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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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Client need

A leading fashion retail company found itself at a crossroads post-spin-off from its larger parent company. With a new CEO at the helm, the executive team was determined to usher the company to a better, stronger future. In recent years, the company’s brand perception has taken a hit and loss favorability in the marketplace. With the momentum of a new CEO and strategy, the company turned to BTS to help address culture challenges and chart a path forward.

The client need:

• Evolved corporate values: The organization needed to redefine their values and codify their new aspirational culture.
• Executive alignment: The newly appointed executive team needed to align on the company's direction and values.
• Brand perception: The company was challenged with shifting the public perception of the brand, thus requiring a strategic approach to rebuild trust with the market.

Solution

At the beginning of the engagement, BTS assembled the executive team to participate in a series of alignment sessions designed to create an aligned vision about shaping the future culture, values, and ways of working across company. The goal of these sessions was to foster a shared vision amongst the leadership team on what needed to shift culturally to transform the company and regain the hearts and minds of the market.

Elements of the executive team alignment journey:

1. Culture assessment: An assessment designed to collect data on the existing culture to give the team an honest and real perspective on how the current culture is experienced across the organization.
2. Values re-articulation: A series of executive alignment sessions and focus groups conducted to shape the company's values and ensure they reflected the desired culture.
3. Leadership commitments: A set of leadership commitments, or expectations, aligned with the organization’s values to drive behavioral change at all levels of the organization—making the values practical and tangible.
4. Playbook creation: Crafting playbooks for both leaders and individual contributors that outline the critical moments and behaviors necessary for cultural transformation.
5. Engagement of the organization: To shift way of working and create the conditions for the values to stick, a series of digital engagement experiences was designed for leaders to cascade and engage their teams’ in the new values.

As a result, the organization would achieve a more cohesive and streamlined organizational dynamic, successfully reduce ambiguity, and cultivate a shared understanding.

Results

At the end of this journey, the organization was proud to have achieved the following:

1. Enhanced leadership alignment: The executive team was aligned on the new values and commitments, fostering a unified vision for the company.
2. Cultural embedding: The new values were integrated into talent processes and business operations, creating a consistent cultural foundation.
3. Positive perception shift: The organization experienced a positive shift in brand perception, with the executive team receiving overwhelming support from the board.
4. Simplified performance management: The values were seamlessly integrated into performance management, influencing talent acquisition and selection processes.

While the full impact of the culture transformation is still unfolding, early employee feedback is strong. The new values have already started shaping daily activities, emphasizing a sense of purpose, collaboration, and accountability throughout the organization.

The new CEO and the board of directors also expressed immense satisfaction with the transformation, noting that the new values perfectly captured the essence of the company's new vision and charted a clear and concise direction for the future.

Client need

A leading global energy infrastructure provider recently acquired a key competitor, a strategic move to boost its energy solutions portfolio, expand its footprint in vital regions, and tap into new avenues of growth in the energy transition sector. The acquisition not only broadened the company's product offerings but also positioned it to capitalize on recurring revenue streams from new innovations.

Recognizing the critical role of organizational culture in successful integration, the company partnered with BTS during the crucial "first 100 days" period. This approach would proactively address the culture challenges associated with integration, and leverage culture as a catalyst for integration rather than an inhibitor. Specifically, the initiative focused on identifying and addressing potential challenges in combining the two organization’s ways of working. By proactively managing these cultural nuances, the company sought to ensure seamless integration.

Client challenge

Wellstar Health System, one of Georgia’s largest healthcare systems, had already invested heavily in leadership development for senior leaders. But as the organization navigated rapid growth, a major acquisition, and the demands of a shifting healthcare landscape, it became clear that the greatest leadership challenges were happening at the front and midline.

“Some of the greatest leader challenges are really at the front and midline levels… we’ve invested heavily in leadership development, putting more emphasis on our front line and mid-level leadership in terms of outcomes, said Laura Dannels, Chief Talent Officer at the time.

We’re not an organization who believes in just investing in high performers… you’ve got to invest in your entire workforce.”

Wellstar partnered with Sounding Board to bring a more scalable, flexible coaching solution to leaders across the organization.

The solution

Partnering with Sounding Board, Wellstar designed a scalable, personalized coaching program to extend leadership development across the organization while maintaining the quality of one-on-one coaching.

A proprietary 360 assessment, aligned to Wellstar’s leadership behaviors, served as the foundation for each coaching engagement. This ensured development was directly tied to how leaders show up and lead in practice.

“We really wanted to ground the coaching to a framework that matters to our organization,” said Garry Gross, Executive Director of Leadership Development. ‍

“Helping our leaders create an environment where our mission, vision, and values come to life was paramount.”

Program goals:

• Develop leadership capabilities aligned to Wellstar’s mission, vision, and values
• Deliver personalized, relevant development for leaders at all levels
• Strengthen the leadership bench and support succession planning
• Foster a culture of innovation, learning, and engagement

Program overview:

• Personalized, one-on-one coaching for leaders at all levels
• Capability development aligned to Wellstar’s values
  • Serve with Compassion → Builds relationships
  • Pursue Excellence → Drives results, leads teams, and plans strategically
  • Honor Every Voice → Fosters inclusion and respect for differences
• Scalable delivery across frontline, mid-level, and clinical leaders
• Digital tools to track goals, capture insights, and measure progress

This approach made it possible to deliver consistent, high-quality coaching across roles and locations while keeping development relevant to each leader’s day-to-day work.

