Case Studies
Optimization of the private banking division of a bank
In a pilot project, we optimized the distribution of private banking with coaching and software targeted personnel development. Our task was to improve the performance of the distribution and standardize the sales process at the same time.
We
- Planned the operation in coordination with the client
- Developed a sales process
- Structured the process in detail including valuation bases * Developed for different target profile sales roles (Junior Senior, etc.)
- Provided a tracking oriented software tool for analysis and documentation of the project
- Analyzed approaches for staff development
- Coached supervisors as well sales representative
Duration: 1.5 years
Restructuring of direct sales department of an insurance company
In a politically difficult environment we restructured the direct sales department of an insurance company, by implementing targeted change through consulting, coaching, and software. Our task was to build a team of nationally distributed, individually acting employees, in conjuction with a manager.
We
- Planned the operation in coordination with the client
- Developed a management and direct sales process
- Documented the process in detail and managed valuation bases
- Developed ‘for product nominal profile’ Experts
- Provided trackingorientiertes (tracking oriented?) software tool:
- Evaluation of staff
- Executives
- evaluation of the project and the successes
- Coached supervisors and sales representative
- Implementation of the IT solution and its Service Project
Duration: 1 years
Introduction of a Controlling system in Asset Management
An investment company with over thirty corporate investments in the same industry needed an overall controlling system, that could highlight personnel potential as well as problem areas. Our task was to map their system based on our product perview and make the results available to our customer.
We
- Planned the operation in coordination with the client
- Developed a comprehensive measurement and evaluation system for the asset itself, as well as its executives
- Developed Asset Profiles (minimum, target, Optimum / potential)
- Regular Assessments developed for managers
- Developed a 360-degree feedback system for coaches, clients, employees
- Coached former shareholders, executives
- Run the IT solution in the Service Project
Duration: 9 months
Support change management in the automotive field
A major automobile manufacturers planned to optimize the service and the marketing of its vehicle leasing business in Germany.
We
- Were responsible for the coordination and implementation of the nationwide marketing research
- Developed jointly with the customer the appropriate policies to direct optimization
- Participated in the strategic planning of future services
- Expanded the project to two other European countries Project
Duration: 1 years
Measurement techniques in coaching an IT distribution
A well-known IT company, which had exercised coaching in the field of distribution and management executives for several years, as a means of staff development, aimed to apply coaching nationwide due to their great response and results delivered. To control this rather expensive consulting method better and make results measureable , we were commissioned to provide a method or tool set, to measure the results and success of coaching.
We
- Jointly developed the basic concepts with existing coaches
- Developed a comprehensive measurement and evaluation system for coaching activities in management and sales
- Developed employee profiles (minimum, target, Optimum / potential)
- Implemented acquisitions into our existing system Assessmentprofiles perview of employees
- Developed a 360-degree feedback system for managers and sales staf
- Accompanied the project as a project manager and supervisor
- Implemented the IT solution and its service Project
Duration: 1 years
Process optimization of a service company
A renowned service company identified through a detailed analysis that significant work processes were not been optimally implemented by a number of employees and intended to launch a regionally targeted staff development project to improve work processes and employee skills altogether. We were asked to visualize the work processes using an an IT system and to include employees skills and responsibilities within the processes. The project aimed to demonstrate what could be achieved with methods of human resources the greatest successes in terms of process optimization.
We
- Jointly prepared the basic design for the project with the client
- Covered in our perview system, the relevant work processes and visualized them
- Developed a comprehensive measurement and evaluation system for staff development activities
- Developed employee profiles (minimum, target, Optimum / potential)
- Developed a 360-degree feedback system for managerial staff
- Presented an IT system that measures the project's progress and benefits according to various criteria
- Accompanied the project as a project manager and supervisor
- Implemented the IT solution Project
Duration: 1 years
European Cargo and Vehicle Exchange
Goal was to establish and optimize a Europe-wide database information system for freight forwarders, carriers and shipping industry.
We
- Were responsible for the coordination and implementation of marketing research
- Developed the German marketing concept
- were responsible for the marketing and sales management for two and half years
- Developed and implemented the entire PR and advertising activities, including the preparation of prospectuses, brochures, ad campaigns, trade show and conference activities, in cooperation with an advertising agency
- Optimized the value drivers of the company, so it was rewarding
- Acted decisively in the company's sale to a U.S. electrical company with
Duration: 2.5 years
Interactive TV Portal
Goal was to launch and implement a corporate vision.
We
- Created the basic concepts
- Recruited the management team
- Took over as interim central management incl responsibility of the board
- Created the business plans
- Led the company into the market
- Realized collaborations with national / international groups Project
Duration: 1 year
BMFT, Federal Ministry for Research and Technology
In a multi-year research project, the BMFT, in cooperation with a renowned consulting company, developed a comprehensive standard software for public transport.
We
- Planned and coordinated the marketing research
- Were responsible for extensive parts of the marketing research
- Developed the entire marketing concept
- Presented the marketing plan
- Collaborated on the acquisition and the launching of pilot projects
- Were acting in a advisory and project management position for the overall project management Project
Duration: 2 years