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| report:mkt [2026/04/18 18:19] – [4.5. SWOT Analysis] team5 | report:mkt [2026/04/30 17:55] (current) – [4.6. Strategy] team5 | ||
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| - | == 4.2.3 Optimal Value Proposition | + | == 4.2.3 Optimal Value Proposition == |
| A successful market offering requires an Optimal Value Proposition (OVP) based on the 3-V framework, which means it must create superior value for the three core entities in the market: | A successful market offering requires an Optimal Value Proposition (OVP) based on the 3-V framework, which means it must create superior value for the three core entities in the market: | ||
| - | 1. Customer Value (The Passenger): We increase value for the customer by responding to emotional needs. Passengers experience moments of wonder, intimacy and a sense of connection without having to make any extra effort. | + | - Customer Value (The Passenger): We increase value for the customer by responding to emotional needs. Passengers experience moments of wonder, intimacy and a sense of connection without having to make any extra effort. |
| - | + | | |
| - | 2. Collaborator Value (Metro do Porto & Sponsors): We create superior value for our key partners (Collaborators), | + | |
| - | + | ||
| - | 3. Company Value (Our Team/ | + | |
| ==== 4.3. Business Model ==== | ==== 4.3. Business Model ==== | ||
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| - | **4.3.1 Customer Segments & Relationships** | + | == 4.3.1 Customer Segments & Relationships |
| Our target group (Customer Segments) consists mainly of “The Digital Exhausted” (young, urban commuters aged 18–45), regular travellers and city enthusiasts. The relationship we build with them (Customer Relationships) is not transactional, | Our target group (Customer Segments) consists mainly of “The Digital Exhausted” (young, urban commuters aged 18–45), regular travellers and city enthusiasts. The relationship we build with them (Customer Relationships) is not transactional, | ||
| - | **4.3.2 Primary Exchange Relationship & Object Pillar** | + | == 4.3.2 Primary Exchange Relationship & Object Pillar |
| - | Based on the theory of The Brand Triangle, | + | To understand CONNECT as a brand, we use Paulo Lencastre' |
| + | - The Identity Pillar covers what the brand looks and feels like — the name, the flowing light patterns on the ceiling, and the minimalist QR interface. | ||
| + | - The Object Pillar is the actual exchange offered: an interactive installation that improves the passenger experience, in return for infrastructure access and financial support from partners like Metro do Porto. | ||
| + | - The Response Pillar is about perception: the emotional associations we want to build with passengers and partners. We want Connect to feel warm and human.\\ | ||
| + | Each of these pillars is developed further in Section 4.6.5. | ||
| - | **4.3.3 Revenue Streams and Cost Structure** | + | == 4.3.3 Revenue Streams and Cost Structure |
| The logistics, engineering and infrastructure entail a Cost Structure, including the production of hardware kits (sensors, microcontrollers), | The logistics, engineering and infrastructure entail a Cost Structure, including the production of hardware kits (sensors, microcontrollers), | ||
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| Figure {{ref> | Figure {{ref> | ||
| - | < | + | < |
| <figure canvas> | <figure canvas> | ||
| {{ : | {{ : | ||
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| A successful marketing strategy must always be grounded in a thorough market analysis. To shape our strategy, we analyse the marketing environment: | A successful marketing strategy must always be grounded in a thorough market analysis. To shape our strategy, we analyse the marketing environment: | ||
| - | **4.4.1. Macro-environment (PESTEL Factors):** | + | == 4.4.1. Macro-environment (PESTEL Factors): |
| - | The Macro-environment consists of the broader societal forces that influence the Micro-environment. To systematically examine these external variables and anticipate challenges and opportunities, | + | The Macro-environment consists of the broader societal forces that influence the Micro-environment. To systematically examine these external variables and anticipate challenges and opportunities, |
| By identifying these factors, we can anticipate potential challenges and see the opportunities. Figure {{ref> | By identifying these factors, we can anticipate potential challenges and see the opportunities. Figure {{ref> | ||
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| <table tab: | <table tab: | ||
| < | < | ||
| + | <WRAP center round box 1200px> | ||
| ^ Factor ^ Rationale ^ | ^ Factor ^ Rationale ^ | ||
| |**P - Political**|< | |**P - Political**|< | ||
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| * Accessibility Standards: Ensuring the installation is inclusive and does not obstruct the passage of passengers with reduced mobility. | * Accessibility Standards: Ensuring the installation is inclusive and does not obstruct the passage of passengers with reduced mobility. | ||
| </ | </ | ||
