Cloud-first, growing and leading

Learn how BTS partnered with a leading software company to develop leaders from the front line to the C-suite.
May 1, 2020
5
min read
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Over the past decade, a leading cloud software company partnered with BTS to develop leaders at every level, from the front lines to the C-suite. This development has spanned a wide array of initiatives building skills such as financial acumen, SaaS fundamentals, leadership, and more. Today, the organization maintains more than 30 percent growth year over year and has the highest engagement of all cloud companies.

At the beginning of its partnership with BTS, the organization had just become the first billion-dollar cloud company, with $1.2 billion in revenue and 3,000 employees. At the time, the company hired 30-40 percent new employees annually, all from traditional software companies. This presented a challenge. The company’s new employees consistently tried to apply a traditional software mindset to the new company, but it was not effective in the new SaaS environment. As a result, the leadership team struggled to onboard and adapt its people to the cloud business. The organization attempted to create its own management program, which, because it was not tailored to the cloud environment, failed to help leaders develop the necessary skills. To continue successfully scaling the business, the organization selected BTS as its broader people partner.

An evolving partnership…

Executive developmenttransitioning traditional software leaders to lead in a cloud-based model

Initially, BTS and the organization co-created an executive development program for the company’s top 200 leaders. The program focused on the essential business skills and leadership mindsets required to lead in SaaS. This included a business simulation focused on a three- to five-year forward-looking strategy for the business, a Multipliers leadership development simulation, and coaching on targeted feedback and behaviors. Following the continued success of the executive program, BTS designed a similar development program for the organization’s frontline leaders. To this day, these same programs are still running, but are updated every year to reflect the company’s current priorities and strategy.

Several years after the organization’s initial partnership with the BTS, it became clear that its executive succession plan was not working. The company was hiring very experienced senior leaders from other companies, who should have been a great fit, but quickly “burned out.” To identify why these senior executives were not successful, the organization leveraged BTS’ assessment capabilities to create a Great Profile, a behavior model outlining the competencies and qualities necessary to be a great executive at the company. Creating this Profile helped the company improve its hiring process to ensure it consistently brought in the right people. The success of this initial project led BTS to create a series of Profiles for all leaders in the organization, from mid-level to the frontline. These Profiles became the organization’s new leadership expectations, which are still in place to this day.

Cascading leadership development talent development programs for leaders at all levels

Building off of the first two executive development programs, BTS was brought in to work with the Head of Research, Development and Products to design a similar version of the program for engineers. This iteration would help engineers understand the business model and the critical levers for driving financial success at the company. This collaboration resulted in a hybrid simulation that combined financial acumen and leadership development, which was initially targeted at directors and then ultimately adapted for individual contributors as well.

After the first few programs on how to run a great cloud company, BTS helped shift the organization’s business units (BUs) to a mobile platform. At the time, mobile was just becoming the new, cutting-edge platform and the company needed to move quickly. However, just the opposite was happening – due to an array of issues internally, 18 months passed without a launch. Partnering with BTS, the organization aligned all necessary teams to the new mobile strategy, launching the company’s mobile platform in just three months.

Bolstering the partnership over time, BTS also worked to develop leadership skills among the company’s engineering managers. Over time the engineering manager role became increasingly difficult, as they were required to function both as a scrum master and people leader in an agile setting. To help remedy this need, BTS developed an engineering manager program to help leaders successfully embrace agile in a way that was truly unique to the reality of their roles.

The organization also saw a need to develop world-class product managers (PMs). The PM role has evolved over time, from an execution function to a true business leader – where PMs are expected to own every aspect of the development and go-to-market strategy for their product. As such, PMs must be able to access a wide range of skills, from critical thinking to teambuilding and alignment. Thus, BTS partnered with the organization to create a first-of-its-kind holistic PM journey, where PMs would develop leadership skills and form connections with the company’s executives in a year-long program. As a result of the program, enrolled PMs have reported improvement in all leadership behaviors identified as necessary for success in their role.

More recently, BTS and the organization partnered to launch an acceleration program, a year-long virtual journey for 2,700 leaders. The program allows aspiring managers, particularly individual contributors who are interested in becoming managers, to test out what it feels like to be a manager before taking the role. From top executives to individual contributors, BTS continues to develop world-class talent development initiatives tailored to the software organization’s evolving needs.

