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
Creation of clear target group personas to better understand customer needs and optimize the approach.
Identification of the most important product values to ensure authenticity and relevance for customers.
Strategic realignment of the product to clearly differentiate it from competitors and emphasize the added value for the target group.
Identification of obstacles that slow down growth and development of solutions to improve processes.
Further development of the product into a standalone SaaS solution with clear added value and greater scalability.
Creation of a comprehensive business plan to define business goals and growth strategies.
Preparation of a solid budget plan to manage costs efficiently and finance growth.
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
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.
Switching to a SaaS solution makes it possible to scale the product efficiently, resulting in sustainable growth at low additional cost.
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
Exploration and development of new business areas.
Design and improvement of products or services.
Deep immersion in customer needs and wishes.
Practical tests and analyses for market validation.
Revision and introduction of modern pricing models.
Integration of digital processes and technologies.
Value-oriented strategies to increase sales.
Idea development through to profitable business models.
Business practices that meet all ESG criteria.