some of our clients:
  • Johnson and Johnson
  • YPO
  • Bristol-Myers Squibb
  • US Army
  • Air New Zealand
  • WB
  • Red Bull
  • Frito Lay
  • Mercedes-Benz
  • Delta Airlines
  • bp

Optimization Case Studies

Organizational Assessment and Optimization

optimization case studies

A national organization was underperforming. A new leader had taken the helm and was restructuring departments. Morale was low and the business objectives were not being met.

Our business plan writing team worked with leadership to create a three-year strategic business plan. Our market research analysts also conducted focus groups and 360 assessments. Dr. Rosalene Glickman provided executive coaching to help the leader align with the organization. Our team furnished specific recommendations to optimize organizational change. We conducted custom Best Place to Work workshops to support five measurable objectives. We then implemented a follow up program to track the results.

Within one year, the company achieved an astounding 41% increase in a critical business metric (cases completed). Within four years, the company achieved remarkable increases in other metrics including:

  • aging cases resolved
  • cycle time per case
  • employee satisfaction
  • customer satisfaction

CEO Optimization

The CEO of a Fortune 500 corporation was concerned about his executive presence. He also wanted to deploy optimization within the organization. Due to an industry shakeup, the company was losing visibility in the marketplace. Customers were cancelling orders. There was internal competition for cash to finance products.

Dr. Rosalene Glickman provided executive coaching for the CEO.  They focused on optimizing:

  • value growth
  • talent development
  • inventory management
  • receivables
  • cash flow.
  • tracking key metrics

We implemented an optimization program for key personnel with performance gaps.  Our team also provided leadership training for high potential employees. Within two years, the company regained its status as an industry leader. There was a consistent uptick in free cash flow.

The CEO now addresses company personnel and the public with authenticity and  confidence. He continues to meet with Rosalene on a weekly basis.

Leadership Development

leadership development

The CHRO of a national professional services firm discussed the shortfalls of various partners with our team. Several leaders lacked critical soft skills and were alienating employees. Others were sabotaging corporate initiatives. We decided to conduct a 16-week “Optimize leadership development” program.

We provided executive coaching to help some partners resolve current and impending challenges. Our team also conducted onsite workshops to get buy in for the corporate vision and mission.  We collaborated to develop strategies and tactics to best serve the organization. The leadership development program focused on:

  • assertive communications
  • conflict resolution
  • employee motivation
  • time management

As a direct result, the company has promoted 21% more employees over the past two years.

Strategic Planning and Execution

A mid-sized financial services organization was receiving diverse customer complaints. To understand customer priorities, we conducted focus groups, surveys and individual interviews.  We asked employees for their best solutions and shared the feedback with leadership. We then created a custom strategic business plan to delight customers and serve their best interests.

Interdepartmental Optimization

Employees in two departments of a multinational automotive corporation did not get along. Poor communication between the departments was impacting the entire organization.

We provided  executive coaching to facilitate assertive communications and conflict resolution. We also presented a custom “Optimize Your Communications Skills” workshop in each department. Our team measured results with relevant metrics over a two-year period. Mutual goals were set and achieved and the organizational bottleneck was eliminated.

Best Place to Work Culture

After experiencing funding cuts, government employees were anxious and despondent. Many were focusing on issues beyond their control. “Why bother?” was felt throughout the organization.

We evaluated their thinking and performance with the Optimal Thinking Online 360 Assessment. We then conducted custom “Best Place to Work” workshops. A 22% increase in employee satisfaction was achieved that year.

Hiring the Right People


The human resources division of a mid-size organization was concerned about personnel turnover. Candidates were vetted with background checks. They also submitted resumes and skills assessments. But 18% of employees left the organization within six months. During exit interviews, many stated that they were not the right fit for the organization.

We implemented the Optimal Thinking Online 360 Assessment as a hiring tool for a trial period of 12 months. During this period, only 2% of a similar sample of candidates left the organization. They left mostly because of personal issues beyond their control.

Career Change Optimization

Nine senior executives were downsized from a Fortune 1000 corporation. They received a generous outplacement package.

We provided the executives with career transition coaching, including:

  • networking strategies
  • interview preparation
  • interview role plays.

All nine executives found employment within two to seven months.

Productivity and Profitability Optimization

An 8,000 employee corporation had exercised poor risk management. As a result, productivity and profitability were down.

Our senior executive team provided optimization consulting to management. At the same time, our business plan writing team produced an optimized strategic business plan. We recommended organizational structure changes. We also provided best practices for risk management and damage control. Our team presented custom seminars to maximize strategic thinking, productivity and communications, and organizational efficiency. Much needed enthusiasm became palpable within the organization. An 18% increase in top line results was achieved that year.

Business Turnaround

business turnaround

A 2000 employee organization was in debt and on the verge of bankruptcy.

By reengineering the organization, we eliminated the long term debt within 28 months. We achieved cash reserves of $11,100,000 within 40 months. We wrote and executed a comprehensive three-year custom business plan. As a result, the team increased sales and added revenue streams. They cut unproductive product lines and operational inefficiencies. They also downsized unnecessary personnel and executed profitable innovative strategies.

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    John M.

    CEO, Fortune 1000 Company

  • I was referred to this company through my CMO who had been coached by Rosalene Glickman. We hired the writing team to produce a business plan for a company we just purchased. We are very pleased with the end product and the delivery process. Exceeded expectations.

    Bryan J.

    CEO, E-commerce corporation

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    David Mount, Vice-President Sales,

    Warner Home Video

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    Alan S.

    CEO, Healthcare corporation

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    The One Minute Manager

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    John Ferneborg, Senior Partner,

    The Ferneborg Group (TFG)

  • Without your coaching, we would never have been able to outperform our competition. Your coaching helped me steer the company optimally in very tough times. We have increased market share, and our earnings have never been better.

    Larry P, Silicon Valley, CA

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    Gerd Willhoeft, Manager,

    Training and Development, Mercedes-Benz, Australia

  • Ed is a strategic thinker and understands the value stream of the area(s) he is engaged in. He does the due diligence when analyzing an operational situation. Ed understands lean; he applies the principles of six sigma and maturities models to gain optimal efficiency and effectiveness.

    Jim Scott, Sr. Manager,

    Industrial Engineering, Raytheon

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    Alison Buzza, Events Coordinator,

    Australian Institute of Management – Qld & NT, Australia

  • Marvin Wolf is as knowledgeable and articulate on the craft of writing as anyone I know, and a gifted and inspiring teacher.

    James Dalessandro,

    Author and screenwriter

  • What does it take to become Australia's most successful woman? Glickman was awarded her title for her ability to motivate American business people.

    Business Review Weekly

  • I must endorse Optimal Thinking as the mental foundation for peak performance in all fields. Optimal Thinking is a quantum leap beyond rhetorical positive thinking ideology.

    Dr. Gregory H. Tefft

    Triple Crown Mr. America, Olympics Sports Medicine Staff, California

  • "The future belongs to those who bring their best to the present."

    Rosalene Glickman, Ph.D.


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