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From 12 Hours to 2: How a Workforce Agency Transformed Monthly Reporting for 50+ Employees with Microsoft Copilot Agents 

We recently interviewed our client, Dena Dove, Learning and Development Specialist at EmployU. 

Here’s what Dena had to say about the challenges that caused her team to pursue Microsoft 365 Consulting, our approach, and the results. 

The Challenge: Inefficient Workflows 

EmployU is a nonprofit workforce development agency. We run both adult and youth programs, helping people with disabilities achieve long-term employment and access work-based learning opportunities.  

Having previously worked as a field agent in our organization, I had my finger on the pulse of a few areas where we could make our field agents’ lives easier. Before working with CTC Productivity, several of our workflows felt redundant and time-consuming, and we knew that adopting AI would solve that. 

At the time of this case study, we are working on our 8th and 9th Copilot agents with CTC Productivity. They have all been very successful for us, but for the purpose of brevity, we’ll focus on one specific agent in this case study. 

This is where we got started: 

Our field staff—employment specialists, youth employment specialists, and job coaches— keep detailed case notes and progress documentation for every client. Each month, we compile those notes into comprehensive Monthly Progress Reports (MPRs) for our vocational rehabilitation partners. 

Before Copilot, that meant that each of our field staff had to manually review a month’s worth of notes and turn them into structured summaries—work that took between 5–12 hours per person per month (depending on caseload). That administrative load pulled time away from direct client services, face-to-face coaching, and job development—all of which are the heart of our mission. 

We needed a practical way to reduce that time waste without sacrificing the quality of our MPRs. That’s when we contacted CTC Productivity about their Microsoft 365 Consulting service.

BEFORE: Monthly Administrative Time Investment 

The Solution: Custom Copilot Agents 

CTC Productivity worked closely with us to build custom Copilot agents to fit our workflows. Our goal was to simplify and automate as much as possible without completely disrupting the processes our field agents were already familiar with. The goal was to save time with minimal confusion or adoption fatigue. 

The flagship tool CTC Productivity built for us is our monthly summary agent. It compiles our field agents’ case notes and produces thorough and well-structured summaries that we can present to our vocational rehabilitation partners. Incredibly, what used to take our field agents between 5-12 hours a month, Copilot can do in a matter of minutes. And it does it well!  

This new process allows our field agents to simply process the AI-created summaries appropriately and move on to the work they are most passionate about. Instead of spending hours at a computer sifting through a month’s worth of notes and compiling summaries, our field agents have the time back in their day to engage in meaningful, client-centered work—the work they came here to do.

CTC Productivity also used Power Automate to publish all of our Copilot agents into our SharePoint environment, so everyone has a single, familiar place to access them. This helps with consistent availability, licensing management, and troubleshooting when something comes up. It’s been a gamechanger. 

Time Savings and ROI 

Our team felt the positive impact from this Copilot agent almost immediately.  

• For our staff with larger caseloads, the monthly summary work dropped from 10–12 hours to under 2 hours (an 83–92% reduction).

• For our staff with average caseloads, we saw the process move from 5–7 hours down to 1–2 hours per month (a 71–86% reduction).

We have roughly 50–60 staff members across our organization who are using this Copilot agent. That means that, depending on caseload, we have saved between 240 – 600 hours every month with the help of this Copilot agent alone. 

AFTER: Time Savings by Staff Caseload 

The time we have saved has certainly added up to real value for our team. It means less time spent on paperwork and more time spent directly helping our clients in a way that speaks to our core mission as an organization.  

And honestly, the time savings aren’t the only benefit we’ve seen. The Copilot agent also makes the work feel easier and less overwhelming day to day for our team members, which is directly affecting overall job satisfaction.  

Admittedly, some of our field agents were hesitant about AI at first—especially those who prefer the pen-and-paper approach. But once they saw the positive results their peers were achieving, they got excited about the possibilities and dove in.

In addition to the time savings, our team members have also shared that the Copilot agent improves the quality of their MRPs. One person said the agent makes their writing “sound smart,” because it helps polish their writing and keep the tone professional. The agent also does a great job pulling the right details from case notes—like the challenges a client faced and the specific ways our job coaches helped address them.

Key Takeaways 

The CTC Productivity team brought a deep knowledge of Microsoft 365. Copilot adoption has worked for us because CTC Productivity helped us focus on genuine pain points and deliver an agent that felt like the right solution for us. 

As mentioned above, we’ve seen such positive results from this Copilot agent that we are currently working on our 8th and 9th Copilot agent with CTC Productivity. We’re excited to expand our continuous improvement efforts and look forward to many more wins with Copilot in the future! We have appreciated CTC Productivity’s responsiveness, technical expertise, and willingness to tackle every challenge head-on, and we look forward to what’s to come. 

ROI Summary

Time Savings:  

240 – 600 hours of staff hours per month 

(50-60 employees each save 4-10 hours per month depending on case load) 

Job Satisfaction:  

Employees are reporting increased job satisfaction due to: 

• Time saved 

• Quality of Copilot’s reporting 

• Ability to focus on the work they were hired for 

Ongoing Costs: 

$0 (Excluding Microsoft 365 Copilot license) 

Links: 

Share this Case Study: https://ctcproductivity.com/microsoft-copilot-cuts-reporting-time

More Case Studies: https://ctcproductivity.com/success-stories

Coaching Auto Industry Controller to Achieve 25% Boost in Productivity Through Improved Confidence in Leadership Skills and Delegation

We recently interviewed our client, Kristi Wallace, Corporate Controller at Jim Taylor Auto Group.  

Here’s what Kristi had to say about the challenges that caused her to pursue coaching, Jan’s approach to helping her address those issues, and the results. 

Challenges: 

As a 30-year Auto Industry professional, my workload had been growing steadily throughout my career. I was also struggling with significant eye fatigue from screen time—it was beginning to impact my job performance and my sleep. I was at a breaking point mentally and physically.  

I had never had coaching before, so when I started my sessions with Jan, I didn’t have any specific expectations—only the hope that we could make some adjustments to lessen the impact of my eye strain and my heavy workload in order to boost my productivity.  

During my first coaching session with Jan, she helped me realize that my struggles were actually just a symptom of a larger problem. The root cause of my challenges was that I wasn’t delegating any of the work I was taking on. My leadership style was getting in the way, and I needed to make some adjustments to it.  

While I may have occasionally reassigned tasks to someone else, I often found myself double-checking all of their work. This habit was not only adding to my physical discomfort, but on a much larger scale, it was also sending the wrong message to my team and creating additional work for me. This became a primary focus of our coaching sessions.  

Solutions: 

First, Jan addressed the physical symptom of my massive workload—my eye strain. She provided tailored, practical strategies to help me address my discomfort. Her suggestions (e.g. using dark mode on all of my devices) immediately improved my comfort and productivity.  

Next, Jan examined my workload. She helped me realize that there were huge opportunities to increase not only my own job satisfaction, but my team’s as well.  

Upon hearing that I often double-checked my team’s work, Jan pushed me to do some self-reflection about why that was. When I dug deep, I realized that I didn’t lack confidence in my team—I lacked confidence in my own leadership skills, and it was getting in the way of me utilizing my team to their full potential.  

Jan showed me that my habit of delegating and double-checking—rather than leaning fully into the expertise of my team—was:  

• unnecessarily adding to my workload  

• sending my team the message that I didn’t trust them to do their jobs 

• keeping me from focusing my attention on my most important work 

Over the course of our work together, Jan helped me to grow my confidence in my own leadership skills and start truly delegating some of my responsibilities. The more I delegated (and fully let go of) the tasks on my plate, the more I saw my team’s confidence grow. I also saw huge benefits in my own workload, productivity, stress level, sleep, and more.  

Results: 

• Over 60% Decrease in Stress: Over the course of 3-4 months, I was able to delegate so many tasks to my team members that I saved about 20-25% of my time. This has made me significantly more productive and has resulted in an increase in job satisfaction of over 80%. 

• Increased Confidence: I have greater confidence in my leadership abilities now. This shift has allowed me to delegate tasks more effectively, significantly reducing my workload.  

• Positive Impact on Team: My team members have all benefited from my coaching.  Most notably, my assistant has enjoyed receiving increased learning opportunities as she grows in her position in an industry that’s relatively new to her. This has positively impacted her job satisfaction.  

I was thrilled with how immediate the changes were, how Jan pushed me to reflect on my habits, and how steadfast she was in her determination to identify the root causes of my challenges and help me solve them. I also appreciated that Jan provided additional resources for me to access between sessions. She regularly recommended books, podcast episodes, etc. that augmented what we discussed in our sessions. 

I’m so grateful to have more time in my day and to be experiencing less stress, less physical discomfort, and even better sleep from the changes we made. I’m a healthier person because of these sessions. 

On average, our coaching clients see a 10% boost in productivity—that’s like getting more than a month of your year back! 

Coaching is a powerful investment you can make in yourself and your team members. And it’s an investment with real results.  

Interested in coaching for yourself or someone on your team? Book a conversation.  

Let us help you create a culture where productivity fuels happiness. 

DOWNLOAD PDF
 

We recently interviewed our client, Lori Hart, Customer Experience Manager at Bulmann Dock & Lift. 

Here’s what Lori had to say about her company’s challenge, the CTC solution, and the results: 

Challenge: 

A large part of our business involves removing docks and equipment prior to the icing over of the lakes in Northern Michigan, and then reinstalling that equipment the following Spring.  

Like many companies, our processes evolved over time until we had five or six different applications that we would use for scheduling, work orders, communication with customers, location information, etc.  

We were struggling to find an application that contained all the various tools we needed to consolidate our processes to one platform. There are a lot of great applications out there, but none we could find that were specific to our business. I had been using an Excel spreadsheet to track all of our pertinent customer data, which was incredibly time-consuming, inefficient, and ultimately left us vulnerable to human error.  

In the past, when I created the schedule, I would have to pull a variety of client information from several different places to ensure that the right people, equipment, etc. were assigned to each job. For example, let’s say Mr. Smith needed a barge and special equipment to get his lift out because it’s muddy at his location. That information is incredibly important for scheduling the right teams with the right equipment, but that information was only helpful if I remembered to collect it and put it in the spreadsheet for the crew that was going to do the job. I had to try to find all of this information and make sure it was in the spreadsheet every year in order for the service team out in the field to be successful in getting the job done. 

Here’s what our work orders looked like originally (our clients’ info has been redacted for their privacy): 

And this is what our scheduler looked like previously:  

Both of these systems were completely manual. I had to create the work orders manually with any information I could remember the client telling me, and then I would have to manually enter all of their crucial and relevant job information into the scheduler for our service teams.  

Solution: 

When we learned that CTC helps companies leverage Microsoft 365 (a tool we were already paying for) to meet unique business needs, we reached out to them for a customized solution. We specifically wanted a solution that worked with our current processes, but simplified the steps involved. CTC’s consultants built-out a custom SharePoint solution for us that accomplished four big goals:  

• I now have a dashboard for scheduling that cherry-picks relevant information and keeps the most important information in front of me. 

• The Crew Leaders out in the field can now see their schedules and complete their work order information using their iPads and smartphones. 

• The list now stores our customers’ histories – such as travel time to their location, how many hours it takes for removal and installation, etc. 

• And we now have a “barriers” list where our crew leaders can document every failure, error, and roadblock they encounter out in the field. This allows our manager to review this list, assign action items to correct the issues if possible, and – in general – improve our operations. 

Our new solution is built so that each customer’s contact information, location, history, and specific job requirements are easily accessible within their file in SharePoint, and that information is there forever – I no longer have to add the information manually every year. In fact, everything we ever do with each customer is saved forever. This has made my job significantly easier (as well as the Service crew’s) because we all have access to everything we might ever need to know about the client. 

Before we made the switch to our new system, I would have to create every work order with everything I could remember about the customer after they call, email, text, or stop in to tell me when they were ready for services. Now, with our new system, the client fills out a form which generates the work order for me, then I just assign a date to it. That’s it! All of the client’s information and preferences carry over with the work order that they create themselves. It’s brilliant! 

Additionally, our Service teams can update their work order information in the field while it’s fresh in their minds, which is not something we had the ability to do before. This is another way we’ve saved time and reduced the opportunity for errors to occur. CTC also built us a “Barriers” list that allows our crews to make note of any issues they run into so that management can address those issues and hone our processes further to help our operations constantly improve. 

When the team at CTC first told us what their plan was using SharePoint, we had some reservations. It felt a bit overwhelming to imagine how the application would function and be able to do everything we needed it to. We had a hard time trusting that we’d see real benefits from making the change, but they asked us to trust the process, so we did.  

Once I was able to start testing the new system myself, I realized how easy the solution really was. I was no longer afraid of making mistakes because you can easily fix any errors that you make. If you accidentally uncheck a box, it doesn’t destroy a week’s worth of work–you simply recheck that box and it’s fixed. 

The more I explored our new SharePoint solution, the more I was able to see just how many possibilities there are with it. Additionally, the Service crews know that the new system can be molded into whatever we need, so they’ve been coming to me with new ideas every day for how we can use it.  We are all excited about the possibilities that we have with the new system, and we’re thrilled with the solution CTC has built for us.  

Here is a screenshot of our new automated work order:  

And here is what our new client info tracker looks like (our clients’ info has been redacted for their privacy): 

And finally, this is a screenshot of our new scheduler (our clients’ names have been redacted for their privacy):

Results: 

Before working with CTC, my role was an 80-hour per week job and we only had one person to do the work, so we knew we needed to cut that time in half. With CTC’s help, we managed to do exactly that.  

The entire service department has also seen a big increase in productivity. Now that all the information we could possibly need is stored in each customer’s file, the Service crews can see exactly what equipment they need before they leave for the job. There’s far less time spent running back and forth to swap out equipment because they’re no longer hitting roadblocks in the field. Our crews are experiencing fewer unpleasant surprises and much less frustration when they’re on a job.  

There has also been a big decrease in stress and increase in job satisfaction for me and for the entire team in the Service department. Things are running smoother, everyone has the information they need to do their job right the first time, and we all know now how easy it will be to make additional adjustments to the system over time if we think of new ways we can use it.  

We’ve worked with technology consultants before who moved through the process very quickly and dumped the final solution on us with very little to no follow up. We’ve had the opposite experience with CTC. We love that CTC has been there every single step of the way. We have bi-weekly calls to talk about how things are going, ask questions, get additional training or support. CTC has been there for every question, ensuring that we know exactly what we’re doing. We are absolutely thrilled with this partnership and hope to work with CTC forever! 

