Leadership alignment across high potential Directors, VPs and SVPs

A financial services company partnered with BTS to design and deliver a customized learning journey for their SVP, Director and VP.
October 25, 2023
5
min read
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Client need

A leading financial services company identified leadership alignment as a key strategic goal. They aimed to widen their leaders’ perspectives of the business and their strategic decisions. Additionally, the organization wanted to address critical leadership skills gaps, enhance trust and empowerment levels, and cultivate a talent development mindset.

Solution

The organization partnered with BTS to design and deliver a customized learning journey for their SVP and high potential Director and VP populations.  The solutions, depending on leader level, were between eight and 12 weeks long, and included:

  • An Enterprise simulation in which participants compete in teams to build a strategy and run the bank using the strategy over a three-year simulated timeline.
  • A moments-based leadership simulation based on Liz Wiseman's Multipliers: How the Best Leaders Make Everyone Smarter, which helps leaders tap into their teams’ natural genius to produce better business outcomes.
  • A series of small group coaching sessions that:
  • Create shared learning and act as follow-up for leaders’ commitments to operate as Multiplier Leaders.  
  • Challenge participants to recognize the “signals” they send that may make it harder for other leaders to operate as Multipliers.
  • Go deeper on adjacent topics like trust and driving a culture of Multipliers.

Results

The results of the organization’s engagement survey showed that participant’s teams rated their leaders more favorably in the following areas:  

  • 11 percent improvement in the "opportunity to learn."
  • 10 percent improvement in the "safe to speak up" factor.
  • 9 percent boost in "effective collaboration."
  • 6 percent increase in the overall employee engagement index.

Furthermore, most of the leaders’ managers (81 percent) rated their employees' performance improvement as a result of the learning journey as “high” or “very high.” Due to the program’s success, the organization decided to expand the use of Multipliers, incorporating it more deeply into the organization.

Participant quotes

“Having the team debate the issue, trying to see both sides, discussing, then all agreeing to a solution led to higher collaboration, more buy-in, and better execution.”
“I have noticed progress in the way that the team presents issues to me now. It is no longer just a presentation of facts and then a pause while they wait for me to suggest a solution. They come in prepared with their own views and we talk though each item.”
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Client need

A large U.S.-based health insurance organization operating at the center of a complex national ecosystem had already made a serious investment in enterprise AI. Leadership was not experimenting at the edges. They were leaning in.

Capability and commitment existed across the organization, but unevenly. Some teams were already pushing boundaries. Others hadn't yet found their footing. Most of the gains had come in personal productivity. Valuable, but the core work itself had not yet fundamentally changed. The opportunity was to go deeper, to move from AI-assisted individuals to AI-reinvented workflows.

Across the health insurance landscape, pressure was intensifying. Medicaid and government program contracts were becoming more competitive. Decision cycles were faster and more analytics-driven. Clinical evidence was evolving rapidly. Regulatory scrutiny was high. Security risks were constant. AI was no longer a future conversation. It was a present expectation.

Inside the organization, world-class experts were still constrained by manual processes.

Specialized teams were synthesizing large volumes of complex, fast-moving information, working to keep pace with an environment where the inputs never stopped changing. The work required deep expertise and judgment, and it also demanded repetitive processing that consumed days when it needed to take hours.

Other teams faced pressure where speed and precision directly influenced competitive outcomes. Manual approaches were creating lag at exactly the moments when faster insight mattered most.

Across functions, the pattern was consistent. Highly trained professionals were spending valuable time on low-leverage tasks, stitching together data, transforming files, and correlating inputs that AI could handle.

Leadership understood that AI licenses alone would not create advantage. To compete in an increasingly analytics-driven insurance environment, expertise had to scale. Insight had to move faster. Teams needed to reinvent how core work happened.

Solution

BTS partnered with the organization to move from AI access to AI application.

Through a series of focused design sprints, intact teams worked on their highest-value workflows using our GROUNDING → EXPERIMENT → BUILD → AMPLIFY methodology. The structure was simple and disciplined. Set context. Experiment quickly. Build against real work. Create a path to scale.

Participants brought their actual work into the room. Analytical frameworks. Competitive and operational documents. Risk and intelligence inputs. Data pipelines.

