Market Research: MBB-Grade Analysis & PPTX Deliverables
Execute professional market research using proven methodologies from top consulting firms (McKinsey, BCG, Bain). This skill generates hypothesis-driven analysis structured as a four-level pyramid: Segment/Market → Customers → Competitors → Your Company, culminating in a presentation-ready PPTX artifact.
When to Use This Skill
Activate this skill when the user requests:
- •Market sizing and industry analysis
- •Competitive landscape assessment
- •Customer needs and behavioral research
- •Strategic positioning evaluation
- •Business intelligence gathering
- •Client-ready market research presentations
Quality Standard
Work must demonstrate master-level execution typical of top consulting firms:
- •Every insight backed by solid numbers and cited sources
- •Strategic rigor matching McKinsey/BCG/Bain standards
- •Professional-grade visual design (avoid AI slop: no purple gradients, no centered-everything layouts, no generic templates)
- •CRAAP-validated sources only
- •Multi-source triangulation for critical findings
Three-Phase Workflow
Phase 1: Research Philosophy (30 minutes)
Create the strategic foundation using hypothesis-driven methodology.
Execute these steps:
- •Define the problem using SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound)
- •Build hypothesis tree applying MECE principle (Mutually Exclusive, Collectively Exhaustive)
- •Reference:
references/MBB_METHODOLOGY.mdfor MECE framework details
- •Reference:
- •Identify source strategy prioritizing free, high-credibility resources
- •Reference:
references/FREE_SOURCES_GUIDE.mdfor Tier 1-3 source hierarchy
- •Reference:
- •Generate research brief using template:
templates/research-brief.md - •Establish success metrics and validation criteria
Deliverable: Research brief document (4-6 paragraphs) articulating:
- •Core research question and decision context
- •Hypothesis structure (MECE-validated)
- •Source identification strategy
- •Success criteria and timeline
Standard: Brief must demonstrate "strategic clarity typical of top consulting firms" - clear problem definition, structured thinking, actionable scope.
Phase 2: Pyramídová Analýza (1-2 days)
Systematically collect and validate data across four analytical levels, building from broad market context (bottom) to specific company positioning (top).
Level 4 (Pyramid Bottom): Segment & Market Analysis
Analyze:
- •Market size (TAM, SAM, SOM)
- •Growth rate (CAGR, historical trends)
- •Key market drivers and trends
- •Development opportunities and threats
Source priority:
- •Tier 1: Government statistics (Eurostat, US Census Bureau, national statistical offices)
- •Tier 1: Academic journals (Google Scholar, JSTOR)
- •Tier 2: Industry associations, trade publications
- •Tier 2: World Bank, OECD, IMF datasets
Validate: Apply CRAAP test to each source (reference: references/VALIDATION_FRAMEWORKS.md)
Level 3: Customer Insights
Investigate:
- •Customer segments and demographics
- •Needs, motivations, pain points
- •Purchase barriers and decision-making process
- •Behavioral patterns and preferences
Source priority:
- •Consumer survey data (academic research, government consumer reports)
- •Industry white papers and market research reports
- •Academic studies on consumer behavior
- •Trade association consumer research
Triangulate: Minimum 2-3 independent sources per critical finding
Level 2: Competitive Landscape
Profile top 3-5 competitors:
- •Market positioning and differentiation
- •Product/service offering analysis
- •Communication strategy and brand messaging
- •How they address customer needs
- •Strengths and vulnerabilities
Source priority:
- •Company websites and press releases
- •News articles and media coverage
- •Crunchbase, LinkedIn, public filings
- •Industry analyst reports
- •Academic case studies
Cross-validate: Compare competitor claims against independent sources
Level 1 (Pyramid Top): Your Company Position
Assess:
- •Current strategy and business model
- •Organizational culture and capabilities
- •Core strengths and unique advantages
- •Brand positioning potential
- •Strategic fit with market opportunities
Synthesize:
- •Internal documentation analysis
- •Competitive benchmarking against Level 2 findings
- •Gap analysis (market needs vs. company capabilities)
- •Strategic recommendations
Continuous synthesis: Create "Day 1 draft" insights immediately, refine continuously. Never accumulate analysis until the end.
Data Collection Standards
For each pyramid level:
- •Source tracking: Document every source in
templates/source-bibliography.md - •CRAAP validation: Score Currency, Relevance, Authority, Accuracy, Purpose
- •Triangulation: Validate critical findings with 2-3 independent sources
- •Documentation: Capture methodology, limitations, confidence levels
Output: Completed pyramid analysis using templates/pyramid-analysis.md structure
McKinsey principle: "Any solution not backed by solid numbers carries heavy burden of proof"
Phase 3: PPTX Artifact Generation (1-2 hours)
Transform analysis into presentation-ready PPTX using professional design standards.
