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Case Studies

Tom’s Truck

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Leadership development case study. The Situation Tom’s Truck a second-generation, family-owned group of five businesses in the transportation industry aspired to become the industry segment leader. The organization had grown steadily since 1968 and endeavored to achieve 5-Star, “Best in Class” status. The owner recognized that the key to achieving this goal was to build…
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Motive Interactive

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Mobile tech company engages CFO solution, saving $200,000. Challenge Award winning Motive Interactive (Inc. 500) CEO, needed help to manage the company’s explosive growth from $20 million to $30 million in revenue. The incumbent CFO was doing an excellent job with tactical-level duties and needed a helping-hand to reduce expensive financing costs and design and…
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California Coast Credit Union

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Leadership Coaching, Lean & a High-Performance Culture. Challenge The creation of a high-performance culture at California Coast Credit Union was a top priority. To transform from good to high performance, executives needed to be pro-active, decisive leaders who “owned” the activities and results of their departments, be accountable and encourage and demand their people to…
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Vista Community Clinic

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Strategic Marketing Positions Healthcare Organization for Growth Challenge In 2013, Vista Community Clinic (VCC) recognized the need for a brand update in order to convey to the community its mission and vision, as well as its high level of quality patient care and commitment to providing complete health-related services to all of its patients. In…
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Space Bag

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Leadership and operations coaching turn around call center customer service. Challenge During Space Bag’s acquisition by ITW, they naturally experienced shifts in leadership and sales structures. In particular, while Space Bag’s model had focused primarily on retail sales, direct sales began to grow, thereby impacting their call center’s operations. Additionally, with the arrival of new…
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PaceShave

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Global enterprise saves $188,000 annually while preserving key relationships. Challenge When Pace Shave and Dorco co-invested in a joint venture, the result was a winning combination of Dorco’s razorblades and Pace’s distribution to drugstores across the US. Pace Shave began growing at an exponential rate and President, Ken Hill, knew there had to be ways…
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RoadOne West Towing

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Towing company saves $50k in annual overhead and optimizes efficiency. Challenge Over the course of an eight-year period, RoadOne West Towing expanded its business through acquisitions, adding extensively to its service offerings. And as the company grew, so did general and administrative expenses. Now one of the nation’s largest towing operations, fuel costs and other…
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