Client Success Stories
Fractional Chief of Staff Case Study
The Challenge: A rapidly scaling tech startup was experiencing growing pains. The CEO was overwhelmed with day-to-day operations and strategic initiatives, leading to missed opportunities and a bottleneck in decision-making. They needed high-level operational support but weren't ready for a full-time executive hire.
Our Solution: We stepped in as a Fractional Chief of Staff, quickly integrating with the leadership team. We streamlined communication flows, managed key cross-functional projects, and developed a new system for executive reporting. We also took charge of preparing board materials and coordinating investor relations, freeing up the CEO to focus on product vision and fundraising.
The Impact: Within three months, the startup's executive team reported a 30% increase in efficiency. The CEO gained an average of 15 hours back per week, directly contributing to securing a crucial Series B funding round. Our strategic oversight ensured critical initiatives stayed on track during a period of intense growth.
Workplace Culture Strategist Case Study
The Challenge
A fast-growing company needed to understand what was driving employee satisfaction and retention, and how well its leaders and systems supported the desired company culture. Leadership wanted clear, actionable insights to shape better hiring, engagement, and communication practices.
The Solution
I designed and launched an Employee Satisfaction Survey focused on leadership alignment, retention, and culture. Working with HR and Operations, I developed questions that uncovered how employees felt about communication, trust, belonging, and day-to-day experience. The results shaped new programs to strengthen leadership behaviors, employee connection, and consistent cultural messaging.
The Impact
Survey insights drove clear action plans: managers received targeted coaching, new engagement initiatives were rolled out, and hiring processes were refined to align with cultural values. Employee satisfaction scores improved quarter over quarter, and retention rates rose as people felt more heard, supported, and connected to the company’s vision.
Business Operations Case Study
The Challenge: A growing marketing agency was experiencing inefficiencies in project delivery, leading to missed deadlines and client dissatisfaction. Their operational workflows were ad-hoc, and there was a lack of clear ownership for key processes, hindering their ability to scale effectively.
Our Solution: We provided Business Operations services, conducting a deep dive into their core operational workflows, from client intake to project completion. We identified bottlenecks, redundant steps, and areas of unclear accountability. We then designed and implemented optimized workflows, introduced project management best practices, and deployed a new project management software system tailored to their needs. We also established clear roles and responsibilities and developed key performance indicators (KPIs) to monitor operational efficiency.
The Impact: Within four months, the agency saw a 25% improvement in project delivery timeliness and a noticeable increase in client satisfaction. The streamlined operations allowed them to take on more projects without increasing their operational team size, directly contributing to a 15% increase in revenue in the subsequent quarter.
HR Business Partner Case Study
The Challenge: A mid-sized professional services firm was struggling with high employee turnover and low engagement scores. Their existing HR function was primarily administrative, lacking the strategic partnership needed to address underlying cultural and performance issues.
Our Solution: We provided dedicated HR Business Partner support, embedding ourselves within the organization to understand their unique culture and challenges. We collaborated with leadership to revise their performance management framework, implement a new employee feedback system, and design a comprehensive leadership development program. We also coached managers on difficult conversations and built a more robust internal communication strategy.
The Impact: Over six months, the firm saw a 20% reduction in voluntary turnover and a significant increase in employee engagement scores. Managers reported feeling more equipped to lead their teams, and the organization developed a more proactive approach to talent development and retention.
People Operations Case Study
The Challenge: A fast-growing e-commerce company faced significant challenges with scaling its employee experience. Their onboarding process was inconsistent, benefits administration was manual and error-prone, and they lacked a centralized system for employee data, leading to frustration for both employees and HR staff.
Our Solution: We implemented comprehensive People Operations services, starting with an audit of their existing processes. We then designed and deployed a new HRIS (Human Resources Information System) to centralize data and automate routine tasks. This included building out a standardized, engaging onboarding journey, automating benefits enrollment, and creating self-service portals for employees. We also developed new policies around remote work and flexible scheduling to enhance employee satisfaction.
The Impact: The company reduced HR administrative overhead by 40%, freeing up their team to focus on strategic initiatives. Employee satisfaction with onboarding and HR services improved dramatically, leading to a smoother experience for new hires and increased overall employee morale. The scalable systems we put in place now support their continued rapid growth without adding significant HR headcount.
Transitional Organizational Management Case Study
The Challenge: A non-profit organization was undergoing a significant leadership transition following the unexpected departure of its long-standing Executive Director. The board needed to maintain operational stability, ensure continuity of critical programs, and prepare the organization for a new leader without losing momentum or donor confidence.
Our Solution: We provided comprehensive Transitional Organizational Management support. We immediately stepped in to stabilize day-to-day operations, working closely with the remaining leadership team to maintain program delivery and staff morale. We established clear communication protocols with the board, staff, and key stakeholders. Concurrently, we assisted in the executive search process, providing insights on organizational needs and supporting the onboarding plan for the new Executive Director, ensuring a smooth handover.
The Impact: The organization successfully navigated a challenging leadership transition with minimal disruption. All critical programs continued without interruption, staff morale remained stable, and donor confidence was maintained. The board was able to take the necessary time to find the right long-term leader, who stepped into a well-managed and stable organization, ready to build on existing momentum.