No generic demos. No abstract hypotheticals.

The turning point came when AI began working on their actual content.

Research syntheses that previously took days began structuring themselves in minutes. Competitive analysis that once required manual review surfaced patterns instantly. Data transformation workflows streamlined in real time.

Skepticism shifted to possibility.

We positioned AI as augmentation, not replacement. In a sector defined by professional expertise and accountability, that framing was critical. The goal was to elevate expert judgment, not automate it away.

Some teams left with working prototypes. Others left with detailed blueprints aligned to enterprise privacy and security requirements. Another team took away a re-prioritized set of additional tools to incorporate into a HIPAA-compliant environment. Every team left with a redesigned workflow.

Results

In five days, more than 100 leaders advanced 30 priority use cases tied directly to operational performance and competitive growth.

Early outcomes included:

  • Significant reduction in manual research synthesis and data preparation
  • Faster, more structured competitive intelligence to support high-stakes decisions
  • Clear implementation pathways aligned to security and regulatory constraints
  • A scalable model for continued AI-enabled workflow reinvention

Just as important was the mindset shift.

Participants stopped viewing AI as a tool sitting outside their work and began treating it as embedded infrastructure for how work gets done.

“This showed immediate relevance to our work.”
“Now I understand what’s actually possible for my team.”
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In a U.S. health insurance market where insight, speed, and precision directly influence who wins and who grows, the organization moved decisively from AI access to AI advantage.

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Enterprise transformation at a technology organization
Learn how a non-profit technology organization specializing in insurance shifted to agile in partnership with Netmind, a BTS company.

Client need

A non-profit technology organization specializing in compliance and licensing for insurance professionals needed to make the shift to agile to achieve its growth plans. After attempting and failing to make the shift in the past, employees were left with a negative perception of agile, incomplete training, and a feeling of disconnectedness.

The organization partnered with Netmind, a BTS company, to implement a new multi-year strategic plan, geared towards its long-term vision for future growth and the evolution of IT.

The solution…

Leadership, change agents, and team members within the organization went through an Enterprise Transformation solution from which they gained the necessary understanding to transform the company culture and processes. They also worked to optimize departments by focusing on the core business.  

They sought to achieve the following objectives:

  • Increase organizational agility and ability to adapt to a changing environment
  • Strengthen and refine the core business
  • Adopt a more market-centric and customer-focused experience
  • Strengthen the working relationship with the Board of Directors and parent company

How it works

In the Enterprise Transformation, leaders attended workshops on agile training practices, collaborative work sessions to establish baseline alignment, and experienced how to perform as an Agile team. Team members experienced ongoing assessments to evaluate progress and address immediate concerns.  

Results

As a result, the organization has cross-functional, self-directed, vertically-aligned teams who are now reaping the benefits of agile. Additionally, the teams have the tools for continuous improvement, which include coaching and accountability touchpoints, all of which will help them achieve future strategic milestones.

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Strengthening talent and leadership development in the aluminum industry
How a global engineering firm transformed leadership behaviors to drive culture change, strategy execution, and long-term success.

Client need

A leading global aluminum manufacturer faced a pivotal challenge: how to create a unified, empowered workforce in a highly decentralized organization. Each business unit operated autonomously, making it difficult to align global learning with local needs. The company recognized the need for enterprise-wide development programs that supported its business and HR strategies while preserving local flexibility.

To meet this challenge, the organization launched a Corporate Learning University—a multi-year initiative to transform its approach to employee development. BTS collaborated with HR and L&D leaders to co-create a comprehensive portfolio of programs tailored to different roles and career stages across the enterprise.

Solution

The transformation began with a clear vision: align learning with strategic outcomes to unify and empower a decentralized workforce. BTS worked with the company to create an impact map linking business priorities—financial performance, safety, and employee engagement—to the behaviors and skills required at each level of the organization.

The map established three key learning objectives:

  • Foster unity and collaboration across a decentralized structure.
  • Strengthen business acumen to improve contribution and decision-making.
  • Build a shared leadership identity aligned with company values.

Using these objectives as a foundation, BTS and the client designed programs for every stage of the employee journey.

