Cultivating an Agile Culture in a Virtual Environment

How will you maintain your Agile culture while everyone is remote and distributed?
Imagine a flashback in your digital life – the year is 2001. Netflix is still mailing DVDs, Google is just getting started, and Twitter, YouTube, and Facebook don’t exist. Only 50% of people in the United States have cell phones, and the iPhone is still six years away.

At this time, 17 software developers met in Snowbird, Utah, to create what they called the Agile Manifesto, a set of values and principles outlining how organizations and teams can better work together to deliver business solutions. Since its advent, the Agile Manifesto’s principles have revolutionized the way people work and collaborate.
One such principle is co-location. While the benefits of teams working in the same location are numerous, from developing trust, to learning from “osmosis” (by hearing colleagues collaborating), to seeing shared progress, 2020 has forced leaders to revisit how to achieve these benefits without actually being in person.
The good news is that much has changed since the Manifesto was written.
Advancements in technology have created a wide array of opportunities for leaders to guide their teams to be Agile in a virtual environment.
How to Enable Virtual Co-Located Teams
The first value of the Agile Manifesto states “Individuals and Interactions over Processes and Tools.” However, remote Agile teams need both effective technology and tools to emulate a co-located experience. Fortunately, there are a number of options available today that are free or low cost. As a leader, it is important to ensure that your team has access to core enabling tools that facilitate work management, brainstorming, and ideation.
It’s likely your team interactions in a virtual environment are going to need some enhancements, particularly during this extended time of remote work. Here is what you should focus on first:

Create Your Agile Working Agreements
As teams shift to remote work, team members and companies will need to reconsider many of their working agreements. Team members will need to discuss how they want to engage using technology, such as expectations about responsiveness to messages and whether or not to always use video during video conferences.
This might mean considering whether companies provide budget for high-speed internet, efficient and ergonomically appropriate workspaces, and how to support employee childcare needs. For employees, it will likely be necessary to create some working agreements in your household on how to manage noise levels, interruptions, take breaks, and the frequency of your visits to the pantry.
Companies should also be reimagining their employee perks. Onsite gyms can become memberships to Peloton or Steezy, instead of onsite cafeterias, DoorDash or UberEats can offer alternatives. Companies can also start tracking the positive environmental impact of not having employees drive to work.
Are We Having Fun Yet?
Agile also emphasizes creating a work environment that includes having fun as a way to keep teams engaged. Ice cream retrospectives, jigsaw puzzle areas, and plushy talking sticks were signature features of Silicon Valley’s Agile teams, but in today’s environment, how do you insert fun into a virtual team setting?
Try using easy to learn, team-oriented games accessible from phones, tablets, and computers such as one from Jackbox.tv. Another way to increase social interaction would be through a virtual pot luck with the team and encourage everyone to share what dish the prepared for the party. Another idea is a multi-player jigsaw game or creating a Guild in an online game like World of Warcraft. You can even invite a llama to a team meeting through Goat-to-Meeting and support a community farm. Encourage the team to offer their own ideas too.
Three Moves You Can Make Tomorrow
Agile can and will work in a virtually distributed environment. Here are three steps you can take to shift your team in this direction:
- Create your Agile technology stack: Check in with your team and make sure they have all the necessary tools to effectively work remotely. This means making sure your people not only have the right technology, but are also set up from an ergonomic perspective. Investing in keyboards, chairs, and lighting can create big returns in productivity for your people.
- Enable your team’s Working Agreements: Set aside time to create Working Agreements within the team on how you will engage with each other and technology. Be sure to set expectations on what you will be doing when and how frequently you will be doing it. Then, take these agreements and lead the charge on living these values.
- Lastly and most importantly don’t forget the fun! Invest in culture initiatives that make a difference for your people – whether it’s home exercise, meal delivery, or facilitated coworker bonding, ensure your culture remains intact and strong as you shift away from face-to-face.
The shift to remote working has already occurred in most organizations. But maintaining an Agile way of working while physically separated is a new challenge that organizations must face. Through the proper planning, communication, and working agreements, your organization can get ahead of the curve by maintaining your Agile way of working, even while virtual.
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Hace unos meses terminé una sesión con un equipo de ejecutivos comerciales de una institución financiera mediana. Dos días intensos: cómo prospectar, cómo estructurar conversaciones centradas en el cliente, cómo crear valor en cada interacción. El grupo salió inspirado del taller.
