FAMILY DYNAMICS AND TRAINING
SITUATION
A large medical practice producing $2M+ yr was malfunctioning. The doctor was frustrated with: a lack of accountability, needing to repeat requests multiple times and poor financial management. The employees equally felt unhappy: didn’t feel heard, afraid of doctors reactions and hated being barked at. The frustration would show itself in ugly ways which ultimately created tension and resentment. Not pretty.
SIDER ROAD'S ROLE
Sider Road was hired to conduct an Efficiency Audit of the medical practice. The intervention involved a deep dive into all facets of operations, including family dynamics, leadership, protocols, technology, software, marketing, financials, and HR. An integrated approach was necessary, requiring a gradual process to build trust, attentive listening, and the execution of changes aimed at increasing profitability while alleviating resentment. Addressing family dynamics emerged as a crucial starting point.
INTERVENTION
Over a four-month period, Sider Road conducted intensive interviews with vendors, employees, and the doctor, delving into every aspect of the business. The intervention focused on understanding the root causes of the challenges and formulating a strategy to rectify them.
RESULTS
The Efficiency Audit and execution yielded significant improvements across various aspects of the medical practice:
- Technology Upgrade:
- Outdated technology was replaced with state-of-the-art solutions, enhancing operational efficiency and patient care.
- Institution of Protocols:
- Clear protocols were established to address communication issues, instill accountability, and create a more organized workflow.
- Expense Streamlining:
- Comprehensive expense reviews led to the identification and elimination of unnecessary costs, optimizing financial management.
- Staff Augmentation:
- Increased headcount and restructuring roles contributed to a more balanced workload and improved employee satisfaction.
- Hardware and Software Enhancement:
- Implementation of new hardware and software solutions improved overall efficiency, enabling a smoother workflow.
- Family Dynamics Adjustment:
- The family dynamics at the top of the organization were re-evaluated. One family member departed, and another joined, contributing to a healthier leadership structure.
TRUST AND BREATHE
SITUATION
My client, a Florida family, was struggling with several home health aides assigned to care for their terminally ill father. In what was becoming a toxic situation, the family and aides had a number of difficulties in communicating and relating to each other. Unable or unwilling to find common ground on even simple issues, the parties drifted further apart, fueled by distrust, anxiety, and frustration.
SIDER ROAD'S ROLE
Although a small case in scope, the lessons learned should resonate with everyone, both in and out of the workplace. Transferring a loved one to hospice is a difficult, emotionally draining decision. Respectful, high quality care for the patient in his or her final days is key, and it is imperative to trust the caregivers.
When I arrived, I felt that I could cut the tension with a knife. Negativity was making the already difficult situation worse. My clients were a brother and sister; the brother is unmarried, with no children, and self-employed, and the sister is married, with two children, with deep corporate experience. The aides, newly adopted to America, hail from various cultural backgrounds outside of the U.S. They were clearly competent and their collective experience spoke for itself. However, they were on edge, peppered with constant questions and doubts about their skills and methods of care from my clients. They were ready to walk.
Lengthy silences ensued among all. When the siblings or aides did speak, consumed with emotion, were unclear, contradictory, and accusatory, which didn’t help matters. Trust had eroded. Although they shared the same purpose – providing quality care for the patient – each party, particularly the family, considered only one point of view. My job was to redirect my client’s focus on the big picture and what lie at the core of commonality — their father’s wellbeing — and the need for effective collaboration.
INTERVENTION
The siblings needed reassurance that, not only are the aides qualified to care for their father, they need to allow these caregivers to do their jobs without micromanaging or criticizing their efforts. For the brother, it meant accepting that there are things you cannot accomplish alone; for the sister, it meant accepting that some situations cannot be handled as they are at work. While it is acceptable to ask questions and make requests, they should do so thoughtfully and respectfully. The aides needed to be reminded that, while they are all too familiar with hospice care, the family is new to the situation. Rather than view requests and questions as attacks, the aides should exercise patience.
The role of Emotional Intelligence in reframing one’s perspective is critical to foster effective communication and collaboration. Listen. Consider. Empathize. Engage. In this case, both the siblings and aides need to establish and maintain a healthy working relationship. They can achieve this by understanding that different perspectives not only affect our actions, they impact our tone of voice, expressions and mannerisms. Cultural, social and gender differences play a significant role in how we interact; what one person sees as negative may simply be a personal quirk or cultural norm for another.
