Find the specific source of portfolio confusion
Start by treating stakeholder confusion as a question to investigate, not an assumption that automatically justifies a rebrand. Speak directly with customers, employees and other stakeholders to understand what they think the organisation does, which brands they recognise, and whether they can explain how the businesses relate. Interviews, workshops, surveys and direct engagement can reveal issues that are not visible in performance dashboards alone.
This approach can identify a naming problem as well as a broader proposition problem. In work for Visiativ, research found that a newly introduced product name was confusing both customers and employees. That finding changed the scope of the work: alongside a new visual identity and value proposition, the product was renamed. The useful proof is therefore not that a portfolio looks inconsistent, but that important audiences cannot accurately explain the offer or the relationship between its parts.
Sources: Research and insights, How to Avoid Perfectionism Paralysis and Make It Your Greatest Strength