FROM CHAOS AND STRESS TO SUCCESSFUL STRATEGY EXECUTION THAT EXCEEDS SALES GOALS

The client, a financial education company, was making a very positive impact on people’s lives. Yet behind the scenes, there was chaos, and the team was running a rat race under pressure.

Instead of Mister’s “rinse, repeat and tweak” strategy, management was constantly creating things over and over. Every time, it looked for a short-term game plan, and for someone to take ownership of certain parts of the work. “It was a lot of parts moving one at a time. It was always rush, rush, rush,” Mister says.

Initially, the business leaders found it challenging to change the work processes. Knowing change isn’t always easy, Mister was there to keep them accountable. She explained to them that if the team keeps working the way they’ve been, “you’re going to burn them into the ground. You’ve got to stop,” she advised.

To support them, she gave the assignment to list down every idea and every goal they’ve ever had before she moved forward. The next step was to document and structure every action team members would take and every outcome they desired to experience, “for the sake of process and procedure, and to be able to measure KPIs,” she explains.

Therefore, it was time to fi nd the system that would set both Mister and her client company to succeed.

Over the years, Mister herself had tried many solutions to support an efficient process of strategy execution. “One of my other clients used a project management platform. I had some experience with other tools. I loved the different functions of a resource scheduler, but this client’s team members did not adopt these systems, and they were getting overwhelmed,” she says.

So Mister continued her search, until she stumbled upon MPOWR Envision on Software Advice. She knew almost immediately that “MPOWR Envision fi t perfectly to what this client needed.”

For Mister’s client, finding the right tool was just what management needed. While the business leaders weren’t used to creating and executing strategies, they’re visual learners, so MPOWR Envision, with its emphasis on data visualization, has helped a lot. Among others, the data in MPOWR Envision is color coded, so it’s very easy to see what’s going well (because it’s in green), what might need your attention soon (yellow) and what you urgently need to take action on (red).

“They love it. Being able to not only build a strategy, manage projects and operations, but also set and access KPIs, measurements and reports, and see whether this process is working on qualitative and quantitative metrics helps everything. The visual analytics and metrics – wow, I love it,” Mister says.

Plus, “having it all in one place is a game changer – instead of integrating multiple systems. Although MPOWR Envision also has integrations, in case we need them,” she adds.

A significant credit for the client’s success in executing a strategy goes, of course, to her consultant. Mister’s leadership, professional expertise and creativity have helped CEOs and senior stakeholders engineer the unexpected, and scale their product portfolios.

This client’s team, like those who preceded it, has been willing to try new ways of doing business, because of the trust Mister established through unwavering focus on both customer needs and company outcomes.

As a consultant, it’s important to Mister that any partner she brings into this kind of relationship will be committed to both her success and the success of her clients.

“I love working with MPOWR Envision’s team. Every time I hit a wall, I reach out to Lindsey [Green, MPOWR Envision’s customer success manager], and she connects me with Matt [Heggelund, MPOWR Envision’s product manager] when necessary, and it has been beautiful ever since,” Mister says. The team has helped with everything from client training to new feature development.

One key aspect for Mister has been her partners’ openness to feedback, so they can grow together. “I look at multiple systems for my clients, and I’m able to give MPOWR Envision feedback based on all of that, and they’re always open to that,” she says.

“I love working with them. If you’re looking for a company that will partner with you and not just sell you their product, this is where you need to be. They’re willing to partner with you, capture the customer voice and get customer insight, so the product is improved each time they do a release. If their product is better, so is your business. MPOWR Envision makes sure their product is 200% beneficial to your company’s growth,” she says.

At first, the client’s team members didn’t capture their activities in the software. Again, changing habits takes time. But Lindsey from MPOWR Envision had their back. After Lindsey helped update the plan and the steps the team had taken in the platform, the business leaders told Mister, “‘this captures the entire process, and this is something we can duplicate.’ They were able to see what they did months ago in the system, and were reminded of how it worked,” Mister says.

And good thing they did. Compared to the past, when the business leaders consistently looked for someone new to take ownership of the next step and figure it out, now they have a strategy they can – and want to – duplicate.

“When we first started, they had a goal to launch their platform to the rest of the world. They asked, ‘How can we make this amount of money per month?’ That was their baseline goal,” Mister says.

After using MPOWR Envision and practicing strategy execution, the baseline goal was achieved in the first month of the launch.

Moreover, “in the first month, the sales goal was exceeded by $20,000,” Mister says.

Mister herself has loved the experience, and is already spreading the word. “I’m working on getting MPOWR Envision’s name out there, and encouraging my other clients to give it a shot,” she says.

“Being able to work with a company who is willing to listen and work with what we need, being able to help develop MPOWR Envision’s vision alongside ours – has meant everything,” she says.