RESULTS
The aides and client now communicate effectively, and words, looks, and vocal tones are not taken personally or negative. The aides understand the family’s vulnerability, consider questions and suggestions not as annoyances, but as efforts to assist their father. The clients learned to trust and appreciate the caregivers’ experience, and have tried to build better relationships via thoughtful conversations and exchange of ideas. Ultimately, the greatest achievement is peace of mind and increased comfort for the patient, who no longer is exposed to conflict and is now the focus of everyone’s efforts.
SALES REPRESENTATIVE TRAINING FOR INCREASED SALES
SITUATION
The manager of a global eCommerce software platform, Magento, was frustrated by his sales reps speeding through sales pitches and not landing second meetings.
Sales reps are critical to building precious relationships and fueling the company’s performance.
Some reps were quickly reading a script to ensure they “spit out” all product benefits. Many were delivering information in a flat, monotone, disengaged, and unemotional manner; simply not connecting with clients resulting in a rushed delivery leading to slumping sales.
SIDER ROAD'S ROLE
Created a full 36First, I met with a senior sales leader of Magento to explore a 360 degree, full understanding of each sales representative’s work schedule, current challenges, personal successes, and business benchmarks. We diagnosed key issues, learned objectives, and began the process of creating a customized plan for every rep. Through one-on-one interviews, it was made clear that the reps needed coaching to 1) improve their public speaking skills; (2) develop more polished and professional presentation styles; (3) convey trust and expertise; and (4) improve their credibility with clients and prospective clients. While all were informed, engaged, and dedicated to customer service, they were missing a critical component in driving sales —a thread of commonality – the X factor that makes a customer connect to and want to work with Magento.
Sider Road’s coaching services utilize four distinct, yet interrelated, tools: (1) diagnostic review/rapid discovery; (2) custom one-on-one coaching; (3) half-day coaching sessions; and (4) follow up to ensure ongoing success. In the review, I concluded that most of Magento’s reps were having difficulty with simple speech patterns, such as speaking too quickly and/or in a monotone voice, and allowing no pauses for the listener to absorb information. They didn’t effectively court the customer at the beginning of the sales call; they dove into delivering facts and figures right off the bat.
INTERVENTION
Magento’s expected monthly quota’s contributed to a RUSH mentality which was turning potential clients off.
The following efforts were conducted: a 360 degree deep dive into their backgrounds, experience and daily lives. Listening into sales calls, 1:1 coaching, mirroring fresh presentations made to me and other team members and on the spot feedback. There were two main issues; the lack of EI (Emotional Intelligence), the lack of use of silence while pitching and using incorrect analogies.
A key component of my work is to build new habits that improve employee’s daily experience and drive bottom line results. Once these habits take root, old, unproductive ways fade rather quickly.
RESULTS
The reps demonstrated clear, steady improvement in communications, supported by stronger customer relationships. Rather than simply delivering company data, they now exchange a variety of information clearly and persuasively, effectively interact with clients to improve customer service activities, enhance efficiency and teamwork, and add value. This sounds good and it way…. But in the end, it’s up to each person I coach to practice and put in to play that it becomes, a habit.
TURNING LOOMING BANKRUPTCY INTO OPPORTUNITY
No matter how great your product is, there’s no guarantee of success in business. It’s achieved only through hard work, intelligent action, and constant focus. These were lacking at DS Healthcare, a Florida-based personal products company that had many innovative and effective products for the prevention of hair loss, but no one knew it.
We received a call from a member of its board of directors, anxious to prevent an impending bankruptcy.
SITUATION
The Nasdaq-listed company had failed to adhere to its financial reporting requirements. In addition to being 16 months delinquent in finalizing its annual audit, the firm was a party to several investor lawsuits and in the process of being dismissed from Nasdaq. Further complicating matters, the founder and CEO seemed divorced from the reality of the situation.
Sider Road needed to address the operational issues to complete the audit and file the required SEC reporting, tackle larger cultural issues related to lack of accountability, and build operational processes to enable survival.
