Case Study: Igniting Something Big

CLIENT: Global Entrepreneurial Bank

Situation: 

  • Services division had been executing with operational excellence, passively attached to product
  • They were now being looked to as an increasingly important source for profitable revenue growth
  • There was an opportunity to leverage existing assets into new offerings, but challenge seen in providing customer-centric solutions and creating early traction
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Tori Cox
Case Study: A New Story With Real Change

CLIENT: President of a $5B Business Unit within a Fortune 50 Company

Situation: 

  • Internal function was viewed as highly performing in existing role
  • Function was also seen as at odds or irrelevant to current strategic imperatives of the company
  • Team’s identity, assets and processes were highly aligned with the old value proposition and approach
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Tori Cox
Case Study: A Unifying Identity After Years Of Change

CLIENT:Fortune 100 Health Distributor

Situation: 

  • With multiple leaders over three years of change, the marketing function was fractured as the company made a sharp strategic shift to new fast-growth markets
  • Lack of content creation process clarity and role clarity were major symptoms of a misaligned organization. Challenges were exacerbated by the fact that the marketing leadership reported into different functions
  • A huge opportunity existed to mobilize the marketing function and re-define the brand to accelerate execution in new markets
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Tori Cox
Case Study:Accelerating Team Cohesion

CLIENT:

Situation: 

  • New leader coming into the team with recent upheaval and turnover
  • Existing organization executing nominal business in autopilot, but not providing necessary innovation for the company
  • Fragmented execution with low morale and trust issues
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Tori Cox
Case Study: Beyond The Transformation Pivot

CLIENT:

Situation: 

  • Company was in the midst of a comprehensive business transformation, merging multiple acquisitions to take on a new market
  • They had progressed past the pivot point as individual profit centers, but were a complex organization featuring multiple products, operating from multiple geographies and recovering from a massive reorganization
  • They needed to shore up the progress that they had achieved and build momentum forward as an integrated company
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Tori Cox
Case Study: Mobilizing Extended Leadership on Turnaround

CLIENT:Fortune 100 Health Distributor

Situation: 

  • Major division of large heath distributor, experiencing 3 years of negative EBIT contribution trend
  • New exec on board to drive turnaround
  • Ambitious 3-year EBIT contribution goal and specific fiscal goals defined by leadership team
  • Wanted to mobilize extended leadership team on fiscal year plan and key change initiatives
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Tori Cox
Case Study: Maintaining Momentum on Choppy Market Transition Plan

CLIENT:

Situation: 

  • Medium size public firm in telecom information services industry
  • In mid-stream of life-saving change of company from government sector contract to private sector with vastly different value props
  • Rapid growth via acquisition, yet needing to meet aggressive targets with no margin to fail
  • Some next-level leader concern about ability to perform on plan
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Tori Cox
Case Study: Onboarding Next Generation of Leaders

CLIENT: President of a $5B Business Unit within a Fortune 50 Company

Situation: 

  •  Top-four accounting/consulting firm with international presence in over 100 locations
     
  •  Desired an innovative, engaging experience to onboard and inspire new equity and non-equity partners
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Tori Cox
Case Study: Reaching for Even Higher Vision

CLIENT: Global Entrepreneurial Bank

Situation: 

  • After 3 years of negatively trending operating profits, a business unit was in need of a major turn-around
  • A new leader with a strong reputation for operating discipline and collaborative leadership was brought in to lead the change
  • We were already working with the leader and his reports to build a unified leadership team and define goals/strategies for driving a turnaround
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Tori Cox
Case Study: Turning a Business Around

CLIENT: President of a $5B Business Unit within a Fortune 50 Company

Situation: 

  • After 3 years of negatively trending operating profits, a business unit was in need of a major turn-around
  • A new leader with a strong reputation for operating discipline and collaborative leadership was brought in to lead the change
  • We were already working with the leader and his reports to build a unified leadership team and define goals/strategies for driving a turnaround
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Tori Cox