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The IMA Educational Case Journal (IECJ ® ) is a quarterly online journal that publishes teaching cases and notes.

IECJ publishes cases covering a wide range of topics reflecting the diverse skill set required of management accountants.

Its published cases take learning beyond mere “number-crunching” exercises to require interpretation of data in a decision-making context – making them ideal learning tools for graduate and undergraduate students.

Editorial Staff

The IMA Educational Case Journal (IECJ ® ) editor is Leif Sjöblom and the managing editor is Susie Duong. The associated editors are Laurie Burney, Margaret Shackell, and Thomas Calderon.

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Meet the Editors – IECJ Office Hours 

Do you have a case idea that you want to discuss and get feedback on? Or perhaps an early case draft? Or general questions about IECJ and the requirements and review process?

Members of the IECJ Editorial Board are happy to assist you during the journal’s “office hours” to help authors improve their papers and make the case writing process a productive and rewarding experience.  These open sessions are available to anyone who would like feedback on a case idea, suggestions on writing a case and teaching notes, or clarification on how to address review comments. If you are considering submitting a paper to the IECJ and would like our guidance, please  click here to access our office hours calendar which offers appointments in multiple time zones.  If the time slots are not convenient, please feel free to reach out for individual appointments with one of our associate or senior editors at [email protected]

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Past issues, iecj searchable database (excel download), additional ethics questions database (excel download), infusing ethics in managerial/cost accounting classrooms (teaching resource).

› Call for Data Sets : We are looking for “raw” data for use in developing teaching cases. This data can be structured or unstructured, newer or older data, and, if desired, cleaned and disguised so there are no privacy or confidentiality issues. Recipients of IMA Educational Case Journal receive the right to free use of the cases for educational purposes. Supplemental teaching notes are available without charge to IMA Academic members only in myIMA Network in the Teaching Notes Library (you will be prompted to login).

If you are a member of IMA and unable to access IECJ Teaching Notes or have a general question, please email [email protected] .

Submit a Case

IECJ is listed in Cabell’s Directory of Publishing Opportunities for Accounting and welcomes submissions from around the world. Case studies jointly authored by academics and practitioners are encouraged. Real-world cases are strongly preferred, but fictional cases with some basis in practice will be considered.

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Subscribers may use the cases for educational purposes. Active IMA members automatically have a subscription to IECJ Cases. IMA Academic members and Adjunct Professors have access to IECJ Cases and Teaching Notes.

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Free business case studies to bring real-life examples into the classroom

Searching for materials to bring into the classroom can be time consuming. At CPA Canada, we've made it a little easier by providing free case studies you can use in your next business or management accounting course. 

Developed by academics and industry leaders, our case studies provide high-quality content in the areas of strategy management, financial management and reporting, and performance management and measurement. 

Use them to complement your lessons and keep students engaged. Give your students valuable insights from real-life companies that they can apply in the work force.

Students will learn how to address day-to-day operations and challenges and improve a company’s financial performance.

Use them in your classroom today!

Available topics

Strategy management, strategy mapping: saskatchewan green roofing (sgr) .

Use this case study to illustrate how focusing on community support, the environment, and operational excellence led to a successful strategy mapping implementation.

Performance Management and Measurement

Business model design: nespresso.

Inspire your students by showing them how a shift in strategy is what Nespresso needed to achieve success and redefine the coffee industry.

Process-based management: ACME

Follow the journey of a utility company as it implements a process-based management plan.

Scenario planning: Lessons from the field

Don't wait for disaster to strike. Use these examples to walk your students through a six-step process to implement a strong decision-making model.

Financial Management and Financial Reporting 

Future value drivers: lessons from the field.

Explore the power of invisible assets and how various companies turned them into profit.

Prepare your students to navigate business challenges by immersing them in real-world scenarios.

Transform business education

Bring excitement into your classroom with engaging case discussions and introduce students to the challenge and fun of making important decisions.

Illustrate business concepts

Help students learn by doing with over 50,000+ cases featuring real-world business scenarios spanning across multiple areas of business.

Encourage new ways of thinking

Student build confidence and critical thinking skills while learning to express their ideas and convince others, setting them up for success in the real world.

Explore Different Types of Cases

Find cases that meet your particular needs.

New! Quick Cases

Quickly immerse students in focused and engaging business dilemmas. No student prep time required.

Traditional cases from HBS and 50+ leading business schools.

Multimedia Cases

Cases that keep students engaged with video, audio, and interactive components.

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Case Teaching Seminar

Register now for our Teaching with Cases Seminar at Harvard Business School, held June 21 - 22 . Learn how to lead case discussions like a pro and earn a certificate from Harvard Business Publishing.

Fundamentals of Case Teaching

Our new, self-paced, online course guides you through the fundamentals for leading successful case discussions at any course level.

Case Companion: Build Students’ Confidence in Case Analysis

Case Companion is an engaging and interactive introduction to case study analysis that is ideal for undergraduates or any student new to learning with cases.

Discover Trending Cases

Stay up to date on cases from leading business schools.

Discover new ideas for your courses

Course Explorer lets you browse learning materials by topic, curated by our editors, partners, and faculty from leading business schools. 