Tres semanas después le pregunté a uno de los mejores participantes sobre cómo le había ido aplicando las nuevas herramientas. Me miró un segundo y me dijo, con total honestidad:
“La verdad... la semana siguiente fue igual que siempre, volví al viejo sistema”
El entrenamiento de capacidades es necesario. Pero sin una cultura comercial que lo sostenga, es un esfuerzo poco rentable para las empresas.
1. Las capacidades sin contexto no sobreviven al día a día
Un ejecutivo de ventas puede salir de un taller sabiendo exactamente qué preguntar, cómo estructurar una conversación de valor, cómo posicionarse como asesor estratégico en lugar de vendedor de productos. La semana siguiente, el peso de las métricas de corto plazo, la presión por resultados y las urgencias del día a día terminan arrastrándolos de vuelta a la rutina de siempre.
McKinsey (2024) encontró que más del 70% de las iniciativas de transformación comercial no logran sus objetivos — y la principal causa no es el diseño del programa, sino la falta de condiciones organizacionales para sostener los nuevos comportamientos.
El problema no es el taller. Es lo que existe o no existe en la realidad de la estructura comercial.
2. El cambio requiere alinear seis pilares
Lo que diferencia a las empresas que realmente transforman su modelo comercial de las que solo capacitan, está relacionado con seis pilares que operan simultáneamente.
1. Patrocinio de la alta dirección que empodera en lugar de solo exigir
2. Disciplina en gestión de cuentas/clientes estratégicos, con metodología y seguimiento
3. Conversaciones centradas en el cliente, no en el portafolio de productos
4. Cada interacción con relevancia estratégica, preparadapara crear valor medible
5. Nuevos comportamientos integrados al ritmo operativodiario y la cadencia del negocio
6. Líderes comerciales presentes que sostienen la cultura, no solo la expresan
Cuando falta uno, los demás no escalan y terminan provocando un círculo vicioso.
3. El liderazgo que sostiene vale más que el que exige
El patrocinio de la alta dirección y la presencia de los líderes comerciales sonlos pilares que más frecuentemente fallan. No porque los líderes no crean en el cambio, sino porque el día a día los jala de vuelta a revisar resultados, no a construir comportamientos.
Gartner (2024) señala que los equipos comerciales cuyos líderes hacen coaching activo y visible tienen hasta un 28% mayor probabilidad de adoptar nuevos comportamientos de manera sostenida.
El entrenamiento define el rumbo y entrega el mapa; el liderazgo es lo que realmente ayuda a navegar y sostener el cambio.
Conclusión
Si tu empresa está invirtiendo en transformar la forma en que sus equipos comerciales se relacionan con los clientes, la pregunta ya no es si el entrenamiento funciona. La verdadera pregunta es: ¿qué tan preparada está la organización para sostener el cambio?
Porque el talento existe. Las habilidades se desarrollan. Pero la cultura no se improvisa; se construye todos los días, con liderazgo, alineación y consistencia.
¿Cuál de estos seis pilares es hoy el más débil en tu organización?

In Part 1, I told you about the three decisions we made two years ago and the simulation flywheel that produced our first Applied AI diamond.
Here’s the field-notes version.
Over 80% of our global business have now adopted a new Applied AI approach for doing simulations in the first eight weeks, across 24 countries and every practice.
The flywheel didn’t stop with simulations. It moved into finance, sales enablement, legal, operations, and client delivery. Teams started building agents and bringing them onto their own org charts. We didn’t plan for any of that. We built the conditions for people to find their own breakthroughs.

What it felt like inside the flywheel.
When the simulation team went live with their first clients on the new way of working, the lead person hit a wall. Their words:
“You’re asking too much. You’re making me be a full-stack developer. Up until this point I did a small part, and I sent it to the team, and they built off the back end, and they brought it back. And now I have to end-to-end soup to nuts, basically alone.”
There was graphic UI work nobody had been trained for, the fear of delivering quality below what BTS expects of itself, and the weight of not having a playbook. This was not the joyful adoption story most consultancies tell.
Then something shifted. Six members showed up for product testing, where the usual was two or three. The work created teamwork I hadn’t seen at BTS in years. The breakthrough was not an instantaneous change from skepticism to celebration. It was a breakdown in confidence, then rally, then bonding. If we didn’t make room for the breakdown, we would have lost the rally.