ROI: 

Initial Investment: ~$12,000 

Ongoing Costs: $0  

ROI:  

• Reduced Management’s work time by 50% 

• Notable decrease in stress and increase in job satisfaction among management & crew members 

We recently interviewed our client Doug Eagle, CEO and president of Eagle Retirement Plans, Inc. and Eagle Wealth Management Group, Inc.

Here’s what Doug had to say about his organization’s Challenge, the CTC Solution, and the Results:

Challenge:

I have big growth goals for my organization. So, I didn’t just want to hire someone to complete a task—I wanted something that could be scaled as the business grows.

With this objective in mind, I knew that leveraging technology was the best path forward. We had adopted the Microsoft 365 platform a few years earlier, but knew we were not taking full advantage of all the various apps—especially with the ever-changing world of Microsoft. We wanted to leverage all of Microsoft 365’s integrated components, automations, and capabilities to strategically organize information.

We had previously hired another consulting firm to support setting up a CRM in Microsoft Dynamics. Unfortunately, that was a dead end. They just couldn’t get it configured to meet our organization’s needs. After many months of failed attempts, we abandoned the project.

Luckily, a previous client of CTC Productivity, Robin Edgar, recommended CTC as experts in Microsoft 365. (Read more about CTC’s work with Robin in the case study “Supplementing Your CRM to Drive Efficiencies.”) CTC is known for working with businesses that view technology solutions as a strategic weapon, not a cost center to manage. We have great ideas and knew there was untapped potential in our technology, so we wanted to prioritize this initiative.

Solution:

CTC was able to properly configure our CRM in Dynamics exactly as I envisioned it.

CTC began by unraveling the mess in our Dynamics setup, fixing all the errors that the previous consulting firm had made and reworking it to best serve our business needs.

We chose a retainer model instead of a project-based model so they could not just create the technical framework—but also augment our knowledge of the Microsoft 365 suite to increase our organization’s efficiency.

The retainer model gave us the flexibility to explore Microsoft 365’s various apps and tools with the CTC team and learn how they could support our workflow. By dialoguing with a Microsoft 365 expert about day-to-day challenges, CTC identified solutions in the software we already own. I appreciated this flexibility instead of worrying about the original scope of a project agreement.

Through this model, we were able to expand our organization’s use of Microsoft 365, build workflow automation solutions, and incorporate some of Microsoft’s newly introduced apps, like Loop and Microsoft’s AI tool, Copilot.

Results

Dynamics CRM

CTC did a great job setting up our CRM correctly in Dynamics. They answered a question about Dynamics within an hour that our previous consulting firm had still not answered after six months!

One example of a configuration that has greatly increased our efficiency is creating a catalog system to group clients by “gold,” “silver,” and “bronze,” each with its own customized workflow to support their unique needs. We can now easily sort our CRM by these categories, allowing our team to focus more attention on top-tier clients.

CTC also reworked our Dynamics set-up to incorporate automation. One of the biggest workflow processes that we automated is for when a client passes away. We have a two- to three-page SOP for this event, with many tasks assigned to every person in our office. CTC added automation to this intensive process, which is now created and kicked off by a simple “Client Passing” button in our CRM that lists the date of their death. This automatically drafts an entire task list that can be viewed and assigned in the Microsoft 365 Planner tool, providing invaluable oversight for this crucial task management.

Another time savings we are immediately seeing is with our client onboarding process. We previously used multiple forms, meaning inputting data was a manually intensive process that took thirty minutes. Now we add onboarding information to Dynamics, click a button, and it’s done in thirty seconds!

Loop

Our paraplanner is offsite, and Loop has greatly increased the efficiency of our remote collaboration.

The CTC team often refers to Loop as “OneNote on steroids.” OneNote is a tried-and-true tool in the Microsoft 365 suite, but its information is stored in one static location. Loop is designed to be broken up into webparts that can be populated into other apps, integrating information while still maintaining “one central source of truth.” In other words, it “loops” disparate pieces of information together.

CTC has helped us leverage Loop’s integration with multiple Microsoft 365 apps, including:

Dynamics. All customer meeting notes and review letters now directly link to client information from our Dynamics CRM. Avoiding the need to retype notes or link to information from other systems has saved our team a substantial amount of time and ensures that we can easily review the most up-to-date client information. This allows for seamless collaboration across the team.

Planner. The date and time for each meeting is now scheduled and tracked in one central location.

To Do. With Loop’s integration of To Do and Planner, our paraplanner can update assignments using Microsoft’s task management tools as meetings are scheduled.
Teams. We can record customer review meetings in Teams and add the video link to Loop for team members to review.

Copilot

Like many business leaders, I was interested in how Microsoft’s new AI tool, Copilot, could be integrated into our workflow to reduce manual work.

CTC educated my team on creating a script to effectively prompt Copilot to do exactly what I wanted. This knowledge can now be repurposed in so many other areas of our business.

For example, we now leverage Copilot to populate correct information from client meetings and to construct white papers, allowing us to create high-quality informational content in half the time.

Summary

One of my favorite words is “leverage.” And that is exactly how I feel about the results of our work with CTC. Before working with CTC, the Microsoft 365 platform had so much untapped potential. We are now leveraging its power, and I am very happy we prioritized this initiative.

Like many business leaders in a world of rapidly advancing technology, I used to feel like we were “behind.” Now we are leapfrogging ahead of the competition.

ROI:

Cost: $14,000

Ongoing: $0

Time Savings Example:

New client onboarding process used to take 30 minutes, but now it takes 30 seconds!

Links:

Share this Case Study: https://ctcproductivity.com/microsoft-dynamics-leveraging-ms365-apps

More Case Studies: https://ctcproductivity.com/success-stories

We recently interviewed our client, Joyce Stupnik, President and Partner at BDH, a premier interior and architectural design firm.

Here’s what Joyce had to say about her company’s challenge, the CTC solution, and the results:

Challenge:

Our administrative processes were very manual in nature. The result was that our staff spent time on tasks that were not of high value to them or our clients. Our goal is to fully leverage our technology to streamline workflows, focus our team’s resources on their most valuable output, and set ourselves apart through fantastic employee and client experiences. Ultimately, the hope is that technology will make our daily workflow extremely user-friendly and lead to happier team members.

Solution:

We had previously worked with CTC Productivity on our continuous improvement journey and were pleased with the results of our executive coaching. For this reason, we decided to revisit our partnership with CTC and utilize their Microsoft 365 consulting services.

The team at CTC was instrumental in helping us better understand how to utilize our existing software to streamline and automate our processes. They also helped us navigate linking it to other applications outside of the Microsoft suite to provide continuity in our workflow.

Proposal Process

One process that was inefficient and relied on many back-and-forth manual steps was our project proposal process. It involved redundant efforts by our project managers and marketing team. Our project managers needed to be focused on the client experience and quality design, not manually sending content back and forth with our marketing team. Additionally, their role is robust, so ensuring repetitive follow-up to receive an executed contract fell by the wayside at times. We knew there was a better way to collaborate, streamline the process, and get these documents sent out to clients.

Our process previously used our ERP software, which we use as our Project Managment, CRM and Accounting platform. This is how the process looked:

• A proposal was requested using our ERP software.
• Marketing would receive a notification and update a proposal template with some specific project information, then output a draft as a PDF.
• Marketing would send the draft to the Project Manager via email
• The Project Manager would review and markup the PDF document and send it to marketing, also via email
• Marketing would type information into the template and then send it back to the Project Manager for a final review
• If there were any additional changes, the Project Manager and Marketing would go back and forth with markups until the proposal was complete
• Then the Project Manager would have to email it to the client and attach the final pdf
• If they didn’t hear back from the client, they would have to remember to follow up with the client

Part of the issue was that each department used different software tools. We needed collaborative spaces where we could work together more seamlessly.

After discussing our workflow with CTC, we were able to use their deep knowledge of 365 to build out a workflow that leveraged existing integrations and automation tools within 365 to streamline the process from start to finish (including our non-Microsoft 365 tools.)

One of our biggest wins involved using Canva as our collaboration tool for the creative and marketing part of this process. We previously used InDesign, but we found it to be more rigid and costly. Canva allows us to collaborate live and have only one version of each document. We also created new templates to improve the content and understandability of the proposals and leveraged Canva’s automated approval process to streamline the internal communication between project managers and marketing. After identifying Canva as a collaborative tool for us, CTC then built integrations between Canva and SharePoint to allow us to move the finalized document to our internal 365 environment in order to collaborate with clients. We also leveraged built-in integrations between SharePoint and DocuSign. DocuSign allows us to manage the workflow for collecting client signatures, including sending reminders, so our team members no longer have to manage that tedious but important task.

By revamping the entire workflow and using built-in integration tools like PowerAutomate, we went from 25 steps to 14 steps and from multiple versions of documents to only one master version of each document. Visually mapping out the process, as we did below, proved what a significant impact these changes had on the work effort.

Here is the before image of the workflow:

Here is the after image:

Running on EOS®

We run on EOS, an operating system for small businesses, and had been using various Word documents and Excel to try and manage it. We now use OneNote and Planner to manage our Level 10 meetings.

OneNote is a great place to store important reference information (i.e. VT/O, issues, notes). Planner is ideal for Rocks and tasks.

This was another huge win for us.

PTO and Quarterly Employee Check-In Process

One of our goals is not just to automate things to drive efficiency but to make things work easier for our people. One of our goals as a company is a user-friendly and supportive employee experience. So, in addition to looking at our business processes, we also wanted to look at our internal processes for managing our employees.

One area that needed help was our PTO process and our process for collecting quarterly feedback from the team on overall job satisfaction. In the EOS world, this process is called the 5-5-5™.

The 5-5-5 requires that people managers consistently touch base with all employees to make sure they are supported and happy. This process was another laborious process that we were hoping we could streamline with technology.

Working with CTC, we identified an easy way to automate our quarterly check-ins. CTC developed a PowerApp that allows all team members to easily answer questions from any mobile device. This change alone made the process much easier for everyone and, in turn, added to employee job satisfaction.

The information collected from the PowerApp is then stored in a central location in SharePoint. This makes it much easier for our HR manager to review the responses and leverage the information. This used to be a manual process – the HR manager would email PDF forms to our team members, which would then be submitted to an HR database.

We also automated our PTO requests, and that change allowed this process to go from days to seconds. There is no waiting or turnaround time–it is now fully automated. This was a huge win for the business team, as well as the employees.

Deepen the Learning

We were already advanced in our use of many of the Microsoft tools, but it was helpful to have a 365 expert who could supplement our training efforts. With CTC’s help, we broadened everyone’s understanding of SharePoint, OneDrive, OneNote, and many of the various apps.

CTC assisted us with adoption and a deeper understanding of how the M365 suite of tools are interconnected (which is not very evident without expert guidance). Many of our team members were using SharePoint through Teams, but didn’t realize the relationship between the two, plus the various ways you can access your information.

This collaboration with CTC saved our COO/EOS Integrator ® time and provided our team with expert help to deepen their understanding of our tools, which in turn increased overall productivity.

CTC does a great job of training non-techies and breaking the concepts down for them.

We are now using OneNote for project collaboration. Storing project notes and meeting minutes in a centralized cloud location easily facilitates collaboration with hybrid teams. The team even created a coding system within OneNote so it’s clear who takes the next steps from each meeting. We use Word for external or official project notes issued to the larger team.

Results:

Our leadership team and project managers are ecstatic about the proposal workflow changes. They feel it is so much easier and more efficient to manage. What once took days now takes mere minutes.

Our HR generalist and employees love the new PTO request process and PowerApp for managing employee check-ins.

The CTC team is fantastic! They are great at the technical aspect of the work, plus they do a good job of building relationships, communicating, and working with all levels of the organization. They were fabulous at working directly with a variety of team members to help answer their questions.

ROI:

Investment: $20,825

Ongoing Cost: $0

Savings Just for the Streamlined Proposal Process:

• Reduced # of steps by 44%
• Automated 90% of the process
• Reduced the time it took clients to sign and return contracts to us from 1-2 weeks down to 1-3 days, sometimes even 1-2 hours

Links:

Share this Case Study: https://ctcproductivity.com/microsoft-365-proposal-process

More Case Studies: https://ctcproductivity.com/success-stories

We recently interviewed our client Angela Silbernagel, marketing director at The Silbernagel Group (SG). 

Here’s what Angela had to say about her company’s Challenge, the CTC Solution, and the Results. 

Challenge: 

At SG, we service over four hundred clients every year—and each client has varying needs, and we’re on target for major growth. We knew that we needed to streamline our client review process and simplify our complex technical environment to best support our workflow. 

We had tried creating a client review process in our CRM system, but it didn’t meet our needs. Our CRM was not adequately tracking review intervals—especially since some clients have annual reviews, while others request meetings multiple times a year. We needed the ability to easily monitor target outreach to get people scheduled in advance without falling behind. Our CRM lacked the automation features to support scheduling outreach, and we needed a clearly defined process around how many rounds of follow-up to include. 

Because our CRM didn’t have a reminder feature to easily review tasks that needed to be addressed, our staff primarily relied on e-mail notifications that clogged up inboxes. And while we had a clear process, it was rigid—anytime a client didn’t require a specific action in the process, the system would be stuck on that step until a team member manually moved it along. Limited reporting options also made oversight difficult, since there wasn’t a consolidated dashboard for managers to review status without clicking through individual client listings. 

Finally, we were using six CRMs—and had many companion spreadsheets! We relied on industry-specific software to support our many different business areas, which required a very manually intensive system to keep our data accurate. If something was updated in the CRM, it was critical that it was also updated in the related spreadsheets. This was not only time-consuming for our team to execute, but specific tasks—like pulling marketing lists—required gathering content from multiple locations which had us moving slowly and never quite able to trust our own reports because someone might have missed a step in the process 

We knew that our document management process was archaic—we wanted to “move to the cloud,” but needed help understanding how to set it up properly to best leverage its impact in our workflow. Our overall technical environment was complex, and we wanted to streamline and simplify to support our company’s time management goals. 

Solution 

CTC Productivity came highly recommended to us because they were experts in helping companies not just leverage Microsoft 365 to solve business issues, but train teams on how to use those tools for continuous process improvement.   

SharePoint Lists

CTC recommended using Microsoft 365’s SharePoint Lists as a dashboard for effective document management. Because SharePoint Lists is a “no code” software, you don’t need to be a programmer to use it, making it a powerful skill for anyone in a process improvement role. 