Teach with Cases

Explore resources designed to help you bring the case method into your classroom.

Inspiring Minds Articles on Case Teaching

Insights from leading educators about teaching with the case method.

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Webinar: How ChatGPT and Other AI Tools Can Maximize the Learning Potential of Your Case-Based Classes

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Supplements: Inside the Case

Teaching tips and insights from case authors.

Guide: Teaching Cases Online

A guide for experienced educators who are new to online case teaching.

Educator Training: Selecting Cases to Use in Your Classes

Find the right materials to achieve your learning goals.

Educator Training: Teaching with Cases

Key strategies and practical advice for engaging students using the case method.

Frequently Asked Questions

What support can I offer my students around analyzing cases and preparing for discussion?

Case discussions can be a big departure from the norm for students who are used to lecture-based classes. The Case Analysis Coach is an interactive tutorial on reading and analyzing a case study. The Case Study Handbook covers key skills students need to read, understand, discuss and write about cases. The Case Study Handbook is also available as individual chapters to help your students focus on specific skills.

How can I transfer my in-person case teaching plan to an online environment?

The case method can be used in an online environment without sacrificing its benefits. We have compiled a few resources to help you create transformative online learning experiences with the case method. Learn how HBS brought the case method online in this podcast , gather some quick guidance from the article " How to Teach Any Case Online ", review the Teaching Cases Online Guide for a deep dive, and check out our Teaching Online Resources Page for more insights and inspiration.

After 35 years as an academic, I have come to the conclusion that there is a magic in the way Harvard cases are written. Cases go from specific to general, to show students that business situations are amenable to hard headed analysis that then generalize to larger theoretical insights. The students love it! Akshay Rao Professor, General Mills Chair in Marketing at the University of Minnesota

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Accounting Case Studies

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Accounting →

• 23 Apr 2024
• In Practice

Getting to Net Zero: The Climate Standards and Ecosystem the World Needs Now

What can companies and regulators do as climate predictions grow grimmer? They should measure impact, strengthen environmental institutions, and look to cities to lead, say Robert Kaplan, Shirley Lu, and Rosabeth Moss Kanter.

• 17 Jan 2024
• Research & Ideas

Are Companies Getting Away with 'Cheap Talk' on Climate Goals?

Many companies set emissions targets with great fanfare—and never meet them, says research by Shirley Lu and colleagues. But what if investors held businesses accountable for achieving their climate plans?

• 23 Jun 2023

This Company Lets Employees Take Charge—Even with Life and Death Decisions

Dutch home health care organization Buurtzorg avoids middle management positions and instead empowers its nurses to care for patients as they see fit. Tatiana Sandino and Ethan Bernstein explore how removing organizational layers and allowing employees to make decisions can boost performance.

• 07 Feb 2023

Supervisor of Sandwiches? More Companies Inflate Titles to Avoid Extra Pay

What does an assistant manager of bingo actually manage? Increasingly, companies are falsely classifying hourly workers as managers to avoid paying an estimated $4 billion a year in overtime, says research by Lauren Cohen.

• 13 Jan 2023

Are Companies Actually Greener—or Are They All Talk?

More companies than ever use ESG reports to showcase their social consciousness. But are these disclosures meaningful or just marketing? Research by Ethan Rouen delves into the murky world of voluntary reporting and offers advice for investors.

• 24 Feb 2022

Want to Prevent the Next Hospital Bed Crisis? Enlist the SEC

After two years of COVID-19, many hospitals still haven't figured out how to manage the overwhelming wave of patients that flood ICUs during each surge. Regina Herzlinger and Richard Boxer offer a novel solution. Open for comment; 0 Comments.

• 28 Feb 2021
• Working Paper Summaries

Connecting Expected Stock Returns to Accounting Valuation Multiples: A Primer

This paper introduces a framework to investors and researchers interested in accounting-based valuation. The framework connects expected stock returns to accounting valuation anchors. It can be generalized to evaluate an enterprise's expected returns, and can be adapted to correct for the use of stale accounting data.

Measuring Employment Impact: Applications and Cases

Employment impact-weighted accounting statements quantify the positive and negative effects of firm practices for employees and the broader labor community. This analysis of companies in different sectors shows how these statements are beneficial both at an aggregate and more specific level.

• 02 Nov 2020

Accounting for Organizational Employment Impact

Impact-weighted accounting methodology standardizes previously disparate measures of impact, in this case the impact of employment. This paper’s methodology and analysis of Intel, Apple, Costco, and Merck shows the feasibility of measuring firm employment impact for insight into firm practices and performance. Closed for comment; 0 Comments.

• 20 Sep 2020

Updating the Balanced Scorecard for Triple Bottom Line Strategies

Society increasingly expects businesses to help solve problems of environmental degradation, inequality, and poverty. This paper explains how the Balanced Scorecard and Strategy Map should be modified to reflect businesses’ expanded role for society.

• 24 Aug 2020

Performance Hacking: The Contagious Business Practice that Corrodes Corporate Culture, Undermines Core Values, and Damages Great Companies

Performance hacking (or p-hacking for short) means overzealous advocacy of positive interpretations to the point of detachment from actuals. In business as in research there are strong incentives to p-hack. If p-hacking behaviours are not checked, a crash becomes inevitable.