The other breakthrough was global teamwork; not yet a BTS core strength. Our culture is beautiful: high-freedom and entrepreneurial. But people’s first identities are to their countries. Almost every prior attempt we’ve made at a global initiative has failed. The one exception was Covid. So, when I say what happened next surprised me, I mean it.
I asked to join the simulation team’s Slack channel rather than pulling them into status meetings. What I got to watch in the mornings was someone in South Africa waking up, posting “I tried this and got stuck,” then London adding on, then San Francisco weighing in, then a surprise breakthrough overnight from Tokyo. We didn’t engineer that. Curious and determined BTS’ers did. The problem was interesting enough that the org chart didn’t matter. It was amazing to see and a glimpse into the next evolution of the BTS culture.

The pattern: Explore, expand, institutionalize, renew.
What we’ve now seen play out, both inside BTS and with clients, follows the same four-step pattern. Each step asks a specific decision of the leader.
Explore.
Stay stubborn on the aspiration and fluid on the path. Our breakthrough wasn’t the path we originally took. We changed tools and approaches. Nobody could have foreseen that. And if the team had taken the first six months of learnings from AI as their definitive “this is the detailed path we will follow,” we never would have gotten the disruption. Five different tool combinations were tried before we found the one that worked. Companies that lock into a single path or tool too early are betting against compounding capability that doubles roughly every seven months. That is not a bet I’d take.
Expand.
Run the old way and the new way side by side. When the simulation team’s breakthroughs got real, the instinct was to retreat into more internal testing. We did the opposite. They ran old way and new way in parallel on 6 or 8 live client projects across all three geographies. Every single one ended up going live the new way. The backup was always there. They didn’t need it.
Institutionalize.
Burn the boats. The simulation team committed that no new client work would be done the old way after January 1. The other practice leads then committed to dates within Q1, even though most of them had not yet experienced the new way themselves. They had to trust their colleagues. If you can do it for the most complex thing, you could probably do it for the less complex ones. By February 15, we had approaching 90% global adoption across 24 countries, across all practices. I was shocked and proud. We had spent years failing at exactly this kind of global rollout.
Renew.
Treat your agents as contractors. People on our diamond teams are now managing 30+ agents they built themselves. Our teams give agents performance feedback. We terminate their contracts when they don’t deliver. We expand the responsibility of agents when they outperform. The frontier question we’re wrestling with now is token budgeting. Two friends of mine running engineering-heavy companies believe that within 6 - 9 months, their token cost per engineer will exceed the cost of the engineer. Whether that’s the right framing is open. The question is real, and every CEO will be asked some version of it within the year.
What had to be true for this to scale.
Once we achieved this amazing global innovation, the leadership sat down to figure out what made it work. We named five things. None of them were about the technology.
Real pain points as the starting point. We had so many people frustrated from those ways of working, all the back and forth and all the wasted time, that this was gold for them. The old way was already painful. The new way wasn’t a forced disruption; it was relief. Find the workflow where the pain is loudest and start there.
The diamond unlocked creativity, it didn’t constrain it. This was the most differentiated insight, and the one most leaders miss. It wasn't "here's the new tasks and rules." It was, "once you learn how to do this, the sky's the limit. You can be even more creative." If your rollout feels like a new set of rules constraining your people, you’ve built the wrong thing.
Pair deep expertise with fresh eyes. The disproportionate share of our breakthroughs came from a tenured tinkerer with total command of the work, paired with someone new to the role who hadn’t yet built the muscle memory of how it had always been done. Without that pairing, you get incremental improvements to the work you already know how to do, instead of a reinvention.
Refuse the “people are too busy” reflex. When I brought the rollout to the global leadership team, the excuses came fast. “Our people are too busy. They’re burnt out. Q1 is going to be busy. No one’s going to have time.” My response: “This is a chance to eliminate the tasks you dread and expand what you love. I know it is a short push of extra work, and I think after the fact you and your team will feel joy and pride and say it was the best time we ever spent.” This is the moment most AI rollouts die.
Senior leaders must lead by example and do the work themselves. This is not middle manager’s job. This is not something you delegate. Even though you don’t build simulations anymore, you must know what this is. One of our partners proactively put time on senior leaders’ calendars and forced them to do the work. Once they started building, the excitement grew, and they could advocate for the rollout because they understood it. If your executives haven’t put their hands on the keyboard, you don’t have a rollout. You have a memo.
