\u2014 So Are the Risks

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With 80/20, Everybody Wins

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Getting Started with 80/20: Quick, Easy and Very Revealing

You just need to take a simple, quick inventory of your clients in terms of the revenues they bring ...
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Net Promoter Scoring: A New Gauge on Company Performance

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Finding Hidden Profit Through Quad Analysis

Two of the most valuable and revealing tools that we use routinely in our
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Meet The Experts

Great work begins with great talent. Our experts have an average of more than 30 years of experience in successful leadership. They've grown multi-million dollar organizations. They've worked in nearly every industry from industrial manufacturing to consumer goods to software-as-a-service, and beyond. Now, they're ready to guide you to transformative results.

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