Expertise

    Innovation, Portfolio & Customer Insight

    Commercially disciplined innovation tests market opportunity, customer need and value before R&D money is committed, and keeps testing through stage-gates with real customer experiments. Market Edge combines opportunity assessment, portfolio and lifecycle tools with Customer R&D℠ research to help B2B innovators fund the right projects.

    What we hear from clients

    Paraphrased and anonymized from recent conversations with marketing and commercial leaders.

    “We don't have a structured way to evaluate commercial ideas before R&D begins.”
    “Our innovation process is strong. The weak spot is upstream: idea generation and market insight, because we have no vertical marketers.”
    “We want to evaluate our product range, but first we need to know whether our margin data is good enough.”

    How we de-risk innovation

    Four steps, each supported by a proven Market Edge framework.

    01

    Assess the opportunity

    Market size, attractiveness, right to win and NPV before R&D starts.

    02

    Understand customers

    Customer R&D℠ interviews and ethnography to confirm the need and its value.

    03

    Experiment through the gates

    Stage-gate criteria built on customer experiments and evidence.

    04

    Manage the portfolio

    Lifecycle and portfolio reviews that move resources to the best opportunities.

    Our point of view

    Innovation tools are the easy part; adoption is harder. Opportunity assessments, NPV models and portfolio views have to be simple enough for commercial people to use, endorsed by leadership and reviewed on a regular cadence. And every stage-gate should ask for evidence from real customers: desirability, feasibility and profitability.

    How an engagement usually runs

    Typical phases. Every engagement is scoped with you, and many clients start with one phase.

    PhaseTypical timingWhat happens
    Frame the decision1–2 weeksAgree what the research or tool must decide, and which data exists.
    Listen to customers3–6 weeksShort interviews, surveys and observation with customers, users and influencers.
    Assess and prioritize2–4 weeksOpportunity assessment, NPV and a portfolio view across business units.
    GovernMonthly or quarterlyPortfolio reviews and stage-gates built on customer evidence.

    Human in the loop

    Where AI helps, and where people decide

    AI can transcribe and code hundreds of interviews and even simulate respondents. Real customers still surprise you, and an experienced interviewer knows which surprise matters.

    How we use AI responsibly →
    AITranscribes, codes and themes interview data.
    AIScans literature, patents and public data to frame the research.
    PeopleAsks the follow-up question that reveals the real need.
    PeopleInterprets findings in the context of your strategy and market.

    Client results

    All case studies →

    Medical Devices

    [Result]

    Finding innovation opportunities with needs-based segments

    A medical device leader targeted a complex disease area with only one effective treatment, and needed to know where innovation would matter most.

    Read the case →

    Food Processing · Wine producers

    [Result]

    Positioning and pricing a new solution for wine producers

    A food processing technology leader patented a solution that cut water use and disposal cost for wine producers, but needed to position and price it.

    Read the case →
    “Market Edge surveys helped us do a needs-based segmentation that aided the product development process.”
    Healthcare client
    Medical device company

    Tools and training

    Tool

    Market Research services

    Customer R&D℠ for B2B markets.

    Explore →

    Tool

    Healthcare Market Research

    Physician, patient and payer research for medical device companies.

    Explore →

    Innovation, Portfolio & Customer Insight FAQ

    How do you assess an innovation opportunity before R&D starts?

    Use a short overview of market, value proposition and concept, a financial view such as NPV, and a score on significance, ability to execute, and technical and commercial feasibility.

    What is Customer R&D℠?

    Market Edge's approach to primary B2B research, combining video-based interviews and ethnographic analysis of how customers actually work.

    How should stage-gates use customer evidence?

    Each gate should require evidence on desirability, feasibility and profitability from real customer tests, not only internal documents.

    How do you manage a product lifecycle in B2B?

    Review products regularly on growth, share and margin, understand the real cost to serve, and decide which to invest in, extend, reposition or retire.

    Can AI replace customer interviews?

    AI can transcribe and code interviews and frame the research. Real customers still surprise you, and an experienced interviewer knows which surprise matters.

    Deciding which innovation projects to fund?

    Book a 20–30 minute sounding board conversation with a senior consultant who has sat in your seat. No cost, no commitment.

    Book a conversation