What we’re seeing across clients.
We’re now running this play with client organizations across industries and geographies. The companies whose flywheels are accelerating paired their A-players with their early-career talent, pulled IT and legal into the working sessions, refused the “too busy” reflex, and put their senior leaders’ hands on the keyboard. The companies whose flywheels are stuck almost always have a leadership pattern at the center of the stall. Not a tooling pattern. Not a governance pattern. A leadership pattern.
If this resonates, let’s talk.
If you read Part 1 and asked yourself whether your flywheel was turning, the question I’d add now is sharper: do you have the conditions in place for a diamond to appear? If yes, you’re already moving. If no, the technology will not save you.
Here's where we're starting with clients: a working session, half day to a full day, with a small group that owns one of your highest-friction processes. Together we map where your first diamond is most likely to land, how to set up the side-by-side trial, and what your version of "burn the boats" should look like.
The destination, if we do this right, is a self-reliant culture of applied AI inside your company. 5, 10, 15 diamonds compounding into a fundamentally different way of operating. From what I have experienced this is a once in a career opportunity for dramatic shareholder value creation if you get that muscle going. I say that because I'm watching it happen, in real time, inside our own company and across our client base.
If you want to get your flywheels spinning and map your first diamond, start here. Bring your hardest workflow. We'll bring the playbook.

You already know strategy matters. You’ve likely spent months—maybe years—crafting one that’s bold, clear, and built to win. But when progress stalls, the issue often isn’t the strategy itself—it’s whether the organization can move with it.
That’s where culture comes in.
The culture that once fueled your success may no longer be fit for what’s next. And even if things look fine on the surface, early signals might be telling a different story—signs your culture isn’t accelerating your strategy the way it used to.
Culture is what turns intent into impact. It’s not the values on the wall or the message at a town hall—it’s the unwritten rules that shape how people decide, collaborate, and lead. It’s how things really get done.
When those patterns align with your direction, momentum builds. When they don’t, even the best strategy struggles to stick.
→ Let’s chat about leveraging culture to manage change fatigue at your organization.
You see it in:
- The stories people tell about what gets rewarded
- The choices teams make under pressure
- The habits that show up when no one’s watching
And in the everyday:
- How decisions get made
- How people collaborate
- How accountability is managed
- How change is received
If your strategy has shifted but progress still feels stuck—or strained—it’s worth asking:
Is your culture still serving your business, or is it starting to slow you down?
A case in point
Two years ago, BTS partnered with a global organization that had just launched an ambitious growth strategy. Excitement was high—but results didn’t follow.
Leaders were frustrated by a lack of speed and ownership. Employees said they didn’t feel empowered. The word that kept surfacing? Bureaucracy.
That term became a catch-all for inefficiency, but no one could quite define it. So we helped them unpack what was really going on:
- Unclear decision rights
- Too many committees for too many decisions
- Outdated knowledge-sharing systems
- Manual processes slowing everything down
We visualized the findings in a “bureaucracy tree” to connect the dots. That clarity helped leaders prioritize where to focus first. And that’s when momentum returned.
The power of pivotal moments
The breakthrough didn’t start with a bold new initiative. It started with a shift in focus—from broad ideas to specific moments.
We worked with leaders to identify the everyday situations where culture is shaped and signaled: subtle, unscripted moments that reflect what’s truly expected and rewarded.
- A decision point with no obvious answer: do we act, or wait for perfection?
- A team member hesitates: do we jump in to solve, or create space for them to step up?
When leaders could name these moments, they could begin to shape them—making small, deliberate choices that sent a different signal. These weren’t one-time actions. They were repeatable patterns, practiced consistently.
And they’re just as available to you. Start by asking: where are the moments I tend to default to safety, silence, or control? And how could I begin to respond differently to shift the story?
Breaking old habits and building new ones
With these pivotal moments in mind, the leadership team reflected on their own patterns. How were they showing up? What were they reinforcing?
They focused on three shifts:
- Stop reinforcing slow, complex decision-making
- Start modeling clarity, ownership, and speed
- Shift systems that quietly rewarded caution over empowerment
These weren’t abstract goals. They were grounded in real behaviors:
- How many people are involved in a decision?