Without proper training, onboarding new technology can be a struggle and result in not taking full advantage of the platform. CTC made no assumptions about our technical skills and started with foundational training, so it wasn’t overwhelming. This baseline understanding meant that the project was delivered far earlier than expected because our team was able to pick up the concepts quickly. 

One of our goals was to continually look for process improvement opportunities. While CTC executed the design and development, they also trained us along the way. Our team received an intimate understanding of how the software worked and learned effective no-code skills to best maintain it. CTC also educated us about which features to avoid because they are buggy or can easily break. This insight from an expert was invaluable and will surely save us much time and frustration as we move forward. 

CTC also helped us understand the best way to structure our team to support the system—including managing permissions and how to decide who should have access. This was historically managed by our IT group, but it makes sense for us to have this responsibility and knowledge so we can easily onboard new team members and not have to wait for a 3rd party to complete our request.  

We are now fully confident in maintaining the system and are excited to improve workflow processes as we move forward. 

Leveraging Existing Microsoft 365 Apps 

In addition to building the SharePoint solution, CTC helped us understand how to integrate it into the Microsoft 365 environment to streamline the way we work with various other systems and workflows. 

The CTC team explained how the various business applications worked and recommended we eliminate third-party software to save money and take advantage of integration abilities. We were able to eliminate Calendly, Trello, and Bloomgrowth (our previous EOS® management tool), as well as downgrade our Zoom plan for a total annual savings of over $7,500. We also now use supportive Microsoft 365 applications like Stream for onboarding videos, saving valuable data storage space. 

This solution fits perfectly with our philosophy of continuous improvement and eliminating duplicate systems. We appreciated the insight about how to leverage existing Microsoft 365 applications to consolidate software and save time and money. 

Results 

Moving our data from the network drive to the cloud and leveraging all the Microsoft 365 features alone was well worth the cost of consulting (and in fact, paid for itself in under six months!). And this is just the tip of the iceberg with the benefits we received working with CTC. 

SharePoint Document Storage

• Money saved by removing duplicate cloud software. 
• Time saved by avoiding logging in to separate software, having to track passwords, and updating passwords every three months for security. 
• Simplified workflow by eliminating confusion about when to store on the cloud vs. local computer. 

Centralized Dashboard

• Time saved by avoiding updating information in multiple locations. 
• Improved oversight for leadership with a bird’s eye view of all projects. 
• Versatile project views, where you can pull specific documents instead of the full list of 400 projects or what a rigid system says you need. This versatility for projects that are “exceptions to the rule” makes it much easier to pull the information needed to complete a task. The ease of retrieving customer data has also greatly supported our marketing efforts. 
• Reduced risk of user error and critical steps being missed because of a manually intensive process. 

“Live” Documents

• Simultaneous updates allow multiple collaborators at once, avoiding wasted time from waiting for colleagues to complete work and risking creating a duplicate / overwriting someone’s work. 
• Avoiding multiple document versions using features like “Change History” and “Catch Up” to easily see what others did since last opening a document. Our previous process of saving individual documents for each new meeting took up space, cost money, and slowed down our system. 
• Improved file management with document links saves substantial time in advisor case review meetings. Previously, any reference to a document would note the file path (e.g. Advisory > Client Docs > Jim > Client Name > Investments > Account > Illustrations) and pulling up each income plan would take 3 – 5 minutes per client. Using document links, the agenda is now prepped in advance of the meeting, and income plans take two seconds because each advisor case review meeting involves four advisors (our highest-paid team members!) and saves an estimated 30 minutes per weekly meeting, totaling $1K / week in savings. We are now able to cover a lot more in those meetings and avoid having to “catch” our lead financial advisor outside of the meeting when we run out of time. With more efficient meetings our clients are served better, which results in more revenue for the firm. 

Eliminating Duplicate Apps

The simple act of eliminating duplicate software with existing Microsoft 365 apps resulted in huge savings—not to mention improving our time management by avoiding logging in to multiple systems. 

• Replaced Bloomgrowth (for EOS management) with Planner for a savings of $280 / month or $3,360 / year. 
• Replaced Calendly with Bookings for a savings of $150 /month or $1,800 / year. 
• Replaced Trello with Planner for a savings of $100 / month or $1,200 / year. 
• Downgraded Zoom plan by using Teams for a savings of $100 / month or $1,200 / year. 
• Replaced RingCentral Chat with Teams Chat. While this didn’t result in cost savings since we still use RingCentral for phones, Teams Chat is much easier to manage, especially since compliance doesn’t allow Ring Central Chat. 

Here are some specific examples of how our workflow improved. 

Before: Previous Redtail workflows in our CRM were hard to filter, making it almost impossible to prioritize tasks so the biggest opportunities are served first. Our team was only notified when something happens—but when nothing is happening, who notices? Redtail also lacked transparency, which meant we relied on only one or two people to move a project through the workflow. 

After: In SharePoint, all tasks that are “stuck” or not moving forward are labeled in red and placed at the top of the list to ensure nothing is lost or forgotten. Now, every piece of information is filterable and searchable. This allows our team to complete all “like” assignments together, which is more efficient than jumping from task to task. This has particularly streamlined appointment scheduling—team members can now filter by “appointment needed” and make all necessary calls by 9:00 a.m. If something is backlogged, everyone can see and jump in to help—it is not “hidden” on one person’s list just because it was assigned to them. 

—

Before: All notes were taken in one combined location, which meant that anyone reviewing the information had to read through dense paragraphs of information to identify the data they needed. 

After: Client notes are now organized into columns for easy review. This also saves time with note-taking—for example, instead of typing “Transfer amount: $50,000” into the notes, our team can just type in the value.  

—

Before: When preparing for client reviews, our team had to track down their colleagues for information. Gathering client information took ~20 minutes to read the notes, check the workflows, and log in to our form submission system for our compliance department. 

After: We can gather client information in two clicks! Our advisors can now review relevant data without interrupting the team, which has increased productivity and lowered stress. 

—

Before: Cashflow management was in the review mirror and involved guesstimating. 

After: We now track commissions when we write the business, so we have an educated estimate of what to expect and manage our company money more efficiently. 

—

Before: Onboarding was time-consuming, requiring logging into multiple systems to add the new team member.  

After: What used to take three hours now takes twenty minutes! All we have to do is add a team member to a permission group and they are instantly added to all the right documents and Teams channels. The employee onboarding checklist in SharePoint makes it easy to “self-train” with videos linked in Microsoft 365’s Stream without downloading, buffering, or taking up data storage space. The checklist format makes it easy to monitor onboarding process and split up work, without having to meet with each person involved for an update or next steps. 

Summary 

The whole CTC Productivity team was lovely to work with and very responsive. We absolutely plan to continue working with them! We loved the experience, learned a lot, and even had fun. 

I love that I could pay CTC to educate us on everything with no ongoing cost commitment. They helped make sure we set things up correctly the first time which allowed us to implement what we built with them in less than a month.  

Since wrapping up the project with CTC we are now able to tackle simplifying our CRM environment. With our new no-code skills, we are building out a simple CRM in SharePoint to replace most of our other CRM’s, another huge cost and time savings effort 

Our centralized dashboard is so much easier to use, and along with productivity benefits, it has reduced our team’s stress level and made everyone much happier in their daily duties and job satisfaction. 

ROI: 

Total Investment: $6,250 

Ongoing Cost: $0 

Annual Hard Cost Savings: Eliminating duplicate software: $7,560  

Annual Time Savings: 1 headcount 

Links:

Share this Case Study: https://ctcproductivity.com/consolidating-systems-continuous-improvement/
More Case Studies: https://ctcproductivity.com/success-stories

The CTC Productivity team recently reflected on our work with the world’s largest employment and labor law firm and realized there is an important message here that all organizations should follow. Thank you to Michelle Gomez, Senior Director of Engagement and Development, and Littler for allowing us to share this case study.

Here’s what Jan Lehman had to say about their challenge, the CTC solution, and the results:

About Littler:

Within the first few minutes of speaking with a potential client, I can tell right away when our values align—and when they do, we can do great things.

CTC Productivity clients typically don’t start off by saying “I want my employees to work harder.” Our clients tend to be heart-centered leaders who begin workplace discussions by talking about their focus on the people behind the work. If they’re concerned about efficiencies and want employees to work smarter, it’s usually not just about the bottom line—it’s about their team not needing to work such long hours to get their job done.

This was the case when I started working with the world’s largest labor and employment law firm Littler Mendelson, PC. Another law firm had recommended working with CTC Productivity, and Littler reached out for coaching services for several of its attorneys. When that proved successful, Littler planned to expand coaching to more and more attorneys across the firm’s many offices.

Challenge:

Early on when working with Littler, I started observing something I really respected. There was a noticeable trend in the various levels of attorneys they would have me coach—oftentimes, they were attorneys who were just starting off. I can tell you that this is rare. Most organizations invest instead in coaching for their veterans and higher-level leaders.

This law firm was willing to invest right away in their newer attorneys. And I believe that made all the difference in their company culture and bottom line.

While at first I was surprised, in hindsight, this strategy is brilliant. When you look at the cost to recruit, onboard, and train a new employee, the cost of coaching is small in comparison.

According to benchmarking data from the Society for Human Resource Management, the average cost per hire is nearly $4,700. But a recent Forbes article, “Five Hidden Costs of Employee Attrition,” cites additional costs, like lost productivity, that can bring that estimate to as much as three to four times the position’s salary.

New hires often need coaching not in professional knowledge, but rather in workplace productivity skills. Higher education does a great job of teaching college students their area of study, but managing day-to-day work in an office environment is rarely on the syllabus. Time management, planning, organization, and leveraging workplace technology are all things that are second nature to a veteran employee but need to be taught just like any other skill.

This especially applies to first-generation college students and anyone who doesn’t have preexisting connections in the business world. When I think about everything I didn’t learn in school, I realize now that my network of friends and family was crucial in educating and guiding me. I am so thankful I was able to follow in the footsteps of my parents and siblings, who all had experience with receiving business degrees and finding jobs. They informally mentored me and helped fill in the gaps that education could not provide.

Without that built-in network—and even with it!—many new hires are responsible for teaching themselves soft skills in business and the productivity strategies that can support them. Workplace technology can assist with at least four of the soft skills listed in the recent Forbes article “The Top 10 In-Demand Soft Skills To Learn In 2024, Based on Research,” including presentation skills, financial management, goal setting for strategic thinking, and even innovation.

Coaching for new grads is also extremely effective since they are smart, motivated people and typically eager to learn. Plus, these are skills they will use for the entirety of their tenure at the company, so why wouldn’t an employer invest in training right from the start?

But Littler’s story gets even better. I started noticing another trend while working with Littler: many of the attorneys they hired me to coach included individuals from historically marginalized and underrepresented groups.

I’m so thankful Littler allowed me to share this story with all of you, as all companies should recognize that this strategy not only makes smart financial sense for their business’s bottom line, but more importantly it is the right thing to do to level the playing field.

Many companies talk about their IE&D strategies, but all too often I don’t see much action to support those words. At Littler, that is not the case.

Solution:

Finding top talent is harder now than ever, but it is and will continue to be one of the most important strategies for every company. Yes, even as we embark into the world of AI. AI will not be replacing our people—it will be freeing them up to work on more human tasks that require an even more robust set of skills for success. And with that, productivity skills will become even more important.

So, when your company finds an exceptional team member—that smart, motivated person who has the brilliance to deliver your product or service—why wouldn’t you do everything in your power to eliminate all obstacles in their way?

By intentionally investing in individual coaching for new hires who are just getting started in their careers, Littler has a fresh and incredibly brilliant strategy for making things fair and equitable across its entire organization.

Individual coaching meets the employee where they are in their professional journey, which is important because everyone struggles (or excels) in different areas. Coaching helps get to the root cause of any individual challenges, so it is much more effective (in other words—a smart use of their time!).

An article by the Harvard Business Review explains, “Women of color and Black women specifically continue to be significantly underrepresented, making up 8.57% and 1.73% of all attorneys, respectively. Law firms are overwhelming white and male despite efforts to recruit people of color from prestigious academic institutions.”

Private law firms’ efforts to diversify the law profession can lead to insecurities when hires might worry their colleagues think they got the job because of their underrepresented status. Imposter syndrome is a real issue for confidence, and it impacts productivity as much as any time-management strategy. Second-guessing yourself and triple-checking everything to make sure it’s perfect is a time suck. (See our blog, How a Lack of Confidence is Hurting Your Team’s Productivity in the Workplace.)

With individual coaching, we are able to focus intentionally on building confidence for historically underrepresented new hires—which helps not only the team member but the business overall.

So, if your organization is a firm believer in leveling the playing field to ensure more candidates get hired and are set up for success, consider a fresh IE&D strategy that focuses on investing in your systemically underrepresented candidates, especially when they are entry-level employees.

And the equity angle doesn’t stop there. There are individuals with invisible barriers to productivity. These people often need advice and coaching that their peers within the firm may not be equipped to provide.

For example, many people with ADHD develop their own unique strategies to not just manage their differences but harness them. Working in a linear world can be a challenge, and it is critical to intentionally organize systems in a way that supports the way your team members work best. It is also equally important for employees to know that differences are embraced, such as what I found at Littler, not judged or dismissed.

For example, one client revealed that they had suffered a huge loss in their family. Littler, provided various way to support them through this time in their life. Giving them grace when they needed grace, and then giving them support when they needed support, made all the difference in retaining an extraordinary team member.

Another way Littler invests in their new hires is through group training. Each year Littler has me lead a time management training session for all new hires during a multiday orientation program. Again, this is a brilliant strategy (if I do say so myself) to make sure they start off with the right foundational skills that they will use every day for the rest of their career.

One of the observations I’ve made in my years of working with companies is that leaders often assume people know what they know. It’s how our brains work! So it’s easy to see how a leadership team would assume people are good time managers, know how to manage email, and have good organizational skills because those leaders already do.

So, again, kudos to Littler for investing upfront in all new hires and in employees who are showing signs of needing one-on-one support.

Results:

Littler has not only devised a smart strategy for ramping people up to be the best version of themselves as early as possible, but they have also established a very loyal following among their employees. A team member I coached who was grieving the loss of a loved one was so deeply appreciative of Littler’s support that I anticipate this will be someone they will retain for years to come.

So I’ve provided some anecdotal information, now let’s talk metrics.

