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Methodology

549+ Consulting IP Artifacts: What That Actually Means

Stéphane RabyStéphane Raby
March 4, 20267 min
IP LibraryMethodologyFrameworksEvidence Tables

Not Templates. Not Documents. Artifacts.

Every consulting firm claims to have proprietary methodology. When you look under the hood, most have a shared drive with Word templates, a few PowerPoint decks from past engagements, and tribal knowledge that lives in the heads of senior partners.

When we say the Sagentix methodology platform includes 549+ IP artifacts, we mean something structurally different. Each artifact is a discrete, reusable unit of consulting IP with defined inputs, outputs, quality checks, and provenance. They are not files sitting in a folder. They are components of a delivery system.

Here is what each category contains and why it matters for deliverable quality.

54 Reusable Frameworks

A framework is not a diagram. It is an operationalized method with a defined workflow: inputs required, steps to execute, outputs produced, quality checks to validate, and variant instructions for different contexts.

The library includes 54 frameworks spanning strategic analysis, market sizing, competitive positioning, pricing, organizational design, and execution planning. Examples:

  • Pyramid Principle (Minto) — not just "structure your thinking in pyramids," but a complete SCQA (Situation, Complication, Question, Answer) protocol with rules for declarative action titles, grouping logic, and quality checks for every heading in a deliverable
  • JTBD-to-Justifier Bridge — maps Jobs-to-Be-Done analysis directly to purchase justification language, connecting buyer pain (Phase 02) to sales messaging (Phase 03) through a structured translation layer
  • Diamond-E Strategic Analysis — environment, resources, management preferences, strategy, and organization assessed as an integrated system, not five independent checklists
  • Porter's Five Forces (Operationalized) — includes data collection protocols, scoring rubrics for each force, and integration instructions for how the output feeds competitive positioning matrices

Each framework includes a "When to use" section that specifies the conditions under which it applies, preventing the common consulting error of applying the wrong framework to the wrong problem. A Porter's Five Forces analysis is valuable for industry-level competitive dynamics. It is the wrong tool for company-level differentiation — that requires the Value Discipline Framework or the Differentiator Stack method.

86 Peer-Reviewed Research Briefs

Original research papers are too long to read during an engagement and too dense to extract actionable insights from under time pressure. The research brief library solves this by pre-synthesizing 86 papers from peer-reviewed sources into a structured format that consultants can consume in minutes.

Sources include:

  • Harvard Business Review — competitive strategy, pricing psychology, organizational behavior
  • MIT Sloan Management Review — technology strategy, digital transformation, innovation management
  • Industrial Marketing Management — B2B buying behavior, value proposition design, channel strategy
  • California Management Review — business model innovation, corporate strategy, market entry

Each brief follows a standardized structure: core thesis, key findings (with page references), methodology notes, applicability conditions, and integration points with specific GTM phases. A research brief on willingness-to-pay methodology does not just summarize the paper — it specifies exactly how the findings should be applied in Phase 06 (Pricing Strategy).

40+ Industry Research Reports

Market intelligence without industry data is speculation. The platform maintains subscriptions to premium industry research libraries, with 66 reports covering the verticals most relevant to B2B technology companies.

Each report provides granular data on market size, growth rates, competitive concentration, buyer and supplier power, regulatory environment, and industry cost structure. Reports are available for both U.S. and Canadian markets, with NAICS-code-level specificity.

The critical difference from how most consultants use industry research: we do not reproduce tables from reports. Every data point is synthesized into analytical narrative that connects the metric to the client's specific strategic context. A market size figure is not presented in isolation — it is presented as part of a TAM/SAM/SOM build-up that traces from total industry revenue through fit percentage filters to serviceable market.

The premium research subscriptions alone represent approximately $40,000 in annual data costs. Most growth-stage companies cannot justify this expense for a single engagement. The methodology platform amortizes it across every client.

16 Foundational Strategy Books

Certain books define the intellectual foundation of modern strategy consulting. The library includes structured briefs of 16 foundational texts:

  • Osterwalder & Pigneur — Business Model Generation (Business Model Canvas methodology)
  • Christensen — Competing Against Luck (Jobs-to-Be-Done theory)
  • Kahneman — Thinking, Fast and Slow (decision bias in buyer behavior and pricing)
  • Porter — Competitive Strategy and Competitive Advantage (industry analysis and positioning)
  • Flyvbjerg — How Big Things Get Done (reference class forecasting and project risk)
  • Meadows — Thinking in Systems (systems dynamics for strategy execution)

Each book brief extracts the operationally relevant frameworks, maps them to specific GTM phases, and identifies the conditions under which each model applies. These are not book summaries — they are extraction guides that turn 300-page texts into deployable consulting tools.

119 Evidence Tables with Page-Level Provenance

This is where the methodology platform diverges most sharply from traditional consulting IP. Every factual claim in every deliverable traces back to an evidence table entry that includes:

  • The specific claim (what is being asserted)
  • The source document (which report, paper, or data source)
  • The page reference (where in the source the data appears)
  • The extraction date (when the data was captured)
  • The confidence level (verified, partially verified, or unverifiable)

When a deliverable states that a market is worth $5.2 billion, the evidence table entry shows: Industry Research Report No. 54162, page 8, extracted 2025-11-15, verified. When a competitor analysis claims a specific company holds 12% market share, the provenance chain is traceable.

This evidence discipline is what separates a defensible strategy from an opinion document. Boards, investors, and executive teams increasingly demand source attribution — and "our consultant said so" is no longer sufficient.

43 Meta-Prompts for Repeatable Analysis

Meta-prompts are structured analytical protocols — not "write me a market analysis" prompts, but rigorous specifications that define the analytical method, the data sources to consult, the quality checks to apply, and the output format to produce.

Each meta-prompt includes:

  • Role specification — what analytical perspective to adopt
  • Variable declarations{{client_name}}, {{industry}}, {{target_vertical}} — ensuring the method adapts to context without losing rigor
  • Output specification — exact structure, required sections, minimum evidence thresholds
  • Quality gates — conditions that must be met before the output is considered complete

The meta-prompts are what make the platform repeatable across engagements. The same analytical rigor that produces a market intelligence report for a cybersecurity SaaS company produces one for an environmental technology firm — because the method is codified, not improvised.

The Platform Effect

Individual artifacts are valuable. The system they form is transformative.

When Phase 01 (Market Intelligence) draws from industry research reports, research briefs, and the Porter's Five Forces framework simultaneously, the output is not a document assembled from three sources — it is an integrated analysis where each source validates and enriches the others. The evidence tables ensure every claim is traceable. The meta-prompts ensure the analytical method is consistent. The frameworks ensure the output structure meets Big 4 standards.

549+ artifacts is not a marketing number. It is the infrastructure that makes evidence-based consulting repeatable, scalable, and defensible. Every engagement benefits from the full library. Every deliverable meets the same standard. And every claim can answer the question that matters most: "Where did this come from?"

Stéphane Raby

Stéphane Raby

Founder & Principal — Sagentix Advisors

CISSP | CMC | P.Eng. | uOttawa Telfer Executive MBA — #1 Worldwide. 25+ years in technology strategy, cybersecurity, and management consulting.

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