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A multi-national corporation. . .

. . . had recently acquired a company in an allied field. The acquiring company experienced difficulties in merging the staff and culture of this new affiliate. We were brought in to evaluate and recommend a solution to the problems. We studied the processes used and interviewed the key staff involved in the planning and integration of staffs. Our consultants uncovered conflict in the underlying assumptions in the business styles of the two groups. We developed and recommended an organizational strategy that promoted a collaborative and supportive system.


A successful group of physicians. . .

. . . wanted to expand their practice as well as reduce their workloads. Each time they brought in new associates, theyfound fault with them. After evaluating the management practices it became clear that the short-term goals conflicted with the long-term goals of the partners. The practice of medicine differed between the new and existing physicians, and the established partners didn't want to take the time to mentor and shape the performances of their new associates. We reviewed different possible scenarios with the executive team. Our consultants worked extensively with the founding partner to develop a culture and practices that could realize the company's vision. New associates are now part of the partner team and the senior partners have been able to actualize their vision.

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A CEO brought us in as a confidential advisor. . .

. . . to help him 'brain storm' ideas of strategy and vision. After a number of meetings several issues became clear. He wanted to develop a totally new area of the business and phase out or scale down another primary area. Once he was able to crystallize the vision, we worked with him to develop a strategy to encourage his key employees to adopt and further shape the vision. We also conducted retreats and workshops in which the executive team could share and hear the views and reactions of the staff to the new ideas. The employees felt positively about being included and were able to make adaptations to the change with almost no turnover or an increase in productivity.

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An automobile production company
. . .

. . . experienced performance problems with a long-term manager in their company. They brought us in to determine the source of the problem and recommend a solution. A newly incorporated focus on feedback from consumers and distributors brought to light difficulties the manager had experienced. We came in to assess the existing processes and evaluate the staff. Our consultants gave management coaching to the manager, as well as suggested the initiation of developmental plans to teach interpersonal skills. Collaborative relationships were enhanced and increased productivity resulted.

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A software company wanted to expand its staff
. . .

. . . threefold within six months. They started experiencing difficulties with some of the staff and we were brought in for an evaluation and consultation. Our consultants worked extensively with the CEO and the executive team in developing a vision and strategic plan. We worked with the staff to develop a process for developmental action plans and feedback for the key employees. We helped develop communication processes to promote loyalty and creativity. We also assisted the review of various alternative strategies for the new staffing their integration into the existing culture. Our consultants partnered with the executive team to promote an environment and process that would able to hire and retain creative staff.

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A high-net worth family consulted us. . .

. . . with their concerns about the wealth transfer to their adult children. One of their children was drug-dependant and they did not want to disperse the funds to any children who conducted their lives in such a manner. We helped them develop a process to clarify and share their values associated with transfer of money to the family. Multi-generations of the family became educated about the responsibilities and expectations associated with their inheritance.

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An entertainment company consulted with us. . .

. . . because of problem among the executive team members. The tensions had built up for several years between two primary leaders. Their difficulties affected the emotional climate of headquarters office as well as permeating into the staffs throughout the divisions of the company. We worked individually and then together with the executive team to promote collaboration. The communication process we developed with them helped promote a unified effort. Because of our involvement, the company experienced increased growth and productivity.

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A large family business. . .

. . . was in crisis. The parents, who founded the company, had not developed a succession plan. Our consultants worked with the patriarch to examine this values and underlying assumptions for inclusion and rewarding family members in the business. We reviewed various alternative scenarios with him so that the consequences on the family members could be considered. After deliberation and discussion with key family members family and work-family issues were brought to the surface. We partnered with the family members in the business to bring in extended family into strategic planning for the future and developed a process for continued collaboration and communication. The entire family has accepted the vision and succession plan.

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A boutique law firm brought us in
. . .

. . . when they brought in a new, very successful, partner. The original group of partners had worked together for years. In order to promote the success and compatibility of the entire firm, we provided executive coaching for the principles and their assistants. As a result, the fast growth of the newest partner's area was not threatening to the original group, but rather enhanced the client base and services for the entire firm. The senior partners have developed a collaborative and highly relationship.

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One of the nation's largest financial institutions hired us. . .

. . . to develop a senior member of their staff for potential promotion to president of the regional office. Though this individual has been a valued member of their senior staff for over a decade, the CEO felt that the designated individual needed additional leadership and management skills to fulfill the new role. In addition to the leadership training conducted for the particular individual, we helped him develop new strategies for his expanded divisions to successfully carry out his new vision. Profit margins have never been higher, and employee retention has reached highest
levels as well.

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Two large professional services corporations merged
. . .

. . . The successful integration of the smaller company was inhibited because of the casual nature of the larger company (few written policies, as compared to the informal code shared in a random manner with some employees). The key individual of the smaller company was about ready to resign when we were consulted. Together with the founding CEO, we developed a formalized training program (which included written policies, job functions, and administrative procedures), communication processes wherein the key players would be able to constructively discuss differences and resolve issues, and a development and feedback process to monitor the success of these procedures. The combined company has reported greater than ever earnings and employee satisfaction than ever before.

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