• 27 Feb 2020
• Sharpening Your Skills

How Following Best Business Practices Can Improve Health Care

Why do Harvard Business School scholars spend so much time and money analyzing health care delivery? Open for comment; 0 Comments.

• 18 Feb 2020

A Preliminary Framework for Product Impact-Weighted Accounts

Although there is growing interest in environmental, social, and governance measurement, the impact of company operations is emphasized over product use. A framework like this one that captures a product’s reach, accessibility, quality, optionality, environmental use emissions, and end of life recyclability allows for a systematic methodology that can be applied to companies across many industries.

• 16 Oct 2019

Core Earnings? New Data and Evidence

Using a novel dataset of earnings-related disclosures embedded in the 10-Ks, this paper shows how detailed financial statement analysis can produce a measure of core earnings that is more persistent than traditional earnings measures and forecasts future performance. Analysts and market participants are slow to appreciate the importance of transitory earnings.

• 28 May 2019

Investor Lawsuits Against Auditors Are Falling, and That's Bad News for Capital Markets

It's becoming more difficult for investors to sue corporate auditors. The result? A weakening of trust in US capital markets, says Suraj Srinivasan. Open for comment; 0 Comments.

• 22 Jan 2019

Corporate Sustainability: A Strategy?

Between 2012 and 2017, companies within most industries adopted an increasingly similar set of sustainability practices. This study examines the interplay between common and strategic practices. This dynamic distinction helps for understanding whether and how sustainability practices can help companies establish a competitive advantage over time.

• 03 Jan 2019

Financing the Response to Climate Change: The Pricing and Ownership of US Green Bonds

Green bonds are used for environmentally friendly purposes like renewable energy. Complementing previous research, this paper explores the US corporate and municipal green bond and shows that a subset of investors is willing to give up some return to hold green bonds.

• 03 Dec 2018

How Companies Can Increase Market Rewards for Sustainability Efforts

There is a connection between public sentiment about a company and how the market rewards its corporate social performance, according to George Serafeim. Is your company undervalued? Open for comment; 0 Comments.

• 19 Nov 2018

Lazy Prices

The most comprehensive information windows that firms provide to the markets—in the form of their mandated annual and quarterly filings—have changed dramatically over time, becoming significantly longer and more complex. When firms break from their routine phrasing and content, this action contains rich information for future firm stock returns and outcomes.

• 24 Sep 2018

How Cost Accounting is Improving Healthcare in Rural Haiti

The cost of healthcare in rural Haiti was found to vary widely, even inside the same health organization. A pioneering cost accounting system co-developed by Robert Kaplan was called in to determine the cause. Open for comment; 0 Comments.

Accounting and Finance: Case Studies and Reports

• Print Resources
• Online Resources
• Databases and e-Journals
• Case Studies and Reports

Introduction to Case Studies

Case Studies are widely used in Accountancy and Finance education. They offer students the opportunity to develop their analytic and writing skills. They are most common used to examine the communication skills and team working ability of the student. 

Finding Case Studies

Textbooks .

Books containing case studies can be found by using our catalogue. Here are a some examples for Accounting and Finance :

Some databases allow users to search for case studies under a certain topic. Others allow users to filter or offer to limit their search results to case studies. Two examples are :  

• Taylor & Francis Social Science & Humanities Library This link opens in a new window

Writing Case Studies

Online guides and help when writing case studies

Emerald publishing has a useful how to guide for case studies access it here  

Cengage  has a good introduction to the topic covering definition, Analysis, and writing a Case Study. 

Five Misunderstandings about case study research by Bent Flyvbjerg

The Real Life Guide to Accounting Research Edited by Chrotopher Humphrey 

The Case Centre for Educators 

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• Last Updated: Jun 19, 2023 12:28 PM
• URL: https://ait.libguides.com/accounting_and_finance

Course Resources

Case studies.

A set of in-class activities is available for some of the modules in this course, to support face-to-face and hybrid classes. These are not already built into the assignment tool of your learning management system (Canvas, Blackboard, etc.), but they can be downloaded for use or previewed, below:

• Module 2: Case Study: Revenue Recognition and Materiality
• Module 4: Case Study: Googling Google
• Module 5: Case Study: The Great Texas Fruitcake Caper
• Module 6: Case Study: Mark to Market
• Module 8: Case Study: Crazy Eddie Antar
• Module 13: Case Study: Facebook
• Case Studies. Provided by : Lumen Learning. License : CC BY: Attribution

Top 40 Most Popular Case Studies of 2021

Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies

Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT’s (Case Research and Development Team) 2021 top 40 review of cases.

Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT’s list, describes the company’s struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy. 

The success of the Hertz cases was unprecedented for the top 40 list. Usually, cases take a number of years to gain popularity, but the Hertz cases claimed top spots in their first year of release. Hertz (A) also became the first ‘cooked’ case to top the annual review, as all of the other winners had been web-based ‘raw’ cases.

Besides introducing students to the complicated financing required to maintain an enormous fleet of cars, the Hertz cases also expanded the diversity of case protagonists. Kathyrn Marinello was the CEO of Hertz during this period and the CFO, Jamere Jackson is black.

Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. “Glory, Glory, Man United!” a case about an English football team’s IPO made a surprise move to number four.  Cases on search fund boards, the future of malls,  Norway’s Sovereign Wealth fund, Prodigy Finance, the Mayo Clinic, and Cadbury rounded out the top ten.

Other year-end data for 2021 showed:

• Online “raw” case usage remained steady as compared to 2020 with over 35K users from 170 countries and all 50 U.S. states interacting with 196 cases.
• Fifty four percent of raw case users came from outside the U.S..
• The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines.
• Twenty-six of the cases in the list are raw cases.
• A third of the cases feature a woman protagonist.
• Orders for Yale SOM case studies increased by almost 50% compared to 2020.
• The top 40 cases were supervised by 19 different Yale SOM faculty members, several supervising multiple cases.

CRDT compiled the Top 40 list by combining data from its case store, Google Analytics, and other measures of interest and adoption.

All of this year’s Top 40 cases are available for purchase from the Yale Management Media store .

And the Top 40 cases studies of 2021 are:

1.   Hertz Global Holdings (A): Uses of Debt and Equity

2.   Coffee 2016

3.   Hertz Global Holdings (B): Uses of Debt and Equity 2020

4.   Glory, Glory Man United!

5.   Search Fund Company Boards: How CEOs Can Build Boards to Help Them Thrive

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

27. What's Next? Search Fund Entrepreneurs Reflect on Life After Exit

28. Searching for a Search Fund Structure: A Student Takes a Tour of Various Options

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

Case Study: Systems Implementation and NetSuite for Agribusiness

Client Background

A nursery in the fruit crop industry, offering a variety of products, with over 600 acres and 300,000 square feet of production facilities.

The Situation

The client’s current ERP system was outdated and not meeting their needs. It did not support a remote work environment, which left their technicians and the production team unable to enter data when out in the field. The production process required significant manual data entry, leading to errors and delays in getting the data.

Finally, their ERP system did not integrate with their other systems, which inhibited real-time data for decision making.

The Solution & Results

After understanding the client’s goals for their new ERP system, Moss Adams performed a demo of NetSuite’s features and explained the benefits of switching to a cloud-based solution. Once NetSuite was selected, we designed and implemented a custom solution, including features to autocalculate sales royalties, which involved multiple entities and tier levels, and automated their customer deposit process. This eliminated the very laborious and intensive manual calculation processes for the client.

Overall, the client gained the following from their new NetSuite implementation:

• Improved profit margins
• Reduced hours spent on manual processes
• Improved efficiency across all departments

Moss Adams continues to provide ongoing support for their systems to keep up with the growth of their business.

We’re Here to Help

For more information on systems assessment and selection or implementation to fit your industry and business needs, please contact your Moss Adams professional.

Additional Resources

• NetSuite Implementation Services
• Enterprise Systems Technology Services
• Agribusiness Practice

About NetSuite

From fast-growing startups to global enterprises, NetSuite powers businesses across a variety of industries. NetSuite provides cloud financials, customer relationship management (CRM), e-commerce, human capital management (HCM), and professional services automation management for all organizations from fast-growing midsize companies to large global organizations. Additionally, each component of NetSuite is modular, enabling it to be deployed and integrated with existing investments as required.

With more than 36,000 customers running NetSuite worldwide and dependent territories, some of the world's most innovative organizations trust NetSuite and take their financial and operational processes to the cloud.

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Cadence Assurance LLC, a Moss Adams company. Wealth management offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.

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Increasing capacity and reach for Lawyers Without Borders

The mission of Lawyers Without Borders is to advance the global rule of law, build capacity and integrity in the world’s justice sectors, and support transitions and development. The group engages with lawyers and judges dedicated to pro bono service and integrates them into initiatives that directly or indirectly serve the underserved, protect the disadvantaged, and promote human rights. 

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Through an introduction from Helen Respass, LWOB applied and participated in their first IMPACTathon. 

As a global organization with multifaceted programs spanning a wide range of subject areas, LWOB had challenges explaining what they do and the impact they have.

They didn’t know where to start or what to focus on first. We started the IMPACTathon process by scoping a succinct project to provide direction and design a project that would meet their needs. We landed on a Marketing and Communications Strategy Development project and recruited a team of high-caliber talent from our marketing, communications, and human resources teams. LWOB left their session with clarity, functional-area knowledge, and a tangible deliverable. 

The pro bono consultants infused the session with purpose, imagination, and great ideas! We left inspired and more focused and look forward to telling our stories and promoting LWOB.

LWOB also left the day with new long-term relationships as one of their pro bono consultants.

The project was so impactful that the organization jumped at the opportunity to join the 2023 IMPACTathon, this time with a separate opportunity. LWOB was looking to improve its program and project management systems. With that, LWOB was matched with a strong team of cross-functional experts at Thomson Reuters for this year’s IMPACTathon. The pro bono consultant team worked through a complex system of project management options to provide the organization with a recommendation and process for moving forward.

Upon completion of the project, Robin shared grateful remarks about the session and deliverables.

