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Case Studies

Spotlight on 22 engagements across recruiting, onboarding, training and organizational development.Scroll or apply filters to explore.

Showing 22 case studies

Sales Leadership Recruiting

Built a dealer relations leadership team for a musical instrument manufacturer expanding its wholesale market. The dealer network grew by more than 500%.

Manufacturing · Sales

Startup Go-to-Market Team Design and Recruiting

Stood up the first sales and operations team for an equipment manufacturing startup in the entertainment industry. Its product was adopted industry-wide, and the company earned recognition in top-tier media, including The Tonight Show.

Manufacturing · Sales, Operations

Training & Development Team Transformation

Scoped and recruited a new operations learning and development team for a healthcare organization facing increased training demand as it brought dozens of roles in-house. The team expanded onboarding and development support to 10,000+ employees at 180+ locations and made training records more accurate and easier to access.

Healthcare · Training and development

Marketing Team Design & Recruiting

Designed a marketing team and recruited its talent for a fast-growing financial services company preparing to go public. After going public, the company acquired its nearest competitor and rose to No. 1 in its industry segment.

Financial services · Marketing, Product development

Housekeeping Team Orientation

Created a multilingual onboarding program for housekeeping teams brought in-house from a vendor. New hires onboarded faster, CMS compliance findings fell, and training records became more accurate and easier to access.

Healthcare, Hospitality · Environmental services

Equipment Management Team Orientation

Built a new onboarding program for equipment management teams, including illustrated step-by-step procedures and systems training. Compliance with the new equipment management practices rose by more than 90%, and equipment rental costs and losses fell by millions of dollars.

Healthcare · Equipment management

Food & Nutrition Team Orientation

Created a multilingual onboarding program for food and nutrition teams brought in-house from a vendor. New hires onboarded faster, food safety compliance findings fell, and training records became more accurate and easier to access.

Healthcare, Hospitality · Food and nutrition services

Waste Handling Compliance Program Build

Built a multi-state onboarding program for employees and contractors on waste handling and segregation under RCRA and state rules. Awareness of the regulations and of proper waste handling increased across the workforce, and exposure to compliance penalties fell by millions of dollars.

Healthcare · Waste management

Offshore Customer Service Team Orientation

Documented proprietary standard operating procedures for a pilot of offshore specialist and analyst teams acting as a shared service for 180+ domestic hospitals. The global team was onboarded, and service standards were defined and sustained throughout the pilot.

Healthcare · Shared services

Distribution Center Safety Program Build

Implemented a multi-state OSHA safety training program at 10+ distribution centers, giving frontline leadership teams a continuously updated curriculum and tracking mechanism to build a safety culture across a high-turnover workforce. Safety training became more frequent and consistent, and safety incidents decreased.

Healthcare · Supply chain

Pharmacy Leadership Pipeline Development

A 10-month cohort-based program was created to prepare current pharmacy managers and supervisors to become pharmacy directors. Internal subject-matter experts and peer mentors facilitated the program, focusing on pharmacy-specific operational leadership topics that were not adequately addressed by the company, pharmacy schools, licensing bodies, or professional societies. The existing training was too generic. The program helped create a ready bench of internal talent for pharmacy director openings across the company.

Healthcare · Pharmacy

Supply Chain Leadership Pipeline Development

Audited and updated the curriculum for a multi-year program that trains supply chain directors for a 180+ hospital network. After the update, cohort members could certify as supply chain directors faster, and the director pipeline became stronger and more efficient.

Healthcare · Supply chain

Career Path Design for Entry-Level Roles

Created a multi-tier development roadmap for entry-level supply chain roles across nearly 200 hospital and distribution center locations. The roadmap gave employees clear, achievable paths for growth, and job satisfaction and retention rose among first-year hires.

Healthcare · Supply chain

Inventory Management System Training

Built workflow diagrams, step-by-step procedures, and facilitator presentations to drive adoption of a new inventory forecasting tool across 10+ distribution centers. With education and change management, tool proficiency increased, leading to better inventory management visibility and practices, and a reduction in overstock and stock-out errors.

Healthcare · Supply chain

Negative Review Response Training

Built a scenario-based training module that refreshed automotive customer service leaders on the basics of earning customer confidence after negative reviews and customer mistrust rose. As a result, automotive executives reported improved overall customer satisfaction with service representatives.

Automotive · Customer service

Automotive Sales Training Support

Built interactive e-learning teaching automotive sales staff to match vehicle features to what buyers want during a flat product cycle. Job performance and vehicle sales both rose.

Automotive · Sales

Sales Team New Hire Training

Produced model-specific video tutorials, hosted on the company intranet, to onboard frontline sales hires consistently amid high turnover. New hires got up to speed faster, and refreshing product knowledge became easier.

Automotive · Sales

Hair Stylist Professional Development Academy

Built a video-based online academy teaching advanced and trending techniques to a salon network’s professional stylists. Stylist confidence and capability both rose.

Beauty · Training and development

Contract Analyst Orientation

Developed an orientation program for new contract analysts at a group purchasing organization (GPO). The program included clear, step-by-step workflows with system screenshots. New hires proved able to evaluate contracts correctly with fewer manager escalations.

Healthcare · Procurement and contracting

Training Company Reorganization

After a legacy training company was sold, worked closely with its new ownership to reposition the company’s internal capabilities so it could gain more visibility and business as a strategic, creative training partner.

Professional services · Training and development

Marketing Consultancy Re-Organization

Built a new org chart, revised work assignments, and completed a gap analysis to staff a marketing consultancy scaling its production capacity after a surge in new business.

Professional services · Consulting operations

Marketing Team Redesign

Mapped the marketing capabilities a financial services company should move in-house and aligned them to staffing plans, enabling rapid brand growth and 99% talent retention over 2 years.

Financial services · Marketing

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