Before making a decision on a significant round of funding, a hedge fund needed to quickly understand the existing market for robotic process automation (RPA) and whether there was room to grow. The fund had a few days to understand how RPA customers evaluate their vendors and which players delivered the most customer satisfaction and ROI while keeping costs low. They also wanted to know how the market might change going forward.

GLG rapidly deployed two surveys and facilitated 14 phone consultations with RPA customers and distributors. Using a closed-loop process, the client applied insights from early phone consultations to inform survey design, and then used the survey results to inform deeper qualitative conversations.

The first survey consisted of 156 RPA customers, approximately 100 of which used the target vendor. The second survey consisted of 91 RPA systems integrators and distributors, more than half of which worked with the target vendor.

In a matter of days, GLG gave the hedge fund insights from multiple sources in RPA, giving it the clarity to answer vital questions about the industry before significantly investing.