In just two day-long IMPACTathon sessions, Thomson Reuters employees volunteered more than 58 hours, totaling nearly $11,500 in pro bono consulting services . This relatively minor amount of time provided a significant social return on investment (SROI). 

As we look to build upon our longstanding support of Lawyers Without Borders in the future, we are proud to reflect on the impact our employees have already had on improving access to justice around the world through volunteering and consulting opportunities with the organization.

Hear directly from Robin and Chris on their IMPACTathon project experiences.

Learn more about our pro bono projects and how Thomson Reuters is progressing on key environmental, social, and governance activities

Home › Case Studies › Guide to Advanced Marketing Analytics Solutions and Its Business Benefits  

Guide to Advanced Marketing Analytics Solutions and Its Business Benefits  

Written By: Sudeshna Ghosh  

Key Takeaways for Advanced Marketing Analytics Solutions   

• Quantzig’s advanced MMM + MTA solution helped a US-based CPG company achieve an uplift of 12% over the original incumbent model, and to improve ROMI on the channels of focus immediate next marketing cycle after the solution adoption by 7%. 
•  Marketing analytics tools use advanced artificial intelligence and machine learning to precisely calculate marketing return on investment, forecast how customers will act in the future, and enable customized experiences for each customer across all advertising platforms. 
• The scattering of data across different departments and systems, creates isolated data pockets (silos) by the increase in marketing analytics tools, makes it hard to get a complete picture of customer behavior and campaign results.  
• Quantzig helps companies boost marketing analytics effectiveness by systemizing data operations, incorporating cutting-edge software tools, and delivering complete end-to-end solutions for collecting, processing, and examining data from various sources.

Introduction

The rise of advanced marketing analytics solutions has transformed the process businesses operate, offering data-driven decision-making capabilities and in-depth insights. By harnessing the power of advanced marketing analytics tools, businesses can now assess potential risks, optimize processes, and forecast current market trends with unparalleled precision. This case study will provide you with the significance of advanced marketing analytics solutions and how Quantzig helped a CPG multinational client to experience an uplift of 12% over the original incumbent model, and to improve ROMI on the channels of focus immediate next marketing cycle after the solution adoption by 7%.  

Book a demo to experience the meaningful insights we derive from data through our analytical tools and platform capabilities. Schedule a demo today!  

Quantzig’s Advanced Marketing Analytics Solutions for a CPG Brand

Client details.

A CPG multinational client headquartered in the USA.   

Challenges in Marketing Analytics Solutions Faced by the Client

The client is CPG Multinational with centralized budgeting and decentralized execution for Digital and non-digital channels. Their current MMM was more traditional analytics and outdated with a once-a-year planning approach and the inability to provide dynamic plans for digital channels and leverage client internal marketing performance data into solutions.  

Advanced Marketing Analytics Solutions Offered by Quantzig for the Client:

Quantzig helped the client with the MMM + MTA solution with model refresh with newer weekly data and thereby more adaptive plans to take into consideration of recency effect at any time of the year and not just at the start of the annual marketing cycle.   

 We began building the intelligence layer followed by attribution models for channels that did not have a direct way of recognizing the share of revenue. We followed it with the calculation of baseline revenue and breakdown of overall revenue for channel-wise spread. We then identified the sensitivities, and efficient boundaries for channel spending with ROI Measurements and enabled a simulation tool kit for marketing analysts to explore different budgeting scenarios and channel allocation.  

Impact Delivered using Quantzig’s Expertise:

• An uplift of 12% over the original incumbent model, and   
• An improved ROMI on the channels of focus immediately next marketing cycle after solution adoption by 7%.  
• Improved Trust on the Data Quality across the organization.

Also Read: Maximizing Marketing Budgets with Campaign ROI Analysis 

Get started with your complimentary trial today and delve into our platform without any obligations. Explore our wide range of customized, consumption driven analytical solutions services built across the analytical maturity levels.   

Importance of Advanced Marketing Analytics Solutions

Modern marketing analytics solutions assist in gauging the return on investment (ROI) for marketing efforts with greater precision. This enables companies to determine effective and ineffective initiatives, optimizing the influence of each marketing dollar used. Cutting-edge artificial intelligence, machine learning technologies, and statistical methods can rapidly process immense data volumes to forecast customer actions and market shifts, expediting actionable insights systematically and at scale with high accuracy. Brands can leverage this to deliver more tailored customer experiences across all paid, earned, and owned channels at the individual consumer and session levels, promptly adapting their marketing plans to changing customer needs and evolving market conditions.  

What are the Potential Challenges While Implementing Advanced Marketing Analytics Solutions?  

Marketing data tends to be dispersed across various departments and systems, forming separate data silos. This fragmentation of information makes it challenging to attain a comprehensive understanding of customer actions and marketing campaign results. Flawed or incomplete data can produce misleading takeaways. Moreover, the vast selection of marketing analytics platforms on the market can be daunting when attempting to choose the optimal solutions.  

Furthermore, expanded data gathering brings with it the duty to safeguard customer privacy. Companies must guarantee adherence to data protection laws and foster customer confidence concerning the use of their information.  

What are the Key Benefits of Advanced Marketing Analytics Solutions?  

