Category Archives: Case Studies

When the CEO of a shared services technology company was noticing performance inconsistency and elevated turnover within the organization they came to us to understand performance metrics.

OBJECTIVE

The CEO of a shared services technology company was noticing performance inconsistency and elevated turnover within the organization. He and his executive team wanted to discover a way to identify, measure, and monitor performance that would ensure clear communication and performance metrics usable in reviews to create more team engagement.

SOLUTIONS

Our OKR/KPI/Core Success Metrics process was utilized to act as a discovery tool for the executive team. The core tenets of the organization were further developed and organizational success metrics were set, driving a discussion about team vs. individual KPIs and shifting their paradigm around performance accountability. The team utilized their own software to transform account service touchpoints and performance accountability in their organization.

DELIVERABLES

• Executive Interviews
• Company Objective Development
• OKR Development
• Accountability Training

If you need help with the people risks related to performance metrics. contact us.

The CEO of an industrial pest management company with three locations and 30 employees wanted to mitigate people risks while scaling the company.

OBJECTIVE

The CEO of an industrial pest management company with three locations and 30 employees wanted to understand how to set up organizational processes in a way that would allow the company to scale. The family-founded organization wanted a trusted advisor to help them mature their operation so they could lean into expansion, aligning day-to-day actions with organizational objectives.

SOLUTIONS

A survey of the company’s current practices was completed along with interviews of key personnel. This included an in-depth review of company objectives, executive level metrics, and how those translated to the front-line. HR processes from interviewing to hiring, onboarding, employee training, and satisfaction were reviewed and rewritten. Technology was reviewed and recommendations were made for moving paper processes online, allowing the organization to scale.

DELIVERABLES

• Research
• Recommendations
• OKR and KPI Alignment
• HR Process Review
• HR Process Change Management
• Technology Review
• Technology Change Management

If you need help with the people risks related to organizational change risks and barriers to scaling. contact us.

The CEO of a network of recovery centers and behavioral health clinics with 100+ employees wanted to understand poor employee reviews on social media.

OBJECTIVE

The CEO of a network of recovery centers and behavioral health clinics with 100+ employees wanted to understand what was happening within the organization to create poor employee and consumer reviews on social media. The goal was to discover the root cause of the poor experiences and improve the satisfaction of clients and employees to enhance service quality.

SOLUTIONS

An annual employee survey custom designed to uncover performance and morale issues was created, distributed, and analyzed with recommendations. This is used to inform an annual continuous improvement plan: internal communication strategy, policy-making, process analysis, and improvement, driving improved training to drive performance. This has given leaders the data they need to address location-specific needs. HRIS review, selection, and adoption planning to define an end-to-end employee experience and process for a paperless HR function.

DELIVERABLES

• Research
• Recommendations
• Internal Team Organization and Strategy
• Internal Communication Strategy
• Policy Making
• Process Analysis
• Process Improvement
• Training Improvement
• Employee Experience Planning
• HRIS Review and Selection
• HRIS Adoption Planning

If you need help with the people risks related to employee engagement, employee satisfaction, and reputation risk, contact us.