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Leading CRM Software
Company Skyrockets
Productivity and
Teamwork
Global Software
Company Skillfully
Navigates Change
with New Offices in
India
VP of Sales at
Biotech Company
Manages Cultural
Challenges in Asia
City Municipality
Builds Team of
Strong Managers
Throughout
Organization
Manufacturing
Company Achieves
Unprecedented
Employee and
Customer
Satisfaction Levels
Business Partners
Re-chart Their
Course and Save
Their Firm
Creative Design Firm
Expands Operations
Internationally
Mortgage Broker
Substantially
Increases Her
Productivity and
Expands Her Network
Marketing Consultant
Launches Company and
Lands Large Contract
Yoga Teacher
Conquers Her Fear
and Builds the
Studio of Her Dreams
Leading CRM Software
Company Skyrockets
Productivity and
Teamwork
Challenge
A leading
Customer
Relationship
Management software
company
headquartered in the
US with offices in
India, England,
Brazil and Spain,
was experiencing the
challenges of
growing rapidly as
they expanded
globally and
established offshore
partnerships. They
endured low
productivity and
missed deadlines
resulting from poor
communication, team
conflict, virtual
work teams, and
cross-cultural
misunderstandings.
There were high
levels of workplace
stress, a lack of
trust accountability
among teams, and
employee and
customer retention
issues – they had
lost one major
client and were in
danger of losing two
others.
Solution
In planning
the customized
Managing With Ease™
Program and Work
With Ease™ for
Organizations
Program for the
client, three key
focus areas were
identified in which
the client would get
their teams
re-focused,
inspired, and
collaborating more
effectively. The
virtual nature of
the work
environment, as well
as the
cross-cultural
issues associated
with operating a
global team, were
also identified.
Within 60 days of
completing both
programs, the
organization gained
newfound
productivity and
enhanced
collaboration within
the development team
and throughout the
company. In
addition, the team
members reported
better
communication,
shorter meetings,
greater project
efficiency, higher
conflict resolution,
and more stress-free
management practices
for teams and
individuals.
Programs
implemented:
- Managing With Ease Program
- Work With Ease for Organizations Program
- Cross-Cultural Awareness Training
- Employee Retention Consulting
- Business Consulting
Results
- Estimated 20% increase in individual and team
productivity company-wide
- Estimated annual cost savings US$248,000 (based on
salaries and call costs)
- Implementation of new teleconference meeting practices
to focus calls and save time
- Individual implementation of stress management and
conflict resolution practices
- Substantially improved teamwork, morale and engagement
among all employees
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Global Software
Company Skillfully
Navigates Change
with New Offices in
India
Challenge
The VP of
Software Development
at a well-known
Customer
Relationship
Management software
company was required
to expand the
company’s efforts to
India. They were
faced with the
challenges of
international
processes,
cross-cultural
communication
styles, complex
project management
and diminishing
productivity. Her
team, while strong
and effective when
based in the US,
became less
effective as they
worked across
multiple time zones
and cultures. The
client contacted
Work With Ease to
develop a year-long
management program
and to implement
team-specific,
cross-cultural
training programs
that could be
delivered to the
company’s workforce
in the US and India.
Solution
Work With
Ease collaborated
with the client to
understand their
corporate
objectives,
expansion plans and
management
challenges. A
management training
plan was developed
to map directly to
annual reviews and
goals. Additionally,
the Managing With
Ease™ Program and
the Work With Ease™
for Organizations
Program were
implemented within
the organization to
meet all specified
goals company-wide.
The year-long
management training
program, which
involved virtual
team management,
leadership
practices, project
management and
managing for
results, was
initially rolled out
in the US. It was
later delivered in
two other locations
abroad. In addition
to the Managing With
Ease and Work With
Ease for
Organizations
Programs,
cross-cultural
communication
courses were offered
as “work sessions”
for employees in US,
Europe and India.
As a result of
these trainings and
programs, the
company’s managers
and employees
established new and
more effective
communication
practices, improved
virtual team
collaboration, and
significantly
increased
productivity across
the board. After
working together for
over two years, the
client reported that
Work With Ease’s
“end-to-end
methodology
delivered results
that far exceeded
our expectations.”
Programs
implemented:
- Managing for Results Training
- Managing With Ease Program
- Work With Ease for Organizations Program
- Cross-Cultural Communication Training
- Virtual Team Management Training
- Business Consulting
Results
- Improved team productivity company-wide (client estimate
of 16%)
- Enhanced cross-cultural communication between US and
India
- Significant cost-savings by reducing international
meeting time ($420,000 in six months)
- Expanded collaboration, knowledge transfer and
innovative thinking
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VP of Sales at
Biotech Company
Manages Cultural
Challenges in Asia
Challenge
The Vice
President of Sales
at a biotech company
with 300 global
employees had a
sales team that was
not able to meet its
goals for one year.