Here are the coaching results for one of the new hires at the firm.

As you can see from these results, the employee and the firm not only got a boost in productivity, but the employee’s stress reduction and job satisfaction went up by over 31%.

Here are the survey results from a young woman from an historically underrepresented group at the firm. In our one-on-one coaching, we focused on productivity strategies, but confidence building was another primary focus that led to her success.

This time we see an even bigger bump in productivity and, again, the same amazing changes in stress reduction and job satisfaction.

I always say, give me someone who is motivated, and we really can accomplish magical things.

Here are the training results from just one of the Littler training sessions:

Employee engagement scores at Littler are on the rise!

What is the metric you are trying to improve in your company? Why not focus on something that multiplies the benefits—increased productivity, retention, and employee engagement. A triple win!

Finally, kudos to Littler for having a brilliant long-term strategy and seeing the value in investing in people. I have no doubt the loyalty they have built by investing in their people will have an even bigger ROI over the years to come.

Links:

Share this Case Study: https://ctcproductivity.com/microsoft-365-proposal-process

More Case Studies: https://ctcproductivity.com/success-stories

We recently interviewed our client Daisy Manjarrez, VP of Continuous Improvement at Richmond Baking.

Here’s what Daisy had to say about her challenge, the CTC solution, and the results:

Challenge

I am the VP of Continuous Improvement at Richmond Baking. We had recently decided to adopt EOS® (the Entrepreneurial Operating System) in our organization and were looking at what tools would help us to best harness this new system. We decided that the best way for us to optimize EOS was not throwing more software at it, but instead making sure it integrated with the rest of our established tools. We didn’t want a platform that wasn’t connected to the rest of our operations, and we knew there had to be a better way.

We explored third-party software applications designed for EOS, but we realized we didn’t want another isolated platform to manage. We wanted a solution integrated into our daily workflow, making the adoption of EOS smoother. Since we already used Microsoft products for our daily operations, we decided to look into Microsoft SharePoint as the primary tool for this purpose.

My goals were to:

• Have a smooth rollout and adoption of EOS
• Keep all information connected to our daily workflow
• Utilize SharePoint and leverage the integration within Microsoft 365

Solution:

We decided to hire CTC Productivity to help us do this right. We were aware that CTC specializes in helping companies leverage Microsoft 365 to solve complex business issues, but when we discovered that they were able to build an EOS solution in SharePoint, we knew they were going to be the perfect fit!

Working closely with CTC, we planned the project in two phases.

• Phase 1: Build a SharePoint solution to manage EOS
• Phase 2: Integrate the EOS tool and workflow into the Microsoft Teams environment, creating an integrated portal

Our plan was to start by focusing on our Executive team during these initial phases and gradually extend the rollout to other departments once our leadership team was comfortable with the new way of working.

CTC built our EOS SharePoint solution and showed us how to properly set up a Microsoft Teams environment for our Executive team, and how to integrate the EOS SharePoint solution so everything we needed was in one place.

Throughout this journey, CTC helped us understand that our long-term strategy with Microsoft 365 was to move all internal communication and collaboration away from email to Teams, using different apps designed for specific functions, like task management. We could see that this was the future of how business would work and we loved the idea of being ahead of the curve.

Integrating the EOS workflow into the Teams environment involved learning how to use features like Channels for organizing discussions around specific topics, such as EOS, which drove efficiency in our organization.

Results:

CTC’s deep understanding of the EOS methodology was a significant time-saver. We didn’t need to explain everything in detail, which saved us a lot of time and energy. With many technology consultants, they need you to explain your exact requirements in detail so they can build the solution correctly. With CTC’s detailed understanding of the EOS methodology, we just had to tell them which parts of the EOS methodology we use (i.e. Level 10 meetings) and they knew exactly what to do.

We opted for the “EOS Pure” version, but we knew that CTC could customize the tool to match our specific business needs, a significant advantage over off-the-shelf solutions.

One of the key benefits of CTC’s approach was that they built the tool in our environment and fully trained our staff, ensuring we could maintain the tool ourselves for future changes.

SharePoint was initially unfamiliar to me, and the permissions aspect seemed clunky, however, after CTC provided training, it made perfect sense. I was then able to leverage SharePoint in other areas of the business as well.

Integrating the EOS tool into Teams made it more user-friendly and less overwhelming, particularly for non-technical team members. We were very satisfied with the product’s integration into Teams.

By learning how to use Teams correctly, we expanded our utilization to include other essential processes. This project highlighted the immense potential of SharePoint and Teams to streamline processes within our company.

An added bonus was that everything CTC built was accessible on any device because it was on the Microsoft 365 platform. CTC gave us a choice and we opted to create our task list in Microsoft Planner to take advantage of the integration between Planner and ToDo, another benefit of using Microsoft 365 and not another third-party application.

During the design and build phase, CTC’s team was always available, promptly responding to our questions and ensuring everything was done correctly. Their collaboration with our IT group was seamless, guaranteeing a smooth transition for future support.

Cost (for Executive Team):

• EOS Tool: $9k
• Teams Integrations: $4.5K
• Ongoing Cost: $0

Timeline:

• EOS Tool Development and Training: 1 month
• Teams Integration and Training: 1 month

ROI:

We couldn’t calculate the before and after time savings because EOS was new to us, but we firmly believe that a successful adoption of EOS requires the right tools and processes from the very beginning. Having experts guide us so it was done right the first time – priceless!

Getting proper training on how to leverage Microsoft 365 correctly and position our company for future growth – also priceless!

Links:

We recently interviewed our client, Robin, CEO and Wealth Strategist at Wealth Progression Group.

Here’s what Robin had to say about her company’s challenge, the CTC solution, and the results:

Challenge:

I felt I was working in the day-to-day of the business too much, and I wanted to elevate myself out of that role. Being the CEO, I felt too much of my time was being taken up with double-checking others’ work and putting out fires.

In search of some support, I hired a few new team members to address this issue, but I found that, as a whole, we were even more inefficient than we were before. Our team lacked the clear processes and tools to manage our work and onboard new team members properly.

The phrase “too many cooks in the kitchen” comes to mind in this situation. The more people you have involved in a process, the more things tend to fall through the cracks, and that’s exactly what was happening to us. With a lack of clear processes and the proper tools, our productivity only continued to get worse.

Solution:

I decided to reach out to CTC Productivity for help.

I had heard about Jan’s coaching programs and also knew that CTC Productivity’s team are experts in Microsoft 365 (a tool that had been approved by our Broker Dealer, meaning we were free to use it.)

We had previously invested in Microsoft 365 and were hoping it might be something we could explore to improve the way we work. However, we had no idea where to begin as we had never been trained on how to leverage the software to improve our productivity. We needed to bring in an expert.

I started working with Jan in a coaching capacity so she could help me with my personal productivity and help me elevate myself out of the day-to-day work. Like with every coaching assignment, our work together gave Jan the opportunity to clearly see where I was spending my time. It also helped Jan see clearly where there was time waste within our organization.

Jan found many areas of improvement for us, but one of the biggest areas of concern was the amount of time I was spending double-checking my team’s work.

Jan helped us identify the fact that we didn’t have a good system in place for tracking the status of our customers’ activities. Our CRM, Redtail, did not have sufficient reporting to help provide quick status updates.

Tracking alternative investments, in particular, has always been a nightmare for us because, like many customer activities, they require multiple steps (i.e. get the trade, start the paperwork, send it to the client, get it back from the client, get it to the broker, etc.) These items are constantly in motion with multiple people needing to see their status in order to ensure everything is completed in a timely and accurate manner.

This is a huge area of exposure for us, so it needs to be closely managed. I, alone, would spend roughly 10 hours each week just asking for updates from my team and triple-checking to make sure things had been done correctly. We needed a better way of tracking everything in real-time.

Our CRM, Redtail, is the best in the financial services industry, but like many tools, it has some major limitations. Here were the main challenges we faced with it:

• Limited transparency
  • Redtail did not provide any way of seeing a birds-eye view of all of our statuses. We had to click into each workflow and read the details to see each status. It was a huge waste of time.
  • After due dates passed, the activity would disappear from view, which was very problematic.
  • There was no clarity on how long projects had been stuck.
  • It was not easy to spot issues.
• Redtail, like most CRM’s, has workflows. This helps because workflows populate all future steps. The problem is, there are also many challenges with workflows:
  • They are difficult to set-up.
  • It is overly complicated to make simple changes to existing clients. For example, changing an address.
  • Workflow reports are not easy to pull and read.
  • While you can filter by client status, Redtail doesn’t tell you if there are open workflows.

We tried to use a spreadsheet to track everything, but it was not sufficient for our needs. Jan recommended that we instead leverage SharePoint to build out a solution to supplement our CRM.

We learned that SharePoint is a powerful tool that can be used to fill in the gaps where other software (like Redtail) has limitations. Jan proposed that we build out a new tool that would give us much more transparency into our

customer activities. She also said our team could be trained on that tool so we would not be dependent on CTC for ongoing maintenance.

In addition, Jan suggested that we start leveraging the Microsoft Teams communication platform (Chat and Channels.) This would help to improve our internal communication and collaboration because our team communication was getting lost in our inboxes.

Results:

New SharePoint Solution

Our new SharePoint solution has been an absolute game changer! We now have the perfect tool to answer our questions quickly, rather than facing a constant struggle with our technology.

I’m now confident enough in my team to step out of the day-to-day business. I trust my team to execute tasks efficiently because I know they have the right tools to stay on top of their work.

I also no longer need to ask my team members for the status of a client’s workflow because I can quickly look at the system to get answers. It is always current–24×7.

The team also added historical data to the new platform and we now can sort by client and see exactly what trades the client has done that year.

Here are some of the other amazing benefits we’ve seen from our new system:

• We have better vision and clarity on the many moving pieces we need to track each day.
• Team members can now group things and batch their work. For example, they can see which clients have transactions on hold as they wait for compliance approval and can now make one call to discuss all outstanding work in that one area. A much more efficient use of their time!
• Everyone can filter the data however it best works for them depending on their needs.
• We can now sort by product, amount, or any other key field with just one click.
• Our notes move with the status which makes things easier to reference.
• Our accuracy has drastically improved.
• The system is flexible and can be used for all different types of transactions, like insurance and annuities as well as administrative updates like beneficiary or address changes.
• Happiness has also been a big benefit from this switch. We now have peace of mind knowing where everything stands without having to double-check it. It’s a much easier process to manage now. Before the change, it was all very random and frustrating.

We are incredibly happy with this transition. Redtail doesn’t do what SharePoint can do. SharePoint is lightyears ahead of that workflow and we are thrilled with it.

Leveraging Teams for Communication

Using Teams Chat and Channels has been much more efficient for our internal collaboration. Before the switch, quick interoffice discussions were getting buried in our email inboxes.

Jan and the CTC team educated us on how and when to use Channels versus Chat, and that made a big difference for us. They also helped us learn how to keep things out of our email inboxes so they wouldn’t get lost in the mix.

In addition to keeping internal communication out of our inboxes, we have also noted these benefits from the switch to Teams:

• We learned how to do simple things like share our calendars. This was a game changer for us. We had no idea that this feature was available to us, and apparently could have done it many years ago!
• We moved all of our files into the Teams environment, meaning we can now access them inside Teams as well as outside that environment.
• With all of our tools now within the Microsoft 365 platform, we can easily check on everything even when we are out of the office because Microsoft 365 can be accessed on any device at any time.
• It’s a huge win to now have all of our data on one specific platform–one place where the team can go to see a status, find forms, and attach those documents to that file so it is all together.
• We can now see our commissions all in one place. We were able to create a tab in our Team environment that says Commissions (this is so helpful because we have a lot of products.)

Another key benefit of working with the CTC team was realizing how flexible and adaptable CTC was to our needs. CTC listened to our industry constraints and was able to adapt the approach–they didn’t try to push a square peg into a round hole, they worked with us to find a solution that worked for us.

CTC also made sure our team was properly trained and had the skills to support the system long term so we would not be dependent on them going forward. Our team is now able to continue to modify the system as our needs change.

Getting our team set up and using Teams properly was such a small investment for such a huge perk!

ROI:

Total Investment (Executive Coaching, SharePoint Solution, & Microsoft Teams configuration and training): $10,325

Ongoing Cost: $0

Calculated ROI: Robin and her two team members are saving approximately 10 hours/week each which equates to saving .75 of an FTE (Full Time Equivalent) annually.

Links:

Share this Case Study: https://ctcproductivity.com/supplementing-redtail-crm
More Case Studies: https://ctcproductivity.com/success-stories

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We recently interviewed our client, Nick, a Multiple Office Agent (MOA) at State Farm.

Here’s what Nick had to say about his challenge, the CTC solution, and the results:

Challenge:

I am a State Farm agent running multiple offices. In the State Farm world, we call that an MOA (Multiple Office Agent). I have a solid vision for my business and I see myself as the CEO of a company versus just “an agent”. Business is thriving–I’m one of the top agents at State Farm, sitting in the top 1%–but I knew we could be doing even better. That’s when I decided to reach out to Jan Lehman.

Jan told me that one of her favorite things to do is coach successful leaders and help them to reach the next level of performance, which is exactly what I was looking for.

We started our work together with Jan asking me to share my overarching goals and the issues that were getting in my way of reaching those goals.

My goals were to:

• Create a structured schedule for myself and add more margin in my day. I am a creative person and setting time aside to dream is important to me.
• Create a team of “productivity ninjas” that don’t wait for me to guide them.
• Have as many offices as State Farm will allow–even if that would require me to jump state lines.
• Show up to the office and get a briefing on where we are, who is doing what, and what areas of growth we are focusing on.
• Have a training block on my calendar once or twice a week.
• Create productivity/execution processes as if we have 40 people working for the organization & 250 calls coming in per day. In other words, create processes that would support rapid growth.
• And finally, my team schedules me for big conversations around investments, life insurance, health insurance, or to meet with business owners. I need clarification on who the customer is and when it makes sense to bring me into those calls.

Items getting in my way of achieving these goals:

• Being pulled in every direction and therefore being unable to complete tasks of any real importance.
  • Unscheduled stop-ins to my office
  • Interruptions while meeting with other team members–there is an assumption that if I am not at my desk, I must be free and available to talk
  • Team members approach me with problems, but wait for me to provide a solution even though they already know the solution
• Emails–I try to zero out my inbox, but I don’t achieve that very often because I leave unimportant emails in there for later “when I have time.”
• Not focusing on money-making activities like being able to prospect high profile clients.

