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Drive Product & Market Planning With AI

Harness AI to profile your business, segment your market, and benchmark competitors.

Despite the promise of AI, many organizations face hurdles such as:

  • Feeling overwhelmed or hesitant to use external LLMs for research.
  • Struggling to extract actionable insights.
  • Navigating compliance risks and ethical concerns.
  • Managing misalignment among teams.

Our Advice

Critical Insight

CI/MI teams that combine AI-driven analysis with robust ethical frameworks deliver significantly higher strategic impact, enabling faster market responses and more innovative product planning.

Impact and Result

The most effective strategies will emerge when companies combine automated AI and data analysis with deep human expertise, driving breakthrough decisions that competitors cannot replicate.


Drive Product & Market Planning With AI Research & Tools

1. Drive Product & Market Planning With AI Storyboard – Outlines how to use AI to profile businesses, segment markets, and benchmark competitors.

This research emphasizes leveraging AI for data analysis, generating insights, and enhancing decision-making processes.

2. Drive Product & Market Planning With AI Presentation Template – A best-of-breed template to help you build a clear, concise, and compelling strategy document for stakeholders.

Use this template to present a strategic evaluation process that assesses the viability and potential success of introducing a new product or service to the market.


Drive Product & Market Planning With AI

Harness AI to profile your business, segment your market, and benchmark competitors.

Analyst perspective

Integrating AI‐driven signals into marketing, sales, and R&D pipelines enables organizations to tap vast data sets, ranging from customer behavior and usage analytics to patent filings and market trends, to identify unmet needs and emerging opportunities.

This data‐informed approach accelerates ideation, reduces development risk, and ensures that new products and launches are not just incremental improvements but genuine innovations. When complemented by robust competitive intelligence (CI) software response capabilities, this approach gives companies the agility to monitor rivals’ moves, supply chain shifts, and regulatory changes in real time. Armed with this insight, companies can prioritize features that resonate with customers while preemptively countering competitive threats, ultimately strengthening their market positioning.

Embedding ethical oversight as a core pillar of this AI and CI strategy is critical. As organizations push forward with rapid product cycles, there’s a tendency to overlook privacy, fairness, and unintended social consequences – risks that can erode consumer trust and invite regulatory scrutiny. By weaving ethical frameworks into every stage of innovation, from data sourcing to feature deployment, companies can safeguard against bias, protect user data, and uphold transparency.

This holistic approach – merging AI-fueled innovation, CI responsiveness, and ethical stewardship – is a recognized best practice because it drives sustainable growth, delivering breakthrough products, outpacing competitors, and maintaining stakeholder confidence over the long term.

Joanne Morin Correia.

Joanne Morin Correia
Principal Director, Marketing
Info-Tech Research Group

Executive summary

Pain Points

Obstacles

Info-Tech’s Approach

Despite the promise of AI, many organizations face hurdles such as:

  • Feeling overwhelmed or hesitant to use external LLMs for research.
  • Struggling to extract actionable insights.
  • Navigating compliance risks and ethical issues.
  • Managing misalignment among teams. intelligence

Barriers to effective LLM adoption include:

  • Limited expertise and confidence in leveraging LLMs.
  • The inability to translate raw data into clear, actionable insights.
  • The challenges of ensuring regulatory compliance and navigating ethical guidelines.

Benefits of responsible LLM integration include:

  • Enhanced foresight into market and customer trends.
  • Agility in product pivots based on real-time signals and best practices.
  • Improved trust through ethical AI best practices.
  • Better information for cross-functional collaboration.
  • Improved trust through

Info-Tech Insight: Competitive intelligence/marketing intelligence (CI/MI) teams that combine AI-driven analysis with robust ethical frameworks deliver significantly higher strategic impact, enabling faster market responses and more innovative product planning.

Challenges to AI adoption do exist

Teams feel overwhelmed and hesitant to use external LLMs for research.

Companies struggle to extract actionable insights.

Managing compliance risks and ethical concerns is complicated.

Limited expertise and confidence in leveraging external LLMs hinders the effective adoption of research.

The inability to translate raw data into clear, actionable insights delays and impedes decision-making.

The need to ensure regulatory compliance and navigate ethical guidelines can create barriers to
AI-driven initiatives.

Marketing and product teams using Gen AI are seeing its effects on revenue

Increase in Revenue From Gen AI Use by Business Unit

“An increasing share of respondents report value creation within the business units using generative AI.”

– McKinsey & Company, 2025

AI has reached the point where we can both analyze data and generate insights in one system

This leap has provided a tremendous opportunity for product leaders to leverage LLMs to reliably augment their market research processes.

Machine Learning

  • Analyzes data to uncover trends and segment audiences.
  • Powers automation, predictive analytics, and strategic insights.

Generative AI

  • Enables personalization and rapid A/B testing.
  • Creates content and outputs (text, images, videos, audio).

AI tactics to drive value and mitigate risks

Gain-Creating Tactics:

Pain-Relieving Tactics:

Develop an interactive testing program to help teams identify and validate key best practices against external data sources.

Create CI/MI frameworks tailored to product lifecycles.

Train teams to use AI to generate insights.

Deploy CI and other customer and MI tools that automate trend detection and signal extraction.

Implement anonymization and data minimization practices to maintain compliance (external versus internal data usage).


Establish internal ethical guidelines for the responsible use of external AI data.

Conduct periodic audits of AI systems to mitigate bias and privacy risks.

Drive continuous product innovation with an AI‑powered lifecycle

Data Collection & Analysis

AI-Driven
Decision-Making

Automated Quality & Personalization

Predictive Maintenance & Support

Continuous Improvement Loop

Real-time product usage data and user behavior insights

AI models that suggest design tweaks, predict marketing trends, and recommend new features

Real-time anomaly detection, along with personalized designs and offerings based on user data

Predictive alerts for production lines and chatbot-based customer support

User interaction data continuously retrains AI models to drive ongoing product enhancements

“Machine learning has enabled the development of AI systems that can perform certain human activities often better than humans can.”

– World Economic Forum, 2022

Use cases can span from broad to very detailed and narrow

Micro: Product & Opportunity Deep Dive
Complete feature-level comparison, understand voice of the customer, analyze green/ whitespace and differentiation, and assess ROI impact.

Meso: Segment & Company Analysis
Narrow by segment or persona, benchmark against peers, map out go-to-market tactics, and evaluate alliance and partner networks.

Macro: Market-Level Intelligence
Define the universe, identify top players, surface high-level KPIs, and spot emerging disruptors and M&As

What you look for depends on the segment and how thoroughly you want to explore it

Context

Macro

Meso

Micro

Economics

National economy

Region/sector

Individual/firm level

Sociology

Societal systems

Communities/ institutions

Individuals/households

Marketing

Global market trends

Market segments/ personas

Individual customer behaviors

Strategy

Corporate strategy

Business unit/ department

Frontline/team level

Healthcare

National policy

Healthcare systems/ clinics

Patient level

Top AI use cases for product & competitive intelligence teams

Market Research & Competitive Analysis

Product Roadmap Prioritization

Price Optimization

Customer Feedback & Sentiment Analysis

Resource Allocation & Prioritization

Timeline & Risk Predictions

Use multiple LLMs when collecting results

We recommend using multiple models to both test and validate the data output. Additionally, you can run a comparison or gap report between two reports to summarize the differences and find new fact base sourcing.

The image contains a screenshot of the ChatGPT logo. The image contains a screenshot of the Gemini logo.
  • ChatGPT reporting offers a more focused and in-depth analysis of market segmentation.
  • It is more suitable for users who require:
    • A detailed understanding of potential customer segments.
    • Guidance on how to create buyer personas.
  • Gemini reporting provides a broader overview of the market.
  • It places less emphasis on detailed segmentation.
  • However, it includes a greater volume of data overall.

Models will behave differently and should be used to test, compare, and validate

Example: Run a ChatGPT vs. Gemini SWOT

The image contains an example Run a ChatGPT vs. Gemini SWOT.

The goal is to extract valuable insights through using AI

Evidence-Backed
Provides a concise takeaway grounded in the data or sources you’ve gathered.

Actionable
Points to what you can do or investigate next.

Relevant to Your Challenge
Directly answers your framed
CI question (“What…?”).

Concise & Contextualized
Outputs no more than 1-2 bullets. Includes the “so what” and/or action to take.

Create responsible AI guiding principles

Define a responsible approach to developing, implementing, and using AI systems.

  • Responsible AI guiding principles are a cornerstone for AI governance. They should guide decision-making at all levels of the organization to ensure the organization leverages the innovative potential of AI while protecting shareholder value from risk and failure.
  • You will use your responsible AI guiding principles as inputs into your policies, your governance structure, and governance processes. Think of your responsible AI principles as your written constitution, which constitutes the basis for the way you’ll govern the use of AI across your organization.
  • Once completed and approved, publish your principles to help staff govern themselves in their approach to the use of AI in their day-to-day roles and to help your external stakeholders understand how you govern the use of AI internally.

The image contains a screenshot of Responsible AI.

Source: Info-Tech’s Govern the Use of AI Responsibly With a Fit-for-Purpose Structure blueprint

AI issues to be aware of

Considerations

Risks

  • Increased data dependency
  • Need for constant model training and iterative testing
  • Responsibility to ensure accuracy and mitigate biases
  • Importance of collaboration, defensibility, ethics, and transparency
  • Potential for hallucinations, plausible-sounding inaccuracies, nonsensical details, and invention of references that don’t exist
  • Lack of consent for sourcing material
  • Bot-inflated content (user reviews, public forum data)

Key principles for establishing an AI-enabled research practice

Train your model and temper your expectations and usage of the AI outputs based on the use case

  • Accountability
    • Define clear ownership for AI decisions and outcomes.
    • Establish governance structures to oversee AI systems.
  • Fairness & Bias Mitigation
    • Audit training data for representation gaps.
    • Implement bias‑detection processes throughout development.
  • Explainability
    • Surface interpretable, defensible model outputs for stakeholders.
    • Provide plain language rationales for automated decisions.
  • Data Privacy & Consent
    • Ensure user data is collected, stored, and used with explicit permission.
    • Adopt data minimization and anonymization techniques.
  • Continuous Monitoring
    • Track performance drift and ethical compliance over time.
    • Perform independent reviews and ethical impact assessments.

Info-Tech’s methodology to drive product and market planning with AI

1. Market Intelligence

2. Company Profiling

3. Product Comparison

Phase Steps

  1. Navigating external forces and trends
  2. Segmentation, gaps, and needs
  3. Positioning where you play
  1. Core company data and story
  2. Strategic strengths and content
  3. Offerings and baseline benchmarks
  1. Use case/persona mapping
  2. In-depth competitive comparison
  3. Opportunity and roadmap

Phase Outcomes

  • PESTLE and Porter’s Five Forces summary
  • Persona/segment mapping chart
  • Summary table of segments, gaps, and go-to-market (GTM) recommendations
  • Refined positioning statement
    Source link list
  • Standardized company profile table: history, headcount, funding, partners, industries, products, and pricing
  • Geographic presence map
  • Side-by-side peer benchmark
  • Source link list
  • Buyer persona and use case matrix
  • Competitive benchmark and SWOT grids
  • High-level product comparison matrix
  • Feature gap list with strategic priority
  • Roadmap recommendations
  • Updated positioning statement
  • Source link list

Insight summary

Deliver Significantly Higher and Faster Impact
CI/MI teams that combine AI-driven analysis with robust ethical frameworks deliver significantly higher strategic impact, enabling faster market responses and more innovative product planning.

Create a Solid Foundation
Establishing the right data sources and AI tools creates a solid foundation that can be scaled across departments.

Use Insights to Accelerate Decisions
Embedding AI insights into routine planning sessions accelerates decision-making and enhances product alignment.

Reinforce Ethical Frameworks
Reinforcing ethical frameworks ensures that this rapid innovation and market agility occur responsibly, protecting brand reputation and building long‐term stakeholder trust.

Collaborate to Build Scenarios for Wider Adoption
Using scenario-based workshops and interactive dashboards fosters cross-functional understanding and prompt wider CI adoption.

Cross-Department Usage Helps Planning
Democratizing insight usage expands the impact beyond product teams into marketing, finance, and strategic planning.

The image contains a screenshot of the thought model Drive Product Management and Competitive Intelligence with AI.

Harness AI to profile your business, segment your market, and benchmark competitors.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Get the help you need in this 3-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Market Intelligence
  • Call 1: External forces analysis
  • Call 2: Segmentation & gaps
  • Call 3: Synthesis & positioning

Guided Implementation 2: Company Profiling
  • Call 1: Core company data
  • Call 2: Strategic context
  • Call 3: Offerings & benchmarking

Guided Implementation 3: Product Comparison
  • Call 1: Persona & use case mapping
  • Call 2: In-depth product comparison
  • Call 3: Opportunity & roadmap

Author

Joanne Correia

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