| + | </ | ||
| </ | </ | ||
| - | **4.4.2. Micro-environment (Porter’s 5 Forces):** | + | == 4.4.2. Micro-environment (Porter’s 5 Forces): |
| The micro-environment comprises the forces close to the company that influence our ability to serve the customer, such as customers, competitors and suppliers. We use Porter’s 5 Forces {{ref> | The micro-environment comprises the forces close to the company that influence our ability to serve the customer, such as customers, competitors and suppliers. We use Porter’s 5 Forces {{ref> | ||
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| - Very High | - Very High | ||
| - | - The customer is defined within a B2G (Business-to-Government) structure, or what the theory refers to as ‘Government markets’. Our primary customer is the infrastructure operator: Metro do Porto. As they are the sole entity with absolute control over the public space, they possess enormous bargaining power. CONNECT must align perfectly with their CSR (Corporate Social Responsibility) objectives to be successful. | + | - The customer is defined within a Business-to-Government |
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| ==== 4.5. SWOT Analysis ==== | ==== 4.5. SWOT Analysis ==== | ||
| - | According to the Marketing Strategy Planning Process, the SWOT analysis is the strategic intersection where our internal business environment (Company) and the external market environment (Customers & Competitors) converge. This model, presented in Figure {{ref> | + | According to the Marketing Strategy Planning Process, the Strengths, Weaknesses, Opportunities, |
| <WRAP centeralign> | <WRAP centeralign> | ||
| <figure fig_label> | <figure fig_label> | ||
| - | {{: | + | {{ : |
| < | < | ||
| </ | </ | ||
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| - Economic Constraints (Macro-Economic): | - Economic Constraints (Macro-Economic): | ||
| - | ===== 4.6. Strategy | + | ==== 4.6. Strategy ==== |
| - | **4.6.1 Strategic Objectives** | + | == 4.6.1 Strategic Objectives |
| CONNECT’s strategic direction is based on tangible objectives, designed to validate our impact on urban social dynamics. As we operate from a social marketing perspective, | CONNECT’s strategic direction is based on tangible objectives, designed to validate our impact on urban social dynamics. As we operate from a social marketing perspective, | ||
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| - Behavioural Change: We aim to break through passive consumption inertia. The objective is to measurably increase the percentage of passengers who put their smartphones away for 30 to 60 seconds between stops during the three-month pilot phase. | - Behavioural Change: We aim to break through passive consumption inertia. The objective is to measurably increase the percentage of passengers who put their smartphones away for 30 to 60 seconds between stops during the three-month pilot phase. | ||
| - | - Co-creation & Engagement (Customer Involvement): | + | - Co-creation & Engagement (Customer Involvement): |
| - | **4.6.2 Segmentation and Targeting** | + | == 4.6.2 Segmentation and Targeting |
| To design an effective marketing mix, we cannot target every metro passenger. We use market segmentation to define a specific target group. Our primary target group is the Young Urban Commuter (Gen Z and Millennials, | To design an effective marketing mix, we cannot target every metro passenger. We use market segmentation to define a specific target group. Our primary target group is the Young Urban Commuter (Gen Z and Millennials, | ||
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| - | **4.6.3 Positioning** | + | == 4.6.3 Positioning |
| Positioning determines how we want our target group to perceive CONNECT in relation to competitors. Our biggest competitor for the commuter’s attention is the smartphone. A strong positioning strategy requires two elements: Identification and Differentiation. | Positioning determines how we want our target group to perceive CONNECT in relation to competitors. Our biggest competitor for the commuter’s attention is the smartphone. A strong positioning strategy requires two elements: Identification and Differentiation. | ||
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| - Differentiation (Points of Differentiation): | - Differentiation (Points of Differentiation): | ||
| - | Our Positioning Statement: ‘For young, urban commuters who experience digital isolation, CONNECT is the sensory metro experience that transforms | + | Our Positioning Statement: ‘For young, urban commuters who value real-world connection, CONNECT is the sensory metro experience that transforms |
| - | **4.6.4. Marketing-Mix** | + | == 4.6.4. Marketing-Mix |
| To implement our strategy, we are shifting the focus from the organisation to the consumer. We are therefore transforming the traditional 4 Ps into the 4 Cs of marketing. Our marketing-mix is explained in Figure {{ref> | To implement our strategy, we are shifting the focus from the organisation to the consumer. We are therefore transforming the traditional 4 Ps into the 4 Cs of marketing. Our marketing-mix is explained in Figure {{ref> | ||