For mid-level leaders, a nine-month Leadership Development Program combined two in-depth workshops with an online learning journey:

  • Leading Self: Introduced Liz Wiseman’s Multipliers framework, enabling leaders to expand their teams’ capacity through role-plays and practical exercises.
  • Leading the Business: A three-day custom business simulation where participants acted as CEOs, balancing profitability, safety, and customer satisfaction across simulated fiscal years.

The learning ecosystem expanded beyond mid-level management to include: Frontline leader training focused on operational excellence and people management.

Executive development sessions designed for senior leaders to strengthen strategic alignment and culture building.

By embedding strategy directly into every program, the company built a cohesive, enterprise-wide learning culture that reinforced leadership capability, collaboration, and business impact.

Results

The co-created programs delivered measurable, strategic outcomes across safety, engagement, and financial performance.

Key results included:

  • Financial performance: Optimized production schedules and reduced inventory, improving cash flow.
  • Operational efficiency: Empowered managers to focus on asset utilization and controllable budget items.
  • Cultural transformation: Embedded the Multipliers framework to drive collaboration, daily CapEx reviews, and safety-oriented onboarding for new hires.
  • Leadership excellence: Increased coaching and feedback frequency, improving communication and alignment across teams.

These initiatives not only elevated employee engagement but also positioned the company as an industry leader in workplace culture and performance.

By integrating business and HR strategy into a unified learning ecosystem, BTS helped the manufacturer achieve its vision of becoming the most exciting place to work and invest—demonstrating the power of tailored, results-driven leadership development.

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March 18, 2026
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min read
From AI access to AI advantage
Reinventing work in U.S. health insurance

Client need

A large U.S.-based health insurance organization operating at the center of a complex national ecosystem had already made a serious investment in enterprise AI. Leadership was not experimenting at the edges. They were leaning in.

Capability and commitment existed across the organization, but unevenly. Some teams were already pushing boundaries. Others hadn't yet found their footing. Most of the gains had come in personal productivity. Valuable, but the core work itself had not yet fundamentally changed. The opportunity was to go deeper, to move from AI-assisted individuals to AI-reinvented workflows.

Across the health insurance landscape, pressure was intensifying. Medicaid and government program contracts were becoming more competitive. Decision cycles were faster and more analytics-driven. Clinical evidence was evolving rapidly. Regulatory scrutiny was high. Security risks were constant. AI was no longer a future conversation. It was a present expectation.

Inside the organization, world-class experts were still constrained by manual processes.

Specialized teams were synthesizing large volumes of complex, fast-moving information, working to keep pace with an environment where the inputs never stopped changing. The work required deep expertise and judgment, and it also demanded repetitive processing that consumed days when it needed to take hours.

Other teams faced pressure where speed and precision directly influenced competitive outcomes. Manual approaches were creating lag at exactly the moments when faster insight mattered most.

Across functions, the pattern was consistent. Highly trained professionals were spending valuable time on low-leverage tasks, stitching together data, transforming files, and correlating inputs that AI could handle.

Leadership understood that AI licenses alone would not create advantage. To compete in an increasingly analytics-driven insurance environment, expertise had to scale. Insight had to move faster. Teams needed to reinvent how core work happened.

Solution

BTS partnered with the organization to move from AI access to AI application.

Through a series of focused design sprints, intact teams worked on their highest-value workflows using our GROUNDING → EXPERIMENT → BUILD → AMPLIFY methodology. The structure was simple and disciplined. Set context. Experiment quickly. Build against real work. Create a path to scale.

Participants brought their actual work into the room. Analytical frameworks. Competitive and operational documents. Risk and intelligence inputs. Data pipelines.

No generic demos. No abstract hypotheticals.

The turning point came when AI began working on their actual content.

Research syntheses that previously took days began structuring themselves in minutes. Competitive analysis that once required manual review surfaced patterns instantly. Data transformation workflows streamlined in real time.

Skepticism shifted to possibility.

We positioned AI as augmentation, not replacement. In a sector defined by professional expertise and accountability, that framing was critical. The goal was to elevate expert judgment, not automate it away.

Some teams left with working prototypes. Others left with detailed blueprints aligned to enterprise privacy and security requirements. Another team took away a re-prioritized set of additional tools to incorporate into a HIPAA-compliant environment. Every team left with a redesigned workflow.