Once my goals and obstacles were identified, Jan then asked me to prioritize the areas I’d like to work so that we could ensure we were working on the most important areas for me and my goals.

My top three priority areas were:

• Effective delegation for all team members, but especially for my officers.
• Resourcefulness training & getting the team to believe in their solutions.
• My calendar and email.

During my first coaching call with Jan, we dug deeper and got into the specifics. We touched on some additional pain points in order for Jan to come up with a game plan moving forward.

I shared that a large frustration was that my team members would say “I’m slammed today,” but I had no idea what they were slammed with or how I could help them.

We discussed the fact that my frontline service folks (the ones that were saying they were slammed) felt that they didn’t have the time to talk more with the customer after a service issue had been resolved because they needed to quickly get on to the next service task. I felt they were throwing away an amazing sales opportunity–the customer was already on the line and in the mindset to be talking about insurance, but they were ready to move on to the next task.

Jan agreed that we needed to help the service team members make room for that sales opportunity and we needed to help them understand the importance of it.

Solution:

Jan spent the next 6 months (the standard coaching timeframe) coaching me on all the pertinent areas where I needed help.

Some of the most interesting changes and powerful results we saw came from leveraging Focus Time within our organization. Jan introduced the concept of Focus Time in our coaching and I knew it would be a great solution for me.

What is Focus Time?

Focus Time involves blocking your most productive time of the day to do your most important work–work that requires deep focus and a sharp brain. Often, this time is spent thinking strategically about how you can run your area more efficiently or how to strategically grow the business. This is the time you work on things that don’t have deadlines, but are equally, if not more, important areas for your focus.

After Jan introduced me to the concept of Focus Time, I made the decision to roll it out to everyone on my team, including all of the service people. I believed strongly that Focus Time was an important strategy for everyone. By allowing them all the same luxury of having Focus Time, I saw some amazing results across the whole team.

For me, the use of Focus Time centered around two key areas:

• Strategizing on growing the business and how to get the team to work together most effectively.
• Leveraging time to get a task done that I dreaded. That included studying for my SIE (financial licensing) test, which I had been procrastinating on for some time.

It was critical that I do this during Focus Time. Because Focus Time is set during the time of day when you have the most energy and are more likely to be successful doing tasks you dread, it helped direct my focus to the task at hand.

Focus Time is also a set amount of time each day, so it makes tough tasks feel less daunting because you know you are only going to spend an hour on the dreaded task. Bite-sized chunks are easier to swallow.

The service team worked on the following during their Focus Time:

• Instead of focusing on checking things off their to-do lists, they took the time to look at how they could improve the way they work. They thought more strategically about how to run their areas.
• During this time the service team also created an Accountability Measurement Tool. The tool was meant to do two things:
  • Keep track of where they stand with all of the demands on their time so they could work more efficiently.
  • Have a dashboard so I could see their progress. Without the dashboard they found themselves just saying “we are so busy,” but had no tangible way of showing me that they were working smart and making progress. The dashboard facilitated a discussion between the service folks and myself, where I could tangibly see their progress and share my praise for their hard work.

The Accountability Measurement tool became a great motivator for the team, and we eventually included the sales side of the team in the use of the tool–it became a full team dashboard.

The Accountability Measurement tool is color-coded, so everyone can quickly see areas of risk. Green means that all is well, yellow means a team member needs to spend Focus Time strategizing on how to fix a problem, and red means that an area needs double the Focus Time. We review it as a whole team each week.

I found that once the team had a way to show me that they were working hard and making great progress, they felt more comfortable slowing down and talking to each client to continue to build strong relationships and ask for the sale. They were no longer rushing their calls so they could get to the next task in order to show me that they were busy.

The Service team is also using Focus Time to evaluate tasks that can be eliminated. Again, thinking strategically about how to continue to improve their area. Rather than just checking things off their never ending to-do list, they are stepping back and evaluating how they can work smarter. You need time to do this and Focus Time was the perfect vehicle to help.

• For example, the service team uses it to track underwriting email follow-up items. In this way, they can batch their work and call underwriting one time for a list of related tasks.

The head of sales now also uses Focus Time to strategize on ways to help the sales team be more effective.

I believe the key for us was all being on the same page and holding each other accountable. As we were rolling out these new tools, Focus Time was still being taken over by what folks “wanted” to do. So now we are crystal clear that there are to be no sales calls made during Focus Time. My top salesperson pushed to have both Focus Time and a Call Hour for everyone each day. That adjustment has helped a ton. Call hour is finally being accomplished by those that never used to make the time to do it. There was immediate success with it!

A Note from Jan:

“One of the traits we see in successful business leaders is when the leader is willing to be vulnerable and admit their faults. It was wonderful to witness how Nick exemplified this. He would have honest discussions with the team and they were not afraid to share their struggles because they knew he struggled, himself. This allowed them to work together more effectively as they could problem solve together.”

I loved the additional strategies that Jan introduced as well, like “Delegate What You Hate.” This specific strategy empowered me to ask others who excelled at certain tasks to do the items I struggled with. It ultimately released the floodgates of progress so I was no longer procrastinating the tasks I hated and instead I was able to count on members of my team to help out. It freed up my time to focus on more important tasks.

Leveraging Technology:

With multiple offices and a growth strategy, I needed ways to be available to all. With Jan’s help, we leveraged the power of video to help me capture my thoughts and share them with the team in all locations. This also allowed me to be able to share those same thoughts with new team members without spending any more time on it.

I was already using video to capture processes and to streamline training, but I had not thought of it as a vehicle to also help continually instill my vision in the team. The “why” behind what they do is key for keeping the team motivated and working with a purpose. I find that my presence, like any leader, really makes a difference in the motivation levels, but since the business was expanding, I was having trouble being ever-present.

Results:

I was thrilled with the work that Jan and I did together, and continue to see positive results on a daily basis.

Here are just a few of the benefits I’ve seen:

• I have more margin in my day.
• My team is empowered.
• There is more structure to how we work together as a team.
• Focus Time across the team is working.
• My team is now super resourceful and I see them as “productivity ninjas” where they are seeing opportunity for improvement and they are initiating it. They see the value of continually improving their work environment and the benefits it can have.
• My email is now under control.
• I am able to focus on where the money is.

Nick’s LinkedIn Testimonial:

“I first read Jan’s Amazon Best Selling book called Work Smart Do More. I was hooked and I had to meet with her. We proceeded to spend the next 6 months developing productivity in my organization.

We developed productive clarity for myself as the CEO of my organization. What should I be focusing on, what should be automated, and what should be delegated? We fit my sharpest time of day around my strengths using Focus Time.

Jan empowered me to become a more efficient delegator and put rules in place for myself around delegation. I now have more control and more margin in my day to focus on the mission critical activities that my team needs me to be doing.

Next, my team has been owning their day, respecting my time, and each other’s time, making us more productive as a team. We now have rules set in place that have diminished the ever so disruptive knock on your office door and the question “Do you have a minute?”.

We have broken office records over the last 3 months and are looking to have a record-breaking year.

Apart from the processes and strategies, Jan really helped with the psychology of delegation. My role in our organization has changed quickly to a CEO role and in some areas, I was still stuck back in the early days feeling as though I needed to handle certain tasks even when I know my team is awesome and can do it at a high level. Jan helped me process that mentally.

In all, Jan changed our organization in so many ways that cannot be put into 1000 words. She is the leader in productivity, but most importantly she is an amazing person and friend!”

A Note from Jan

“The goal of coaching is not just to solve today’s problems, but to help leaders understand how they think, where they normally get stuck, and what strategies and concepts work for them. We say these are lifelong lessons, as the goal is to continually go back to them to solve future problems. Nick learned a lot about himself during our coaching sessions and proved that even the very best can and should continue to strive for even higher levels of performance.”

To read more of our clients’ perspectives, access our other case studies here. 

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We recently interviewed our client, Joe, the CEO & President of his family-owned business, States Manufacturing. 

Here’s what Joe had to say about his challenge, the CTC solution, and the results:  

Challenge 

I was the CEO and president of a family owned business that has been in my family for many years. At the time that we started working with CTC, I had wanted to retire in the next 3-5 years. My goal was to start slowly stepping away from the day-to-day operations over the course of a few years while I ensured that the leadership team was in a good place to take over. 

I didn’t feel comfortable stepping out of the daily business right away because we were in high-growth mode and I felt things wouldn’t run smoothly without my daily involvement. 

One of my children, Wyatt, was working in the business at the time, and he was doing a very good job. My ultimate goal was to elevate Wyatt to manage the day-to-day operations, however before we started working with CTC, I didn’t feel it was the right time to take that step. 

One big issue we were having was that my leadership team was not working as a cohesive group. We had tried a few different tactics, but nothing was working for us. We found that people were running in completely different directions and there was a “me first” attitude in every department, rather than an attitude of teamwork and collaboration.

In addition, like any new leader, Wyatt needed some additional development to make sure he was ready for this big step before I would feel comfortable making the transition. 

I had previously seen Jan present to a leadership group, and she had talked about Creating a Culture of Productivity within organizations by improving your Time, Talent, and Technology. It caught my attention and I thought she might be the one to help transform the organization. 

Upon starting our work with CTC, I filled out CTC’s Company Productivity Assessment survey (keep reading for more on this) and the results indicated that we were leaving over a million dollars on the table with lost productivity. The biggest issue I listed for our company was: people. 

Solution: 

Jan coached me to help identify how to effectively delegate my responsibilities and improve the communication and collaboration of the leadership team. I saw benefits from the coaching and decided to expand the coaching to my leadership team.  

The first of the team to receive coaching was Wyatt, who was the logical person to step into my shoes. He had shown great talent within his department, so we now needed to make sure Wyatt was ready to take on a bigger leadership role in the company.  

Jan coaching Wyatt was the catalyst that got us started with transitioning the leadership team to be more effective.  It also gave me the opportunity to see Wyatt grow in his role, which was very rewarding.  

Jan then went on to coach the rest of the leadership team.  During that coaching, Jan worked on their personal productivity and how to help them be more effective leaders. A big goal was to focus on getting them to delegate and develop the staff so they could step out of the day-to-day and be ready to take on bigger responsibilities as I transitioned out of the organization. It was wonderful to see everyone elevate to a higher level of performance and leverage the talent on the team.  

One of the great things about coaching a leadership team at the same time is that interpersonal communication and coordination challenges can be addressed to help improve the way leaders work together.    

Another benefit to 1:1 coaching is that it gives you first-hand exposure to exactly how someone works and where all the time waste is hiding.  Jan identified areas where leadership could be leveraging technology more effectively to streamline workflow and free up their time.   

Here are two case studies for more details about how we leveraged technology and the benefits it had on individual productivity and the bottom line.  

Case Study #1 

Case Study #2 

Results:   

It is clear now that the company is no longer dependent on me being involved in the day-to-day operations. The sales leader recently commented that “the company is not as dependent on Joe as it was two years ago”.  CTC was instrumental in this change in our company. 

We have continued to have outstanding growth: 

• 46 employees, March 2021 
• 57 employees, March 2022 
• 74 employees, March 2023–a 30% body count increase in one year   

Without the leadership coaching and technical solutions CTC developed, we would not have been able to effectively manage the growth. I reached my goal and feel the groundwork has been laid to allow me to retire.  Wyatt was promoted to President, and the rest of the leadership team were promoted to VP positions. My plan is to semi-retire next year.

It’s comforting that everyone in the company knows the doors will not close when I’m not there anymore, as they all have confidence in the leadership team.  I filled out the Company Productivity Assessment again after our work with CTC was completed, and the results showed significant improvement and less waste left on the table. The biggest issue now is no longer people, but managing growth–a great problem to have! 

The CTC Company Productivity Assessment 

 The CTC Company Productivity Assessment is a subjective survey that measures the criteria listed below, and determines how much money is left on the table. In other words, it provides a dollar value for the time waste within an organization. 

The client answers the following questions using this scale:  

Strongly Disagree, Disagree, Neutral, Agree, and Strongly Agree 

Here are the before and after results of working with Joe and his team:   

1. Our employees effectively manage their time, aren’t distracted and stay focused on their top priorities.

• BEFORE: Disagree
• AFTER: Agree

2. Team leaders effectively manage people and keep them accountable

• BEFORE: (not evaluated, as it was not part of the survey at the time)
• AFTER: Agree

3. We fully leverage technology. Training is required on all systems and we constantly reevaluate new software features.

• BEFORE: Neutral
• AFTER: Agree

4. We streamline our workflow and have clearly defined roles and responsibilities.

• BEFORE: Neutral
• AFTER: Agree

5. We communicate well. We have effective communication guidelines, methods, and tools (i.e. effectively run meetings).

• BEFORE: Disagree
• AFTER: Agree

6. What are some of your biggest challenges?

• BEFORE: People
• AFTER: Growth

The survey then calculates how much money is left on the table based on these survey results and assuming a typical workplace annual salary. 

Projected Savings Results: 

 Money left on the table:  

• BEFORE: $1.273 Million
• AFTER: $424k 

Annual projected savings: $849k 

Here is the link to the survey if you would like to take it yourself! 

Links:

Share this Case Study: https://ctcproductivity.com/get-out-of-the-weeds-retire/

More Case Studies: https://ctcproductivity.com/success-stories

We recently interviewed our client Karrie Schwartz, COO and EOS Integrator® at Parallel Technologies. Here’s what Karrie had to say about her company’s challenge, the CTC solution, and the results:

Challenge

Parallel Technologies manages its business following the EOS Model®.

Not familiar with EOS or the associated book Traction? We are big fans. Here is a link to learn more: eosworldwide.com

At Parallel Technologies, we previously managed long-term goals, 90-day Rocks, issues, to-do items, and associated discussions and files using a variety of applications and storage locations. The process was convoluted and inefficient.

We had been using Excel for years, but were having the following issues:

• A lack of good visibility of the information
• A lack of understanding of the status of our Rocks
• The process was time-consuming to manage and report on. I (Karrie, the EOS Integrator) had to reach out to everyone on the team individually in order to collect data.

Because of these limitations, we didn’t know if there were issues with completing our Rocks until the end of the quarter–when it was too late to make adjustments.

We needed a better solution for managing and reporting on our Goals and Rocks. We had looked at other third-party solutions, but didn’t feel they were worth the expense for the value they delivered, especially given the ongoing monthly subscription cost.