- Are roles and responsibilities clear?
- Are our tools helping—or slowing us down?
By focusing on what people could see, track, and practice, change became tangible. It gave people something to act on—and believe in.
Scaling change through experimentation
The organization didn’t treat culture change as a campaign. They treated it as a learning process.
Top leaders ran small, coordinated experiments—turning abstract values into visible behaviors.
In one experiment, leaders committed to returning authority to managers who had “delegated decisions up” to them. In another, they redefined decision rights to cut through ambiguity and accelerate action.
These weren’t pilots. They were deliberate repetitions of new behaviors, designed to build muscle memory across the organization.
The results:
- Decisions moved faster
- Long-stalled initiatives were shut down
- A new product feature launched in half the usual time
- Employees reported feeling more empowered and accountable
If you’re wondering what this could look like for your organization, start here: What’s one behavior you could test out—or let go of—for a week? What’s one decision you could delegate? One moment you could coach instead of solve?
That’s how momentum builds—quietly, visibly, and fast.
Four common patterns to surface
Now that you’ve seen how small cultural habits shape (or stall) strategy, the next step is to spot where those habits are hiding in your organization. Here are four patterns we often see when momentum is missing—along with what they may be signaling.
Element of Culture What It Shapes What It Might Look Like Today Why It Might Be Time to Rethink Decision making Speed, ownership, and accountability Teams slow down not because the path is unclear, but because they’re unsure who’s empowered to choose it. Decisions stall in ambiguity—or escalate unnecessarily. Legacy approval structures often reflect yesterday’s risks. Today’s pace requires alignment over consensus, and trust in judgment at every level. Meeting norms Focus, decision velocity, and participation Meetings are packed with updates, but few decisions get made. Real conversations happen in sidebars—after the meeting ends. When meetings become status dumps, they signal that the real work happens elsewhere. Reclaim meetings for collaboration and visible decisions to shift how teams show up—and move with more speed. Leadership modeling Credibility and cultural integrity Leaders talk about agility or empowerment—but in high-stakes moments, default to control, caution, or top-down decisions. Culture isn’t shaped by slides—it’s shaped by what leaders do when it counts. If words and actions diverge, people follow the behavior. Find misalignments and try a new tack. Feedback Learning, adaptability, and momentum Leaders see something misaligned—but let it go to avoid discomfort or protect relationships. Feedback is delayed, diluted, or disappears. Without feedback, small misalignments calcify. Cultures that learn fast don’t wait—they normalize feedback as a lever for shared growth.
Which one shows up most in your team? That’s your next pivotal moment.
Shining a flashlight on your invisible “monsters”
When it comes to culture, the hardest part is often what you can’t see—or don’t know how to name.
Think back to childhood. Most of us, at some point, were convinced there was a monster in the closet or under the bed. In the dark, a pile of clothes becomes something menacing. A shadow turns into something to fear.
But then the light comes on. You see clearly. The fear fades. What once felt huge and scary becomes harmless—even a little silly.
That’s what culture can feel like inside an organization. Bureaucracy. Resistance. Complexity. These forces seem big and hard to define. They slow us down and sap momentum. But more often than not, they’re just old habits and assumptions lurking in the dark.
When leaders learn to spot the subtle, pivotal moments that shape behavior, they turn the light on. What felt intangible becomes specific. What felt impossible becomes actionable.
You don’t need a total reinvention. You need clarity—a way to see what’s really happening and where to shift, simply and deliberately.
When to bring in reinforcement
Not every culture challenge needs an outside partner. But some moments call for reinforcement—especially when change needs to stick at scale.
At BTS, we help organizations turn invisible cultural friction into visible forward motion. Whether you’re shaping a new strategy, integrating after a merger, or building a leadership culture that unlocks ownership—we help leaders shift from insight to impact.
Here are a few signs it might be time to partner
- You’ve named the strategy—but execution keeps stalling.
- You see the issues—but can’t align on how to shift behaviors.
- Leaders are bought in intellectually, but behavior hasn’t changed.
- Teams say the right things—but culture feels stuck in old habits.
If you’re facing one of these moments, it’s not a failure—it’s a signal. The good news? You don’t have to tackle it alone.
Let’s talk about what it would take to move from insight to sustained culture change.
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There’s a specific kind of strategy meeting getting scheduled right now, in nice hotels with bad coffee: the AI reset off-site.
