Case Studies

Our client was rolling out project management systems, tools and processes across several hundred projects. Risk management was never formally done in projects, and consequently neither the clients nor management knew what impact the “known unknowns” would have on the project. Projects were often late or over budget and were missing profit targets. We worked with our client to introduce a basic risk planning and management mechanism into the proposal phase and the post-award planning phase. As a result, the client developed more realistic proposals that gave the client a stronger basis for...
We worked with a graphic design business owner who sought to distinguish his firm from others. The graphic design industry is intensively competitive. Our client wanted to tie his passion for “green” offerings together with his business model to create a unique offering. We worked with him to create a strategy to capitalize on his experience and his passion for his offering, and supported him as he created a base strategy. Over several years he evolved it several times to refine his ideas and plans. Through this process of experimenting with his ideas and testing each one out relative to the...
A company that provides an online document preparation system for Realtors joined the Fairfax, Virginia TAB group to work on increasing sales and revenue. Although the company had been successful in creating an ongoing, profitable business since 1992, they needed assistance in meeting current growth objectives. In the client's words, "The TAB group was helpful in several ways. First, it required us to define personal, financial and other growth objectives and milestones in measurable terms. Second, because of the mutual confidentiality agreement we have each agreed to, members...
We worked with a senior leader struggling with a difficult direct-report manager whose leadership style was causing our client to spend significant amounts of time and attention on matters that she had delegated to this manager. We helped the senior leader to assess the situation and map out a plan. We administered the DISC to help the subordinate manager to understand her communications style better and how it was negatively affecting her interactions with her manager, her clients and her team. We worked with her to map out a plan to address aspects of her style that once modified, improved...
We worked with a client who had a vice president who was attempting to sabotage the business by not delivering critically needed information. The impact was potentially crippling to the business. We worked with this business leader to lay out a strategy for confronting this insubordinate leader and removing him from his position. She planned how to recover from the impacts of his actions and delivered needed information at the agreed time while keeping her team intact. She grew more confident as a result of this experience and went on to improve her leadership abilities—leading her team to...
The President and co-owner of a debt services company came to us and requested help in increasing sales after a long period of flat revenues. We worked with her to identify and characterize her ideal client and her sales pipeline, and to strategize on handling leads and tracking sales activity. She immediately began to increase her sales; in the first four months after beginning our engagement with her, her sales were up an average of 80% per month.  In addition, she participated in monthly advisory board meetings, which helped her to better manage her business by giving her a venue to get...
We worked with a woman business owner who co-owned a graphics design firm with her husband. She was the marketing engine in the business; he was the design expert. She recognized that they needed to generate more business and reach outside their rural area of Maryland. She joined The Alternative Board, run by Coridium Advisors, and brought her challenges of marketing to the table. Her board linked her with other design firms, public relations agencies and clients who needed the services she and her husband offered. She received support she needed and guidance to move more effectively into the...
We worked with a large architecture and engineering firm that sought to implement Earned Value Management (EVM) across its business. The firm managed approximately 200 projects per year with about 30 project managers. In partnership with another consulting firm, we developed necessary project management processes that blended with the business processes. Then we developed the tools and training needed to prepare the project teams for the new way of doing business. We worked hand in hand with the client to turn over the implementation work as rapidly as possible in order to manage to a tight...
The co-owner of a clothing manufacturer and retailer of custom-tailored clothing came to us after several years of setbacks and changes in the marketplace, including the break-up of a manufacturing facility partnership, a slowing economy and the growing influence of Far East manufacturing. He decided that it was time for his company to regroup and refocus the business. Working one-on-one with his executive coach, the co-owner was able to more clearly focus his energies and talents on the things that generated income and profit. His advisory board helped him identify new sales streams for his...
We worked with a woman business owner who needed guidance on how to manage a very difficult client who represented a significant amount of revenue. The client consistently disrupted her business, taking her time and energy away from pursuing growth opportunities. She was frustrated and unclear about what to do next. She did not want to lose the client abruptly. She brought this issue to her board of advisors, who helped her to tease it apart and then develop a range of options. She tested the options and incrementally introduced a set of tactics into her relationship with this client that...
We worked with the woman founder and owner of a public relations firm who had rapidly grown its book of business from a strong list of previous clients. She had exhausted her rolodex of contacts and saw her revenues begin to flatten. Her pipeline of upcoming work was draining fairly rapidly. She needed to rapidly put in place a marketing and sales engine that would produce new clients and take her business to the next level. She worked with her advisory board to identify the strengths and value of her firm’s offerings. Some ideas were discarded, others were modified, and eventually she...
We worked with a woman business owner who co-owned her federal-government-based business with her ex-husband. He was interfering significantly in the business and was inhibiting her ability to take the business in the direction she desired. She very much wanted to bring this partnership to a close so that she could take complete control of the business and eliminate his interference. She laid out the situation to her board of advisors and her coach, who helped her deal with the emotional challenges and negotiation strategies. She sought advice and support from her board as she made her...
We had a client whose management team was underperforming and stifling the growth of the business. Teams were performing inconsistently. Consequently, revenues were lower than required, morale varied significantly and line managers were worn out from their personal heroics to meet monthly revenue and profit targets. Company management was very frustrated. We assessed each manager using a combination of Tilt 360™ and DISC™ to understand the balance of factors in their leadership style that could be adversely affecting teams' performance. To improve key areas of leadership, we identified what...
Coridium Advisors was called in to assist a government contractor client that had failed to deliver any acceptable deliverables in over two years of contract performance. The management team had been replaced and was under significant pressure to turn around the project and the client relationship. The contract was valued at $250 MM and its loss would have significant impacts on revenue and reputation. We were asked to lead teams’ efforts to build seven complete project plans (WBS, Schedule, WBS Dictionary, Responsibility Assignment Matrix, Budget) concurrently and deliver them as a single...
Coridium Advisors was asked to prepare a risk assessment, risk management process and risk budget for a large government contract, leveraging the work done previously to build seven integrated master plans. Coridium led teams to assess the risks in each project and estimate impacts on the budget, schedule and quality of the projects. A total "risk budget" was prepared and presented to the client’s customer. The risks that were identified were subsequently viewed as shared. As a result, the client and the client’s customer had more open and candid conversations about the nature of the projects...
We worked with two clients who had been in business together for a couple of years and had reached a point of needing to solidify their working relationship and iron out the particulars of their partnership as they implemented their plans for growth. Their challenge was blending styles, values and vision for the business in a way that let them capitalize on the synergies between each of their styles. We met with them multiple times and worked through the Partnership Charter framework, producing an agreement on how they would work together and how they would manage changes in their business....