Solution:

While Jan was coaching me and looking for ways to increase my productivity, she learned about this time-consuming and inefficient process. Jan suggested that CTC build out a custom solution for us to help mitigate the problem–this is a service that CTC does for many clients.

We hired CTC Productivity to build a solution to manage EOS that met our exact needs for tracking our Goals and Rocks.

This solution would allow us to manage that same information using an integrated and comprehensive solution that lived fully within Microsoft 365. We were already paying for this toolset, so there would be no added ongoing cost. This was a big selling point for us.

With CTC’s help, we determined that the solution was to be scalable so we could expand the EOS solution in the future. This would allow us to manage meeting agendas, meeting information, scorecards, tasks, issues, opportunities, and more using only Microsoft 365. This would be a more robust solution that CTC could also build for us. Additionally, the scalability would include the option of extending the solution to more levels of the organization.

These are the goals we set for this project:

Project Goals:

• Organize EOS Goals and Rocks information in a coherent and efficient manner using Microsoft 365
• Develop a system that eliminates duplicate and siloed information
• Make EOS management information transparent to the appropriate employees, including information that should be communicated to a wider audience of employees
• Make live, up-to-date information available on all devices and on a single interface
• Reduce management’s time finding and maintaining pertinent information
• Eliminate as much navigational effort as possible

Results:

We are very happy with the solution CTC built for us, and we plan to scale the solution as we roll out EOS management to all levels of the organization. Here are some of the benefits we’ve seen since bringing CTC on, and their value to our team.

Benefits we’ve seen:

• Reduced preparation time for Annual, Quarterly, and Weekly Meetings
• Central location for all groups so everyone can be self-sufficient and see the status without the Integrator’s involvement
• No need to use VPN
• Access from anywhere, including from phones
• Better visibility keeps people on track
• Can easily adjust permissions when job responsibilities change
• Everyone can now see progress and are not dependent on the Integrator to share status
• Removed a lot of the excuses for why work was not being completed

Value:

• Reduced management stress
• Faster time to decisions
• Fewer errors and miscommunications
• Improved organizational performance due to better communication of strategy and resolution of issues
• More time and thought directed toward strategy due to less time spent searching for, and managing, information
• Better efficiency moving forward due to increased usage and knowledge of Microsoft 365

ROI:

One-time Cost: $3k

Ongoing Cost: $0

ROI Measurement: The time EOS Integrator spent annually collecting, managing, and reporting data.

Before: 66 hours/yr.

After: 6 hours/yr.

Links:

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We recently interviewed our client Tim Horsch, President of Pioneer Sales Group. 

Here’s what Tim had to say about his company’s challenge, the CTC solution, and the results:    

Challenge 

One of our key resources, a 17-year veteran, was retiring from our company. We hired someone to learn her job and the current workflow. However, after 18 months on the job, she was still having issues following our systems. In addition to our hire’s individual struggles with our system, things kept falling through the cracks, even with veteran employees on our team. Team members did not have a good system for tracking follow-up work, so our customers periodically had to remind us that they still needed an answer on something. This was not acceptable, and we needed a way of being more proactive.  

Upon further reflection, we decided that we needed a new, more intuitive system. This was largely in part due to the productivity and customer service issues; however, it was also causing incredible frustration among our team members. Making matters worse, because of our employees’ frustrations with the systems and the issues that were arising, our team members assumed that they were not good at their jobs, which was negatively affecting morale.   

In addition, we were, at the time, using a hybrid technical solution that combined tools from Google and Microsoft. Every 3-6 months Microsoft or Google would run updates that caused the two systems to stop functioning together. This added to the team’s frustration and productivity struggles. We knew that unless we did something about it, we were just going to keep fighting this same battle with our technology. We decided that we needed to consolidate our toolset onto one platform.   

Because we had been growing increasingly concerned about security on the Google platform, and because Microsoft 365 came highly recommended by our peers, we opted to make the switch to Microsoft 365.   

We hoped to institute a more effective way of running the business so that new resources could be productive from day one, and we could spend less time and frustration in the training process and beyond. 

Solution: 

After making the decision to switch to Microsoft 365, we knew we needed to leverage experts to help us. We decided to bring in CTC Productivity to guide us in setting up the new system and helping us to solve our workflow issues.   

CTC Productivity’s technical team migrated the entire system from Google to Microsoft 365. Their business application experts identified a better process to manage follow-up and task tracking by leveraging the Microsoft suite of tools.   

Once the system was set up and optimized, CTC Productivity’s team recommended 1:1 training to supplement the group training. The goal here was to help with system adoption and provide a deeper understanding of the tools. This proved to be highly beneficial. It allowed individuals to ask questions about the new system and ensured that each person understood the tools fully and had the necessary confidence to follow the new workflow.   

We originally thought the entire process would take 3 months, but we ended up doing much more than originally planned. For example, we had been having issues with Verizon where live calls would be put on hold as incoming calls were coming in. Verizon could not solve the issue for us.  When we mentioned our frustration to the CTC team, they recommended we migrate to Microsoft 365 Business Voice, which is a cloud-based VoIP phone system. This was not part of the original scope of what we were planning to do, but it was a huge win for our team and saved us a lot of frustration and embarrassment with our customers.  

This new process and our work with CTC have provided tremendous value to our team. We didn’t realize how much we were in the dark ages, not taking advantage of the available technology. You don’t know what you don’t know until you dive in, and it was well worth it.  

Results:   

The overall investment was larger than we had anticipated as we didn’t account for some of the extra services and features, we could leverage. However, without a doubt, I would do it again. We are very happy with the results we have seen.  

Since rolling out the new system very few balls have dropped! We have happy customers that get their answers on the first call/email and don’t have to follow up with us to check on statuses. Plus, we now have an easy process for leaders to take over quotes when necessary.    

In terms of personnel, we recently onboarded two new people and without the new system, we would have been devastated. Our new technical environment is easy for new and existing employees to understand and follow, and our employees’ stress levels are much improved. We have seen an increase in job satisfaction since the switch.   

We used to frequently have issues getting on Teams calls, but there are now zero issues with our new technical environment.  

Microsoft’s VoIP solution, Business Voice, was also well worth the investment. Not only did it stop the call issues we were having, it costs less than Verizon and we don’t have to buy company phones for some of our employees.  We rely on chat, posts, and video meetings for communication.   

The security concerns we were having with Google also went away when we switched to Microsoft 365. Our Microsoft Secure Score went from 29 to 65. From what I understand, for a company like ours without strict compliance needs, the goal is to reach a score of 60-70. This score is important as it can affect cybersecurity insurance costs and peace of mind.  

We are thrilled with the results we have seen since bringing CTC on to help us streamline our workflow. We plan to bring CTC back for more training in the future to help us continue to leverage Microsoft 365’s suite of tools. 

Project Cost, Timeline, & ROI  

One-Time Project cost $9k

Ongoing cost $0

Project timeline 3 mos

ROI:  Without the new system in place, we would have had to onboard an additional inside sales rep. That would have been an added cost of $60k – $ 100k annually. 

Links:

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We recently interviewed our client Adam Frericks, Vice President of States Manufacturing. 

Here’s what Adam had to say about his company’s challenge, the CTC solution, and the results:  

Challenge 

Our workflow from sales through engineering was highly inefficient. We had no clear record of what our sales team had committed to customers, we had inefficient tools to do resource planning for our engineering team, and we could not quickly find pertinent information in our tracking system. The project status was also very scattered–we had to look at individual file folders and email inboxes to determine a project’s status, rather than having everything centrally located. We typically have 6 people involved in every project, which also adds a layer of complexity.  

When there was a scope change, our existing process made it extremely difficult to assess and estimate. We had good visibility of individual projects, but there was no supervisor’s portal where we could see all projects together and how to schedule next steps.  

In addition, our ERP offered insufficient reporting, as well as the inability to manipulate data. We needed a project tracking tool and handoff mechanism that was simpler to use, had stronger visibility for the individual steps of each project, afforded us the ability to manipulate all of our data, and that we could easily train our staff to use. We determined that we needed a better system with more efficient tools.  

Solution

Upon evaluation, we realized we needed help. You can’t develop the right solution until you uncover the underlying problems, so we decided we needed an expert to dig in and identify the root problems before we could find the solution. We didn’t even know for sure what our pain points were, but we did know something wasn’t working.  

We originally felt we needed help from an expert in our industry, but early on we found that this was not important. We learned we needed an expert in process improvement and Microsoft 365, so we turned to CTC Productivity. We had a history with the company and had seen value in their services in the past.  

Working with CTC was pivotal to our success. They helped us: 

• Have a fresh perspective. It was critical to bring in outside resources. They would share new ideas and we would try to break them. This was a highly effective and even enjoyable process. 
• Lay out a vision and a plan for how to get there. Often you don’t know what you don’t know until someone presents a new approach for you to consider. 
• Understand how to fully leverage the power of Microsoft 365 with better task management, handoffs between teams, and reporting. 
• Leverage our existing Microsoft tools to keep ongoing costs down as there was no additional upfront or ongoing system cost. 
• Understand SharePoint. We did not have the experience to know what was possible or how to build it out. CTC demonstrated their expertise in this area. 
• By leading the project. No one on our team had time to lead, nor the type of skills necessary. We had project management experience, of course, but not for this type of project. We also would have had to sacrifice a resource to lead the project and we didn’t have the capacity to do so. 
• Reduce the number of emails for communication.  SharePoint allows for better, more streamlined communication between team members. 
• Train our internal resources to be able to manage the tool long-term. We didn’t even think to ask for this at the start of the project and were thankful that CTC suggested it as a smart, long-term strategy to keep costs down. 
• Understand the importance of streamlining the workflow before building the solution. This was critical to the success of the new tools.  
• Identify that we didn’t have all the right roles defined. No other vendors did it this way. This was key. 
• Clarify the roles and responsibilities of our team members. Drafting roles and responsibilities helped us explain to others how they would fit into the long-term solution when we pitched it to the rest of the company. The roadmap of responsibilities was key to see the gaps in our processes. Historically we would assign tasks to a department, but didn’t get as granular as specifying an individual or role within that department, which wasn’t thorough enough to ensure that the workflow was running smoothly. 

Results

Managing this process is much easier with our enhanced visibility to staff and department workloads. We can easily see our resource planning, and our schedule is now based on availability and capacity, rather than gut instinct. With two clicks of the mouse, we can see everyone’s availability and how far out they are scheduled.  

Our Engineers like the new process and software, and they feel empowered to schedule their own time accordingly and have a more accurate schedule. We are more confident that we can meet our deadlines using factual, accurate data to plan, and we now have a proactive versus reactive discussion if our staff feel they can’t meet a deadline.  

In addition to our management view of availability and in-process projects, our employees now have individual views of their own active projects and tasks as well. This allows them to not feel overwhelmed by data and they now know exactly where they need to focus their time and energy. Our Engineers have their own active project list which alerts them when it is their turn in the process.  

We are thrilled with the streamlined project management of using Microsoft 365. We can easily see which projects still need a kickoff meeting, we have a tool and quality data for forecasting and future project planning, and we can capture timestamps to understand the length of submittals/projects and use this information for future planning and forecasting. It has also made engineering deliverables and dates more transparent to the other groups (sales and operations). Now everyone knows when we are meeting and the status of various projects. Production can plan more accurately and sales can see each project status and keep customers updated. This has put a stop to constant interruptions, as we are no longer constantly asking each other for the status of projects.  

As a fast-paced organization, we appreciate the transparency and improved communication that comes with having one central place to find information. The simplified process has reduced the amount of finger-pointing between departments and has saved time and energy, while simultaneously reducing confusion.  

Our new solution allows our lead engineers to manage their areas of responsibility more effectively. They have the information they need to answer day-to-day questions rather than having questions raised to management. The enhanced calendar view and reporting have also greatly impacted our team’s efficiency across the board. 

When we decided to work with CTC Productivity, we didn’t realize we would get a system that was so sophisticated. They shared their knowledge of process improvement, which was a great learning opportunity for all of our team members. We now feel confident that we will know what to do when having process issues in other areas. We saw great value in defining the high-level workflow before building out our processes, as each department had a different opinion about the process. Defining everything from the start ensured that everyone was on the same page.  

 We were pleasantly surprised at how quickly we saw results from CTC’s changes. For example, within one hour of working with our CTC lead, we had completely revamped our Excel quoting tool. With engineers’ average annual compensation of around $100k, leveraging their time more efficiently is priceless. 

Project Cost, Timeline, & ROI 

Onetime Project Cost: $58k 

Ongoing cost: $0 

Timeline: 4 mos to fully operational system & trained staff 

ROI: Sales gained an average of 54 days/yr that they can now spend on selling rather than chasing down the status of a project for a customer. This is simply one easily calculated example of the many ways this process improvement has impacted the efficiency at States Manufacturing. 

Links:

Share this Case Study: https://ctcproductivity.com/engineering-resource-planning/

More Case Studies: https://ctcproductivity.com/success-stories

We recently interviewed our client, Kaarin Mantz, Administrative Lead YMCA Camps, YMCA of the North.

Here’s what Kaarin had to say about her company’s challenge, the CTC solution and the results:

Challenge:

“I have been with the organization 13 years and have observed the following issues that were affecting our productivity across the entire organization:

• Communication
• Organization
• Internal Project management
• Lost knowledge with staff turnover

As a non-profit we needed a smarter way of working that would streamline the way we communicate and collaborate and ensure we were capturing knowledge in people’s heads.”

Solution:

“I had been attending the CTC Productivity webinars and reading their blog posts. I started to make the connection between how our business challenges could be solved by Microsoft 365. We had invested in Microsoft 365 but were not fully using it to our advantage. Although the IT team knows how it works, they don’t know how to use it on the ground in the day-to-day business operations.

I realized working with someone that knows how to apply it to solve the organization’s business issues was critical. So, we decided to bring in CTC Productivity to guide us.

I just loved their approach. We identified the business problem areas and they explained how 365 could meet our needs. This method made it easier for me to see how we should leverage the tools.

Looking back on the project I didn’t realize what we needed. I thought we needed a communication plan but when working with the CTC team I learned there was a better way to approach it. I had no idea all the ways we could be addressing the issues with 365.

When working with CTC, I also learned that this was too big an endeavor to try to change the entire organization all at once. The CTC team suggested we pilot the new approach before rolling it out to the rest of the organization. We needed to start small with one location and hone in on exactly how we should be using it. This was a critical step before training everyone.