Results

In five days, more than 100 leaders advanced 30 priority use cases tied directly to operational performance and competitive growth.

Early outcomes included:

  • Significant reduction in manual research synthesis and data preparation
  • Faster, more structured competitive intelligence to support high-stakes decisions
  • Clear implementation pathways aligned to security and regulatory constraints
  • A scalable model for continued AI-enabled workflow reinvention

Just as important was the mindset shift.

Participants stopped viewing AI as a tool sitting outside their work and began treating it as embedded infrastructure for how work gets done.

“This showed immediate relevance to our work.”
“Now I understand what’s actually possible for my team.”
“We just accomplished in two hours what used to take us two months.”

In a U.S. health insurance market where insight, speed, and precision directly influence who wins and who grows, the organization moved decisively from AI access to AI advantage.

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Promoting safety in transportation through cultural transformation
BTS partnered with a Spanish railway embed safety into its culture through a leadership program reaching 1,500 people.

Client need

Safety in the transportation industry has often been treated as a set of rules to follow and boxes to check. But one Spanish railway organization saw an opportunity to redefine safety as something far greater, a core value embedded into the culture of their company at every level.

This bold vision demanded more than compliance. It required a cultural transformation to challenge outdated behaviors, inspire teams, and empower leaders to embrace and model a safety-first mindset. For years, the organization had been working to foster a culture that prioritized protection over profit, setting new behavioral standards across the industry.

To accelerate this shift, the organization partnered with BTS to design a leadership development program that dismantled old practices and equipped leaders with the tools, insights, and behaviors needed to bring their vision to life.

  • Deconstruct existing mindsets to enable cohesive change.
  • Identify barriers preventing progress.
  • Equip leaders with practical behavioral knowledge and tools.

Solution

BTS partnered with the organization to design a leadership journey that would reshape not just processes but perspectives, fostering a workplace where physical and psychological safety were paramount. Over eight months, the project team conducted interviews with leaders and focus groups to uncover critical behavioral insights and tailor the program to the organization’s unique needs.

Participants explored essential themes, including:

  • Embedding safety into daily decision-making.
  • Cultivating greater awareness of safety risks.
  • Understanding the influence of their leadership on safety outcomes.
  • Leading by example to set a cultural standard.
  • Building trust, commitment, and open communication within their teams.

The program unfolded in three distinct phases to drive lasting behavioral change:

  1. Workshop preparation
    Participants began with a self-assessment to uncover personal “safety blind spots” and mind traps. This phase, delivered through a custom online platform, helped leaders reflect on their current practices and prepare for the transformational journey ahead.
  1. Safety workshop
    The one-day, immersive workshop was designed to spark deep conversations about safety culture, challenge ingrained mindsets, and equip participants with actionable strategies for change. Leaders engaged in real-world scenarios to explore the implications of their decisions and practice new behaviors. The day concluded with collaborative debrief sessions, leaving participants with practical tools to implement their insights immediately.
  2. Implementation in action
    To sustain momentum, the post-workshop phase extended over six months, offering six targeted activities. These activities reinforced key lessons, encouraged team collaboration, and provided ongoing support for integrating safety-first behaviors into daily routines.

The leadership program was delivered to 1500 participants over 66 workshops in seven locations across Spain.

Results

To measure results, the project team created a resource map evaluating progress.  

Average completion rate of Activities One–Three: 57 percent. (One: 78.21%; Two: 53. 01%; Three: 40.57%)

A post-workshop survey was sent to participants, reporting on the following metrics:

  • Average satisfaction — 4.7/5.
  • Trainer’s evaluation — 4.9/5.
  • NPS — 82 percent.
  • “Saw improvement in safety alignment” — 93 percent.
  • “Integrated safety tools in daily roles” — 82 percent.
  • “Identified new initiatives for improving safety” — 77 percent.
  • “Mitigated team/peer mind traps” — 93 percent.
  • “More aware of risk in daily roles” — 98 percent.
  • “Identified a normalized risk to work on” — 92 percent.

Testimonials

  • “Many of the methodologies and tools not only help to improve safety but can also be used to improve operational or organizational processes.”
  • “It has put us in front of the mirror of how we are today in terms of safety culture, opening our eyes to our development areas. Very participative and practical.”

