Interim CEO, National Non-Profit. During a leadership transition, Forum stepped in and partnered with the National Board of Trustees to design and implement strategic goals and objectives. We cultivated relationships with all relevant stakeholders: board, staff, volunteers, community- and corporate-partners, funders and government officials. We managed the organization’s financial resources and and oversaw the design, marketing, promotion, execution and quality of the Foundation’s programs and services. With the best interest of the client in mind, we helped identify our replacement and seamlessly transitioned to the new CEO - enabling this non-profit to focus on changing the world and saving lives.
Organizational Design & Development
Healthcare Payer. With a new strategy in place, our client needed to align the organization to fully realize the benefits of the strategy. Forum helped this client define a new organization model, assess capabilities of the team, worked with the client to identify its high potential leaders and implemented the re-organization effort. We defined new decision-making methods and carefully energized the team through the change process, dispelling anxiety common to organizational shifts. The result ignited the key action nodes in the company, drove the business forward and is helping them realize company strategies.
Operations & Process Optimization
Higher Educational Institution. This client was facing inefficiencies and high cost related to its dated Human Resources technology. Moving Human Resources processes to the cloud is an opportunity to improve user experience, streamline processes and reduce IT costs. However, the widely distributed nature of HR in a multi-department educational institution is also a challenge that requires big program deployment experience and insight. Forum provided advice on program quality to executive sponsors on an enterprise-wide cloud-based Workday implementation for a large educational institution, identifying opportunities for improvement.
Program & Project Leadership
International Transportation Company. Our client was faced with a competitive market opportunity to significantly save energy and fuel costs and looked to Forum to help them integrate technology into over the road transportation. We worked quickly to help deliver a new and complex capability to market, leading the program to integrate the on-board technology with the back-end IT systems. With our help, the client delivered the capability and the necessary updates to support the deployment on schedule - helping their customers save millions in operating expense.
Client Case Studies: