Carnegie Mellon University

LISI: Strategic Vision and Business Plan For Leimberg Information Services' Growth

Capstone Team: Alicia Carter, Erin Murphy, Deanna Swinerton, Tiffany Wang, Daniel Weiss

Leimberg Information Services, or LISI, is a niche content provider for Estate and Tax attorneys, CPAs, and financial professionals and companies. LISI offers newsletters, webinars, podcasts, courses, and other content to its customers. Historically, LISI has been run like a hobby. It is now under new ownership, and they want to expand profitably and sustainably. Due to poor data collection, and no real organizational structure, they didn't know where to start.

Overview of Solutions:
Tepper MSBA students proposed three methods to drive LISI's growth:
1) Develop an extensive podcast platform.
2) Expand the reach of their newly created product The Institute.
3) Build a networking platform based on the expertise of LISI's subscribers.

Capstone Presentation