$45M Saved with New Oil Platform DesignÂ
What Happened:
A mid-sized oil & gas company was facing rising operational (OpEx) and capital expenditures (CapEx), and they needed solutions other than cutting staff. Their current well pad design was not operationalized and consistent, and created significant challenges for maintenance crews. They brought together a team with diverse backgrounds, of which many hadn't met face-to-face, creating uncertainty and trust issues.
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What We Did:
To tackle these challenges head-on, we organized a series of engaging activities:
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Improv Workshops: We used dynamic improv exercises to break down barriers, foster trust, and spark creative problem-solving.
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Spark Sessions: We facilitated open discussions about current practices, possible new design considerations, and how to achieve their future goals, making sure everyone's ideas were heard and valued.
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Summing It Up: We compiled detailed summaries of our sessions, laying out clear insights and smart recommendations. We also guided the team on how to communicate the changes out to the rest of the company.
The Results:
Our efforts made a massive difference:
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$45M in Savings: By redesigning the well pad, we helped the company save a total of $45M over 5 years through the refined design and new approach to maintaining systems.
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No Layoffs: These big savings meant they didn't have to cut jobs, keeping the team intact and morale high.
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Better Teamwork: The sessions brought the team closer, building trust and improving communication, which boosted innovation and efficiency.
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Spotting Opportunities: We found lots of ways to streamline processes, setting them up for growth and making them more competitive.
This case shows how our external facilitation, brainstorming framework, and working together can lead to big financial wins and make sure a company thrives in the long run.
Saving an $10M Client for a Global Consulting Firm
What Happened:
A large, multi-billion-dollar benefits company was at risk of losing a major $10M client because the team lacked accountability, trust, and respect. The client noticed and issued a request for proposals (RFP). We stepped in to help the account team improve their Net Promoter Score (NPS), communication, trust, and overall performance.
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What We Did:
To tackle these issues head-on, we planned a comprehensive series of activities:
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Hands-On Workshops: We ran intensive workshops focused on active listening, better communication, giving useful feedback, and building trust.
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Continuous Support: We didn't stop there—we provided ongoing help and follow-up sessions over the next quarter to make sure the improvements stuck.
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Personalized Approaches: Every step was personalized to fit the business's culture, the team's unique dynamics and the client's specific concerns.
The Results:
Our efforts made a real impact:
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Big NPS Jump: In just one quarter, the team's NPS shot up from 4 to 9, showing a big boost in client satisfaction and loyalty.
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Keeping the Client: Thanks to improved performance and relationships, the company held onto the $10M client, securing their business for the long haul.
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Better Teamwork: The sessions helped create a more accountable, trusting, and respectful team environment, which led to smoother collaboration and improved results.
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Lasting Change: Our ongoing support ensured these improvements weren't temporary and became part of how the team works every day.
This case proves that focused, hands-on help and ongoing support can make a big difference in client satisfaction and retention, making sure important business relationships thrive and teams perform at their best.
Boosted Employee Engagement
What Was Happening:
A financial team at a local loan company was overwhelmed by an increased workload. Deliverables were getting missed, deadlines weren't being met, and stress levels were high, leading to increased turnover and a risk of not hitting important goals.
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What We Did:
We organized a full-day interactive session to tackle these issues by:
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Finding the Gaps: Pinpointing problems within the team and identifying broken or inefficient processes.
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Improving Processes: Evaluating current workflows and figuring out what tools and resources were needed for success.
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Building Communication: Enhancing communication and collaboration skills to create a more cohesive team environment.​
The Results:
Our efforts led to noticeable improvements in team performance and morale:
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Meeting Goals: Within the next quarter, the team started hitting their objectives and stopped missing deadlines.
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Reduced Turnover: Better working conditions and reduced stress greatly reduced exits.
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Better Collaboration: The team worked together across functions to improve existing processes and design new ones, fostering a culture of continuous improvement.
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Trust and Respect: The session helped build trust and respect among team members, making the work environment more supportive and effective.
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Ongoing Support: We continue to visit the company regularly for follow-up sessions to ensure ongoing improvement and address new challenges.
This case shows how targeted, interactive sessions can significantly improve team dynamics, reduce turnover, and boost overall performance, setting the company up for ongoing success.
Enhancing Leadership Skills at a Professional Services Company
​What Was Happening:
A professional services company needed to boost their mid-level leadership team's ability to listen, collaborate, and adapt in the face of increasing workloads and demands from internal and external teams. Time for engagement was limited, adding to the challenge.
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What We Did:
To meet their needs, we enrolled them in our BRiQ (Business Relationship iQ) Level 1 "Thriving In Uncertainty" online course, structured over 8 weeks with two cohorts of 12 participants each. Here’s how we approached it:
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Kickoff and Assessment: We started with an in-person kickoff where participants did a self-assessment and had peers and managers assess them. This gave a clear baseline for growth.
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Structured Learning: Throughout the course, they engaged in activities, read articles, watched videos, and completed assignments designed to enhance their skills.
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Accountability Partners: Each participant was paired with an accountability partner to support and challenge each other throughout the program.
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Coaching and Reflection: We conducted online coaching and reflection sessions every two weeks to provide guidance, discuss progress, and address challenges.
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Final Celebration and Assessment: At the end of the 8 weeks, we held an in-person session to celebrate their achievements and conducted final self-assessments, along with feedback from peers and managers.
The Results:
The outcomes were remarkable:
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Skill Improvement: Participants reported significant increases in their skills:
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Listening skills improved by 56%.
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Collaboration skills increased by 57%.
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Adaptability skills rose by 58%.
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Positive Feedback: Feedback from participants, peers, and managers was overwhelmingly positive, highlighting improved leadership capabilities and team dynamics.
This case study illustrates how our targeted, structured training programs can rapidly enhance critical leadership skills, fostering a more effective and adaptable team environment within a professional services setting.