And for good reason. In a 2026 WRITER survey, 48% of leaders described their AI rollout as, in their own words, a "massive disappointment." That's nearly half the room.
What that number really measures is the distance between what these tools can do and what people are doing with them. In our experience, that distance is almost entirely human.
Which is why the off-site is the right instinct. Making the most of that time is the harder part.
What separates an AI reset that actually changes the game from an expensive two-day conversation? In our experience, it comes down to avoiding four common design mistakes.
Mistake 1
Blaming the bots
The gap between AI investment and real adoption is almost always about people, not technology. And when adoption stalls, we usually find it's one of four things.
- They don't think it will help them
- Nobody around them is using it
- They don't feel capable
- Or they don't have real access to the tools they were promised
Four different problems, and four completely different fixes.
That's why diagnosis comes first. If you don't know which barrier you're dealing with, every intervention becomes an educated guess. And you cannot tell which one you have by staring at a dashboard. A belief gap and a skill gap look identical in a status report and need opposite interventions. Show up guessing, and you'll spend real money teaching people to use a tool they simply don't trust yet. Congratulations - you've just catered the wrong conversation.
Mistake 2
Letting leaders off the hook
One of the biggest predictors of whether change sticks is also one of the most overlooked: leadership.
If your executives show up as observers, nodding along and quietly answering email under the table, your people clock it in about four minutes.
That doesn't mean your CEO has to emcee the thing. It means they use the tools in front of everyone, participate in the conversation, and make it clear this isn't someone else's initiative.
Recently we’ve been working with a Fortune 200 global professional services firm who’s top 120 leaders were at very different points with AI. Some were redesigning entire processes. Others were using it to summarize emails, or not at all. Rather than focus on the technology, the four-hour session focused on what leaders could do with AI, applying it to a live strategic challenge and ending with a personal commitment to lead differently. The response was strong enough that the organization is now cascading the experience globally.
The lesson is simple: when leaders experience AI as a strategic capability, they're better equipped to model the behavior that makes adoption stick. Nothing you build during those two days survives without that entire chain of leadership doing its part.

Mistake 3
Chasing the wrong outcome
Without a behavioral baseline, you have no way to prove anything actually moved. No baseline, no ROI. You're just hoping the energy in the room was good, which is a wonderful feeling and a terrible metric to bring to your CFO.
But the baseline isn't just about proving the off-site worked. It's about understanding where you're starting in the first place. And you'll want that clarity, because the quiet resistance is real. In that same 2026 research, nearly a third of employees admitted to actively working around their company's AI strategy. If you don't win their belief in the room, some of them will keep politely ignoring the whole thing from their desks. You can't measure your way out of that. You have to earn your way out of it.
Which brings us to the biggest reframe of all.
Mistake 4
Leaving follow-through to chance
We've been working with a Fortune 100 medical device company on their AI strategy for three years. It started with their leadership team, a three-hour session built around what those leaders would do differently, and it landed. What became clear afterward was that the same experience needed to happen everywhere else. So, it expanded: 90-minute activations for 15,000 people, and this year intact teams redesigning their own workflows.
Three years in, that first session is the smallest part of the story.
Your event is where momentum gets created. What happens at 30, 60, and 90 days is where results get made.
If you're planning one of these and want to change what happens on Monday, not just how everyone feels on Friday, that the work we do.
We'd be glad to help you design it.

Candidates now arrive at interviews pre-coached by AI, with their resumes optimized to pass every checkpoint. Polish has stopped being a signal. The traditional hiring process was built to read exactly the cues that AI is now best at producing, and the signals hiring managers once relied on have weakened as a result. And for roles where the wrong hire carries real business consequences, losing the ability to tell who will actually perform is not a minor inconvenience. It is a material risk, and it exposes the business to unnecessary turnover, reduced performance, and heavier investment for talent growth and development.
So how do you observe the behaviors that matter most, before someone is in the role?
Not by asking better questions, but rather by putting candidates in situations designed to elicit that behavior.
The limits of predicting from paper
Credentials tell you what someone has done. Structured interviews tell you what someone says they would do. Neither lets you observe what they actually do in the moments that count.
This distinction matters most in client-facing, relationship-driven roles, where the performance gap between a strong hire and a weak one plays out in real business outcomes (revenue, retention, client growth). Organizations that hire at scale in these roles carry that gap across hundreds of decisions at a time.