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| - | **4.6.5 Brand** | + | == 4.6.5 Brand == |
| Building a strong brand involves much more than simply slapping a name on a product. Within modern marketing management, we analyse CONNECT using Paulo Lencastre’s holistic Brand Triangle, which consists of three pillars: | Building a strong brand involves much more than simply slapping a name on a product. Within modern marketing management, we analyse CONNECT using Paulo Lencastre’s holistic Brand Triangle, which consists of three pillars: | ||
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| - Response Pillar (Image & Public Mix): This concerns the associations that the target audience has with our brand. We consciously build a strong emotional dimension (Emotional Branding). The brand personality is not a cold technological system, but a warm, honest ‘friend’ in the city. By employing Relationship Marketing, we build trust and ensure a high share of mind and share of esteem among both passengers and public sector employees. | - Response Pillar (Image & Public Mix): This concerns the associations that the target audience has with our brand. We consciously build a strong emotional dimension (Emotional Branding). The brand personality is not a cold technological system, but a warm, honest ‘friend’ in the city. By employing Relationship Marketing, we build trust and ensure a high share of mind and share of esteem among both passengers and public sector employees. | ||
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| + | == Design System == | ||
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| + | <WRAP centeralign> | ||
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| + | To ensure a consistent user experience and streamline the development process, our project is built upon a custom-developed, | ||
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| + | Importance of the Design System for our Project | ||
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| + | **A unified design system is essential to the success of our product for the following reasons:** | ||
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| + | - Consistency: | ||
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| + | - Development Efficiency: By defining reusable components, there is no need to " | ||
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| + | - Scalability: | ||
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| + | - Accessibility: | ||
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| + | **Core Components of our Style Guide** | ||
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| + | **Color Palette** | ||
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| + | Our color strategy is deeply rooted in the application' | ||
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| + | - Contextual Derivation: The primary colors and their respective shades were derived directly from metro line branding. This ensures high recognition and creates an immediate visual link to the urban mobility context. | ||
| + | |||
| + | - Color Hierarchy: We utilize a system of primary, secondary, and accent colors, complemented by a grayscale palette for backgrounds and text to effectively manage visual hierarchy. | ||
| + | |||
| + | **Typography** | ||
| + | |||
| + | |||
| + | - Typographic Scale: We use a fixed scale for font sizes, line heights, and weights. | ||
| + | |||
| + | - Application: | ||
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| + | **UI Component Library** | ||
| + | |||
| + | A key part of the system is the library of reusable elements: | ||
| + | |||
| + | - Modularity: All elements, such as buttons and input fields, were developed modularly. | ||
| + | |||
| + | - Optimization: | ||
| + | |||
| + | - Reusability: | ||
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| + | The Design System forms the visual foundation of our project. It bridges the gap between aesthetic brand identity and technical precision, ensuring that the web application is perceived as a unified, professional, | ||
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| + | **Two-Step Marketing Communication Strategy** | ||
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| + | <WRAP centeralign> | ||
| + | <figure fig: | ||
| + | {{ : | ||
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| + | </ | ||
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| + | To build a sustainable brand identity, we are pursuing a two-step communication strategy. The objective is to transition the brand from purely text-based recognition toward iconic symbolic power. | ||
| + | |||
| + | **Phase 1: Awareness & Literacy (Initial Phase)** | ||
| + | |||
| + | During the launch phase, the focus lies on establishing brand awareness. As the project and the brand are new to Porto’s urban landscape, we will exclusively utilize the full wordmark (full logo). | ||
| + | |||
| + | Implementation: | ||
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| + | Objective: The target audience should develop a cognitive link between the abstract symbol and the brand name. During this stage, commuters " | ||
| + | |||
