Doc ROI · AI·Link CEO · CEO-04 / STRATEGY RESEARCH

Strategy Research

Understand the customer · Size the market · Compare the four Ps · Turn SWOT into evidence-led CAME actions.

A guided research laboratory: learn each concept, record evidence, estimate effort and share four distinct executive handovers. No automatic approvals or invented market facts.

Start Training · PillExplore Tool · Lab

Learn and practise without registration. Cloud storage is not connected to this template.

01 · Academic Experience

Learning Centre

10 essential lessons · evidence-led Buyer Persona, marketing research and executive decisions.

Classroom-ready: Choose a colour or logo for your learning handout. Print every concept and optionally include the answer key. Attribution remains with PhD Jorge Lucio · Doc ROI.

Learn the research method before using company figures. Use the classroom example only when exploring the laboratory. No demonstration observation is automatically verified. Doc ROI My Cabinet

Academic foundation · Primary references

Research foundations for customer, market and competitive intelligence

These primary works support research design, marketing mix, competitive analysis and value creation. They do not validate a particular market estimate, nor change the protected KAI·ROI v1 equations.

W. R. Smith (1956) · Market SegmentationMarket segmentation and differentiated marketing: define the audience before sizing or projecting sales.Open reference ↗McCarthy (1960) · Basic MarketingFour Ps framework: Product, Price, Place and Promotion, applied to customer needs and competitor evidence.Open reference ↗Osterwalder et al. (2014) · Value Proposition DesignConnect customer jobs, pains and gains to products, benefits and relevant value propositions.Open reference ↗Porter (1980) · Competitive StrategyIndustry rivalry, competitive advantage, substitutes and market positioning.Open reference ↗ESOMAR / ICC · International CodeEthical market research, respondent transparency, evidence quality and responsible use of research.Open reference ↗OECD · SME and productivity evidenceUse appropriate, comparable economic measures and retain the assumptions behind strategic decisions.Open reference ↗
02 · Business Process Definition

CEO · Strategy Research · SIPOC

One research process · traceable sources · four decision-ready recipient contracts.

Process boundary pending definition. Do not assume outputs or approvals.

03 · Applied Executive Laboratory

Strategy Research · Lab

One executive DIIIP / SIPOC journey · one source register · seven research workspaces · four governed handovers.

CEO · EIGHT-PILL VALUE CHAIN 04 · CURRENT RESEARCH PROCESS
01 PMO · Business Identification02 Reputational Commitment03 Affairs & Risk04 Strategy Research05 Corporate Communication / UX06 Business Development & Innovation07 Strategy Planning08 Goals / Budget C-Level
Upstream CEO evidence → customer and market research → specialised handovers. Research recommends; the receiving C-Level managers validate and approve their own decisions.
DIIIP · SIPOC · CEO-04

One governed research journey

Bring your sources together once. Review the information, investigate the customer and the market, interpret the evidence, then prepare four independent outputs.

01 / 05
Data Sources · Gather the evidence01 / 05 · DATA SOURCES

Start by uploading the previous CEO contracts, or load the educational example. UNKNOWN is not zero.

METHODOLOGY AT THE END OF THE JOURNEY

DIIIP connects evidence to executive decisions

Strategy Research turns authorised upstream sources, customer insight and market observations into qualified recommendations for the next C-Level owners.

D
Data

PMO BusinessContext and Lead User, Reputational SWOT, Affairs & Risk, and traceable market and competitor observations.

I
Information

Organised Buyer Persona, empathy and purchase drivers, four marketing policies, media, sources, price and audience definitions.

I
Intelligence

Guided customer research, competitive comparisons, SWOT classification, priority by impact and complexity, and traceable CAME actions.

I
Insights

Visual SWOT and priority matrices, comparable market benchmarks, conditional POSD effort and commercial consequences with UNKNOWN values preserved.

P
C-Level Destiny

Four separate draft contracts to Corporate Communication / UX, Business Development & Innovation, Strategy Planning and CMO.

KAI·ROI EQUATION · CUSTOMER EQUITY

Strategy Research provides governed evidence for KAI·ROI

Customer, competitive, market, SWOT and CAME evidence can inform later strategic decisions. This laboratory does not calculate KAI·ROI or approve financial scenarios.

The official KAI·ROI v1 formulation remains sovereign and is neither modified nor reinterpreted here.

EXECUTIVE RESOURCE

The KAI·ROI Equation Book

An executive reference for data, ROI, Customer Equity and informed business decisions.

Inside the document:
  • What the KAI·ROI Equation is
  • Why Customer Equity matters
  • How ROI becomes a decision system
  • Why data must be monetized with purpose
Access the KAI·ROI Equation →