Partly as a result
of unfamiliar
management
structures and
miscommunication
between cultures,
the team in
Southeast Asia was
underperforming.
Their failure to
understand the
cultural differences
that could present
the company in a
positive light to
its customers in
Southeast Asia
resulted in lost
market share. The VP
had to turn around
the sales in this
critical market, as
his job and the
organization’s
long-term success
depended on it.
Solution
The VP
participated in the
Managing With Ease™
Program for eight
weeks. During the
program specific
issues were raised
regarding
cross-cultural
issues between
employees and teams,
and how this often
created
miscommunication and
lower productivity
within a company. He
was able to identify
the cultural
differences and that
were causing missed
opportunities and
insufficient revenue
in the Southeast
Asia market.
Within one month
of completing the
Managing With Ease
Program and
customized
management training
for the company, the
VP had implemented a
re-launch of the
Asia sales team. He
coached them and
created “new
agreements” around
the sales process.
Using specific
cross-cultural
management awareness
strategies and
practices, the VP
was able to within
three months assist
the team to meet its
monthly and
quarterly sales
goals. Additionally,
three new
partnerships with
local companies were
established. These
activities were
recognized as a huge
success within the
company. The VP of
sales has since
replicated these
strategies into a
successful sales
operation in South
America.
Programs
implemented:
- Managing With Ease Program
- Managing for Results Training
- Cross-Cultural Awareness Training
- Sales Strategy Training
- Executive Coaching
Results
- Re-launch of the sales team in Southeast Asia
- Clear sales agreements, strategies and practices in
place
- Monthly and quarterly sales goals met the rest of the
year
- Three new partnerships with Asian companies created
- New launch of company sales operation in South America
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City Municipality
Builds Team of
Strong Managers
Throughout
Organization
Challenge
The City’s
employees had
previously received
management training
from another
company. Its
Training and
Development
Department was now
searching for new,
more relevant
approaches to
address their
immediate and
imminent challenges.
The participants in
these trainings
indicated that they
needed more
situation-specific
training that would
facilitate
communication and
problem-solving
across departments.
The City contacted
Work With Ease to
design and deliver
new programs to
include in their
current management
curriculum.
Solution
Work With
Ease collaborated
with the City to
deliver the Managing
With Ease™ Program
and comprehensive
management training
over the period of
three years.
Creating a highly
interactive “work
session” format for
the upcoming
management classes,
Work With Ease
brought special
emphasis to
accelerated learning
and real-time
problem-solving. The
content and delivery
of these programs
focused on
leadership
development, meeting
facilitation,
communication
skills, and project
management.
As a result of
the programs and
training courses,
the City’s managers
learned to lead
projects from
conception to
completion, interact
more effectively
with employees and
colleagues, and
effectively resolve
inter-departmental
issues and
difficulties. Once
the classes were
completed, the
client recognized
Work With Ease as
“an invaluable
resource to the City
and its employees.”
Programs
implemented:
- Managing With Ease Program
- Managing for Results Training
- Cross-Cultural Awareness Training
- Sustainable Work Practices Training
Results
- Expanded leadership capacity for city employees and
teams
- Greater collaboration and communication between managers
and employees
- Faster completion of projects and greater efficiency
among departments
- Increased employee engagement and participation at work
and in class
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Manufacturing
Company Achieves
Unprecedented
Employee and
Customer
Satisfaction Levels
Challenge
An
international
calibration testing
and manufacturing
company
headquartered in the
US was expanding its
laboratories in the
US and China and
needed to quickly
grow its management
capacity to improve
customer
satisfaction and
employee morale.
Some of the serious
challenges they were
facing included
extremely low
employee
satisfaction levels
and high employee
turnover. Strained
employee-manager
relationships were
also causing
workplace
inefficiency and
high levels of
stress for managers
and customer service
staff.
Solution
The company
decided to implement
the Managing With
Ease™ Program and
Managing for Results
Training. A strategy
was developed to
expand the capacity
of the lab managers,
improve employee
productivity, and
strengthen the
relationships
between management
and customer service
staff. Since the
company had a
distributed
workforce, with
laboratories in the
US and China, a
“virtual” solution
was created to
accommodate this
circumstance.
As a result of
the two-day program
and three monthly
follow-up coaching
sessions, the client
discovered renewed
commitment from its
managers as they
incorporated the
Managing With Ease
model. The client
also improved the
employee-management
relationships and
dramatically
increased their
employee
satisfaction scores.
Additionally, they
reported much lower
levels of stress and
significantly
greater
collaboration across
the company.
