CASE STUDIES
Unlocking Growth: Team Accountability & Collaboration
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The founder of an international company oversaw impressive growth, with annual revenue soaring from $5M to $30M in just three years.
While the company was almost 20 years old, he recognized a looming threat as customers faced pressure to adopt cheaper solutions. Their growth had already started to plateau.
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The Problem
It felt impossible to make the necessary changes to the business strategy. First, the founder was constantly pulled into day-to-day decisions. There was no time for strategic planning. Weekly leadership team meetings focused on tactical needs—such as upcoming pitches. Strategic planning was only done annually and relied more on assumptions than metrics.
The team directors operated in a hub-and-spoke model, with communication flowing through the founder. While they could run their teams, the directors felt limited in working across departments and making budget choices. They craved financial insight and long-term goals, and without them, felt unable to make big decisions or work proactively.
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The Fix
After several meetings, we decided to create a KPI Dashboard. It displayed key metrics for each team and was easily shareable. The KPI Dashboard enhanced awareness, collaboration, and accountability. Directors can now easily and quickly view metrics.
With its holistic view, the dashboard sparked discussions on strategies, ownership, potential risks, and growth opportunities. The company also formed task forces to improve customer management, create referral incentives, and define business interruption plans.
Our final step was hiring a revenue operations manager to collect and verify data and report new information so the directors could focus on decision-making.
The Outcome
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Last year, the company successfully merged with a larger industry player.
Because the founder was able to focus on strategy and product development, the company strengthened its value proposition and became more attractive as a merger.
By adopting shared metrics, the founder had better-informed directors who could handle more responsibilities, allowing them to scale and grow effectively.