CASE STUDIES
Every engagement addresses a different organizational challenge but follows the same Operating Design methodology: understanding how the organization works before redesigning how it operates.
Portfolio
Challenge
12-member global executive team expanding its board infrastructure. Communication rhythms, planning cadences, and executive-to-board communication needed to scale with organizational growth.
Operating Response
Designed and implemented the organization's first board and executive communication infrastructure by establishing planning cadences, decision rhythms, and communication protocols.
Business Impact
— Strengthened executive alignment
— Reduced board communication turnaround by 60%
— Supported 27 global board members
— Ensured continuity through 3 board chair transitions
Challenge
Firm's federal contract reporting process consistently missed client deadlines. Monthly federal client reports routinely submitted late due to lack of operational infrastructure, reporting systems supported by standardized workflows to support execution.
Operating Response
Designed and implemented executive operating systems, corporate policies, reporting frameworks, communication standards, and contract reporting systems to create repeatable execution.
Business Impact
— Improved federal reporting timeliness by 80%
— Increased team productivity and retention by 27%
— Strengthened cross-functional coordination, and established repeatable execution across multiple locations
Challenge
Healthcare technology executive managing more than a year of accumulated operational backlog without the operating systems needed to support growth. Critical communications, meetings, compliance reporting, follow-ups, and daily execution were in breakdown as organization struggled with understaffing and rapid growth.
Operating Response
Designed the executive operating systems that established reporting structures, communication pathways, inbox management, and operational workflows.
Business Impact
— Restored executive focus on strategic priorities
— Reduced 12 months of operational backlog through improved operating systems
— Increased visibility across leadership priorities and executionChallenge
Mission-critical compliance training and interagency coordination under pressure from increasing regulatory complexity, staffing shortages, and budget constraints, creating execution risk against federally mandated deadlines.
Operating Response
Designed and led the cross-functional operating approach that aligned executive coordination, compliance implementation, and enterprise-wide execution across multiple agencies. Co-designed mandatory compliance training supporting a federal workforce of more than 500,000 employees.
Business Impact
— Successfully launched mandatory compliance training, managed testing and cross-agency implementation
— Eliminated project backlogs and delivered critical fiscal reporting and compliance milestones on schedule
— Improved coordination across multiple stakeholders and business units
— Strengthened execution within a highly regulated operating environment