| + | **Phase 2: Iconic Recognition & Symbolism (Establishment Phase)** | ||
| + | |||
| + | Once a critical mass of interactions and visual touchpoints has been achieved, the transition to de-branded symbolic communication takes place. | ||
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| + | Implementation: | ||
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| + | Psychological Effect: This step leverages the effect of visual saliency. The symbol has become so deeply embedded in the users' visual memory that the brand name is implicitly associated without being read. | ||
| + | |||
| + | Advantage: Reducing the brand to a pure symbol makes it appear less like traditional advertising and more like an integrated component of the digital art itself. It fosters curiosity and underscores the project’s minimalist, artistic ambition. | ||
| ==== 4.7. Marketing Programmmes ==== | ==== 4.7. Marketing Programmmes ==== | ||
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| - | **4.7.1 Programmes (Action Plan)** | + | == 4.7.1 Programmes (Action Plan) == |
| Our marketing programme for the launch of CONNECT is divided into three concrete action pillars during a three-month pilot phase: | Our marketing programme for the launch of CONNECT is divided into three concrete action pillars during a three-month pilot phase: | ||
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| - | **4.7.2 Budget** | + | == 4.7.2 Budget |
| - | + | ||
| - | As CONNECT is a social marketing initiative operating within a B2G (Business-to-Government) model, the budget is not funded by the end user, but through public funds, ISEP, grants and Metro do Porto. The marketing and operational budget for the pilot phase is allocated as follows: | + | |
| - | + | ||
| - | - R&D and Hardware (Largest cost item): Production of the kits (sensors, microcontrollers, | + | |
| - | - Digital Infrastructure: | + | As CONNECT is a social marketing initiative operating within a Business-to-Government |
| - | - Promotional materials: Design | + | - R& |
| - | - Maintenance & Management (Contingency): A reserved budget for repairs (e.g. due to vandalism) | + | - Digital Infrastructure: Currently €0. |
| + | Hosting the Phase 2 web platform via Vercel | ||
| + | - Promotional materials: €150–300. | ||
| + | Design and printing of guerrilla marketing posters, QR code stickers, and flyers for stations along the pilot line. | ||
| + | - Maintenance & Management (Contingency): | ||
| + | A reserved budget for repairs and component replacement. | ||
| + | Estimated total (pilot phase): €1000–1200 | ||
| - | **4.7.3. Control** | + | == 4.7.3. Control |
| To ensure the success of the marketing strategy, a structured monitoring plan is needed. This plan focuses on tracking progress, evaluating effectiveness and making adjustments where necessary. | To ensure the success of the marketing strategy, a structured monitoring plan is needed. This plan focuses on tracking progress, evaluating effectiveness and making adjustments where necessary. | ||
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| - | Key Performance Indicators (KPIs) | + | **Key Performance Indicators (KPIs)** |
| We will measure the impact of the marketing program through four main categories: | We will measure the impact of the marketing program through four main categories: | ||
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| * Interaction Rate: Number of activations per handle per hour to measure the physical engagement of the passengers. | * Interaction Rate: Number of activations per handle per hour to measure the physical engagement of the passengers. | ||
| * Behavioural Impact: Qualitative and quantitative measurement of the increase in eye contact and reduction of screen time, targeting from 30 to 60 seconds without looking at the phone. | * Behavioural Impact: Qualitative and quantitative measurement of the increase in eye contact and reduction of screen time, targeting from 30 to 60 seconds without looking at the phone. | ||
| - | * Content Growth: Number of new anonymous | + | * Content Growth: Number of new anonymous |
| * Campaign Reach: Data from QR code scans on posters and flyers to analyze the visibility of the promotion. | * Campaign Reach: Data from QR code scans on posters and flyers to analyze the visibility of the promotion. | ||
| * User Satisfaction: | * User Satisfaction: | ||
| - | Continuous Improvement | + | **Continuous Improvement** |
| - | Following the PDCA cycle shown above, the marketing team will be responsible for keeping an eye on these numbers. If a campaign or a specific poster location | + | Following the PDCA cycle shown above, the marketing team will be responsible for keeping an eye on these numbers. If a campaign or a specific poster location |
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| ==== 4.8. Summary ==== | ==== 4.8. Summary ==== | ||
| - | The CONNECT | + | CONNECT |
| - | We are transforming the traditional 4 Ps into a customer-centric 4 C approach, with the focus entirely on emotional brand value, seamless interaction (‘Zero-Friction Socialising’) | + | To ensure this impact remains enduring, such social value must be synchronized |