The implementation of advanced marketing analytics can be approached as a general framework, but the specifics need to be tailored for each situation. There is no one universal approach that will work for every company. The appropriate selection of tools, sales and marketing analytics techniques, data collection methods, and solutions depends on the marketing strategies and needs of each organization in each industry. These details need to be evaluated on a case-by-case basis. However, there are some general factors to consider when pursuing a marketing analytics transformation for consumer-facing businesses. The overall process should be adapted based on the unique goals and circumstances of each company.  

1. Marketing Cloud Platforms:

Brands should concentrate on an all-inclusive platform that brings together all data and tools in one central location, including marketing automation, customer relationship management (CRM), prescriptive analytics, regression analytics, and advanced analytics capabilities. The goal would be to consolidate your data, streamline workflows, and deliver powerful insights – all within a single unified platform.  

2. Marketing Analytics Tools:

These are specialized tools that center on thorough data analysis through intelligence workbenches and smart insights. They connect to diverse historical data sources, facilitate advanced analysis, enable complex data manipulation and model building, and provide decision support for manual or automated execution.  

3. Customer Data Platforms (CDPs):

It compiles data about customers from various sources like website visits, social media engagement, and purchase records. This creates a complete profile for each customer, allowing you to customize marketing efforts and calculate customer lifetime value.  

4. Marketing Attribution tools:

It tracks the different touchpoints in a customer’s journey to see which ones influence conversions. This provides insights into how much each marketing channel contributes to sales. You can then optimize budgets and prioritize high-impact channels.  

5. Process Engineering with AI & ML:

These are advanced marketing analytics solutions that leverage machine learning and AI (Artificial Intelligence) algorithms to predict customer behavior, automate tasks, and personalize marketing campaigns in real time. 

Key Techniques of Advanced Marketing Analytics: Diving Deep

1. Data Mining: 

Data mining is an essential component of advanced data analysis. It involves a methodical process of discovering patterns, connections, and insights within large data sets. Using algorithms and statistical methods, it brings hidden information that may not be readily visible at first glance. 

Data mining enables digging into customer actions, campaign results, and market movements. For example, by examining transaction records, companies can pinpoint buying behaviors that could inform product suggestions or chances to upsell. Overall, data mining delivers the ability to probe deeply into customer conduct, campaign performance, and market inclinations. It is a foundational pillar of advanced analytics. 

2. Sentiment Analysis: 

Sentiment analysis, also known as opinion mining, is the use of natural language processing and computational linguistics to determine the emotional undertone behind words. This method is used to comprehend sentiments, emotions, or viewpoints toward a brand, product, or subject from digital conversations. 

Sentiment analysis provides a more in-depth understanding of your target audience. It enables brands to capture the emotional impact of their campaigns, products, or services. By evaluating positive, negative, or neutral tones in customer feedback, reviews, or social media mentions, businesses can refine their strategies. 

For example, a product launch getting mixed critiques can be quickly addressed by modifying messaging or solving product issues. Similarly, amplifying positive sentiments can boost brand image and cultivate trust. 

3. Cluster Analysis: 

The idea of grouping things together naturally fits with marketing. Clustering is all about aiding marketers in dividing prospects and customers into natural segments. Unique content, campaigns, and offers can then be made for each segment. 

Cluster analysis, also known as clustering, is a method used to categorize data points (or objects) based on shared traits, making sure that entities within the same group are more alike than those in other groups. In marketing, this technique is often used to separate audiences by behavior, preferences, or demographics. 

By utilizing cluster analysis, businesses can uncover deeper insights into their customer base. For example, a cluster showing frequent online shoppers with a liking for environmentally friendly products could inspire a targeted green marketing campaign. On the flip side, understanding a cluster displaying customers with decreasing engagement can prompt timely retention efforts. 

4. Customer Lifetime Value Analysis: 

Marketing to prospects who are unlikely to become valuable customers can waste a lot of money. But how can you identify who will be the most profitable over time? 

Customer lifetime value (CLV) analysis calculates the total net profit you can expect from a customer relationship. It goes beyond one-time sales to encompass the whole future value of having that customer. 

While single transaction metrics show immediate income, CLV analysis provides a big picture view of long-term profitability. It emphasizes the importance of building lasting relationships, since satisfied, loyal customers will continue to purchase and recommend your brand. 

Advanced analytics incorporate factors like customer churn, discounts, and retention costs to develop a more nuanced CLV. Predictive modeling can further refine the analysis by accounting for possible future behaviors and market changes. 

In summary, CLV analysis quantifies the projected holistic worth of customers to guide acquiring and retaining the most valuable long-term relationships. 

6. Anomaly Detection: 

As a marketer, you must stay alert so that as soon as something is not working as anticipated, you can quickly take remedial action. 

Anomaly detection is a method that pinpoints patterns in information that are irregular or don’t match expected conduct. It’s like a watchful sentry, signaling sudden spikes in activity, unforeseen declines in deals, or variations that stray from the standard. 

While some fluctuations in information are normal because of seasonal shifts or known market patterns, anomalies are those events that are unforeseen and could show potential issues or opportunities. They are the outliers that may signify an operational problem, a successful marketing effort, or even external factors like a competitor’s actions. 