Programs
implemented:
- Managing With Ease Program
- Managing for Results Training
- Executive Coaching
- Employee Retention Consulting
- Sustainable Work Practices Training
Results
- Estimated 32% in lab manager productivity (from COO
figures)\
- Estimated annual cost savings US$620,000 (based on
salaries, recovered time and calls)
- Dramatically higher employee satisfaction and lower
employee turnover
- Significantly higher customer satisfaction levels
- Learning forums for managers and customer service staff
to foster greater interaction
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Business Partners
Re-chart Their
Course and Save
Their Firm
Challenge
Two partners in a
small business
approached Work With
Ease after annual
sales dropped from
$1.5 M to $135,000
due to the loss of a
major client. They
had had developed a
reputation in the
industry as
innovative thinkers
capable of producing
new ideas for their
clients. The
business partners
were at a standstill
with their business
operations,
management strategy,
and sales efforts.
They were highly
frustrated,
uncertain, and in
danger of having to
close the firm they
had built over the
past ten years.
Their employees
felt the stress of
the precarious
business operations
and were quickly
becoming disengaged.
Their quality of
work diminished and
they became
adversarial with
clients. Two of
their key team
members began
seeking employment
elsewhere. The
business partners
were unsure how to
proceed and if they
could in fact save
their company. They
understood that they
needed to re-engage
themselves with a
new direction before
trying to motivate
their employees.
Solution
Through their
work with Work With
Ease, both partners
were able to clearly
see that their
overall business
strategy no longer
fit with their
marketing and sales
efforts. With the
assistance of the
Managing With Ease™
Program, they began
charting a new
vision, a revised
business strategy
and an updates sales
plan. In addition,
they looked at ways
to manage these
upcoming changes
with more ease to
inspire themselves
and their staff.
With this
newfound direction
and engagement, they
quickly secured two
new accounts and
began building their
revenue back up.
They also were able
to retain the two
employees they
thought they had
lost. Within six
months, they were
back up to their
previous revenue
levels – feeling
inspired, engaged,
and passionate about
their business
again.
Programs
implemented:
- Managing With Ease Program
- Employee Retention Consulting
- Business Consulting
- Executive Coaching
- Sustainable Work Practices Training
Results
- Executive Coaching
- Sustainable Work Practices Training
- Revised business strategy to address new market
opportunities
- Updated marketing and sales plan
- Enhanced teamwork and communication throughout the firm
- Retention of two key employees
- Successful revenue growth within six months
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Creative Design Firm
Expands Operations
Internationally
Challenge
A team of
award-winning
designers had
recently landed a
high-visibility
contract in Europe
and decided to
expand their
services into that
market (they had
primarily been
active in the US
market). They had
very little
experience with
international
business,
negotiating across
different cultures
and managing
colleagues
virtually. They
quickly became
frustrated with the
challenges they were
facing and realized
that their existing
client was in
jeopardy of going
elsewhere for design
services.
The firm’s
US-based management
team was unclear how
to manage this
change. Their
increasing levels of
disengagement were
impacting the
quality of design,
innovative thinking
and work
relationships. They
needed a new
approach to managing
both the US and
European teams that
would be effective,
easily implemented,
and adopted by each
employee to fulfill
their contract and
continue to grow the
company.
Solution
In the first thirty
days of working with
Work With Ease, the
design firm
established
guidelines for their
work in Europe. They
rewrote their
business plan to
include
cross-cultural
issues,
international
business practices,
and longer sales
cycles in order to
accommodate the new
marketplace. With
guidance from Work
With Ease, the
client began
analyzing their
management practices
to introduce
practical tools and
strategies for their
new virtual team of
designers in Europe.
They created a set
of specific
management and
communication
practices to
minimize conflict,
reduce stress and
gain clarity of
action.
In addition, Work
With Ease assisted
the firm in
evaluating their
marketing and sales
strategies to adjust
their approach to
the new market. This
was intended to
localize their
efforts and
customize their
business activities
with the European
client in mind. They
realized in order to
succeed in this
market that they
needed to alter
their perspective
and behavior. Within
120 days, the client
created a productive
agent relationship
abroad, launched
their European
campaign
successfully,
established a large
referral network,
and landed two new
lucrative clients.
They also
experienced improved
teamwork between the
US and European
groups supported by
the training and
deployment of a
European Practice
Manager to
facilitate further
growth.
Programs
implemented:
- Executive Coaching
- Sustainable Work Practices Training
- Business Consulting
- Executive Coaching
- Cross-Cultural Communication Training
- Virtual Team Management Training
Results
- Revised business strategy to incorporate European market
and business practices
- Improved relationships with new European client
- Expanded referral network and two new clients (estimated
revenue US$1.3 million)
- Enhanced teamwork between US and Europe (productivity
savings of US$320,000)
- Training and successful deployment of European Practice
Manager
- Successful launch of European campaign on behalf of
client
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Mortgage Broker
Substantially
Increases Her
Productivity and
Expands Her Network
Challenge
A mortgage
broker and
investment
specialist needed to
improve her overall
performance,
financial growth and
client
relationships. While
very successful in
her work, she felt
that she had not
reached her
potential and was
seeking new ways to
work that would
reduce her stress
level and increase
her business
results. She was
faced with several
challenges,
including stalled
work performance,
insufficient
revenue, limited
client base, stress
and frustration,
physical exhaustion,
and poor well-being.
