Case Studies


    Organizational Effectiveness

  • Boutique Consultancy

    We helped a boutique consultancy scale its operations to keep pace with increasing client demand. After an assessment of the firm’s organizational processes, work product, client interaction, competitive positioning, and culture, we embedded with the client’s team for three months and implemented redesigned processes and outputs. We simultaneously helped the firm close new business opportunities worth $300K by developing new project concepts, restructuring proposals, and revamping negotiations.


    Innovation Leadership

  • Fortune 100 Financial Services Company

    As Lead Product Owner and Product Manager for a Fortune 100 financial services company’s consumer cybersecurity app, we served as a point of escalation across 5 product owners, 3 scrum masters, 7 designers, and 3 business analysts spanning 5 locations. We identified pain points in daily design, product, and development processes. Then, we collaborated across teams to develop and implement improvements in story writing, user acceptance testing, intra-sprint requirements changes, design quality assurance, and weekly sprint reviews. While embedded with the 130-person project, we wrote user stories and acceptance criteria in Jira, prioritized the backlog, and performed user acceptance testing. We also led Agile ceremonies including backlog grooming and sprint planning for 2 development teams totaling 34 developers (iOS and Platform) on a monthly release cycle.


    Executive Advisory

  • Human Services Non-Profit

    We advised the newly hired CEO of a $12M human services nonprofit through a number of initiatives. These included an organizational assessment, competitive and funder landscape analyses, vision refinement, and initial 3-year strategy including an innovation portfolio of national pilots testing hypotheses of greatest levers for impact at the intersection of future of work and future of citizenship. We also created presentation materials to support the CEO in gaining stakeholder buy-in via Executive Committee, Employee All Hands, and Board of Directors meetings.


    New Business Development

  • Professional Development Nonprofit

    A $10M professional development nonprofit engaged us to launch an executive search business that leveraged its alumni community to supply high-demand talent to Fortune 500 corporations. We developed a three-tier product offering combining retained and contingency fee structures, built and managed the P&L, led operational fulfillment, and directed partnerships ‒ all of which enabled $590K in Year 1 sales. Over the course of 10 months, we scaled the operation from 3 partners to 20.