I also learned it was very important to get some momentum going on the project and create a team of champions that were sharing the value of the tool with the rest of the organization before the broader rollout.

Piloting the approach was pivotal. We needed the right team, so we piloted in an area where I have intimate knowledge and was confident the pilot team would be up for the challenge. I knew we picked the right team because they saw the struggle and were willing to invest their time and energy. They understood the issues and were passionate about finding a solution.

The CTC monthly retainer model was perfect. It kept me on task as the Client Project Manager and was a great incentive to ensure we were making steady progress every month. In this busy world, it’s easy to let projects slide, but this made sure things were progressing and we were getting our full value for the investment.”

Results:

“The pilot was a great success and now other areas of the business who have heard about our success want to know more. Doing a pilot was the trick to ensure full adoption.

Our Learning and Development team has decided to create a handout on best practices for using 365 as we have designed it, which will be adopted throughout our organization.

The immediate business benefits are:

• Having a better communication process where we can easily separate work and home life.
• Keeping things organized.
• Going paperless. Paper binders are now a thing of the past.
• A more streamlined approach to onboarding new team members. I’m very excited about this one as it will help make transitions easier. When we have turnover, we will save months of training new people as now all the information is saved and stored in a way that is easy to access.

Now, we are primed and ready for the busy season this summer!

I am much more knowledgeable about Microsoft 365. I never knew all these tools and options were available. I can’t believe we had been paying for but not leveraging these features to solve our day-to-day issues.

One of my biggest aha moments was learning how to approach a project like this through the help of CTC. I now feel more confident with my project management skills going forward.

I discovered the most effective way to leverage technology to solve our issues is to start with identifying the business problem. Then explore if technology can help and how to configure it correctly. That shift in mindset, the need to focus on the area of improvement first was a different way to look at it and was a great learning opportunity for me.

What is most exciting for me about this project is that we now have a plan on how to fully utilize Microsoft 365. Our organization had no plan prior to this.

I highly recommend that you have CTC Productivity guide you through the process. There is no way we could have done this on our own. I would not have had the time to research everything and figure it out. It was a valuable investment, and now that I have been trained, I can train others.”

Links:

Share this Case Study: https://ctcproductivity.com/improve-communication-microsoft-teams

More Case Studies: https://ctcproductivity.com/success-stories

DOWNLOAD PDF
 

We recently interviewed our client Wyatt Shallbetter, President of States Manufacturing. 

Here’s what Wyatt had to say about his company’s challenge, the CTC solution, and the results:  

Challenge 

Our production scheduling process was inefficient and had to be done manually, which caused a large number of bottlenecks and left us with ample opportunities for error. We needed to look for ways to automate and streamline the workflow, with our primary focus being the need for a better tool for scheduling, automation, reporting, and visualization.  

We’d previously had great success using Microsoft Planner for machine scheduling because everything can be stored in buckets, so we tried to leverage it for resource planning, but it was too limited in its capabilities. Our information was scattered across multiple systems and tools, which made digital clutter a real issue. Each of our projects has anywhere from five to ten subassemblies used to produce finished goods, and each flows through our production environment in different phases and rates of completion. Therefore, for each step in a project, a production supervisor would have to log into the system to dictate the next step and, potentially track down the paperwork by walking the production floor environment to find the necessary materials and paperwork to help steer it to the next step. It was a full-time job in and of itself.

We considered our ERP system, Epicor, as a potential solution to issues, but decided it was not the right solution for these reasons:

• Functionality was limited in its current state. 
• We couldn’t easily manipulate the data. 
• Quality, affordable Epicor consultants were hard to find. 

Solution: 

We had recently hired CTC Productivity to help us streamline our sales-engineering workflow and engineering resource management. First, they lead us through the process of reviewing and streamlining our workflow. Then, they assisted us in building out a technology solution on Microsoft SharePoint, a tool we already owned as part of our Microsoft license, but had never fully explored.

Here is a link to that case study: Engineering Resource Planning

We were very pleased with the results we saw with CTC’s assistance, so we decided to continue leveraging their expertise and building on that solution. We wanted to have one tool for all resource management and take advantage of the power of that platform.

We also wanted to capitalize on Epicor in the areas where it works well – financial planning, material tracking, order entry, job entry, raw material inventory, and purchasing. We decided to build out our scheduling, reporting, automation, and visualization in SharePoint with CTC’s guidance. This had the added benefit of not having all our eggs in one basket, our ERP tool.

Since Epicor sits on a sequel database we could use the data while not having to deal with the complexities of that system–we were able to move data from Epicor to SharePoint. This ended up being a great solution for us and checked all of our boxes, while making it easier to maintain long term. 

As with our engineering project, CTC recommended we identify internal resources to become SharePoint/PowerBi experts to own and maintain the process. CTC would help train our personnel to take over ownership of the system, which is a much more economical approach in the long run. 

Results:   

(This project is still under deployment and implementation, but we have already recognized equivalent or greater efficiency in our project tracking compared to our old methods.) 

By leveraging CTC’s expertise, we were able to simplify our toolset by now having just two places in which we manage production. We greatly streamlined our workflow through automation. Since making this change, we no longer have to rely on manual intervention when a task is complete–now we just need to keep an eye on it. We were able to say goodbye to fact-checking, which has resulted in a speedier and more accurate process. 

In addition to the time saved with inefficiencies, it will also be much easier to onboard and train new staff with this simple-to-use software. All of our resource planning and projects are managed in SharePoint, reducing the amount of time dedicated to training new personnel. 

Our switch to SharePoint has created efficiencies in our process, therefore saving us time, but it also comes with no additional cost to us as a business, as SharePoint is part of our Microsoft 365 license already.

We would highly recommend CTC Productivity for any manufacturer looking to streamline their workflow and manage resources effectively.  

Project Cost, Timeline, & ROI 

One-Time Project Cost: $21K  

Ongoing Cost: $0 

 Timeline: 3 months 

 ROI: In total, Production Supervisors will save 5.7 months a year

Links:

We recently interviewed our client Jeremy Cave, Director of Technology for Dions.

Here’s what Jeremy had to say about his company’s Challenge, the CTC Solution, and the Results: 

Challenge:

We needed a new solution. We had aging physical infrastructure and were faced with a myriad of downsides to replacing them.

1) The associated capital expenditures.

2) The difficulties with volume licensing.

3) The time and money, as well as the challenges of managing, securing, and ensuring safe backups of on-premise servers.

I knew what the organization needed. However, technology these days is so complex.  The idea that there is one guy in the basement of every company that knows everything is not the reality anymore. There is no way one small team can do it all. I knew where we needed to go, but the path was unclear.

Solution:

Roll out Microsoft 365 and bring in a partner that knew how to do it right. At the time, we didn’t know the value CTC Productivity would deliver at every step along the way. CTC Productivity guided and assisted us to achieve our vision. From initial set up and planning to the migration of the data, helping us to streamline workflows, change behaviors, and assist with the full adoption of this new way of working.

From an infrastructure standpoint, CTC provided and continues to provide the safety net, safety map, and directions. It’s not a maze but it is complex. I didn’t want to risk unintended consequences. CTC has provided us with a traveling partner and the security of knowing that someone can help us with the challenges (and celebrate with us at the end!).

One of the key decisions we made during the project was to create a better process for managing our KPIs. So, in addition to helping us migrate to the new and improved platform, we prioritized creating a dashboard even before we migrated. The dashboard will handle our top 5 KPIs. There was a huge fear that this house of cards that we had built from multi-nested Excel spreadsheets would break during the migration.  This alone is one of the best decisions we made. The CTC team members building out our dashboard are fantastic.

One piece of advice I would offer other companies is that Power BI a fantastic tool, but it is complex. When professionals that know the settings and how they can be tweaked do the work you can create something on a completely different level of performance. There is a huge difference when it is done perfectly by a professional. It helps make a company vision a reality.

Generally, on IT projects, we expect consultants to speak over the heads of the end users (and IT staff!). That is one of the key differentiators with CTC. They are brilliant people who understand business and speak at the level of the audience. They go at your pace to ensure you are comfortable but then speed up as you adapt.

Once the foundation is in place, we will dive deeper into the Optimization phase of the project. Looking at our processes and how to streamline those workflows. This will be a huge benefit.  Just initial discussions with the CTC business process improvement folks have opened our eyes to what is possible. They are insightful, detail oriented and do excellent analysis on complex workflows.

To be an outsider and be able to quickly understand complex workflow is a powerful skill set. It’s like describing the Mona Lisa to someone. So complex and difficult to even explain. Their ability to understand complex workflow and put it together in 3D in their minds is amazing.

Also, we didn’t directly ask Jan to coach us along the way, but that was another awesome benefit. We didn’t expect it and honestly, I didn’t necessarily realize it was happening along the way until later. Working with her to help manage the whole process was a huge perk. Her experience in coaching and helping people through personal development and professional change is relevant in this space. Each of us needs help at a different level and I felt reassured by our check-ins. When I was unclear, Jan’s coaching and guidance were very valuable.

Results:

The estimated long-term benefits to the company with just the technology migration and changing to the new architecture is that we anticipate spending 5-10% less over the course of a 5-year period. Beyond 5 years we will realize even more savings. Plus, it eliminates the risk of exposure from a catastrophic event.

But most of the gains are in the improvements in soft costs. Improving the way we collaborate has no price tag. O365 is a solution that will eliminate risk and provide improvements across the board as well as efficiency and how quickly we can share information and make faster decisions. Just getting to the place where we have only one version of a document will have financial benefits by eliminating rework and confusion.

One of the improvements that surprised me the most about this new technology is that the importance of knowing where something is saved goes away. You can get to it in so many ways you don’t need to remember the directory structure to find something. Eliminating this time waster will have a huge impact on everyone’s productivity.

Here is one piece of advice I would give to other businesses. Do it.  Move to 365. The benefit of the cloud is where the future is. You will be glad you did. Also partner with experts that know what they are doing. It doesn’t matter how good your IT group is. They could be spending their time and energy in other areas furthering your business and letting experts that understand Microsoft 365 do what they do best.

My experience with CTC Productivity has been fantastic and I would absolutely recommend them.

Links:

Share this Case Study: https://ctcproductivity.com/microsoft-365-full-service-approach-is-a-huge-advantage/

More Case Studies: https://ctcproductivity.com/success-stories

DOWNLOAD PDF
 

Recently we had an interview with our client Jenn Pensa, COO of Ardent Credit Union. 

Here’s what Jenn had to say about her company’s Challenge, the CTC Solution and the Results: 

Challenge      

 “I recently changed jobs and the new company had decided we would stay with the hybrid work model. To do this properly it’s important to provide a work environment that allows everyone to work effectively no matter how many days they’re in or out of the office. It is critical for us to leverage tools like Teams and Microsoft 365 and all the efficiency that comes with improved communication and collaboration as well as reducing email.  Since we installed the Microsoft licensing 2.5 years ago, we had everything we needed – we just weren’t using the software to its capabilities yet.    

We knew it would be painful to do a full rollout on our own because the internal IT team members may not understand how to configure 365 and how all our current systems would connect with 365 as well.    

For companies our size typically, you can’t have all the technology resources in-house to effectively go where you want to go with our long-term technology strategy. You need your in-house IT to be the boots on the ground and have strong outside partners to define the strategy and be subject matter experts on the various technologies you are deploying. That outside voice ensures a smooth and efficient rollout. The in-house team and outside expert approach would allow us to have the best of everything.” 

Solution   

 “I knew immediately that we needed to bring in CTC Productivity to optimize our Microsoft 365 technology because of the quality work they did for us at my last company. CTC has focused subject matter expertise in Microsoft 365, with up-to-the-minute learning. Using subject matter experts allowed us to be educated, innovative and cutting edge without having to hire a new expert for each area. That’s an important solution because we don’t need some of these skills long-term.    

We realized our tech team members (internal and external) had pockets of knowledge on certain aspects of Microsoft 365 (configuration, licensing, Intune) but couldn’t provide the full service that CTC could from migration to optimization.  

Also, when it comes to security and compliance internal team members may not understand the best way to configure the tool and often rely on non-tech people to make decisions outside of their skillset. CTC did the compliance and security assessment and made recommendations on how to optimally configure the environment. This was a huge benefit. CTC really understands client needs and the world of compliance and security – and knows the right security framework to keep our data safe and compliant.”   

Results     

“From the first day we engaged CTC we didn’t stress. CTC guided us through the process. They told us to ‘Trust in the fact that there is an algorithm for this’ and that there is a process that will work every time. It’s agnostic to your business. It doesn’t matter what industry. Trust you can do this with their help.    

I would highly recommend CTC’s 365 Assess/Migration/Optimization Roadmap. It’s critical to get the foundation in place first. Then you can determine how to leverage it across teams. CTC knows what to do, just follow their lead. 

CTC is easy to work with. They listen. It’s a fantastic experience working with them. Their team members are amazing and some of the smartest people I have worked with. It’s nice to work with tech pros that are humble, and client focused.    

I have worked with many Managed Service Providers (MSPs) and technology partners that provide services and scope in different models. CTC has a retainer model that is fantastic because our company gets a lot of bang for our buck. I really appreciated the additional thought leadership hours.  In my opinion, CTC does not charge enough.    

What we got in spades is the one-off questions answered quickly. My team is not wasting time trying to figure out the answers when the CTC team knows them already and can quickly answer our questions and make sure we are not making mistakes. They know how to do it right by laying out the groundwork, so everything is set up correctly the first time.   

Microsoft 365 works so well when it’s done right! Sometimes applications promise a lot and they do not really work. 365 actually works. The integration between desktop and phone is so helpful since we all live on our phone. Using 365 optimally is imperative in this hybrid work model that is here to stay.” 

Links:

More Case Studies: https://ctcproductivity.com/success-stories

Challenge   

The CEO knew they were not operating their business optimally, but they were unsure of where the opportunities were to improve. They engaged CTC to help identify the root cause of their issues and propose changes to streamline the way they work.  

Solution  

The CTC team started the discussion by understanding what the main business challenges were in the organization. They then proceeded to walk us through the Microsoft 365 suite of tools and explained how this technology (that we were already paying for by the way!) could help eliminate the issues. Also by sharing the capabilities of the entire suite of tools it allowed them to spot other business issues that could be solved that they would never have known were possible with the software.    

While their IT resources had kept them up to date with the latest software versions, they were lacking in expertise regarding both WHAT they had access to and HOW to leverage the Microsoft 365 suite of productivity apps to make the business more efficient and productive. 

