Improving Financial Performance

Financial Services, Public

Business Context:

    • Business Situation – Two years after a successful IPO, the company still had not turned a profit
    • Size – $300M revenue, 750 employees
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  • Solutions: 
    • Created and implemented an Acceleration Playbook that prioritized clear strategic direction, transparent metrics, holding leaders accountable, and effective change management to achieve profitability.

14% Revenue

A revenue increase of 14%

A decrease in workforce by 20%, a revenue increase of 14%, an employee satisfaction rate of 86% one year after the reduction in force, and reported profitability.

86% employee optimization

An employee satisfaction rate of 86% one year after the reduction in force, and reported profitability.