Results

As the program unfolded, Wellstar began to see a shift in how frontline and mid-level leaders showed up across the organization. Leaders in these critical roles had more consistent support navigating day-to-day challenges, and managers gained better visibility into how their teams were developing. Coaching became a more practical, embedded part of how Wellstar supports leaders in a complex healthcare environment.

Higher engagement and satisfaction

• 96% of participants said the coaching experience was worth the investment
• 99% said they could immediately apply what they learned to their day-to-day work

Measurable leadership growth

Participants reported double-digit growth across leadership capabilities including:

• Executive presence (+16%)
• Organizational collaboration (+14%)
• Strategic thinking (+13%)
• Time management and prioritization (+13%)
• Communication (+11%)

Stronger retention and mobility

• Coached leaders achieved a 90% one-year retention rate
• Retention for coached leaders was 31% higher than non-coached peers
• 3% of participants were promoted into new roles, exceeding organizational goals and industry benchmarks

Learn more about Wellstar’s leadership coaching journey with Sounding Board in this feature in Becker’s Hospital Review.

Client need

For a 175-year-old technology company, competitive advantage isn’t just built on technical innovation: it’s built on leaders who know how to get the best thinking from every person around them. That culture of drawing out ideas, developing people, and driving innovation through engaged teams had been a defining feature of the organization for generations. And it depended on having the right infrastructure to keep developing frontline leaders at scale.

In 2020, that infrastructure was disrupted. The COVID-19 pandemic forced the organization to pivot its in-person development to virtual almost overnight, risking the erosion of frontline leadership capability while simultaneously needing to navigate the broader shocks of the pandemic: supply chain volatility, shifting materials costs, and a workforce managing profound uncertainty.  

Stalling frontline leadership development meant risking productivity, employee engagement, talent retention, job performance, and downstream impacts on quality and operating margin, at a moment when the organization could least afford it.

The question now was how to reimagine frontline leader development to equip thousands of global leaders to continue supporting their teams through disruption, and to ensure the next generation of managers could help their people do their best work under any conditions.

Solution

The client partnered with BTS to reimagine frontline leader development from the ground up, equipping leaders globally with the practical skills, tools, and mindset shifts needed to support their teams in doing great, innovative work.

The partnership began in 2019, and over five years has reached over 1,600 frontline leaders capturing 700+ documented behavior change actions. In 2022, BTS collaborated with the organization to refresh the program to reflect their evolving strategy and develop a sharper focus on supporting a culture of continuous improvement and innovation with coaching and feedback.  

The blended program experience combined the following elements:

• Immersive leadership simulations: Scenario-based experiences placing leaders in realistic situations, surfacing Multiplier and Diminisher tendencies in real time and making the learning immediately personal and actionable

• Multipliers and Diminishers framework: A structured exploration of how leaders either amplify or diminish the intelligence of those around them, including specific “experiments” leaders could use to better understand their own leadership approaches

• Custom leadership frameworks: Including a structured, step-by-step process for having significant feedback conversations, a tool to understand and flex to communication preferences, and a coaching approach designed to help leaders guide team members toward their own solutions, building capability and long-term ownership.

• Structured application sessions — on-the-job practice components designed to bridge the gap between the program experience and day-to-day behavior, giving participants specific frameworks to apply immediately with their teams

• Peer networking and breakout groups — cohort-based learning that participants identified as a standout feature, both for deepening the learning and for building cross-functional relationships that extended beyond the program

• A commitment-capture platform integrated into the program to log participant actions and reinforce behavior change after the program ended; over 670 participant actions were captured across the program’s delivery

Throughout the program, leaders examined the impact of their own behaviors, recognizing where they were unintentionally diminishing their teams, and built new habits around challenging, creating space for mistakes and learning, listening, questioning, giving developmental feedback, and creating ownership. The feedback model gave participants a practical process for the positive and constructive conversations that actually change performance.

Results

More than 1,600 frontline leaders and individual contributors have participated in the program—the population closest to daily execution, quality, and operations. A recent impact study told a clear story about the effects of the program across participants:  

100% of participants reported actively applying what they learned. 59% reported producing significant, measurable business impact, with concrete evidence to describe it.

The results weren’t theoretical. One engineering leader restructured how his team developed project plans, creating space for debate and ownership instead of coming in with the answer. His team exceeded their quality target by 10 percentage points and accelerated the project timeline by +4 months.

One production leader used the feedback model to coach a struggling supervisor and cascade the process across his entire leadership layer. His unit reached #1 performance in its division, improving a key quality KPI by more than 18% year-over-year. A department head with over a decade in leadership set new production records after learning to flex his communication style and draw out quieter team members. And a development lab supervisor used the program to clarify her leadership identity, earn a promotion, and coach her direct report to one as well.

The study also confirmed that when managers actively supported participants post-program, the likelihood of significant business impact increased substantially, shaping the organization’s next phase of reinforcement and cohort follow-up.

For an organization whose competitive advantage rests on the innovation and intelligence of its people, the program gave its leaders something technical training rarely delivers: the confidence, the tools, and the self-awareness to make everyone around them better.

Testimonials

“The program gave me greater confidence to try new things as a leader. It helped me realize what I do and what I don’t do.”  - HR Leader

“The skills I learned in the training helped me be more efficient. It helped me do the right thing, right away.” - Production Manager

“Feedback is very important to create a positive environment; and how to [give] feedback is a specific skill I learned from this training and how to share constructive feedback.” - Production Leader

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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