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Translating at scale: Building a better client experience with AI on the team
See how BTS uses AI to transform translation and localization to deliver faster, smarter, and more personal client experiences worldwide.

Over the years, BTS has expanded its global footprint through thoughtful acquisitions and collaborations, bringing new creative capabilities and local expertise into the fold. From digital design studios to leadership consultancies across Europe, Asia, and the Americas, we’ve built a community that blends shared values with local perspective. That diversity has become one of our greatest strengths, shaping how we design and deliver learning that feels deeply personal everywhere we work.

Whether someone is in a leadership journey in Singapore, a coaching program in São Paulo, or a strategy workshop in Stockholm, the goal is always the same: to make the experience feel like it was made just for them.

Many of those experiences live on Momenta, BTS’s digital experience platform, powering journeys like Coaching, Multipliers, and other core programs.

As those experiences grew, so did the need for nuance. Every journey had to feel local, not just sound translated. Tone, humor, and cultural context have always been central to the BTS approach, and as demand expanded across formats and regions, our translation model was ready for its next evolution.

In early 2024, the team began exploring how AI could help. Rather than treating technology as the destination, we saw it as a catalyst, a way to rethink translation and deliver richer, more customized client experiences at scale. That curiosity sparked one of BTS’s most ambitious AI-first experiments, led by our Global Product Enablement Function team in partnership with our global network of linguists and translators.

Shifting to AI-first

The next step was finding the right place to experiment. Enter Phrase, a cloud-based translation management platform that quickly became our test lab. Phrase brings every part of the translation process into one place, from machine translation engines to human review, terminology management, and workflow tracking. It gives our linguists, designers, and project teams a shared space to collaborate, test ideas, and learn.

Over the next few months, two key discoveries reshaped how we think about translation, and ultimately, how we work.

Key discovery 1: Making AI a teammate

We began with a clear goal: make translation faster and more consistent. Using Phrase, AI handled the first drafts while our linguists refined them. Quickly, we realized there was potential for AI-value that went far beyond speed.  

With AI completing the first 80% of the work in a fraction of the time, our linguists could focus on what matters most: nuance, tone, and cultural resonance. The relationship evolved from oversight to collaboration, AI structured and scaled, humans shaped and elevated.

The result was more than efficiency. It was better work, created by people and technology learning to amplify each other.

Key discovery 2: Turning a roadblock into a redesign

Next came a design challenge. Phrase, like most translation tools, struggled with text embedded in graphics, a hallmark of many BTS learning experiences. Instead of forcing the tool to adapt, we changed how we created.

We began designing with translation in mind: simplifying visuals, reducing text, and using modular components that could flex across languages. The constraint sparked better design, easier to scale, more consistent, and more inclusive for every audience.

Key discovery 3: Integrating systems for scale

With people, AI, and design in sync, the last barrier was process. Managing translations between Phrase and Momenta still required manual effort.

To fix that, we built an API integration linking the two platforms. Now, files move automatically, progress is tracked in real time, and everything stays connected.

That integration turned our workflow into a unified ecosystem, fast, transparent, and ready to scale globally.

Business impact

Just 18 months ago, our translation reviews lived in double-column Word docs. Today, we work in a fully connected, AI-first ecosystem. Each project feeds the next, refining prompts, tone profiles, and design patterns, so our translation process keeps getting faster, smarter, and more aligned with BTS’s voice.

Speed and quality. Translation cycles that once took months now wrap up in weeks, cutting turnaround times by over 40%. Phrase’s tools and AI-powered workflows accelerate production while maintaining quality through expert-approved reuse, glossaries, and automated quality checks. Even complex formats like videos and animations are localized faster, with AI supporting linguists at every step.

Smarter workflows. The integration between Momenta and Phrase automates project transfers and tracking, saving an estimated 2.5 hours per project. Teams across language, digital, and project management now collaborate in one streamlined environment.

Human focus. Our linguists remain the engine of quality and innovation. With AI managing repetitive tasks, they focus on nuance and meaning, and go further by creating specialized GPTs, training databases, and testing translation engines to continually raise the bar.