Solution
Through her
participation in the
Work With Ease™
Program, the client
developed a plan to
address her
performance
challenges, improve
her health, and grow
her revenue by 25%.
Using specific
practices outlined
in this program, she
identified simple
ways she could shift
her approach to work
and complete daily
tasks and projects
with ease.
Within two weeks
of completing the
program, the
mortgage broker saw
marked improvements
in her business and
her life. She was
much more productive
at work, she had
more time for
herself and her
family, and she
began building a new
community of friends
to foster her
growth. She also
strengthened the
quality of her
client
relationships,
expanded her
professional
network, implemented
a personal health
program, and
introduced simple
mind-body practices
to renew herself
every day.
Programs
implemented:
- Work With Ease Program
- Business Consulting
- Sales Strategy Training
- Sustainable Work Practices Training
Results
- Substantially improved work performance and productivity
(estimated at 50% by client)
- Feeling of renewal, sense of ease, and energy to take
work to the next level
- Strengthened her client relationships and expanded her
network with 10 new contacts
- Projected revenue increase from new contacts US$1-3M
- Decreased stress and significant improvement in physical
and emotional well-being
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Marketing Consultant
Launches Company and
Lands Large Contract
Challenge
After two years of
working hard to
launch her company,
this marketing
consultant contacted
Work With Ease to
find out what she
needed to do in
order to make her
company successful.
She had acquired a
few clients by
referral but was
never able to build
the solid revenue
base that could
support the
lifestyle and ease
she desired. She was
always working long
hours and marketing
herself, but was
never able to close
a substantial
contract.
Solution
In the first
60 days of working
with Work With Ease,
the client was able
to assess the health
of the company,
created a clear
business plan for
the upcoming year
and, most
importantly,
analyzed how she was
running the business
to identify new work
practices. The
client participated
in the Work With
Ease™ Program and
created new goals
for herself and her
business. A decisive
strategy was
developed to
formally launch the
company, build
interest among
potential clients,
and generate revenue
quickly.
Ultimately, the
programs and
consulting led to
the closing of a
large $350K contract
for the client,
which had previously
not seemed
attainable to her.
With focus and
confidence, the
client expressed
that she was ready
to “take on the
world.” With
assistance from Work
With Ease, she
continues to grow
her company, having
hired a full-time
sales associate and
several consultants
across the US. She
also enjoys
predictable and
substantial cash
flow, and delights
in taking eight
weeks of vacation
annually.
Programs
implemented:
- Work With Ease Program
- Business Consulting
- Marketing and Sales Strategy Training
- Sustainable Work Practices Training
Results
- Negotiation of $350,000 contract
- Expansion of company to include full-time sales
associate and consultants
- Predictable cash flow and eight weeks of vacation
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Yoga Teacher
Conquers Her Fear
and Builds the
Studio of Her Dreams
Challenge
A yoga instructor
had a wonderful
vision for creating
her own yoga studio.
However, when it
came to the business
side of building the
studio, she felt
completely
overwhelmed and
unsure of how to
begin. She
researched the
industry and target
market, attempted
various business
actions, but
invariably became
frozen by fear and
uncertainty. With
less than six months
of savings left in
her bank account,
she needed to
determine how to
secure funding to
move ahead or would
otherwise have to
give up on her
dream.
Solution
In the first
30 days of working
with Work With Ease,
the client
identified a
consulting practice
as well as two
products she could
create that would
generate immediate
income for her.
After completing the
Work With Ease™
Program, she
identified how to
build a strong
business plan for
the development of
her yoga studio
using three key
phases over the
course of three
years.
In completing
this plan, the
client felt
confident and clear
about the steps
required to fulfill
on her vision. She
readily secured bank
financing for her
project. Today she
is enjoying
predictable revenue,
is in the process of
building her studio,
and continues to
expand her
international
network of yoga
practitioners that
will frequent her
studio once it is
complete.
Programs
implemented:
- Marketing and Sales Strategy Training
- Sustainable Work Practices Training
- Work With Ease Program
- Business Consulting
- Sales Strategy Training
- Sustainable Work Practices Training
Results
- Sales Strategy Training
- Sustainable Work Practices Training
- Established a consulting practice and two products to
generate immediate revenue
- Created a comprehensive business plan and clear steps to
fulfill the plan over three years
- Received financing for the construction of the studio
and is receiving regular income
- In the process of building the yoga studio of her dreams
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