This True Story shares the journey of a company overcoming shortfalls and changing their mindset.

We share brief snips of challenges to implementing change amongst a quagmire of outdated systems, processes, and convictions.

Let’s begin with a brief corporate overview of the company and chief problems.

FACT: 75 employees, 8 locations, $13 million revenue

FINANCES: unclear profitability due to multiple P&Ls with inaccurate information

PEOPLE: random hiring, unhealthy communications (cell phone, 24/7), no diversity, high turnover of staff, unclear roles/responsibilities and passion/career paths for all personnel, including owners

TECH: inadequate, non-integrated tech stack

CLIENT: unclear client segments, services, procedures, and profitability

MARKETING: outdated brand and online presence

GROWTH: stagnant organic and M&A growth – unable to compete for clients

MINDSET: open mind, vision, and willingness to listen and implement recommendations when prudent

9 month turnaround to:

FINANCE: created accurate P&L; implemented interim financial reporting system; identified/started implementation of robust accounting system

PEOPLE: deliberate hiring with formal onboarding process, healthier communications via CRM, Planning System, and interoffice chat; future organizational structure designed and included career paths and skill levels; LMS created with multiple sources of content; owners and leaders identified and moved into roles that suited their passions, skills, personalities

TECH: identified, integrated, and maximized 50% of tech and designed road map for the missing elements

CLIENT: clearly documented client segments, services, and profitable servicing processes and staffing

MARKETING: new brand, website, bling

GROWTH: attracted experienced business development expert, initial KPI system implemented

What it took to accelerate the wins:

Open to ideas, working calls, and emails that Visualized and Rumbled about:

*agreeing they had the right people in the wrong roles

*prioritizing changes properly to avoid burnout, provide wins, empower others to learn new skills

*giving upcoming leaders the opportunity to learn from outside experts and learn from failures

*learning from peers without fear of being judged for not knowing the answers (who does? :-))

Techniques utilized:

*IDEOS® methodology to dissect and improve processes

*LCMS® Life Career Mission Statement

*4Ps to quickly link an idea to it’s benefit - see People Process Profitability Presence

*Collaborative Visualization of Changes, People, Processes, Tech

*Agenda-Driven, ScreenShare Accountability Team Calls

Change is in investment in time, energy, people, and processes wrapped in a blanket of thought shifting.

It isn’t easy. It isn’t fun, BUT it is worth it when you see your business and people rise to the top and thrive.

So pause… and breathe this thought in for a moment.

Related: A 9 Month Turnaround That Rebuilt Growth From the Inside Out