Transfer of a Software as a Service solution (SaaS) into the growth phase

In this project we supported MORGEN supported the scaling and strategic realignment of a controlling product for tax consultants. The aim was to accelerate growth and strengthen the market position through targeted positioning and a clear product strategy. The switch to a SaaS solution, optimized pricing and an improved target group approach sustainably increased competitiveness.

Client anonymized

Management consultancy for tax consultants with its own controlling product

A subsidiary of a large tax consultancy group offers a Software-as-a-Service (SaaS) product that aggregates data from DATEV and enables in-depth controlling analyses. The specially developed software serves tax consultants as a powerful tool for efficiently managing and analysing financial data and their own organization.

Initial situation:

Complex operation, lack of scalability, project character

The company's controlling product, which is based on the aggregation of DATEV data, is appreciated by its customers, but growth is slow. Customers often find the in-depth insights difficult to understand and need more support to take full advantage of the product. At the same time, there is a lack of clear direction and strategic development of the product to adapt it to the needs of the market and enable future growth. The company is faced with the task of identifying obstacles to growth and designing the product strategy in such a way that the controlling tool is optimally tailored to the requirements of the target group and scalable.

Optimization and scaling of the controlling product

Personas defined:
Creation of clear target group personas to better understand customer needs and optimize the approach.
Values identified:
Identification of the most important product values to ensure authenticity and relevance for customers.
Positioning sharpened:
Strategic realignment of the product to clearly differentiate it from competitors and emphasize the added value for the target group.
Growth problems analyzed:
Identification of obstacles that slow down growth and development of solutions to improve processes.
Product strategies evaluated: Evaluation of possible development strategies to adapt the product to the market and exploit growth potential.
SaaS solution developed:
Further development of the product into a standalone SaaS solution with clear added value and greater scalability.
Business plan developed:
Creation of a comprehensive business plan to define business goals and growth strategies.
Budget planning created:
Preparation of a solid budget plan to manage costs efficiently and finance growth.
Pricing and model calculations optimized:
Revision of the pricing strategy and implementation of model calculations to improve profitability and market position.

Long-term competitive advantages and sustainable growth for the customer

Improved market positioning
Thanks to clear positioning and strategic realignment, the product is perceived as a leading solution on the market, which leads to greater competitiveness in the long term.
Greater scalability
Switching to a SaaS solution makes it possible to scale the product efficiently, resulting in sustainable growth at low additional cost.
Long-term increase in sales
Profitability and sales can be sustainably increased through optimized pricing and a clearly defined target group approach.

With the support of MORGEN we were finally able to realize our full potential and drive real change. Initially we were skeptical as to whether the in-depth methods were really necessary, but it quickly became clear how a comprehensive, analytical picture of our business and our customers unfolded. These insights helped us to sharpen our strategy and ultimately significantly increase our sales and efficiency.

- Managing Director:in (client anonymized)

Business model development

Services in the project

Market expansion
Exploration and development of new business areas.
Product development
Design and improvement of products or services.
Customer understanding
Deep immersion in customer needs and wishes.
Market tests
Practical tests and analyses for market validation.
Innovative pricing
Revision and introduction of modern pricing models.
Digital transformation
Integration of digital processes and technologies.
Value proposition
Value-oriented strategies to increase sales.
Innovation
Idea development through to profitable business models.
Sustainability
Business practices that meet all ESG criteria.

MORGEN develops business models for SMEs

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