The better approach is to watch candidates do the work before you hire them. Put them in simulated, role-relevant scenarios, and pair the simulation with a second, different kind of measure so no single method carries the whole decision. That combination is what lets you evaluate real performance before anyone is in the role. Organization-specific simulations provide a clear read on who is ready and capable of performing on day one. In a world of AI-supported candidate signals, the use of simulations makes the process harder to prep for. It is harder to fake. And, when designed well, it is substantially more predictive than other hiring methods.
What counts as evidence
Claims about predictive power are easy to make. Evidence for them is rarer than you would expect.
A predictive validity study, the kind that links pre-hire assessment scores to how someone actually performs once hired, is some of the hardest evidence to produce and the rarest to see. Many assessments are validated against proxies: another test, or a theoretical model of the role, rather than real results on the job. Connecting scores to concrete business outcomes and doing the statistical work to show the link holds, takes years of shared data and a level of commitment from both the assessment provider and the client that most partnerships never reach. That is precisely why it is worth asking for. A provider who can show how assessment scores track to training completion, retention, and first-year output is offering something categorically different from one who can only show a correlation with another test.
Why simulation holds up where other methods do not
When a candidate sits across from a trained assessor (someone playing the client or prospect on the other side of the conversation) and has to work through a real situation, they cannot rely on a rehearsed answer. The scenario is specific. The stakes feel real. What you see is close to what you would get on the job.
That is the value of simulation-based assessment: it does not test what candidates know about the role.
It shows how they use what they know when a real person is on the other side of the conversation, before the stakes are real.
For roles that carry significant business responsibility, this distinction is the whole game. The cost of the wrong hire in a high-stakes client-facing role is not just a missed quota for a quarter - It plays out in relationships that do not develop, clients who leave, and productivity losses that compound over time. Getting those hiring decisions right, at scale, with consistency, requires methods that are built for predictive accuracy, not just candidate experience or hiring speed.
What this means for how organizations think about hiring
Most organizations are still optimizing the wrong things in their hiring process. They invest heavily in employer branding, application flow, and interview structure, all of which matter, but less in the core question: does our hiring process actually predict who will succeed in this role?
AI has sharpened the stakes here. If every candidate can present as polished and prepared, screening based on presentation becomes less useful. What holds up is direct observation of the behaviors that the job requires.
A few principles worth building from:
- Measure what the job requires, not what is easy to measure. Cognitive tests and personality questionnaires have their place, but they do not look much like the job. The closer the assessment is to the actual work, the better it predicts performance in it.
- Ask what your assessment predicts. Training completion? Retention? First-year output? Most organizations cannot answer that question today, largely because providers have rarely been asked to prove it. It is a fair thing to ask for.
- Take the human element seriously. In a simulation, a candidate is having a real conversation, responding in real time, navigating a situation that requires judgment. Even with the help of AI, that is hard to game. And it remains one of the strongest predictors of on-the-job performance available.
The data exists to make hiring decisions more accurate, fairer, and more directly tied to business outcomes. For organizations operating in high-stakes roles at scale, there is too much on the line to rely on methods that cannot hold up to that standard.
You may be interested in BTS’ thought leadership in the five talent shifts AI is forcing now.

La IA ya forma parte del día a día de las ventas. Hoy cualquier asesor puede llegar a una reunión con datos, tendencias e insights generados en segundos. Sin embargo, disponer de más información no garantiza conversaciones de mayor valor.
A través de una experiencia real con un consultor comercial, este artículo explica por qué la inteligencia artificial funciona como un GPS: ayuda a interpretar el entorno, pero no conduce la conversación ni entiende las prioridades del cliente.
En este artículo descubrirás:
- Por qué el acceso a la información ya no supone una ventaja competitiva.
- La importancia del business acumen para interpretar los datos con criterio.
- Cómo hablar el lenguaje del cliente genera credibilidad y diferenciación.
- Por qué las relaciones B2B evolucionan hacia relaciones P2P basadas en la confianza.
- Qué capacidades consultivas seguirán siendo exclusivamente humanas incluso en la era de la IA.
La tecnología seguirá evolucionando, pero la ventaja competitiva estará en quienes sean capaces de combinar inteligencia artificial con conversaciones centradas en el cliente, pensamiento estratégico y relaciones de largo plazo.