Case Study: EdTech SaaS → Emerging Markets Launch Strategy

How Google sized a 1.38M-device EdTech opportunity across 4 emerging markets

Turning a low-connectivity prototype into a commercially viable launch plan

4 markets | 300M+ students | 1.38M devices

Context

In 2015, an engineer inside Google discovered a way to turn low-connectivity environments into high-connectivity ones. Not a product. Not a feature. Just a magical piece of functionality. My job was to help turn that “LCCS magic” into a commercial EdTech product for schools in emerging markets – and build a launch plan that would actually pay off.

Problem

We started with no ICP, no pricing, no vertical, and no business case. Just a clever box that let people access content even with patchy internet. And Google needed answers fast.

We had 9 potential countries and one brutal constraint:
Places with low connectivity tend to be low on budgets as well.

Before we could even think about launch, we had to solve the core tension:

Where does this device actually make commercial sense, if at all?

Insight

One thing quickly became clear: it only works in verticals where someone helps pay for it.

Education was the only space where three things lined up:

  • Governments subsidise access (devices, content, digital programmes)

  • Curriculum content already exists (Khan Academy, national libraries)

  • Connectivity problems directly block learning, so offline caching has obvious value

Then came the second insight - the countries with the biggest connectivity problems weren’t always the ones where a launch would succeed.

Need is not the same as readiness. You have to go where the ecosystem can actually support adoption.

That’s what narrowed 9 potential countries down to 4 launch markets — the places with both the demand and the practical conditions to make the model viable.

Actions

We turned an undefined engineering hack into a commercial GTM plan by stitching together infrastructure data, policy signals, device penetration, affordability, and school-level realities.


1. Market Evaluation & Prioritisation

We scored 9 candidate countries across connectivity, electricity reliability, student-to-device ratios, curriculum readiness, and government digital-education agendas. This narrowed the list to 4 launch markets: Mexico, India, Thailand, Brazil.

Then we built a bottom-up model of school types and bandwidth tiers, sizing 27,677 LCCS units and a 1.38M Chromebook attach opportunity.


2. Product & Commercial Model

We mapped each country to the right LCCS variant (HDD vs 3G HDD) based on outages and network strength.

Then we built the commercial engine:
a full pricing + bundling model with breakeven logic, import duties, content costs, and 24 price points across 4 variants and 3 channels.


3. Launch Assets for Field Teams & Ministries of Education

We created the tools needed to qualify schools and sell the solution:

  • School-level survey

  • Product fit decision tree

  • Scripts for Ministries of Education and partners

  • Readiness checklist for budget and infrastructure

These turned a complex hardware + content + connectivity idea into something the field could operationalise.

Results

We delivered a complete, scalable GTM blueprint — not just for LCCS, but for Google’s broader EdTech push in emerging markets.

  • A 4-market launch plan prioritised from 9 candidates.

  • A 27,677-unit LCCS footprint and 1.38M Chromebook attach sized market-by-market.

  • A margin-safe pricing model with 24 price points across variants and channels.

  • A repeatable framework (survey, scoring, decision tree) that Google teams could use to assess any future EM market.

  • A single, coherent path for reaching 300M+ students and 10M+ teachers.

What I learned (and why I apply it everywhere)

Big tech doesn’t struggle with ideas - it struggles with focus.
The hard part isn’t the hardware; it’s deciding where it works, who pays, and how it scales.
Once those answers are clear, even a tiny engineering hack can become a real business.

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