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Client Success Stories

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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