B-Slate Measurement, Evaluation and Monitoring Services

Case Studies

 
Measure and Improve Customer Satisfaction
Increase $ Contributions per Donor
Increase Employee Productivity and Effectiveness
Measure  and Improve Training Programs
Improve Business Process Effectiveness
 

Customer Satisfaction Case Study

Measure and Improve Customer Satisfaction

 Medical Systems Company

The Problem
When an aggressive competitor was becoming successful in luring customers from the market leader, GMS, Marketing Manager Mary Jane Shaw and her team had to quickly strategize to retain the company's largest customers worldwide, to prevent them from switching to this new competitor.

How BTI Helped 

Given the need for rapid turnaround, BTI consultants had less than two weeks to collaborate with Shaw to analyze the company's market, competition, client products, costs and pricing. 

With her input, BTI developed a comprehensive questionnaire to discover what their top 50 customers were looking for in terms of client products and service attributes. 

The customized online survey was administered by BTI worldwide, over a one week period, with concomitant services of loading, tracking, reminder and help desk facilities. 

To further evaluate the implications of the responses received from the survey, BTI also conducted a small customer focus group.

Following a two week intense analysis of the survey and focus group feedback and internal discussions with Shaw, BTI presented recommendations based on the value GMS customers were looking for to her Director and the rest of the team

The Results

Subsequently, GMS was able to increase customer retention as they had a high value personalized customer feedback knowledgebase to:
  • power their ongoing specific product enhancement strategies and improvements in after sales service and customer training, and
  • sharpen market focus, sales training and deployment

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Customer Satisfaction Case Study

Increase $ Contributions per Donor

Private Non-Profit Foundation

 

The Problem

As the economy slowed down in 2001, Mark Summers, Director of a private non profit foundation, saw the level of the annual gift giving fall off dramatically.  While some donors had cut back on the size of their donations, others had simply drifted away.  Summers was finding it harder to justify his fund raising budget with the board, who wanted his efforts in this area to be more focused to be effective. 
 How BTI Helped
Summers realized that the key to improving the foundation's fund raising performance, was to get a better sense of his donors and find out what they would be willing to fund, especially in a slow economy

When BTI was called in, the first step they took was to interview the Board and examine records of fund raising and grant giving performance over the last five years. Based upon this, BTI developed targeted surveys to administer to past donors. 

The targeted surveys showed that the foundation had three major donor segments, each with varied interests.  Each donor segment clearly wanted feedback from the foundation on how their gifts were impacting and contributing to their area of interest.

BTI recommended that each donor segment be managed to reflect their choices, with periodic surveys and appropriate feedback given to them.

The Outcomes
With BTI's recommendations, the foundation was able to approach their three donor segments more effectively, with measurably lower costs per dollar raised.

Due to the feedback process, the foundation also increased the dollars per donors raised in one of the three segments,  with an overall increase in the number of repeat donors. 

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Employee and Manager Satisfaction Case Study
Increase Employee Productivity and Effectiveness

Multinational Publishing Company

The Problem

Despite an huge increase in the company's sales orders and a potential large contract with a new client, Roger Smith, Director of Performance Enhancement for a US based Multinational Publishing Company, was experiencing a decline in the quality of their products and a substantial decrease in their employee morale.
 How BTI Helped 
When BTI was called in, MPC employees and management were scrambling to meet the demands of the new client, with whom they were in process of negotiating a long term contract.  Many of the employees were unsure if the company had the ability to handle the huge increase on their current production process.

Before developing key customized surveys to measure and evaluate MPC's process and personnel productivity, BTI worked with Smith and his management team to conduct an intense two week detailed study of their current publishing process.

Analysis of the survey results and feedback from both managers and employees ascertained what was and was not working in the organization.  BTI recommended a six-sigma based process to convert the current procedures into assembly line format and automate production planning, resource allocation, tracking and monitoring using BTI's proprietary CollaborAction tool

Subsequently, survey and analysis was conducted every 2 weeks during implementation to track and improve the new process

The Outcomes
Within 4 weeks of implementation of BTI recommendations, MPC saw a 40% improvement in productivity with a substantial improvement in the quality of output, as measured by the 32% decrease in the number of errors (8 per 100 published pages from 40 per 100 published pages). MPC was also able to satisfy their new customer requirements and negotiate a favorable contract for themselves.

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Assessing Training and Development Programs Case Study
Measure  and Improve Training Programs

Pharmaceutical Training and Development

The Problem

Competition has been rapidly gaining foothold where once this pharmaceutical company had a lead market share. Robert Brown, as Manager of Training and Development, has to respond to this threat while contending with a reduced sales force budget.
How BTI Helps..
Following a two week collaborative analysis with Brown on his sales training and delivery process, BTI consultants developed 5 key questionnaires to measure and evaluate the sales force performance at critical points in the sales cycle.

At timed intervals, BTI also surveyed individual product groups, through corresponding cycles.

At the end of each quarter, BTI consultants provided Brown with detailed analysis identifying areas of weakness and practical suggestions for improvements

The Results

Almost immediately, Brown was able to target improvement in the sales training and field coaching process to improve weaknesses identified in the sales process.

Feedback from his sales force and managers led to continual improvement in the sales planning process by areas, segments and products.

Within a 4 month period, Smith was able to see measurable improvement in closings to sales effort ratios and reduction in sales cycles.

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Business Process Effectiveness Case Study
Improve Business Process Effectiveness

Pharmaceutical R&D Division 

The Problem

Gary James, Director Technology Services had to reduce delays in the delivery of IT functionality from in-house departments and outsourced vendors across operations on two continents and three countries.

How BTI Helped

With James and his team, BTI conducted a two week collaborative analysis of the R&D Division's IT delivery process, followed a two week consensus based development of the streamlined process.

The streamlined B-Slate prioritizing and monitoring IT delivery process allowed James and his team to track, monitor and allocate resources for IT requests, end to end, across the three countries

The Results

Despite time differences, James and his team saw sharply improved end user satisfaction as IT requests were turned around in a shorter time, with less need for intervention

IT managers found that using the B-Slate collaborative process to prioritize requests allowed them to spend considerably less time to manage end-user expectations.

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