Growthacquisitions and sales enablement

As the company continued to grow, it turned to BTS to help manage its acquisitions. The organization wanted to make the most from its acquisitions, which required better alignment and team development. BTS created a one-day experiential simulation solution that allowed leaders to test drive an acquisition and explore how their decisions could affect the business. The session’s content is continuously updated, and now gives leaders additional opportunities to learn about diligence and deal strategies, practice integration planning, and gain perspective from past acquisitions. The goal is to have every leader leave the session with a better understanding of the M&A process, and know their role in making integrations of new acquisitions successful.

To help drive continued growth for the organization, BTS also partnered with the company on multiple sales enablement initiatives. In addition to BTS’ acceleration modules, which act as fast, flexible, cost-effective sales training, BTS also designed an experiential learning journey to equip the organization’s sales managers to better understand their customers and effectively sell their software services. This included a simulation in which participants run a customer company as CEO, which enabled the participants to walk a mile in their customers’ shoes. In light of this new understanding, sales leaders would then go through a series of learning activities on how they would change their sales strategy and practices.

More recently, BTS created a self-paced, virtual business acumen simulation to introduce all levels of sales leaders within the organization to the levers they needed to pull when crafting a deal to drive key financial metrics. To accommodate and upskill new hires, BTS also developed a simulation to highlight the deal lifecycle, helping new hires learn and get feedback on how to sell better.

Conclusion

As the only partner who truly understands SaaS at the detailed level necessary for success, with the ability to apply this knowledge across business functions and leader levels, BTS has remained the organization’s broader people partner for over a decade. To date, BTS continues to develop new and innovative programs to improve the organization including security awareness trainings; virtual learning journeys; business acumen simulations; assessments to determine how effectively teams are communicating across the organization; as well as self-paced learning initiatives, coaching support and more. The success of this partnership is evidenced by the organization’s sustained growth of more than 30 percent year over year, as well as its record-level employee engagement – the highest among all cloud companies.

The results from a recent leadership development program

  • 90% of participants would recommend the program
  • 98% said participation in the program made them feel honored/valued as an employee
  • “Best professional development week, maybe best week overall, of my 8+ year career [at the organization]. Reinvigorating and was the ultimate antidote to burnout. Grateful for the opportunity and would do it all again in a heartbeat.”

The results from a recent executive development program

  • 97% got deeper clarity on their values
  • 86% felt more connected to the company’s purpose
  • 94% said their deeper connection to purpose gave them greater energy for the work they do
  • 90% agree or strongly agree that the BTS program enabled to make significant progress in addressing business challenges
“I left the event with much gratitude for all who contributed to making the event happen - the faculty, talent dev staff, BTS, my peers and my company - and a reinvigorated focus on my own leadership development growth.”
“I think it’s one of the most important initiatives at the company. I really believe that this program will give us the competitive edge at recruiting, retaining, and nurturing the best talent in the world.”
“This week [was] the most memorable and influential week in my life. As a leader, you lead the people to execute business and deliver the results, but I’m strongly convinced that you have to be fully respected as one human being by your people and customers...”
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Client Stories
May 1, 2026
5
min read
Reimagining frontline leadership at scale in global manufacturing
How a manufacturing leader scaled frontline leadership development to 1,600+ leaders, driving measurable quality improvements and business impact through behavior-based coaching programs.

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
Financial advisor showing a tablet to a middle-aged couple discussing documents and a calculator on a table.
Client Stories
March 18, 2026
5
min read
Redesigning work with AI: Moving from access to impact at scale
What happens when teams stop experimenting and start applying AI to their most critical workflows? See how BTS partnered with a large U.S. health insurance organization to bring teams together in focused design sprints and shift from incremental efficiency gains to meaningful, scalable impact.

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.

Client Stories
October 29, 2025
5
min read
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.”

Related content

Client Stories
May 1, 2026
5
min read
Reimagining frontline leadership at scale in global manufacturing
How a manufacturing leader scaled frontline leadership development to 1,600+ leaders, driving measurable quality improvements and business impact through behavior-based coaching programs.

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
Financial advisor showing a tablet to a middle-aged couple discussing documents and a calculator on a table.
Client Stories
March 18, 2026
5
min read
Redesigning work with AI: Moving from access to impact at scale
What happens when teams stop experimenting and start applying AI to their most critical workflows? See how BTS partnered with a large U.S. health insurance organization to bring teams together in focused design sprints and shift from incremental efficiency gains to meaningful, scalable impact.

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.

Client Stories
October 29, 2025
5
min read
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.”