This is the first level of engagement where integration between the company in question and Palo Alto 33 is restricted to a few activities. In this scenario Palo Alto 33 focuses on 2 main activities : research and strategy.

The research phase consists of information from analyzing 4 sources : desktop research, input from the company itself, input from the b-to-b partners and other stakeholders and input from the b-to-c clients to arrive at an initial document that includes a financial and a commercial independent analysis of the situation the company currently is in.

The establishment of a strategy plan is a crucial part, especially in the 1st level engagement as The strategy document is the final document that Palo Alto 33 delivers. In a second or third level engagement you can expect a revised 2.0 version of the strategy based on the marketing, sales and product development plan.

Great care will be taken to establish an advice that is based on a framework developed by Palo Alto 33, a step by step approach to formulate a strategy that helps your business finding new revenues and a new way of approaching your business. This approach includes among others a Collins-analysis , a Five Forces test, a disruption analysis of the market, … which is crucial in the fast developing economy we are in now.

Palo Alto 33	Level of Engagement	Main Activities	Deliverables	Advantages	Disadvantages
1st	Consultancy	Research Strategy	Research analysis Strategy plan 1.0	less resource intensive feedback which acts as a catalyst	no results deliverables
2nd	Interim Management	Research Strategy Marketing Sales Product Design	Research analysis Strategy plan 1.0, 2.0 Marketing plans in Rotation Sales plan in rotation Product Design Strategy Change Plans	Commitment to deliver results Intensive collaboration to establish permanent change	Greater investment in time and resources
3rd	Investment	Research Strategy Marketing Sales Product Design Investment	Research analysis Strategy plan 1.0, 2.0 Marketing plans in Rotation Sales plan in rotation Product Design Strategy Change Plans Business Plans in rotation	Sharing of risk and reward Longer time frame and preparation	Need for great confidence and trust