Execute these steps:
- •
Prepare HTML slides using
templates/slide-deck.html:- •Dimensions: 720pt width × 405pt height (16:9 aspect ratio)
- •ALL text must be in
<p>,<h1>-<h6>,<ul>, or<ol>tags (html2pptx requirement) - •Use professional color scheme from
assets/color-scheme.json - •Apply pyramid visual from
assets/pyramid-diagram.svg
- •
Generate slide content (7-9 slides):
- •Slide 1: Title - Project name, client, date
- •Slide 2: Executive Summary - 3-5 key findings
- •Slide 3: Segment & Market Analysis (Pyramid Level 4)
- •Slide 4: Customer Insights (Pyramid Level 3)
- •Slide 5: Competitive Landscape (Pyramid Level 2)
- •Slide 6: Your Company Position (Pyramid Level 1)
- •Slide 7: Strategic Recommendations - Action items with ownership
- •Slide 8: Next Steps - Timeline and priorities
- •Slide 9: Appendix: Sources Bibliography
- •
Invoke PPTX generation:
- •Option A: Use
scripts/generate-slides.jswrapper for document-skills/pptx - •Option B: Directly invoke the
pptxskill with generated HTML - •Follow html2pptx workflow (see document-skills/pptx/html2pptx.md)
- •Option A: Use
- •
Quality validation:
- •Verify all text is visible (check no text in plain
<div>or<span>) - •Confirm professional visual design (no AI slop patterns)
- •Validate source citations on every data point
- •Check slide flow and narrative coherence
- •Verify all text is visible (check no text in plain
Deliverable: market-research-report.pptx - Professional presentation matching MBB standards
Standard: "Museum-quality execution" with "meticulous attention to craft" - every slide should appear professionally designed, every insight substantiated.
Helper Scripts
Initialize New Research Project
bash scripts/init-research.sh <client-name> <industry>
Creates project structure with pre-populated templates.
Automated Source Validation
python scripts/validate-sources.py <bibliography-file>
Runs automated CRAAP scoring on all documented sources, outputs validation report.
Generate PPTX from Analysis
node scripts/generate-slides.js <pyramid-analysis-file>
Converts completed pyramid analysis to HTML slides, invokes document-skills/pptx for final PPTX generation.
References
Detailed methodologies are in references/ for deep consultation:
- •MBB_METHODOLOGY.md - McKinsey 7-step problem-solving process, MECE principle, Pyramid Principle, Issue Trees, 80/20 rule
- •FREE_SOURCES_GUIDE.md - Comprehensive guide to Tier 1-3 data sources with focus on free government and academic resources
- •VALIDATION_FRAMEWORKS.md - Complete CRAAP test framework, Six Essential Questions, triangulation methods
Grep these files when needing specific framework details during analysis.
Common Pitfalls to Avoid
- •Accepting sources at face value → Apply systematic CRAAP evaluation
- •Cherry-picking data → Use comprehensive search, document all relevant sources
- •Ignoring original context → Understand data collection purpose and limitations
- •Over-reliance on single database → Multi-source triangulation mandatory
- •Outdated information → Check publication dates, verify currency
- •Unclear methodology → Only use sources with transparent methodology
Integration with document-skills
This skill requires the pptx skill from Anthropic's document-skills suite for Phase 3 PPTX generation.
Setup option 1 (recommended): Add document-skills as git submodule:
git submodule add https://github.com/anthropics/skills document-skills
Setup option 2: Ensure the pptx skill is available in your Claude environment and invoke it when Phase 3 requires PPTX generation.
Reference: https://github.com/anthropics/skills/tree/main/document-skills/pptx
Success Checklist
Before delivering research to client, verify:
✓ Research brief demonstrates clear hypothesis-driven approach ✓ All four pyramid levels analyzed with CRAAP-validated sources ✓ Critical findings triangulated with 2-3 independent sources ✓ Every quantitative claim backed by cited source ✓ Source bibliography complete with validation scores ✓ PPTX presentation follows professional design standards ✓ No AI slop patterns (generic layouts, purple gradients, etc.) ✓ Slide narrative flows logically from market to company ✓ Recommendations are specific, actionable, and prioritized ✓ Final deliverable matches McKinsey/BCG/Bain quality standards