Additionally, while coaching the COO to be a more effective leader and learn delegation strategies Jan realized he didn’t just need soft skill training. Microsoft 365 had some apps and features that would help him manage this area of his work more effectively. They helped him understand how to leverage the Task Management apps within 365 to make delegation and accountability easier for both him and his team members. Tools that helped everyone keep their tasks organized and visible so they could easily prioritize and track their work. 

 As Jan always says, you want to start with the business issues and then decide what technology to rollout. Don’t get distracted by bright shiny objects that don’t add a lot of value to the organization.  

Results  

As one would expect, the results from these items were immense.   

This resulted in at least 60% fewer emails as they gravitated toward more effective and efficient  applications that were available in native Office 365.  

They now use email mostly to exchange information with outside customers and vendors without cluttering their inboxes with basic internal questions and status updates.   

Like many leaders, the CEO used to have a tough time making it home for dinner in the evening and even spent part of his weekends catching up. Since meeting with Jan, the only reason he misses dinner is that he is at a happy hour or another work event. (Which is a different problem 😊 ). He also carved his work week down to where he is hardly ever working on Friday afternoons, which has been a HUGE upgrade for him and his family.  

The COO is now in control of his area and able to spend more time on customer relationships and personnel development versus task management.   

— Ryan Lamb, Chief Executive Officer, GCATS Telecom & Critical Power Services 

Links:

More Case Studies: https://ctcproductivity.com/success-stories

Challenge:  

The CEO of the company knew one of his team leaders was a Rockstar. The problem was neither she nor others saw her in that same light. Her quieter, introverted personality was holding her back from being the leader he knew she could be. The goal was to change her approach and raise her confidence so she would show everyone her real talent.  

Solution:  

Through 1-1 coaching we worked on a few strategic areas. One was elevating her in her department so she would have more time to spend on companywide initiatives. We had her adopt the “Only Do What Only You Can Do” approach and delegate the rest. This allowed her to not only free up time for other strategic work, but it empowered her team, knowing that she trusted them to take on more responsibility.   

We also worked on her communication style to be more proactive and engaged. As an introvert, she seldom spoke up in meetings and often was not asked for her opinion. With this additional time from effectively delegating, she would read up on activities going on outside of her department so she could provide her important perspective in leadership meetings to show others her brilliance.  

She was also leading an important project and because her nature was to only share when she had something important to share, many misread her dedication and drive on the project. By changing her communication strategy and teaching her to proactively communicate, it calmed the concerns of those on the project and helped elevate her leadership in their eyes. For many, silence can be interpreted as no progress. She also learned to be more open and vocal about what she sees and wants for the organization, her department and equally important…for herself.  Thus, giving the CEO more confidence that she is indeed interested in advancement. 

Results:  

With coaching, she improved her communication, management, and work style. She now better understands she is accountable, but not necessarily responsible, for the output of her department and has stopped being a “doer”.  She has more time to focus on important work like company-wide initiatives, proactive strategies to minimize challenges in the department and coaching her direct reports on their work and career paths. 

 “The biggest thing I learned from the coaching with Jan was to be more vocal – whether that be in meetings or one-on-ones with my supervisor.  What I say does matter!  Jan also encouraged me to step out of my comfort zone, which has been challenging at times but definitely worth it!”

• Time saved each month: 21% + 
• Job satisfaction increase: 81-100% 
• Stress reduction: 81-100% 

 Tammy Larson, Chief Risk Officer, Coulee Bank 

Links:

More Case Studies: https://ctcproductivity.com/success-stories

Situation:

After the firm’s executive administrator reached out to our team, the managing partner, Doug, hired us to coach.
Doug is already a whiz at productivity, but he’s just one person.

Despite already being stressed for time, he does his best to help other members of the firm. He simply doesn’t have the time to do his job AND step up as a productivity coach for everyone.

What They Thought the Problem was:
Doug and the team knew that they were spending too much time on tedious tasks like emails. But their big issue was having their billable hours below their goal while everyone was still working long days.

What Had They Tried Already?

• Doug was providing guidance where he could to help with productivity
• Senior attorneys were coaching and training newer members
• They had implemented a new case management system to help with automation

How We Worked With Them
Step one was one-on-one coaching with a handful of the attorneys, including Doug. These were the results:

• We helped assess and address their personal productivity challenges
• We uncovered several issues that Brown and Carlson’s leadership were unaware of
• It became apparent that there was value in examining their entire workflow and handoff between team members

The Solution

Our ability to blend our services allowed for Brown and Carlson to get individualized coaching as well as a full evaluation, and streamlining, of their workflow.

Working with CTC allowed Brown and Carlson to:

• Develop the art of effective delegation, planning, and accountability
• Address individual productivity issues at their source
• Create a new onboarding process that helps the supervising attorneys better understand new hires’ current skill levels and where they need development.
• Accelerate the development of junior attorneys
• Play to each team members’ strengths
• Clarify roles and responsibilities through step-by-step processes and instructions
• Fully leverage all the features in their case management system

What Made This Solution Effective?
Doug fully embraced the concept of creating a culture of productivity. Instead of seeing small pockets of productivity, Brown and Carlson saw an entire overhaul of their inefficiencies.

Doug’s leadership enforced the need for change. Because of that, the entire organization’s processes were improved — permanently. They are still following the processes we put in place to this day.

Years later, during the pandemic, Doug again thanked us. All the work we did to leverage automation and streamline workflow allowed the firm to easily pivot to remote work when necessary.

What Were Their Biggest Successes?

• Doug now has 2.5 more hours in his day every day (he’s maintained this for the last seven years)
• The entire firm is now 30% more efficient (they know this because of the increase in their billable hours as a firm)
• Employees are much happier
• Employee engagement has peaked
• They continue to win Best Places to Work because of their drive to improve the lives of their employees

Testimonial from Doug (from early on in CTC’s relationship with him)

“We hired Jan Lehman to assess the workflow across our organization, as well as with each of our lawyers independently. Our ultimate goal was to reduce stress levels and increase productivity. The project is still in process, and I already see improvements in overall efficiencies and job satisfaction. I do not doubt that the changes we are making will directly impact our billable hours. Jan has provided us with practical, valuable advice. Having an outsider with a fresh perspective has helped us understand how we can better manage our time and tools (i.e., email, software). Her ideas will help us expedite the onboarding of new team members while also supporting the development and retention of high performing employees. I highly recommend Jan and CTC Productivity. Money and time well spent!”

Links:

More Case Studies: https://ctcproductivity.com/success-stories

The Situation:

CEO Wendi Breuer saw Jan speak and immediately knew her strategies and tactics were what SeaChange needed to evolve into the highly effective organization she was striving for.

What They Thought Their Problem Was
For Wendi, her biggest problem was an obligation to work longer and longer hours, often late into the night, regularly. She knew that it had to stop for her to be an effective leader and find balance in her life.

What Had They Already Tried?

• Senior members were training new staff and, not being productivity experts, they were unable to properly address the root cause of this issue.
• Individuals were left to help other individuals as best they could

How We Worked With Them
We spent a half-day with the entire team in a one-time training session.

The Solution:

Leaders, like Wendi, aren’t always aware of how much inefficiency there is in the way that they work. They find what works for them and keep doing it. Wendi’s team was extremely responsive to CTC, offering simple but powerful ideas around making changes to the way they worked together.

We not only provided ideas on how to increase their personal productivity, but we also showed them how to work more effectively as a team.

What made this solution effective?
Wendi was the spark that made all the difference in their success.

She is a phenomenal leader and was quick to embrace building a culture of productivity with her team. She realized that change needed to start with her.

As a Result of Her Leadership and With Our Guidance:

• Wendi embraced the ideas from our presentation and wove them into her existing culture
• The team prioritized six productivity tips that unite them as a group
• Her entire team is now engaged and more productive

To reinforce the message and importance of this new way of working, they have these six tips branded on mousepads in their company colors and have built their productivity habits directly into their company values.

What Does SeaChange Look Like Now?

• Wendi has invested in individual coaching for many of her leaders
• Wendi is no longer working into the night
• One of their sales reps saw an 80% reduction in their stress level
• The team is happier and much more productive
• Wendi has reduced wasted time by 10 hours per month
• Their COO has reduced wasted time by 35-40 hours a month and used that time to implement long-overdue projects that resulted in cost savings of $30K per month.
• Wendi is saving about $6,000 per month thanks to not having to fill a new customer service role

Testimonial from Wendi

“Jan Lehman is a phenomenal speaker and efficiency enthusiast. Our team walked away with many action items we are already implementing to save us time through more efficient use of emails, more effective meetings and increased focus time through time management best practices.” — Wendi Breuer, CEO SeaChange

Links:

More Case Studies: https://ctcproductivity.com/success-stories

Challenge:

This recently promoted CEO knew he was responsible for driving business goals and results and he also knew he needed someone to help him map out exactly HOW he was going to meet those goals. He decided to hire Jan for executive coaching. 

Solution:

He says, “Jan is a surgeon when it comes to diagnosing and fixing business issues.” During one coaching session, they discussed a specific process flow. He told Jan that he knew there was a bottleneck in the process, but he could not seem to identify where it was. Jan walked him through the various places to look and then finally said, “Ryan, if you are certain there is a bottleneck, but you can’t see it, then you are probably it.”   

 After a moment, he sat back and said, “Ack… Jan, you’re right! I am the problem here.” He said it was as much of an ‘ah-ha’ moment as anyone is going to get in a position like his. Jan then talked him through the best way to really get out of his own way. Since then, that process has run seamlessly. 

Embarking on executive coaching has turned out to be an even better use of time and resources than this CEO originally anticipated. Given his immediate, positive results, he was excited to share his lessons, and he invited his Controller to go through the same coaching program. When she saw results, the COO was also invited to experience the program. One day, the COO excitedly told the CEO about his meeting with Jan, which then perked the interest of their President as well. 

While they can provide many examples of how Jan’s coaching helped them work together more effectively as a leadership team, the CEO felt that it was a key moment when coaching the Controller that helped him realize the value of having an outside coach. The CEO and Controller had worked with each other for 10 years and have a close personal and professional relationship. The Controller had started as an invoice processor and had grown and matured over her tenure with the company. 

While coaching the Controller, Jan made some interesting observations that the CEO was thankful Jan shared with him.  Jan indicated that the Controller did not feel empowered to make certain decisions that Jan knew the CEO certainly expected the Controller to make as part of her job. See, while the Controller had been promoted, the leadership team had not discussed how to make the Controller feel like she was part of the team and that she had the authority to make significant decisions in her role. The CEO remembers thinking, “So you didn’t read my mind when we gave you this role?” – That was an oops Jan helped him see. 

Every member of the leadership team has had at least one big “ahh moment” in their coaching sessions with Jan. 

Results:

Clarifying the CEO’s expectations of the Controller has made a dramatic difference in their working relationship and the results she delivers. Having Jan coach everyone on the leadership team has been a pivotal move for this business. Not only did it improve their personal productivity, it has shed light on areas where they have blind spots about how to work together effectively. 

Additionally, working with the team collectively helped Jan and her team see opportunities for streamlining workflow across functional areas.  The executive team and CEO are now working more effectively together, and they are accomplishing more as a team than any of them would have thought possible. The CEO says, “Honestly, I believe our communication as a team has improved and the working environment is even better.” 

While I certainly anticipated positive results, the positive impact has surpassed what I originally expected. I certainly intend on utilizing Jan strategically as my business continues to grow.  Jan’s coaching services have been an excellent use of our strategic spend.”  

Ryan Lamb, Chief Executive Officer, GCATS Telecom & Critical Power Services 

Links:

More Case Studies: https://ctcproductivity.com/success-stories

Challenge:

Like many situations, we were brought in because the company’s owner felt overwhelmed; he needed to be more organized. Often it feels like our clients aren’t exactly sure what to ask us to help with, they just know they need help because they are drowning in work.

Solution:

Together we worked on revamping his physical space so that it accommodated his personal needs better, and we also worked on his personal workflow and the way he interacted with his team. Many felt he was not the best communicator and so we worked on helping him see ways where he could make very small changes to help make his employees feel more empowered, respected and supported.

Results:

“The owner of our company hired Jan Lehman to work on his personal organization and workflow. Now, not only is he less overwhelmed and more in control of his environment, but many of us throughout the organization are seeing the positive benefits as well. Jan helped him understand how his personal style was impacting the productivity of others. He is now more structured and aware of the importance of how he interacts with us. The end result – increased productivity and job satisfaction throughout the organization. The trickle-down effect Jan’s work has had on our company has been amazing!”

Joanne – Finance Manager / HR Coordinator

“I was very impressed by the level of sophistication and insight that Jan provided me about how to improve my organization.”

Owen Engelmann, Vice President, Engelmann Becker Corp

Links:

More Case Studies: https://ctcproductivity.com/success-stories

Challenge:

The HR department brought us in to work with many of the Deans and Professors at a local college. The idea came from a Manager’s Retreat, where many of them shared a common concern of feeling overwhelmed with work and stressed by not having the work-life balance they desired.

Solution:

We delivered a presentation centered around many of the common productivity challenges, such as optimizing your personal workflow, setting priorities and changing behaviors to ensure your top priorities receive the focused time and attention they deserve, learning to delegate, saying no, and evaluating when doing something perfectly may not be the best option.

Results:

“Jan is an excellent organization advisor and coach. She is able to help you find a system that accounts for your personal style/habits and still allows you to have a space that you are proud to share with others. Jan is great at helping during a very stressful process and provides motivation and encouragement when completing the tasks.”

Shalimar Steinberg, Drafting Instructor

“I thought the presentation was great! Good amount of discussion, good on accountability…engaging. I hired Jan at my office to help me with my complex work flow and also help my admin assistants work with my “remodeled” filing system. Where I feel overwhelmed, Jan feels challenged! I highly recommend her for office organizing. She goes beyond clutter clearing and designs workable systems to keep you organized.”

Sarah, PhD, Dean of Science Lane Community College

When an organization sees a need for improved productivity across many of its divisions or within a department, I can deliver a workshop to share organizing theory with a larger population, combined with hands-on sessions for select groups. This approach reinforces the organization’s belief that process improvement is not about employees working longer hours, but working more effectively in their daily jobs.

The P&G CEO created a council “focused on productivity” because he strongly believes in the opportunity. What are you doing to identify and instill this smart behavior?

Links:

More Case Studies: https://ctcproductivity.com/success-stories