What We Do

When confronted with a performance issue, most organizations look for a quick fix that may resolve the initial symptom, but does not address the systemic issue(s) causing the performance. Over time the problem will continue to impact performance because the systems causing the issue were not properly evaluated and revised.

We have found that performance problems are caused by systemic differences related to People, Processes and Technology (the triad). Each element of the triad could be performing well, but corporate goals are not being met due to a misalignment. It is not good enough for each component of the triad to meet its goals, they must all work together to ensure the proper result is delivered to achieve maximum performance. This happens quite often.

The tables below identify common systemic issues typically aligned with each component of the triad, along with potential solutions. We develop detailed strategies to solve them.

Which of the symptoms below are most painful for you right now?

Symptoms of Systemic People Issues

  • Inconsistent Sales Results

  • Low Client Feedback Ratings

  • High Turnover

  • Sales Team Won’t Ask For The Sale

  • Ineffective Coaching Conversations

  • Stale Job Responsibilities

  • Irregular Team Feedback  

Solutions

  • Update The Sales Culture

  • Enhance Team Member Coaching

  • Expand Leadership Capabilities

  • Strengthen Learning and Development

  • Develop A Learning Roadmap

  • Focus on Team Building

  • Implement Client Experience Analytics  

Symptoms of Systemic Process Issues

  • Ineffective Technology Alignment

  • Redundant Processes

  • Unclear Policies and Procedures

  • Operational Inertia

  • Disconnect Between Performance and Expected Outcome

  • Poor Time Management

  • Mergers and Acquisitions  

Solutions

  • Evaluate Your Digital Footprint

  • Begin Business Process Optimization

  • Align Corporate Strategy

  • Explore Enterprise Change Management

  • Implement New Programs

  • Launch Updated Products

  • Question Sales Support Systems  

Symptoms of Systemic Technology Issues

  • Complex Processes

  • Poor Standardization

  • Difficulties Finding Information

  • Lack of Clarity Around Ownership

  • Inconsistent Messaging

  • Inefficient Social Media Presence

  • Poor Client Interaction and Feedback

Solutions

  • Develop Performance Based Learning

  • Implement a Learning Management System

  • Review Project Management Methodology

  • Analyze Customer Relationship Management

  • Revisit Online Account Opening

  • Implement YEXT Digital Experience Platform

  • Streamline Online Banking