SIDER ROAD'S ROLE
First, we met with board members to explore their understanding of underlying problems. Together, we developed a broad strategy to solve immediate problems and begin work to get the company back on track. We then spent time with the CEO and discussed his perception of the situation. Subsequently, Sider Road’s John Power was asked to serve CFO of the company to assist in turning around the organization. John also began coaching the CEO in becoming more self and situation-aware. It was clear that, despite his genius in product creation, he was not prepared to run all aspects of a business.
Sider Road finalized the audit, filed delinquent financials, created accounting controls and procedures, authored a company compliance manual, and established administrative, financial and risk management discipline in the company. In addition, we developed an integrated operational and financial strategy for the firm. As part of our coaching services, we utilized a combination of one-on-one coaching and mentoring, and group training to enable better communication, accountability, honesty, and cooperation. This approach allowed the CEO to start understanding how to be a better manager and allowed the entire team to learn how to communicate more effectively.
INTERVENTION
Through effective coaching and team building exercises, and new policies and procedures, Sider Road focused the company on business strategy. Expert process design led employees to better performance and improved outlook. The board also was able to begin looking at strategic alternatives that were longer-term in nature, rather than focusing on day-to day operational issues.
RESULTS
DS survived, and was acquired instead of filing for bankruptcy. This allowed a successful exit for the CEO and board, continued opportunity for loyal employees, and return on investment for shareholders.
LICENSING FOR 500M+ IMAGES FROM SCRATCH
SITUATION
A global B2B platform servicing architects and designers for samples of materials used in design or buildings was doing extremely well. The CEO called and wanted to create a digital library comprised of images from around the world so the industry could find inspiration and order even more samples from the platform.
The new inspiration library was to be launched ASAP.
SIDER ROAD'S ROLE
To research and identify images from libraries, archives, museums, hidden gems from collectors, stock houses, databases and free images for commercial use.
INTERVENTION
Starting from zero, the work began to fathom how to research and license 10 million images, 2D and 3D, from the world’s top resources to build a world-class digital library. Topics covered for the library was almost anything you could think of: Jewelry, art, automotive, airplanes, furniture, landscape, design, architecture, science, elements etc.
The first stop was doing deals with stock agencies, photo agencies and photographers themselves. Simultaneously researching, categorizing free content from Creative Commons, one of several public copyright licenses that enable the free distribution of an otherwise copyrighted “work”. Then it was categorizing museums, libraries and reaching out to all to understand their protocol’s, timing and costs.
In addition, Sider Road hired staff and worked hand-in-hand with the clients technology team to create internal protocols.
RESULTS
A grueling 1.5 years later, over 500M images were delivered and needed to be categorized internally, tagged and internal photo editors needed to do their selections.
PAY PER VIEW EXPANSION
SITUATION
PPV.com, owned by a B2B company, had launched this consumer site. The CEO and executives at the company were unfamiliar with marketing, branding, SM and sales tactics for the consumer market. The site primarily focused on live sporting events such as boxing and MMA. The goal for this assignment was to increase visibility, work on branding, sales, partnerships, content and additional programming.
SIDER ROAD'S ROLE
Deliver a sales deck, reach out to potential advertisers, create partnerships, adjust branding and messaging, evaluate social media statistics, develop content for web, social media and advertising usage and find programming.
INTERVENTION
Work smartly, smoothly while learning the internal protocol’s of the parent company to ensure we meet their needs and not step out of bounds.
Additionally, hired 3rd party experts to assist with social media evaluation, creative and programming.
RESULTS
Considering it was a wide berth of deliveries, all went smoothly and looking forward to continuing with this client as needs arise after the groundwork was set up for them.
FAMILY DYNAMICS AND RETRAINING
SITUATION
A CEO launched a social media agency over a decade ago which focused on the healthcare industry. Employee and client turnover was rampant.
SIDER ROAD'S ROLE
Create and deploy an Efficiency Evaluation from every division and operating function of this company.
INTERVENTION
Coaching the CEO for best practices in operations, marketing, finance, sales, employee retention, advertising and in-house design.
RESULTS
Long term client who has now flourished.
OUR IMPACT
Case Studies
- Team Management issues: Healthcare Teams, Real Estate Teams, Software Developers and Agencies
- Crisis Management: The basics to streamline the bleeding
- Licensing: Start from scratch for the largest digital library worldwide.
- Operation re-alignment: Often times, leaders know something is amiss. Is it a person or is it the protocols?
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