Client Goal
Engage customers in a meaningful discussion to inform the product roadmap and help ensure future product-development investments were strategically prioritized.

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Background

This was the company’s inaugural Customer Advisory Board meeting. The goal was not simply to convene customers, but to establish a strategic forum that could surface new insight, uncover unmet needs, and generate ideas to strengthen the companys position in the market
 

Decision at Stake
Where should the company focus future product investment to strengthen its roadmap and market position?

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What We Did

The AND Group supported the design and execution of the inaugural two-day Customer Advisory Board meeting with a diverse subset of customers and the company’s senior leadership team. We conducted confidential pre-meeting interviews with each participant, synthesized key themes, developed the moderation guide, facilitated the sessions, and produced both an internal synthesis and an external summary shared back with board members. We also continued to support ongoing CAB engagement beyond the meeting itself.

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What Changed

The combination of pre-meeting interviews and thoughtful meeting design created the conditions for customers to openly and constructively discuss unmet needs they may not have surfaced otherwise. Just as importantly, it freed company leaders to listen. The result was greater clarity, stronger confidence in the path forward, and better-informed decisions about future product investments — while also establishing the foundation for an ongoing CAB program.