Anomaly detection uses complex algorithms, frequently based in machine learning. These algorithms are prepared to recognize ‘normal’ designs and can then flag deviations as anomalies. The more data they are exposed to, the better they get at differentiating the commonplace from the significant. 

How does Quantzig Help Implement Advanced Marketing Analytics?  

Quantzig facilitates the implementation of sophisticated marketing analytics by automating mundane data tasks and integrating modern software into your processes. Manual data handling diverts time from analysis to routine operations and exposes insights to inaccuracies from human error. With Quantzig, you can focus your efforts on deriving value from your data rather than preparing it for analysis. The platform handles the tedious data wrangling and pipelining automatically so you can devote your energy to higher-level analysis and optimization. By leveraging our automation and integration capabilities, you enable more advanced marketing analytics without the downsides of manual workflows.  

We provide companies with automated marketing data processing and advanced marketing analytics insights without needing repetitive manual work. Our end-to-end marketing analytics solution gathers data from over 500 marketing and sales platforms, prepares the data for analysis, and sends it to your chosen destination like a data warehouse, business intelligence data visualization tools, or an analytics platform. With intuitive dashboards included, you gain a new perspective on your marketing efforts to optimize your marketing campaigns efficiently. 

 Also Read: Track Business Progress with Marketing Analytics Dashboard

Experience the advantages firsthand by testing a customized complimentary pilot designed to address your specific requirements. Pilot studies are non-committal in nature.

Unlike basic marketing analytics, advanced analytics provide data that more closely reflects real-world events. The data offers a more precise overview of reality that can inform more impactful business decisions.  

Advanced marketing analytics enables B2B (Business-to-Business) and B2C (Business-to-Consumer) businesses to more accurately forecast future occurrences and identify trends. This type of analytics also generates more reliable insights, drawing from a broader range of precise and credible data sources.  

Frequently Asked Questions

What are the key components of advanced marketing analytics solutions, how do advanced marketing analytics solutions benefit businesses in today's market landscape, what distinguishes advanced marketing analytics from traditional analytics methods, how can businesses implement advanced marketing analytics solutions effectively, recent posts.

Developing a Business Intelligence Strategy for Enterprises: BI Roadmap 

Marketing Mix Modeling in CPG: A Quantzig Case Study

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Reproductive rights in America

What's at stake as the supreme court hears idaho case about abortion in emergencies.

Selena Simmons-Duffin

The Supreme Court will hear another case about abortion rights on Wednesday. Protestors gathered outside the court last month when the case before the justices involved abortion pills. Tom Brenner for The Washington Post/Getty Images hide caption

The Supreme Court will hear another case about abortion rights on Wednesday. Protestors gathered outside the court last month when the case before the justices involved abortion pills.

In Idaho, when a pregnant patient has complications, abortion is only legal to prevent the woman's death. But a federal law known as EMTALA requires doctors to provide "stabilizing treatment" to patients in the emergency department.

The Biden administration sees that as a direct conflict, which is why the abortion issue is back – yet again – before the Supreme Court on Wednesday.

The case began just a few weeks after the justices overturned Roe v. Wade in 2022, when the federal Justice Department sued Idaho , arguing that the court should declare that "Idaho's law is invalid" when it comes to emergency abortions because the federal emergency care law preempts the state's abortion ban. So far, a district court agreed with the Biden administration, an appeals court panel agreed with Idaho, and the Supreme Court allowed the strict ban to take effect in January when it agreed to hear the case.

Supreme Court allows Idaho abortion ban to be enacted, first such ruling since Dobbs

The case, known as Moyle v. United States (Mike Moyle is the speaker of the Idaho House), has major implications on everything from what emergency care is available in states with abortion bans to how hospitals operate in Idaho. Here's a summary of what's at stake.

1. Idaho physicians warn patients are being harmed

Under Idaho's abortion law , the medical exception only applies when a doctor judges that "the abortion was necessary to prevent the death of the pregnant woman." (There is also an exception to the Idaho abortion ban in cases of rape or incest, only in the first trimester of the pregnancy, if the person files a police report.)

In a filing with the court , a group of 678 physicians in Idaho described cases in which women facing serious pregnancy complications were either sent home from the hospital or had to be transferred out of state for care. "It's been just a few months now that Idaho's law has been in effect – six patients with medical emergencies have already been transferred out of state for [pregnancy] termination," Dr. Jim Souza, chief physician executive of St. Luke's Health System in Idaho, told reporters on a press call last week.

Those delays and transfers can have consequences. For example, Dr. Emily Corrigan described a patient in court filings whose water broke too early, which put her at risk of infection. After two weeks of being dismissed while trying to get care, the patient went to Corrigan's hospital – by that time, she showed signs of infection and had lost so much blood she needed a transfusion. Corrigan added that without receiving an abortion, the patient could have needed a limb amputation or a hysterectomy – in other words, even if she didn't die, she could have faced life-long consequences to her health.

Attorneys for Idaho defend its abortion law, arguing that "every circumstance described by the administration's declarations involved life-threatening circumstances under which Idaho law would allow an abortion."

