Case Studies
Scroll down to find case studies related to your particular product(s) of
interest.
Best Practice Case Study - Improving Leadership Performance at GE Financial
An interview with Dr Linda Sharkey by Richard Sharp GE Case Study
As Executive Director of Executive Networks,
Inc.—an organization that connects key HR
heads from the largest corporations in the
world—she provides members with new ideas,
advice, practical materials and “early warnings” on
key trends and innovations.She is also Strategic
Partner with the Vaya Group (formerly Corporate
Insights), where she plays an integral role in their
talent practice, and a founding member of the
Marshall Goldsmith Group.
But what Sharkey is best known for is the work
she did with leaders at GE—championing a
process that was described by CEO and business
icon Jack Welch as a “best practice in leadership
development.”
Culture Makes a Difference in the Business - Objects and Crystal Decisions Merger
Diagnostic Tools Used: Objects and the Crystal Decisions Merger
In July of 2003, California-based software firm Business Objects completed a $1.3 billion merger with Canadian
company Crystal Decisions. It was a cross-border merger of mid-sized international leaders in the fastgrowing
business intelligence software realm, requiring the integration of not only competing technologies but
also vastly different cultures.
Optimizing Human Performance
in the Health Care Industry
Diagnostic Tools Used: Organisational Culture
Inventory & Life Styles Inventory
Overview
Dr. Fred Sanfilippo was appointed Dean of the College of Medicine and Public Health at Ohio State University and CEO
of the OSU Medical Center. The medical center had a three-part mission revolving around research, education, and patient care.
Related to this mission was the goal of dealing effectively with the financial challenges facing academic medical centers in the
United States. The senior leadership recognized that the key to reaching this goal and succeeding in their mission was first and
foremost investing in their people.
Creating a Customer-Driven Culture Using Project Teams in the Insurance
Industry
Diagnostic Tools Used: Organisational Culture
Inventory & Life Styles Inventory
Overview
A large multi-national insurance organisation identified the need to move into
the expanding retirement savings market. This decision was forced by the
presence of a mature and declining share in the bonds and premium sector,
introduction of government charges, and entry of new competitors. The challenge
was to initiate and create the shift towards a more customer-focused and
quality driven culture that rewards quality, innovation and continuous
improvement in a motivating environment.
Moving
Toward Franchising in the Retail Industry: Building a Strong Sales Culture
Diagnostic Tools Used: Organisational Culture
Inventory & Life Styles Inventory
Overview
The organisation wanted to transform its retail division into a highly
responsive and customer driven operation and at the same time achieve stretch
sales goals. Figure 1 shows a strong Conventional and Perfectionistic
“bow tie.” This combination is quite common in retail
organisations. Staff are expected to follow the rules and policies of the
organisation perfectly. Such strong extensions create poor customer
satisfaction because staff are expected to obsessively follow the rules of the
organisation rather than achieve an outcome for the client.
Culture
Change Results in Dramatic Improvement for Local Government Entity

Diagnostic Tool Used: Organisational Culture
Inventory
Overview
The organisation was in a state of flux due to a number of changes including
CCT (Compulsory Tendering), and the challenge of moving from a public service
approach to a more commercially orientated and customer service focus. Large
scale redundancies were also causing stress and tension in the workforce and
workplace.
Developing
a Sales Culture in Retail Banking

Diagnostic Tool Used: Organisational Culture
Inventory
Overview
Few industries have experienced the rapidity of change as that imposed upon the
Retail Banking Industry in the 1990’s. With economic conditions putting
severe pressure on interest margins, banks have had to look for a totally
different way of running their businesses. This comes at a time of increasing
costs, and in a market where the consumer has become much more aware of the
products, costs and values being provided.
Finance
Industry—Leadership Development

Diagnostic Tool Used: Life Styles Inventory
Overview
The commercial property bust of the 1990s sent shock waves through many
industries and, in particular, the finance industry. One of its victims is the
focus of this case study. The following outlines the interventions taken by one
of Australia’s oldest finance companies to “turn around” its
worst financial result in its history. The measures taken by this organisation
to pull itself back from the brink of financial disaster to being today in a
solid financial position posting record profits are presented. This case study
will particularly focus on the behavioral interventions taken to renew this
organisation’s culture, including the use of the Life Styles Inventory in
leadership development.
Olympic
Gold - Achievement or Competitive?

Diagnostic Tool Used: Life Styles Inventory
Overview
Australian Olympic gold medallist swimmer John Konrads believes the difference
between a gold and bronze medal is all in the way you think. Rome Olympics
1960.
A
Cross Cultural Perspective

Diagnostic Tool Used: Life Styles Inventory
Overview
Since 1994, the client company, a government-owned telecommunications entity in
East Africa, has been pursuing a Telecommunications Rehabilitation Program
(TRP). The process was two-fold; it included both leadership development as
well as strategies focused on improving infrastructure, systems, and HR
practices. This application of LSI is a testament to the survey’s
cross-cultural validity, as managers in East Africa created LSI Ideal profiles
similar to those created by managers in Anglo countries. Moreover, as the
managers current profiles moved towards their ideals, positive outcomes related
to enhanced performance and reduced customer complaints resulted.
How
Organisations Work: Improving Customer Service by Changing Culture

Diagnostic Tools Used: Organisational Culture
Inventory & Customer Service Styles
Survey
Overview
The impact of culture on customer service is demonstrated by this case
study, which focuses on the Production Engineering department of one of the
world’s largest technological organisations. Specifically, it illustrates
how the Organisational Culture Inventory (OCI) and Customer Service Styles
Survey (CSSS) can be used to motivate, guide, and monitor change. It also
demonstrates how the causal factors in the “How Culture Works”
model can be
used to change culture and the quality of customer service. Lastly, the
study highlights some key issues that managers, consultants, and other
change agents should consider when planning a culture or customer service
assessment.
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