Ryan Bangert, senior attorney for the Christian legal powerhouse Alliance Defending Freedom, which is providing pro-bono assistance to the state of Idaho, says that "Idaho law does allow for physicians to make those difficult decisions when it's necessary to perform an abortion to save the life of the mother," without waiting for patients to become sicker and sicker.

Still, Dr. Sara Thomson, an OB-GYN in Boise, says difficult calls in the hospital are not hypothetical or even rare. "In my group, we're seeing this happen about every month or every other month where this state law complicates our care," she says. Four patients have sued the state in a separate case arguing that the narrow medical exception harmed them.

"As far as we know, we haven't had a woman die as a consequence of this law, but that is really on the top of our worry list of things that could happen because we know that if we watch as death is approaching and we don't intervene quickly enough, when we decide finally that we're going to intervene to save her life, it may be too late," she says.

2. Hospitals are closing units and struggling to recruit doctors

Labor and delivery departments are expensive for hospitals to operate. Idaho already had a shortage of providers, including OB-GYNS. Hospital administrators now say the Idaho abortion law has led to an exodus of maternal care providers from the state, which has a population of 2 million people.

Three rural hospitals in Idaho have closed their labor-and-delivery units since the abortion law took effect. "We are seeing the expansion of what's called obstetrical deserts here in Idaho," said Brian Whitlock, president and CEO of the Idaho Hospital Association.

Since Idaho's abortion law took effect, nearly one in four OB-GYNs have left the state or retired, according to a report from the Idaho Physician Well-Being Action Collaborative. The report finds the loss of doctors who specialize in high-risk pregnancies is even more extreme – five of nine full time maternal-fetal medicine specialists have left Idaho.

Administrators say they aren't able to recruit new providers to fill those positions. "Since [the abortion law's] enactment, St. Luke's has had markedly fewer applicants for open physician positions, particularly in obstetrics. And several out-of-state candidates have withdrawn their applications upon learning of the challenges of practicing in Idaho, citing [the law's] enactment and fear of criminal penalties," reads an amicus brief from St. Luke's health system in support of the federal government.

"Prior to the abortion decision, we already ranked 50th in number of physicians per capita – we were already a strained state," says Thomson, the doctor in Boise. She's experienced the loss of OB-GYN colleagues first hand. "I had a partner retire right as the laws were changing and her position has remained open – unfilled now for almost two years – so my own personal group has been short-staffed," she says.

ADF's Bangert says he's skeptical of the assertion that the abortion law is responsible for this exodus of doctors from Idaho. "I would be very surprised if Idaho's abortion law is the sole or singular cause of any physician shortage," he says. "I'm very suspicious of any claims of causality."

3. Justices could weigh in on fetal "personhood"

The state of Idaho's brief argues that EMTALA actually requires hospitals "to protect and care for an 'unborn child,'" an argument echoed in friend-of-the-court briefs from the U.S. Conference of Catholic Bishops and a group of states from Indiana to Wyoming that also have restrictive abortion laws. They argue that abortion can't be seen as a stabilizing treatment if one patient dies as a result.

Thomson is also Catholic, and she says the idea that, in an emergency, she is treating two patients – the fetus and the mother – doesn't account for clinical reality. "Of course, as obstetricians we have a passion for caring for both the mother and the baby, but there are clinical situations where the mom's health or life is in jeopardy, and no matter what we do, the baby is going to be lost," she says.

The Idaho abortion law uses the term "unborn child" as opposed to the words "embryo" or "fetus" – language that implies the fetus has the same rights as other people.

Shots - Health News

The science of ivf: what to know about alabama's 'extrauterine children' ruling.

Mary Ziegler , a legal historian at University of California - Davis, who is writing a book on fetal personhood, describes it as the "North Star" of the anti-abortion rights movement. She says this case will be the first time the Supreme Court justices will be considering a statute that uses that language.

"I think we may get clues about the future of bigger conflicts about fetal personhood," she explains, depending on how the justices respond to this idea. "Not just in the context of this statute or emergency medical scenarios, but in the context of the Constitution."

ADF has dismissed the idea that this case is an attempt to expand fetal rights. "This case is, at root, a question about whether or not the federal government can affect a hostile takeover of the practice of medicine in all 50 states by misinterpreting a long-standing federal statute to contain a hidden nationwide abortion mandate," Bangert says.

4. The election looms large

Ziegler suspects the justices will allow Idaho's abortion law to remain as is. "The Supreme Court has let Idaho's law go into effect, which suggests that the court is not convinced by the Biden administration's arguments, at least at this point," she notes.

Trump backed a federal abortion ban as president. Now, he says he wouldn't sign one

Whatever the decision, it will put abortion squarely back in the national spotlight a few months before the November election. "It's a reminder on the political side of things, that Biden and Trump don't really control the terms of the debate on this very important issue," Zielger observes. "They're going to be things put on everybody's radar by other actors, including the Supreme Court."

The justices will hear arguments in the case on Wednesday morning. A decision is expected by late June or early July.

Correction April 23, 2024

An earlier version of this story did not mention the rape and incest exception to Idaho's abortion ban. A person who reports rape or incest to police can end a pregnancy in Idaho in the first trimester.

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